CBT vs HCXY

Comparison between Cabot Corp (CBT, Company) and Hercules Capital Inc (HCXY, Company).

CBT is from the Basic Materials sector, while HCXY is from the Financials sector.

5-Year PerformanceCBT has outperformed HCXY, delivering a return of +11.3% compared to +4.8%

CBT vs HCXY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBT(COMPANY)	HCXY(COMPANY)
Market Cap	$4.56B	$4.56B
Max Drawdown	83.85%	34.76%
Sharpe Ratio	0.65	0.44
5Y Beta	0.88	-0.02
Industry	Specialty Chemicals	Investment Banking & Investment Services
P/E Ratio	16.29	13.27
Forward P/E	10.62	N/A
PEG Ratio	N/A	0.76
Dividend Yield	2.02%	4.97%
5Y Dividends CAGR	10.17%	4.56%
Debt to Equity	71.68%	103.18%
Free Cash Flow Yield	9.47%	-9.35%

Market Cap

Winner

CBT

$4.56B

HCXY

$4.56B

Max Drawdown

CBT

83.85%

Winner

HCXY

34.76%

Sharpe Ratio

Winner

CBT

0.65

HCXY

0.44

5Y Beta

CBT

0.88

Winner

HCXY

-0.02

Industry

CBT

Specialty Chemicals

HCXY

Investment Banking & Investment Services

P/E Ratio

CBT

16.29

Winner

HCXY

13.27

Forward P/E

CBT

10.62

HCXY

N/A

PEG Ratio

CBT

N/A

HCXY

0.76

Dividend Yield

CBT

2.02%

Winner

HCXY

4.97%

5Y Dividends CAGR

Winner

CBT

10.17%

HCXY

4.56%

Debt to Equity

Winner

CBT

71.68%

HCXY

103.18%

Free Cash Flow Yield

Winner

CBT

9.47%

HCXY

-9.35%

CBT vs HCXY - Historical Returns

Returns include dividend reinvestment.

Period	CBT	HCXY
1 month	+8.54%	+1.24%
3 months	+28.92%	+0.57%
6 months	+32.46%	+1.84%
1 year	+24.05%	+7.17%
5 years(CAGR)	+11.25%	+4.81%
10 years(CAGR)	+9.33%	N/A
Max(CAGR)	+10.62%	+6.81%

Winner

CBT

+8.54%

HCXY

+1.24%

Winner

CBT

+28.92%

HCXY

+0.57%

Winner

CBT

+32.46%

HCXY

+1.84%

Winner

CBT

+24.05%

HCXY

+7.17%

5Y(CAGR)

Winner

CBT

+11.25%

HCXY

+4.81%

10Y(CAGR)

CBT

+9.33%

HCXY

N/A

Max(CAGR)

Winner

CBT

+10.62%

HCXY

+6.81%

CBT vs HCXY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CBT	HCXY
2026	+33.41%	+1.05%
2025	-23.64%	+7.15%
2024	+11.95%	+6.06%
2023	+29.88%	+11.82%
2022	+19.42%	-2.14%
2021	+29.84%	+4.59%
2020	-1.21%	+7.89%
2019	+12.87%	+19.30%
2018	-29.79%	-2.28%
2017	+22.60%	N/A
2016	+28.38%	N/A
2015	-4.62%	N/A
2014	-12.89%	N/A
2013	+28.23%	N/A
2012	+22.28%	N/A
2011	-16.15%	N/A
2010	+40.46%	N/A
2009	+75.01%	N/A
2008	-51.14%	N/A
2007	-23.24%	N/A
2006	+19.53%	N/A
2005	-4.60%	N/A
2004	+24.28%	N/A
2003	+21.34%	N/A
2002	-22.76%	N/A
2001	+44.00%	N/A
2000	+129.99%	N/A
1999	+9.32%	N/A

CBT vs HCXY Drawdown Comparison

The maximum drawdown for CBT was -82.88%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.

The maximum drawdown for HCXY was -34.76%, occurring on Mar 20, 2020. Recovery took 146 trading sessions.

The current CBT drawdown is -21.41%. The current HCXY drawdown is -0.61%.

Rank	CBT	HCXY
#1	-82.88% Apr 25, 2007 - Feb 1, 2011	-34.76% Feb 26, 2020 - Sep 23, 2020
#2	-67.20% Jan 26, 2018 - May 6, 2021	-15.28% Oct 14, 2021 - Jan 13, 2023
#3	-52.51% Oct 23, 2001 - Jun 23, 2004	-11.53% Feb 7, 2023 - Jul 17, 2023
#4	-50.85% Apr 5, 2011 - Oct 21, 2013	-9.12% Sep 28, 2018 - Jan 4, 2019
#5	-48.79% Nov 6, 2024 - Nov 20, 2025	-7.45% Jul 21, 2023 - Nov 8, 2023
#6	-47.44% Jun 17, 2014 - Feb 2, 2017	-4.21% Jul 22, 2019 - Aug 28, 2019
#7	-30.64% Jun 30, 2004 - Oct 16, 2006	-4.00% Nov 8, 2023 - Dec 22, 2023
#8	-25.32% Jun 4, 2021 - Feb 8, 2022	-3.97% Jul 15, 2021 - Oct 14, 2021
#9	-24.00% Feb 15, 2001 - Aug 13, 2001	-3.91% Jan 14, 2021 - Apr 14, 2021
#10	-23.16% Mar 3, 2023 - Dec 18, 2023	-3.58% Feb 5, 2024 - May 14, 2024
#11	-23.03% Aug 22, 2000 - Nov 1, 2000	-3.58% Oct 22, 2024 - Feb 26, 2025
#12	-22.39% Jun 6, 2022 - Aug 16, 2022	-3.55% Jan 13, 2023 - Feb 7, 2023
#13	-19.79% Aug 16, 2022 - Feb 13, 2023	-3.42% Sep 9, 2019 - Nov 29, 2019
#14	-17.84% Mar 31, 2000 - Jul 6, 2000	-3.26% Nov 4, 2020 - Nov 13, 2020
#15	-17.55% Dec 26, 2023 - Mar 4, 2024	-3.20% Feb 18, 2026 - Mar 31, 2026

Correlation

Correlation between CBT and HCXY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (1999 - 2026)

CBT vs HCXY dividend yield comparison.

Year	CBT	HCXY
2026	1.04%	3.12%
2025	2.69%	6.13%
2024	1.85%	6.21%
2023	1.88%	6.19%
2022	2.21%	6.35%
2021	2.53%	5.86%
2020	3.12%	5.83%
2019	2.90%	5.93%
2018	3.04%	0.67%
2017	2.02%	0.00%
2016	2.22%	0.00%
2015	2.15%	0.00%
2014	1.96%	0.00%
2013	1.56%	0.00%
2012	1.96%	0.00%
2011	2.24%	0.00%
2010	1.91%	0.00%
2009	2.74%	0.00%
2008	4.71%	0.00%
2007	2.16%	0.00%
2006	1.51%	0.00%
2005	1.79%	0.00%
2004	1.58%	0.00%
2003	1.76%	0.00%
2002	1.96%	0.00%
2001	1.40%	0.00%
2000	52.69%	0.00%
1999	0.54%	0.00%