GEF-B vs HCXY

Comparison between Greif Inc - Class B (GEF-B, Company) and Hercules Capital Inc (HCXY, Company).

GEF-B is from the Consumer Cyclical sector, while HCXY is from the Financials sector.

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

GEF-B vs HCXY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GEF-B(COMPANY)	HCXY(COMPANY)
Market Cap	$4.56B	$4.56B
Max Drawdown	64.12%	34.76%
Sharpe Ratio	1.16	0.40
5Y Beta	0.76	-0.02
Industry	Packaging & Containers	Investment Banking & Investment Services
P/E Ratio	4.18	13.27
Forward P/E	7.35	N/A
PEG Ratio	0.01	0.76
Dividend Yield	2.99%	4.94%
5Y Dividends CAGR	9.45%	4.56%
5Y EPS CAGR	56.19%	N/A
Debt to Equity	41.11%	103.18%
Free Cash Flow Yield	-3.76%	-9.35%
P/S Ratio	0.71	N/A
P/B Ratio	1.03	N/A

Market Cap

Winner

GEF-B

$4.56B

HCXY

$4.56B

Max Drawdown

GEF-B

64.12%

Winner

HCXY

34.76%

Sharpe Ratio

Winner

GEF-B

1.16

HCXY

0.40

5Y Beta

GEF-B

0.76

Winner

HCXY

-0.02

Industry

GEF-B

Packaging & Containers

HCXY

Investment Banking & Investment Services

P/E Ratio

Winner

GEF-B

4.18

HCXY

13.27

Forward P/E

GEF-B

7.35

HCXY

N/A

PEG Ratio

Winner

GEF-B

0.01

HCXY

0.76

Dividend Yield

GEF-B

2.99%

Winner

HCXY

4.94%

5Y Dividends CAGR

Winner

GEF-B

9.45%

HCXY

4.56%

5Y EPS CAGR

GEF-B

56.19%

HCXY

N/A

Debt to Equity

Winner

GEF-B

41.11%

HCXY

103.18%

Free Cash Flow Yield

Winner

GEF-B

-3.76%

HCXY

-9.35%

P/S Ratio

GEF-B

0.71

HCXY

N/A

P/B Ratio

GEF-B

1.03

HCXY

N/A

GEF-B vs HCXY - Historical Returns

Returns include dividend reinvestment.

Period	GEF-B	HCXY
1 month	-4.26%	+0.40%
3 months	-6.29%	-0.19%
6 months	+14.68%	+0.48%
1 year	+24.30%	+6.81%
5 years(CAGR)	+11.28%	+4.77%
10 years(CAGR)	+10.18%	N/A
Max(CAGR)	+12.05%	+6.73%

GEF-B

-4.26%

Winner

HCXY

+0.40%

GEF-B

-6.29%

Winner

HCXY

-0.19%

Winner

GEF-B

+14.68%

HCXY

+0.48%

Winner

GEF-B

+24.30%

HCXY

+6.81%

5Y(CAGR)

Winner

GEF-B

+11.28%

HCXY

+4.77%

10Y(CAGR)

GEF-B

+10.18%

HCXY

N/A

Max(CAGR)

Winner

GEF-B

+12.05%

HCXY

+6.73%

GEF-B vs HCXY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	GEF-B	HCXY
2026	+6.62%	+0.29%
2025	+17.65%	+7.15%
2024	+7.92%	+6.06%
2023	-12.19%	+11.82%
2022	+37.40%	-2.14%
2021	+29.70%	+4.59%
2020	+1.36%	+7.89%
2019	+24.01%	+19.30%
2018	-34.00%	-2.28%
2017	+4.77%	N/A
2016	+65.36%	N/A
2015	-9.15%	N/A
2014	-9.35%	N/A
2013	+24.28%	N/A
2012	+9.84%	N/A
2011	-22.54%	N/A
2010	+24.31%	N/A
2009	+47.75%	N/A
2008	-39.57%	N/A
2007	+15.99%	N/A
2006	+81.65%	N/A
2005	+20.85%	N/A
2004	+57.73%	N/A
2003	+12.69%	N/A

GEF-B vs HCXY Drawdown Comparison

The maximum drawdown for GEF-B was -63.04%, occurring on Nov 20, 2008. Recovery took 519 trading sessions.

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

The current GEF-B drawdown is -14.34%. The current HCXY drawdown is -1.36%.

Rank	GEF-B	HCXY
#1	-63.04% Apr 2, 2008 - Apr 23, 2010	-34.76% Feb 26, 2020 - Sep 23, 2020
#2	-50.80% Dec 21, 2017 - Apr 28, 2021	-15.28% Oct 14, 2021 - Jan 13, 2023
#3	-40.40% Jun 18, 2014 - Jun 20, 2016	-11.53% Feb 7, 2023 - Jul 17, 2023
#4	-32.51% Jul 7, 2011 - Mar 26, 2013	-9.12% Sep 28, 2018 - Jan 4, 2019
#5	-29.59% Mar 1, 2023 - Dec 12, 2025	-7.45% Jul 21, 2023 - Nov 8, 2023
#6	-23.37% Nov 11, 2021 - Jul 28, 2022	-4.21% Jul 22, 2019 - Aug 28, 2019
#7	-23.17% Feb 13, 2017 - Dec 20, 2017	-4.00% Nov 8, 2023 - Dec 22, 2023
#8	-22.30% Apr 8, 2005 - Jun 30, 2006	-3.97% Jul 15, 2021 - Oct 14, 2021
#9	-19.83% Feb 23, 2007 - Jun 18, 2007	-3.91% Jan 14, 2021 - Apr 14, 2021
#10	-19.49% Jul 17, 2007 - Oct 5, 2007	-3.58% Feb 5, 2024 - May 14, 2024
#11	-17.73% Dec 28, 2007 - Apr 2, 2008	-3.58% Oct 22, 2024 - Feb 26, 2025
#12	-17.11% Apr 8, 2026 - May 19, 2026	-3.55% Jan 13, 2023 - Feb 7, 2023
#13	-15.58% Aug 12, 2022 - Oct 21, 2022	-3.42% Sep 9, 2019 - Nov 29, 2019
#14	-15.39% Apr 26, 2010 - Jun 21, 2010	-3.26% Nov 4, 2020 - Nov 13, 2020
#15	-15.23% Mar 26, 2013 - Jul 2, 2013	-3.20% Feb 18, 2026 - Mar 31, 2026

Correlation

Correlation between GEF-B and HCXY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2003 - 2026)

GEF-B vs HCXY dividend yield comparison.

Year	GEF-B	HCXY
2026	1.06%	3.14%
2025	4.40%	6.13%
2024	4.67%	6.21%
2023	4.62%	6.19%
2022	3.67%	6.35%
2021	4.50%	5.86%
2020	5.44%	5.83%
2019	3.81%	5.93%
2018	4.32%	0.67%
2017	3.62%	0.00%
2016	3.72%	0.00%
2015	5.87%	0.00%
2014	5.10%	0.00%
2013	4.27%	0.00%
2012	5.18%	0.00%
2011	5.56%	0.00%
2010	4.00%	0.00%
2009	4.53%	0.00%
2008	7.79%	0.00%
2007	2.48%	0.00%
2006	2.00%	0.00%
2005	2.27%	0.00%
2004	1.86%	0.00%
2003	0.56%	0.00%