CLMT vs HTGC

Comparison between Calumet Inc (CLMT, Company) and Hercules Capital Inc (HTGC, Company).

CLMT is from the Basic Materials sector, while HTGC is from the Financial Services sector.

CLMT vs HTGC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLMT(COMPANY)	HTGC(COMPANY)
Market Cap	$2.85B	$2.84B
Max Drawdown	61.87%	75.85%
Sharpe Ratio	1.95	-0.32
5Y Beta	1.08	0.77
Industry	Specialty Chemicals	Asset Management
P/E Ratio	-9.08	8.34
Forward P/E	11.35	7.89
PEG Ratio	-0.03	0.23
Dividend Yield	N/A	10.50%
5Y Dividends CAGR	N/A	4.97%
Debt to Equity	-220.42%	114.01%
Free Cash Flow Yield	-10.70%	-15.31%
P/S Ratio	0.68	5.11
P/B Ratio	19.32	1.27

Market Cap

Winner

CLMT

$2.85B

HTGC

$2.84B

Max Drawdown

Winner

CLMT

61.87%

HTGC

75.85%

Sharpe Ratio

Winner

CLMT

1.95

HTGC

-0.32

5Y Beta

CLMT

1.08

Winner

HTGC

0.77

Industry

CLMT

Specialty Chemicals

HTGC

Asset Management

P/E Ratio

Winner

CLMT

-9.08

HTGC

8.34

Forward P/E

CLMT

11.35

Winner

HTGC

7.89

PEG Ratio

Winner

CLMT

-0.03

HTGC

0.23

Dividend Yield

CLMT

N/A

HTGC

10.50%

5Y Dividends CAGR

CLMT

N/A

HTGC

4.97%

Debt to Equity

Winner

CLMT

-220.42%

HTGC

114.01%

Free Cash Flow Yield

Winner

CLMT

-10.70%

HTGC

-15.31%

P/S Ratio

Winner

CLMT

0.68

HTGC

5.11

P/B Ratio

CLMT

19.32

Winner

HTGC

1.27

CLMT vs HTGC - Historical Returns

Returns include dividend reinvestment.

Period	CLMT	HTGC
1 month	+0.88%	-2.96%
3 months	+14.27%	+10.29%
6 months	+73.87%	-12.79%
1 year	+120.39%	-5.58%
5 years(CAGR)	N/A	+8.87%
10 years(CAGR)	N/A	+13.56%
Max(CAGR)	+43.27%	+11.50%

Winner

CLMT

+0.88%

HTGC

-2.96%

Winner

CLMT

+14.27%

HTGC

+10.29%

Winner

CLMT

+73.87%

HTGC

-12.79%

Winner

CLMT

+120.39%

HTGC

-5.58%

5Y(CAGR)

CLMT

N/A

HTGC

+8.87%

10Y(CAGR)

CLMT

N/A

HTGC

+13.56%

Max(CAGR)

Winner

CLMT

+43.27%

HTGC

+11.50%

CLMT vs HTGC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	CLMT	HTGC
2026	+75.29%	-14.50%
2025	-8.81%	+1.96%
2024	+29.76%	+32.98%
2023	N/A	+41.90%
2022	N/A	-10.44%
2021	N/A	+28.51%
2020	N/A	+14.66%
2019	N/A	+37.73%
2018	N/A	-7.89%
2017	N/A	-0.02%
2016	N/A	+27.29%
2015	N/A	-10.92%
2014	N/A	-0.53%
2013	N/A	+57.57%
2012	N/A	+26.44%
2011	N/A	-3.48%
2010	N/A	+4.16%
2009	N/A	+53.21%
2008	N/A	-22.46%
2007	N/A	-4.17%
2006	N/A	+35.73%
2005	N/A	-7.27%

CLMT vs HTGC Drawdown Comparison

The maximum drawdown for CLMT was -61.87%, occurring on Apr 8, 2025. Recovery took 270 trading sessions.

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

The current CLMT drawdown is -8.39%. The current HTGC drawdown is -19.07%.

Rank	CLMT	HTGC
#1	-61.87% Jan 3, 2025 - Feb 3, 2026	-68.28% May 23, 2007 - Oct 7, 2009
#2	-33.65% Jul 11, 2024 - Aug 15, 2024	-57.47% Feb 21, 2020 - Dec 23, 2020
#3	-27.18% Aug 22, 2024 - Oct 11, 2024	-36.10% Apr 20, 2022 - Jul 18, 2023
#4	-15.01% Mar 31, 2026 - May 5, 2026	-33.89% Jul 28, 2014 - Aug 9, 2016
#5	-13.02% May 5, 2026 - Jun 2, 2026	-28.12% Feb 19, 2025 - Mar 27, 2026
#6	-12.75% Jun 4, 2026 - Jun 18, 2026	-27.93% Aug 12, 2005 - Sep 29, 2006
#7	-11.89% Nov 29, 2024 - Jan 3, 2025	-24.45% Apr 6, 2011 - Feb 3, 2012
#8	-10.79% Feb 26, 2026 - Mar 5, 2026	-23.46% Apr 23, 2010 - Jan 5, 2011
#9	-10.62% Oct 16, 2024 - Nov 8, 2024	-19.98% Aug 22, 2018 - Feb 22, 2019
#10	-10.56% Nov 11, 2024 - Nov 26, 2024	-19.09% Nov 27, 2013 - Jul 2, 2014
#11	-7.76% Mar 6, 2026 - Mar 26, 2026	-18.82% Apr 26, 2017 - Aug 15, 2018
#12	-4.61% Feb 18, 2026 - Feb 25, 2026	-18.27% Jul 30, 2024 - Jan 16, 2025
#13	-2.29% Feb 9, 2026 - Feb 12, 2026	-17.31% Jan 19, 2010 - Apr 6, 2010
#14	-1.97% Aug 15, 2024 - Aug 21, 2024	-15.09% Oct 19, 2009 - Jan 4, 2010
#15	N/A	-13.80% Aug 7, 2023 - Jan 4, 2024

Correlation

Correlation between CLMT and HTGC is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101