HCXY vs KBR

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

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

5-Year PerformanceHCXY has outperformed KBR, delivering a return of +4.6% compared to -0.4%

HCXY vs KBR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	KBR(COMPANY)
Market Cap	$4.56B	$4.52B
Max Drawdown	34.76%	77.60%
Sharpe Ratio	0.28	-0.69
5Y Beta	-0.01	0.79
Industry	Investment Banking & Investment Services	Engineering & Construction
P/E Ratio	13.27	11.30
Forward P/E	N/A	8.70
PEG Ratio	0.76	2.43
Dividend Yield	5.00%	1.92%
5Y Dividends CAGR	4.56%	9.46%
5Y EPS CAGR	N/A	37.72%
Debt to Equity	103.18%	163.07%
Free Cash Flow Yield	-9.35%	5.22%

Market Cap

Winner

HCXY

$4.56B

KBR

$4.52B

Max Drawdown

Winner

HCXY

34.76%

KBR

77.60%

Sharpe Ratio

Winner

HCXY

0.28

KBR

-0.69

5Y Beta

Winner

HCXY

-0.01

KBR

0.79

Industry

HCXY

Investment Banking & Investment Services

KBR

Engineering & Construction

P/E Ratio

HCXY

13.27

Winner

KBR

11.30

Forward P/E

HCXY

N/A

KBR

8.70

PEG Ratio

Winner

HCXY

0.76

KBR

2.43

Dividend Yield

Winner

HCXY

5.00%

KBR

1.92%

5Y Dividends CAGR

HCXY

4.56%

Winner

KBR

9.46%

5Y EPS CAGR

HCXY

N/A

KBR

37.72%

Debt to Equity

Winner

HCXY

103.18%

KBR

163.07%

Free Cash Flow Yield

HCXY

-9.35%

Winner

KBR

5.22%

HCXY vs KBR - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	KBR
1 month	+0.36%	+9.49%
3 months	+0.84%	+3.67%
6 months	+0.89%	-17.32%
1 year	+5.33%	-22.27%
5 years(CAGR)	+4.59%	-0.38%
10 years(CAGR)	N/A	+11.11%
Max(CAGR)	+6.74%	+4.14%

HCXY

+0.36%

Winner

KBR

+9.49%

HCXY

+0.84%

Winner

KBR

+3.67%

Winner

HCXY

+0.89%

KBR

-17.32%

Winner

HCXY

+5.33%

KBR

-22.27%

5Y(CAGR)

Winner

HCXY

+4.59%

KBR

-0.38%

10Y(CAGR)

HCXY

N/A

KBR

+11.11%

Max(CAGR)

Winner

HCXY

+6.74%

KBR

+4.14%

HCXY vs KBR - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	HCXY	KBR
2026	+1.21%	-9.44%
2025	+7.15%	-29.60%
2024	+6.06%	+4.65%
2023	+11.82%	+7.02%
2022	-2.14%	+10.73%
2021	+4.59%	+61.84%
2020	+7.89%	+2.39%
2019	+19.30%	+96.75%
2018	-2.28%	-22.43%
2017	N/A	+17.05%
2016	N/A	+0.55%
2015	N/A	+1.64%
2014	N/A	-44.35%
2013	N/A	+5.10%
2012	N/A	+6.89%
2011	N/A	-7.84%
2010	N/A	+58.05%
2009	N/A	+21.31%
2008	N/A	-60.40%
2007	N/A	+55.51%
2006	N/A	+26.07%

HCXY vs KBR Drawdown Comparison

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

The maximum drawdown for KBR was -77.46%, occurring on Nov 20, 2008. Recovery took 3386 trading sessions.

The current HCXY drawdown is -0.45%. The current KBR drawdown is -48.23%.

Rank	HCXY	KBR
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-77.46% Oct 12, 2007 - Mar 26, 2021
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-57.39% Nov 11, 2024 - May 15, 2026
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-25.95% Dec 27, 2006 - May 21, 2007
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-23.89% Jul 3, 2023 - Apr 25, 2024
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-23.60% Apr 14, 2022 - Apr 11, 2023
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-18.00% Jul 12, 2007 - Sep 12, 2007
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-12.28% Jan 4, 2022 - Feb 28, 2022
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-12.27% Aug 30, 2024 - Oct 14, 2024
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-11.80% May 14, 2021 - Oct 15, 2021
#10	-3.58% Feb 5, 2024 - May 14, 2024	-11.57% Nov 24, 2021 - Dec 27, 2021
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-9.37% Jun 19, 2007 - Jul 9, 2007
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-8.52% Jun 4, 2007 - Jun 19, 2007
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-8.16% Jul 23, 2024 - Aug 29, 2024
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-8.12% May 6, 2024 - Jul 22, 2024
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-7.61% May 22, 2007 - Jun 4, 2007

Correlation

Correlation between HCXY and KBR is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2008 - 2026)

HCXY vs KBR dividend yield comparison.

Year	HCXY	KBR
2026	4.75%	0.91%
2025	6.13%	1.64%
2024	6.21%	1.04%
2023	6.19%	0.97%
2022	6.35%	0.91%
2021	5.86%	0.92%
2020	5.83%	1.29%
2019	5.93%	1.05%
2018	0.67%	2.11%
2017	0.00%	1.61%
2016	0.00%	1.92%
2015	0.00%	1.89%
2014	0.00%	1.89%
2013	0.00%	1.00%
2012	0.00%	0.67%
2011	0.00%	0.72%
2010	0.00%	0.66%
2009	0.00%	1.05%
2008	0.00%	1.32%