HCXY vs GEF-B

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

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

5-Year PerformanceGEF-B has outperformed HCXY, delivering a return of +11.3% compared to +4.7%

HCXY vs GEF-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

HCXY

$4.56B

Winner

GEF-B

$4.56B

Max Drawdown

Winner

HCXY

34.76%

GEF-B

64.12%

Sharpe Ratio

HCXY

0.40

Winner

GEF-B

1.16

5Y Beta

Winner

HCXY

-0.02

GEF-B

0.76

Industry

HCXY

Investment Banking & Investment Services

GEF-B

Packaging & Containers

P/E Ratio

HCXY

13.27

Winner

GEF-B

4.18

Forward P/E

HCXY

N/A

GEF-B

7.35

PEG Ratio

HCXY

0.76

Winner

GEF-B

0.01

Dividend Yield

Winner

HCXY

4.94%

GEF-B

2.99%

5Y Dividends CAGR

HCXY

4.56%

Winner

GEF-B

9.45%

5Y EPS CAGR

HCXY

N/A

GEF-B

56.19%

Debt to Equity

HCXY

103.18%

Winner

GEF-B

41.11%

Free Cash Flow Yield

HCXY

-9.35%

Winner

GEF-B

-3.76%

P/S Ratio

HCXY

N/A

GEF-B

0.71

P/B Ratio

HCXY

N/A

GEF-B

1.03

HCXY vs GEF-B - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	GEF-B
1 month	+0.56%	-4.26%
3 months	+0.49%	-6.29%
6 months	+1.05%	+14.68%
1 year	+6.83%	+24.30%
5 years(CAGR)	+4.68%	+11.28%
10 years(CAGR)	N/A	+10.18%
Max(CAGR)	+6.81%	+12.05%

Winner

HCXY

+0.56%

GEF-B

-4.26%

Winner

HCXY

+0.49%

GEF-B

-6.29%

HCXY

+1.05%

Winner

GEF-B

+14.68%

HCXY

+6.83%

Winner

GEF-B

+24.30%

5Y(CAGR)

HCXY

+4.68%

Winner

GEF-B

+11.28%

10Y(CAGR)

HCXY

N/A

GEF-B

+10.18%

Max(CAGR)

HCXY

+6.81%

Winner

GEF-B

+12.05%

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

Returns include dividend reinvestment.

Year	HCXY	GEF-B
2026	+0.85%	+6.62%
2025	+7.15%	+17.65%
2024	+6.06%	+7.92%
2023	+11.82%	-12.19%
2022	-2.14%	+37.40%
2021	+4.59%	+29.70%
2020	+7.89%	+1.36%
2019	+19.30%	+24.01%
2018	-2.28%	-34.00%
2017	N/A	+4.77%
2016	N/A	+65.36%
2015	N/A	-9.15%
2014	N/A	-9.35%
2013	N/A	+24.28%
2012	N/A	+9.84%
2011	N/A	-22.54%
2010	N/A	+24.31%
2009	N/A	+47.75%
2008	N/A	-39.57%
2007	N/A	+15.99%
2006	N/A	+81.65%
2005	N/A	+20.85%
2004	N/A	+57.73%
2003	N/A	+12.69%

HCXY vs GEF-B Drawdown Comparison

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

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

The current HCXY drawdown is -0.80%. The current GEF-B drawdown is -14.34%.

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

Correlation

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

0.84

-101

Dividend Comparison (2003 - 2026)

HCXY vs GEF-B dividend yield comparison.

Year	HCXY	GEF-B
2026	3.13%	1.06%
2025	6.13%	4.40%
2024	6.21%	4.67%
2023	6.19%	4.62%
2022	6.35%	3.67%
2021	5.86%	4.50%
2020	5.83%	5.44%
2019	5.93%	3.81%
2018	0.67%	4.32%
2017	0.00%	3.62%
2016	0.00%	3.72%
2015	0.00%	5.87%
2014	0.00%	5.10%
2013	0.00%	4.27%
2012	0.00%	5.18%
2011	0.00%	5.56%
2010	0.00%	4.00%
2009	0.00%	4.53%
2008	0.00%	7.79%
2007	0.00%	2.48%
2006	0.00%	2.00%
2005	0.00%	2.27%
2004	0.00%	1.86%
2003	0.00%	0.56%