HCXY vs MDU

Comparison between Hercules Capital Inc (HCXY, Company) and MDU Resources Group Inc (MDU, Company).

HCXY is from the Financials sector, while MDU is from the Utilities sector.

5-Year PerformanceMDU has outperformed HCXY, delivering a return of +14.3% compared to +4.9%

HCXY vs MDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	MDU(COMPANY)
Market Cap	$4.56B	$4.52B
Max Drawdown	34.76%	62.64%
Sharpe Ratio	0.21	1.07
5Y Beta	-0.02	0.54
Industry	Investment Banking & Investment Services	Utilities - Regulated Gas
P/E Ratio	13.27	23.13
Forward P/E	N/A	22.47
PEG Ratio	0.76	N/A
Dividend Yield	5.01%	2.45%
5Y Dividends CAGR	4.56%	16.31%
5Y EPS CAGR	N/A	5.83%
Debt to Equity	103.18%	89.40%
Free Cash Flow Yield	-9.35%	8.95%

Market Cap

Winner

HCXY

$4.56B

MDU

$4.52B

Max Drawdown

Winner

HCXY

34.76%

MDU

62.64%

Sharpe Ratio

HCXY

0.21

Winner

MDU

1.07

5Y Beta

Winner

HCXY

-0.02

MDU

0.54

Industry

HCXY

Investment Banking & Investment Services

MDU

Utilities - Regulated Gas

P/E Ratio

Winner

HCXY

13.27

MDU

23.13

Forward P/E

HCXY

N/A

MDU

22.47

PEG Ratio

HCXY

0.76

MDU

N/A

Dividend Yield

Winner

HCXY

5.01%

MDU

2.45%

5Y Dividends CAGR

HCXY

4.56%

Winner

MDU

16.31%

5Y EPS CAGR

HCXY

N/A

MDU

5.83%

Debt to Equity

HCXY

103.18%

Winner

MDU

89.40%

Free Cash Flow Yield

HCXY

-9.35%

Winner

MDU

8.95%

HCXY vs MDU - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	MDU
1 month	-1.04%	+1.84%
3 months	-0.67%	+8.56%
6 months	+1.15%	+7.89%
1 year	+5.46%	+31.24%
5 years(CAGR)	+4.85%	+14.32%
10 years(CAGR)	N/A	+13.54%
Max(CAGR)	+6.70%	+9.76%

HCXY

-1.04%

Winner

MDU

+1.84%

HCXY

-0.67%

Winner

MDU

+8.56%

HCXY

+1.15%

Winner

MDU

+7.89%

HCXY

+5.46%

Winner

MDU

+31.24%

5Y(CAGR)

HCXY

+4.85%

Winner

MDU

+14.32%

10Y(CAGR)

HCXY

N/A

MDU

+13.54%

Max(CAGR)

HCXY

+6.70%

Winner

MDU

+9.76%

HCXY vs MDU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	MDU
2026	-0.20%	+10.52%
2025	+7.15%	+12.26%
2024	+6.06%	+68.79%
2023	+11.82%	-2.47%
2022	-2.14%	+2.01%
2021	+4.59%	+23.38%
2020	+7.89%	-6.58%
2019	+19.30%	+29.95%
2018	-2.28%	-8.11%
2017	N/A	-3.41%
2016	N/A	+63.31%
2015	N/A	-20.60%
2014	N/A	-19.73%
2013	N/A	+44.41%
2012	N/A	+1.82%
2011	N/A	+7.36%
2010	N/A	-12.46%
2009	N/A	+8.57%
2008	N/A	-19.86%
2007	N/A	+10.19%
2006	N/A	+16.10%
2005	N/A	+27.28%
2004	N/A	+14.17%
2003	N/A	+40.69%
2002	N/A	-3.98%
2001	N/A	-8.91%
2000	N/A	+70.65%
1999	N/A	-14.76%

HCXY vs MDU Drawdown Comparison

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

The maximum drawdown for MDU was -62.15%, occurring on Mar 9, 2009. Recovery took 1280 trading sessions.

The current HCXY drawdown is -1.84%. The current MDU drawdown is -4.32%.

Rank	HCXY	MDU
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-62.15% Jul 1, 2008 - Aug 1, 2013
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-52.77% Apr 24, 2014 - Jan 23, 2020
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-52.04% Apr 26, 2001 - Jul 16, 2004
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-51.39% Feb 20, 2020 - Mar 10, 2021
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-25.25% May 7, 2021 - Jul 24, 2023
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-23.60% Nov 2, 1999 - Jul 13, 2000
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-21.47% Nov 26, 2024 - Oct 23, 2025
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-20.47% Apr 25, 2007 - May 13, 2008
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-18.88% Jul 26, 2023 - Mar 7, 2024
#10	-3.58% Feb 5, 2024 - May 14, 2024	-15.91% Dec 28, 2000 - Mar 27, 2001
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-14.30% Oct 3, 2005 - Apr 21, 2006
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-13.11% Aug 2, 2013 - Oct 22, 2013
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-11.36% Aug 18, 2006 - Oct 24, 2006
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-11.33% Jul 26, 2024 - Sep 13, 2024
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-9.99% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between HCXY and MDU is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

HCXY vs MDU dividend yield comparison.

Year	HCXY	MDU
2026	3.16%	0.64%
2025	6.13%	2.77%
2024	6.21%	1.89%
2023	6.19%	3.16%
2022	6.35%	2.88%
2021	5.86%	2.77%
2020	5.83%	3.17%
2019	5.93%	2.74%
2018	0.67%	3.33%
2017	0.00%	2.88%
2016	0.00%	2.62%
2015	0.00%	4.01%
2014	0.00%	3.04%
2013	0.00%	2.28%
2012	0.00%	3.18%
2011	0.00%	3.05%
2010	0.00%	3.13%
2009	0.00%	2.64%
2008	0.00%	2.78%
2007	0.00%	2.03%
2006	0.00%	2.04%
2005	0.00%	2.26%
2004	0.00%	2.62%
2003	0.00%	2.77%
2002	0.00%	3.65%
2001	0.00%	2.38%
2000	0.00%	2.65%
1999	0.00%	1.05%