HCXY vs CBT

Comparison between Hercules Capital Inc (HCXY, Company) and Cabot Corp (CBT, Company).

HCXY is from the Financials sector, while CBT is from the Basic Materials sector.

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

HCXY vs CBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	CBT(COMPANY)
Market Cap	$4.56B	$4.56B
Max Drawdown	34.76%	83.85%
Sharpe Ratio	0.44	0.65
5Y Beta	-0.02	0.88
Industry	Investment Banking & Investment Services	Specialty Chemicals
P/E Ratio	13.27	16.29
Forward P/E	N/A	10.62
PEG Ratio	0.76	N/A
Dividend Yield	4.97%	2.02%
5Y Dividends CAGR	4.56%	10.17%
Debt to Equity	103.18%	71.68%
Free Cash Flow Yield	-9.35%	9.47%

Market Cap

HCXY

$4.56B

Winner

CBT

$4.56B

Max Drawdown

Winner

HCXY

34.76%

CBT

83.85%

Sharpe Ratio

HCXY

0.44

Winner

CBT

0.65

5Y Beta

Winner

HCXY

-0.02

CBT

0.88

Industry

HCXY

Investment Banking & Investment Services

CBT

Specialty Chemicals

P/E Ratio

Winner

HCXY

13.27

CBT

16.29

Forward P/E

HCXY

N/A

CBT

10.62

PEG Ratio

HCXY

0.76

CBT

N/A

Dividend Yield

Winner

HCXY

4.97%

CBT

2.02%

5Y Dividends CAGR

HCXY

4.56%

Winner

CBT

10.17%

Debt to Equity

HCXY

103.18%

Winner

CBT

71.68%

Free Cash Flow Yield

HCXY

-9.35%

Winner

CBT

9.47%

HCXY vs CBT - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	CBT
1 month	+1.24%	+8.54%
3 months	+0.57%	+28.92%
6 months	+1.84%	+32.46%
1 year	+7.17%	+24.05%
5 years(CAGR)	+4.81%	+11.25%
10 years(CAGR)	N/A	+9.33%
Max(CAGR)	+6.81%	+10.62%

HCXY

+1.24%

Winner

CBT

+8.54%

HCXY

+0.57%

Winner

CBT

+28.92%

HCXY

+1.84%

Winner

CBT

+32.46%

HCXY

+7.17%

Winner

CBT

+24.05%

5Y(CAGR)

HCXY

+4.81%

Winner

CBT

+11.25%

10Y(CAGR)

HCXY

N/A

CBT

+9.33%

Max(CAGR)

HCXY

+6.81%

Winner

CBT

+10.62%

HCXY vs CBT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	CBT
2026	+1.05%	+33.41%
2025	+7.15%	-23.64%
2024	+6.06%	+11.95%
2023	+11.82%	+29.88%
2022	-2.14%	+19.42%
2021	+4.59%	+29.84%
2020	+7.89%	-1.21%
2019	+19.30%	+12.87%
2018	-2.28%	-29.79%
2017	N/A	+22.60%
2016	N/A	+28.38%
2015	N/A	-4.62%
2014	N/A	-12.89%
2013	N/A	+28.23%
2012	N/A	+22.28%
2011	N/A	-16.15%
2010	N/A	+40.46%
2009	N/A	+75.01%
2008	N/A	-51.14%
2007	N/A	-23.24%
2006	N/A	+19.53%
2005	N/A	-4.60%
2004	N/A	+24.28%
2003	N/A	+21.34%
2002	N/A	-22.76%
2001	N/A	+44.00%
2000	N/A	+129.99%
1999	N/A	+9.32%

HCXY vs CBT Drawdown Comparison

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

The maximum drawdown for CBT was -82.88%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.

The current HCXY drawdown is -0.61%. The current CBT drawdown is -21.41%.

Rank	HCXY	CBT
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-82.88% Apr 25, 2007 - Feb 1, 2011
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-67.20% Jan 26, 2018 - May 6, 2021
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-52.51% Oct 23, 2001 - Jun 23, 2004
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-50.85% Apr 5, 2011 - Oct 21, 2013
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-48.79% Nov 6, 2024 - Nov 20, 2025
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-47.44% Jun 17, 2014 - Feb 2, 2017
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-30.64% Jun 30, 2004 - Oct 16, 2006
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-25.32% Jun 4, 2021 - Feb 8, 2022
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-24.00% Feb 15, 2001 - Aug 13, 2001
#10	-3.58% Feb 5, 2024 - May 14, 2024	-23.16% Mar 3, 2023 - Dec 18, 2023
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-23.03% Aug 22, 2000 - Nov 1, 2000
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-22.39% Jun 6, 2022 - Aug 16, 2022
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-19.79% Aug 16, 2022 - Feb 13, 2023
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-17.84% Mar 31, 2000 - Jul 6, 2000
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-17.55% Dec 26, 2023 - Mar 4, 2024

Correlation

Correlation between HCXY and CBT is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (1999 - 2026)

HCXY vs CBT dividend yield comparison.

Year	HCXY	CBT
2026	3.12%	1.04%
2025	6.13%	2.69%
2024	6.21%	1.85%
2023	6.19%	1.88%
2022	6.35%	2.21%
2021	5.86%	2.53%
2020	5.83%	3.12%
2019	5.93%	2.90%
2018	0.67%	3.04%
2017	0.00%	2.02%
2016	0.00%	2.22%
2015	0.00%	2.15%
2014	0.00%	1.96%
2013	0.00%	1.56%
2012	0.00%	1.96%
2011	0.00%	2.24%
2010	0.00%	1.91%
2009	0.00%	2.74%
2008	0.00%	4.71%
2007	0.00%	2.16%
2006	0.00%	1.51%
2005	0.00%	1.79%
2004	0.00%	1.58%
2003	0.00%	1.76%
2002	0.00%	1.96%
2001	0.00%	1.40%
2000	0.00%	52.69%
1999	0.00%	0.54%