CBZ vs HTGC

Comparison between Cbiz Inc (CBZ, Company) and Hercules Capital Inc (HTGC, Company).

CBZ is from the Industrials sector, while HTGC is from the Financial Services sector.

5-Year PerformanceCBZ has outperformed HTGC, delivering a return of +11.3% compared to +10.3%

CBZ vs HTGC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBZ(COMPANY)	HTGC(COMPANY)
Market Cap	$2.99B	$2.99B
Max Drawdown	91.39%	75.85%
Sharpe Ratio	-0.31	-0.28
5Y Beta	0.46	0.77
Industry	Specialty Business Services	Asset Management
P/E Ratio	34.18	8.79
Forward P/E	11.44	8.46
PEG Ratio	1.15	0.24
Dividend Yield	N/A	10.10%
5Y Dividends CAGR	N/A	9.16%
5Y EPS CAGR	1.55%	N/A
Debt to Equity	82.63%	114.01%
Free Cash Flow Yield	5.88%	-14.53%
P/S Ratio	1.06	5.39
P/B Ratio	1.32	1.36

Market Cap

CBZ

$2.99B

Winner

HTGC

$2.99B

Max Drawdown

CBZ

91.39%

Winner

HTGC

75.85%

Sharpe Ratio

CBZ

-0.31

Winner

HTGC

-0.28

5Y Beta

Winner

CBZ

0.46

HTGC

0.77

Industry

CBZ

Specialty Business Services

HTGC

Asset Management

P/E Ratio

CBZ

34.18

Winner

HTGC

8.79

Forward P/E

CBZ

11.44

Winner

HTGC

8.46

PEG Ratio

CBZ

1.15

Winner

HTGC

0.24

Dividend Yield

CBZ

N/A

HTGC

10.10%

5Y Dividends CAGR

CBZ

N/A

HTGC

9.16%

5Y EPS CAGR

CBZ

1.55%

HTGC

N/A

Debt to Equity

Winner

CBZ

82.63%

HTGC

114.01%

Free Cash Flow Yield

Winner

CBZ

5.88%

HTGC

-14.53%

P/S Ratio

Winner

CBZ

1.06

HTGC

5.39

P/B Ratio

Winner

CBZ

1.32

HTGC

1.36

CBZ vs HTGC - Historical Returns

Returns include dividend reinvestment.

Period	CBZ	HTGC
1 month	+72.38%	+3.46%
3 months	+81.31%	+4.28%
6 months	+40.53%	-6.86%
1 year	-27.38%	-4.02%
5 years(CAGR)	+11.33%	+10.32%
10 years(CAGR)	+17.73%	+13.30%
Max(CAGR)	+6.88%	+11.80%

Winner

CBZ

+72.38%

HTGC

+3.46%

Winner

CBZ

+81.31%

HTGC

+4.28%

Winner

CBZ

+40.53%

HTGC

-6.86%

CBZ

-27.38%

Winner

HTGC

-4.02%

5Y(CAGR)

Winner

CBZ

+11.33%

HTGC

+10.32%

10Y(CAGR)

Winner

CBZ

+17.73%

HTGC

+13.30%

Max(CAGR)

CBZ

+6.88%

Winner

HTGC

+11.80%

CBZ vs HTGC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CBZ	HTGC
2026	+8.86%	-8.49%
2025	-37.84%	+1.96%
2024	+32.24%	+32.98%
2023	+34.20%	+41.90%
2022	+18.31%	-10.44%
2021	+52.16%	+28.51%
2020	-1.63%	+14.66%
2019	+35.68%	+37.73%
2018	+25.48%	-7.89%
2017	+12.36%	-0.02%
2016	+40.80%	+27.29%
2015	+15.46%	-10.92%
2014	-3.71%	-0.53%
2013	+52.00%	+57.57%
2012	-3.43%	+26.44%
2011	-3.48%	-3.48%
2010	-18.11%	+4.16%
2009	-12.80%	+53.21%
2008	-9.52%	-22.46%
2007	+42.38%	-4.17%
2006	+15.02%	+35.73%
2005	+35.28%	-7.27%
2004	-5.22%	N/A
2003	+51.53%	N/A
2002	+20.45%	N/A
2001	+84.00%	N/A
2000	-85.93%	N/A
1999	-13.01%	N/A

CBZ vs HTGC Drawdown Comparison

The maximum drawdown for CBZ was -91.34%, occurring on Oct 11, 2000. Recovery took 3996 trading sessions.

The maximum drawdown for HTGC was -68.28%, occurring on Mar 5, 2009. Recovery took 599 trading sessions.

The current CBZ drawdown is -37.62%. The current HTGC drawdown is -13.39%.

Rank	CBZ	HTGC
#1	-91.34% Nov 15, 1999 - Oct 5, 2015	-68.28% May 23, 2007 - Oct 7, 2009
#2	-71.64% Feb 6, 2025 - Mar 24, 2026	-57.47% Feb 21, 2020 - Dec 23, 2020
#3	-39.40% Feb 18, 2020 - Feb 18, 2021	-36.10% Apr 20, 2022 - Jul 18, 2023
#4	-25.85% Jul 30, 2024 - Jan 30, 2025	-33.89% Jul 28, 2014 - Aug 9, 2016
#5	-22.64% Sep 18, 2018 - Sep 19, 2019	-28.12% Feb 19, 2025 - Mar 27, 2026
#6	-15.27% Oct 28, 2015 - Aug 12, 2016	-27.93% Aug 12, 2005 - Sep 29, 2006
#7	-15.02% Apr 21, 2022 - Jul 28, 2022	-24.45% Apr 6, 2011 - Feb 3, 2012
#8	-14.49% Oct 27, 2017 - Feb 15, 2018	-23.46% Apr 23, 2010 - Jan 5, 2011
#9	-12.07% Nov 5, 2021 - Jan 13, 2022	-19.98% Aug 22, 2018 - Feb 22, 2019
#10	-11.86% May 7, 2021 - Oct 18, 2021	-19.09% Nov 27, 2013 - Jul 2, 2014
#11	-11.60% Aug 30, 2023 - Nov 14, 2023	-18.82% Apr 26, 2017 - Aug 15, 2018
#12	-10.89% Aug 18, 2022 - Oct 27, 2022	-18.27% Jul 30, 2024 - Jan 16, 2025
#13	-9.72% Dec 13, 2022 - Feb 24, 2023	-17.31% Jan 19, 2010 - Apr 6, 2010
#14	-9.45% Jul 9, 2018 - Aug 30, 2018	-15.09% Oct 19, 2009 - Jan 4, 2010
#15	-9.32% Mar 28, 2024 - May 20, 2024	-13.80% Aug 7, 2023 - Jan 4, 2024

Correlation

Correlation between CBZ and HTGC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

CBZ vs HTGC dividend yield comparison.

Year	CBZ	HTGC
2026	0.00%	7.91%
2025	0.00%	9.99%
2024	0.00%	9.56%
2023	0.00%	11.40%
2022	0.00%	13.77%
2021	0.00%	9.76%
2020	0.00%	9.02%
2019	0.00%	9.49%
2018	0.00%	11.40%
2017	0.00%	9.45%
2016	0.00%	8.79%
2015	0.00%	10.17%
2014	0.00%	8.33%
2013	0.00%	6.77%
2012	0.00%	8.54%
2011	0.00%	9.32%
2010	0.00%	7.72%
2009	0.00%	12.13%
2008	0.00%	16.67%
2007	0.00%	9.66%
2006	0.00%	9.05%
2005	0.00%	0.21%
2000	4.44%	0.00%
1999	0.59%	0.00%