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CWT vs HTGC

Comparison between California Water Service Group (CWT, Company) and Hercules Capital Inc (HTGC, Company).

CWT is from the Utilities sector, while HTGC is from the Financial Services sector.

5-Year PerformanceHTGC has outperformed CWT, delivering a return of +8.9% compared to -1.3%

CWT vs HTGC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CWT
$2.83B
Winner
HTGC
$2.84B
Max Drawdown
Winner
CWT
41.73%
HTGC
75.85%
Sharpe Ratio
Winner
CWT
0.16
HTGC
-0.32
5Y Beta
Winner
CWT
-0.02
HTGC
0.77
Industry
CWT
Utilities - Regulated Water
HTGC
Asset Management
P/E Ratio
CWT
23.71
Winner
HTGC
8.34
Forward P/E
CWT
18.55
Winner
HTGC
7.89
PEG Ratio
CWT
2.16
Winner
HTGC
0.23
Dividend Yield
CWT
2.67%
Winner
HTGC
10.50%
5Y Dividends CAGR
Winner
CWT
12.15%
HTGC
4.97%
5Y EPS CAGR
CWT
2.49%
HTGC
N/A
Debt to Equity
Winner
CWT
0.05%
HTGC
114.01%
Free Cash Flow Yield
Winner
CWT
11.07%
HTGC
-15.31%
P/S Ratio
Winner
CWT
2.80
HTGC
5.11
P/B Ratio
CWT
1.69
Winner
HTGC
1.27

CWT vs HTGC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CWT
+9.31%
HTGC
-2.96%
3M
CWT
+9.06%
Winner
HTGC
+10.29%
6M
Winner
CWT
+11.54%
HTGC
-12.79%
1Y
Winner
CWT
+7.18%
HTGC
-5.58%
5Y(CAGR)
CWT
-1.28%
Winner
HTGC
+8.87%
10Y(CAGR)
CWT
+5.64%
Winner
HTGC
+13.56%
Max(CAGR)
CWT
+7.56%
Winner
HTGC
+11.50%

CWT vs HTGC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCWTHTGC
2026+12.42%-14.50%
2025-0.56%+1.96%
2024-10.67%+32.98%
2023-14.49%+41.90%
2022-14.14%-10.44%
2021+36.49%+28.51%
2020+8.60%+14.66%
2019+13.02%+37.73%
2018+8.62%-7.89%
2017+36.99%-0.02%
2016+50.02%+27.29%
2015-2.76%-10.92%
2014+13.13%-0.53%
2013+27.66%+57.57%
2012+4.24%+26.44%
2011+0.31%-3.48%
2010+4.11%+4.16%
2009-17.22%+53.21%
2008+30.29%-22.46%
2007-3.71%-4.17%
2006+8.87%+35.73%
2005+7.39%-7.27%
2004+41.17%N/A
2003+18.55%N/A
2002-1.59%N/A
2001+4.86%N/A
2000+0.59%N/A
1999+1.03%N/A

CWT vs HTGC Drawdown Comparison

The maximum drawdown for CWT was -38.22%, occurring on Jan 10, 2025. This drawdown has not yet recovered.

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

The current CWT drawdown is -26.82%. The current HTGC drawdown is -19.07%.

RankCWTHTGC
#1-38.22%
Jan 3, 2022 - Jan 10, 2025
-68.28%
May 23, 2007 - Oct 7, 2009
#2-31.27%
Dec 27, 1999 - Apr 22, 2003
-57.47%
Feb 21, 2020 - Dec 23, 2020
#3-30.88%
Oct 31, 2007 - Dec 17, 2008
-36.10%
Apr 20, 2022 - Jul 18, 2023
#4-26.71%
Dec 31, 2008 - Feb 19, 2013
-33.89%
Jul 28, 2014 - Aug 9, 2016
#5-25.99%
Feb 18, 2020 - Jan 6, 2021
-28.12%
Feb 19, 2025 - Mar 27, 2026
#6-25.15%
Apr 21, 2006 - Jan 10, 2007
-27.93%
Aug 12, 2005 - Sep 29, 2006
#7-22.54%
Jan 29, 2015 - Feb 12, 2016
-24.45%
Apr 6, 2011 - Feb 3, 2012
#8-21.98%
Nov 30, 2017 - Nov 16, 2018
-23.46%
Apr 23, 2010 - Jan 5, 2011
#9-21.54%
Aug 3, 2005 - Jan 27, 2006
-19.98%
Aug 22, 2018 - Feb 22, 2019
#10-21.46%
Jan 10, 2007 - Aug 8, 2007
-19.09%
Nov 27, 2013 - Jul 2, 2014
#11-18.56%
Aug 9, 2007 - Oct 29, 2007
-18.82%
Apr 26, 2017 - Aug 15, 2018
#12-17.83%
Jun 18, 2003 - Apr 27, 2004
-18.27%
Jul 30, 2024 - Jan 16, 2025
#13-14.80%
Dec 30, 2004 - Jun 1, 2005
-17.31%
Jan 19, 2010 - Apr 6, 2010
#14-14.76%
Jul 5, 2016 - Nov 22, 2016
-15.09%
Oct 19, 2009 - Jan 4, 2010
#15-14.67%
Mar 25, 2014 - Jun 27, 2014
-13.80%
Aug 7, 2023 - Jan 4, 2024

Correlation

Correlation between CWT and HTGC is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2000 - 2026)

CWT vs HTGC dividend yield comparison.

YearCWTHTGC
20261.41%5.71%
20252.86%9.99%
20242.47%9.56%
20232.01%11.40%
20221.65%13.77%
20211.28%9.76%
20201.57%9.02%
20191.53%9.49%
20181.57%11.40%
20171.59%9.45%
20162.04%8.79%
20152.88%10.17%
20142.64%8.33%
20132.77%6.77%
20123.43%8.54%
20113.37%9.32%
20103.19%7.72%
20093.20%12.13%
20082.52%16.67%
20073.13%9.66%
20063.57%9.05%
20052.98%0.21%
20043.00%0.00%
20034.11%0.00%
20024.74%0.00%
20015.42%0.00%
20004.13%0.00%

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