HCXY vs AZZ

Comparison between Hercules Capital Inc (HCXY, Company) and AZZ Inc (AZZ, Company).

HCXY is from the Financials sector, while AZZ is from the Industrials sector.

5-Year PerformanceAZZ has outperformed HCXY, delivering a return of +25.7% compared to +4.8%

HCXY vs AZZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	AZZ(COMPANY)
Market Cap	$4.56B	$4.55B
Max Drawdown	34.76%	69.48%
Sharpe Ratio	0.44	1.76
5Y Beta	-0.02	1.19
Industry	Investment Banking & Investment Services	Specialty Business Services
P/E Ratio	13.27	14.39
Forward P/E	N/A	22.27
PEG Ratio	0.76	0.10
Dividend Yield	4.97%	0.51%
5Y Dividends CAGR	4.56%	7.36%
5Y EPS CAGR	N/A	46.61%
Debt to Equity	103.18%	35.73%
Free Cash Flow Yield	-9.35%	9.78%

Market Cap

Winner

HCXY

$4.56B

AZZ

$4.55B

Max Drawdown

Winner

HCXY

34.76%

AZZ

69.48%

Sharpe Ratio

HCXY

0.44

Winner

AZZ

1.76

5Y Beta

Winner

HCXY

-0.02

AZZ

1.19

Industry

HCXY

Investment Banking & Investment Services

AZZ

Specialty Business Services

P/E Ratio

Winner

HCXY

13.27

AZZ

14.39

Forward P/E

HCXY

N/A

AZZ

22.27

PEG Ratio

HCXY

0.76

Winner

AZZ

0.10

Dividend Yield

Winner

HCXY

4.97%

AZZ

0.51%

5Y Dividends CAGR

HCXY

4.56%

Winner

AZZ

7.36%

5Y EPS CAGR

HCXY

N/A

AZZ

46.61%

Debt to Equity

HCXY

103.18%

Winner

AZZ

35.73%

Free Cash Flow Yield

HCXY

-9.35%

Winner

AZZ

9.78%

HCXY vs AZZ - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	AZZ
1 month	+1.24%	+8.86%
3 months	+0.57%	+23.10%
6 months	+1.84%	+40.81%
1 year	+7.17%	+71.23%
5 years(CAGR)	+4.81%	+25.67%
10 years(CAGR)	N/A	+11.44%
Max(CAGR)	+6.81%	+17.82%

HCXY

+1.24%

Winner

AZZ

+8.86%

HCXY

+0.57%

Winner

AZZ

+23.10%

HCXY

+1.84%

Winner

AZZ

+40.81%

HCXY

+7.17%

Winner

AZZ

+71.23%

5Y(CAGR)

HCXY

+4.81%

Winner

AZZ

+25.67%

10Y(CAGR)

HCXY

N/A

AZZ

+11.44%

Max(CAGR)

HCXY

+6.81%

Winner

AZZ

+17.82%

HCXY vs AZZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	AZZ
2026	+1.05%	+39.06%
2025	+7.15%	+30.31%
2024	+6.06%	+44.00%
2023	+11.82%	+46.69%
2022	-2.14%	-26.73%
2021	+4.59%	+20.11%
2020	+7.89%	+7.23%
2019	+19.30%	+14.93%
2018	-2.28%	-20.09%
2017	N/A	-19.64%
2016	N/A	+23.06%
2015	N/A	+20.99%
2014	N/A	-0.34%
2013	N/A	+25.13%
2012	N/A	+71.16%
2011	N/A	+13.29%
2010	N/A	+21.58%
2009	N/A	+28.49%
2008	N/A	-8.33%
2007	N/A	+10.10%
2006	N/A	+181.32%
2005	N/A	+11.81%
2004	N/A	+21.63%
2003	N/A	+7.23%
2002	N/A	-41.00%
2001	N/A	+19.75%
2000	N/A	+48.18%
1999	N/A	+20.93%

HCXY vs AZZ Drawdown Comparison

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

The maximum drawdown for AZZ was -68.01%, occurring on Mar 18, 2020. Recovery took 1791 trading sessions.

The current HCXY drawdown is -0.61%. The current AZZ drawdown is -0.98%.

Rank	HCXY	AZZ
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-68.01% Dec 7, 2016 - Jan 23, 2024
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-67.25% Jul 5, 2001 - Jun 30, 2006
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-65.26% Jul 22, 2008 - Mar 21, 2011
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-38.65% Jul 12, 2007 - Jul 1, 2008
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-31.59% Jun 20, 2000 - May 30, 2001
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-28.31% Jul 22, 2011 - Feb 3, 2012
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-27.21% Jan 16, 2007 - Apr 16, 2007
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-26.57% Mar 27, 2013 - Nov 26, 2013
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-23.67% Jun 4, 2007 - Jul 6, 2007
#10	-3.58% Feb 5, 2024 - May 14, 2024	-23.66% Feb 18, 2025 - Jul 2, 2025
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-23.50% Aug 19, 2016 - Dec 7, 2016
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-20.37% Nov 27, 2015 - Jun 1, 2016
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-20.29% Jul 3, 2014 - Apr 28, 2015
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-19.13% Dec 30, 1999 - Apr 5, 2000
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-18.49% Dec 27, 2013 - Jul 3, 2014

Correlation

Correlation between HCXY and AZZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

HCXY vs AZZ dividend yield comparison.

Year	HCXY	AZZ
2026	3.12%	0.26%
2025	6.13%	0.69%
2024	6.21%	0.83%
2023	6.19%	1.17%
2022	6.35%	1.69%
2021	5.86%	1.23%
2020	5.83%	1.43%
2019	5.93%	1.48%
2018	0.67%	1.68%
2017	0.00%	1.33%
2016	0.00%	0.97%
2015	0.00%	1.08%
2014	0.00%	1.21%
2013	0.00%	1.15%
2012	0.00%	1.34%
2011	0.00%	2.20%
2010	0.00%	2.50%
2001	0.00%	0.76%
2000	0.00%	0.91%