HCXY vs MEOH

Comparison between Hercules Capital Inc (HCXY, Company) and Methanex Corp (MEOH, Company).

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

5-Year PerformanceMEOH has outperformed HCXY, delivering a return of +12.5% compared to +4.8%

HCXY vs MEOH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	MEOH(COMPANY)
Market Cap	$4.56B	$4.54B
Max Drawdown	34.76%	88.40%
Sharpe Ratio	0.44	1.09
5Y Beta	-0.02	1.07
Industry	Investment Banking & Investment Services	Chemicals
P/E Ratio	13.27	-126.58
Forward P/E	N/A	7.35
PEG Ratio	0.76	0.20
Dividend Yield	4.97%	1.32%
5Y Dividends CAGR	4.56%	43.88%
5Y EPS CAGR	N/A	-13.98%
Debt to Equity	103.18%	143.44%
Free Cash Flow Yield	-9.35%	12.98%
P/S Ratio	N/A	1.24
P/B Ratio	N/A	1.89

Market Cap

Winner

HCXY

$4.56B

MEOH

$4.54B

Max Drawdown

Winner

HCXY

34.76%

MEOH

88.40%

Sharpe Ratio

HCXY

0.44

Winner

MEOH

1.09

5Y Beta

Winner

HCXY

-0.02

MEOH

1.07

Industry

HCXY

Investment Banking & Investment Services

MEOH

Chemicals

P/E Ratio

HCXY

13.27

Winner

MEOH

-126.58

Forward P/E

HCXY

N/A

MEOH

7.35

PEG Ratio

HCXY

0.76

Winner

MEOH

0.20

Dividend Yield

Winner

HCXY

4.97%

MEOH

1.32%

5Y Dividends CAGR

HCXY

4.56%

Winner

MEOH

43.88%

5Y EPS CAGR

HCXY

N/A

MEOH

-13.98%

Debt to Equity

Winner

HCXY

103.18%

MEOH

143.44%

Free Cash Flow Yield

HCXY

-9.35%

Winner

MEOH

12.98%

P/S Ratio

HCXY

N/A

MEOH

1.24

P/B Ratio

HCXY

N/A

MEOH

1.89

HCXY vs MEOH - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	MEOH
1 month	+1.24%	-10.85%
3 months	+0.57%	+8.11%
6 months	+1.84%	+42.99%
1 year	+7.17%	+54.83%
5 years(CAGR)	+4.81%	+12.54%
10 years(CAGR)	N/A	+8.24%
Max(CAGR)	+6.81%	+14.33%

Winner

HCXY

+1.24%

MEOH

-10.85%

HCXY

+0.57%

Winner

MEOH

+8.11%

HCXY

+1.84%

Winner

MEOH

+42.99%

HCXY

+7.17%

Winner

MEOH

+54.83%

5Y(CAGR)

HCXY

+4.81%

Winner

MEOH

+12.54%

10Y(CAGR)

HCXY

N/A

MEOH

+8.24%

Max(CAGR)

HCXY

+6.81%

Winner

MEOH

+14.33%

HCXY vs MEOH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	MEOH
2026	+1.05%	+36.36%
2025	+7.15%	-18.26%
2024	+6.06%	+7.53%
2023	+11.82%	+29.67%
2022	-2.14%	-3.50%
2021	+4.59%	-12.27%
2020	+7.89%	+26.75%
2019	+19.30%	-19.86%
2018	-2.28%	-21.57%
2017	N/A	+38.60%
2016	N/A	+37.61%
2015	N/A	-25.58%
2014	N/A	-19.17%
2013	N/A	+80.34%
2012	N/A	+38.58%
2011	N/A	-22.66%
2010	N/A	+49.65%
2009	N/A	+76.21%
2008	N/A	-56.52%
2007	N/A	+1.48%
2006	N/A	+44.13%
2005	N/A	+6.37%
2004	N/A	+65.60%
2003	N/A	+38.88%
2002	N/A	+50.09%
2001	N/A	-10.47%
2000	N/A	+145.26%
1999	N/A	-6.68%

HCXY vs MEOH Drawdown Comparison

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

The maximum drawdown for MEOH was -87.59%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current HCXY drawdown is -0.61%. The current MEOH drawdown is -21.88%.

Rank	HCXY	MEOH
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-87.59% Oct 3, 2018 - Mar 23, 2020
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-81.01% Jun 17, 2008 - Nov 4, 2010
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-66.48% Mar 6, 2014 - Apr 11, 2018
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-48.56% Jan 24, 2000 - Jun 2, 2000
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-47.84% Apr 18, 2001 - May 31, 2002
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-38.46% Sep 1, 2000 - Dec 28, 2000
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-38.25% Apr 26, 2011 - Mar 19, 2012
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-31.37% Jan 24, 2007 - Oct 31, 2007
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-29.20% Mar 28, 2005 - Jan 23, 2006
#10	-3.58% Feb 5, 2024 - May 14, 2024	-27.68% Oct 31, 2007 - Jun 16, 2008
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-25.88% Apr 27, 2012 - Jan 24, 2013
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-25.46% May 9, 2006 - Sep 28, 2006
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-22.81% Jun 18, 2003 - Jan 9, 2004
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-20.01% Nov 1, 1999 - Jan 7, 2000
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-19.66% Oct 6, 2006 - Dec 27, 2006

Correlation

Correlation between HCXY and MEOH is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2002 - 2026)

HCXY vs MEOH dividend yield comparison.

Year	HCXY	MEOH
2026	3.12%	0.67%
2025	6.13%	1.86%
2024	6.21%	1.48%
2023	6.19%	1.54%
2022	6.35%	1.64%
2021	5.86%	0.82%
2020	5.83%	1.03%
2019	5.93%	3.65%
2018	0.67%	2.74%
2017	0.00%	1.94%
2016	0.00%	2.51%
2015	0.00%	3.26%
2014	0.00%	2.07%
2013	0.00%	1.33%
2012	0.00%	2.27%
2011	0.00%	2.91%
2010	0.00%	2.04%
2009	0.00%	3.18%
2008	0.00%	5.38%
2007	0.00%	1.97%
2006	0.00%	1.77%
2005	0.00%	2.19%
2004	0.00%	1.53%
2003	0.00%	4.19%
2002	0.00%	1.19%