HCXY vs PBF

Comparison between Hercules Capital Inc (HCXY, Company) and PBF Energy Inc - Class A (PBF, Company).

HCXY is from the Financials sector, while PBF is from the Energy sector.

5-Year PerformancePBF has outperformed HCXY, delivering a return of +21.9% compared to +4.7%

HCXY vs PBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	PBF(COMPANY)
Market Cap	$4.56B	$4.55B
Max Drawdown	34.76%	92.01%
Sharpe Ratio	0.40	1.66
5Y Beta	-0.02	0.76
Industry	Investment Banking & Investment Services	Oil & Gas Refining & Marketing
P/E Ratio	13.27	-112.97
Forward P/E	N/A	11.99
PEG Ratio	0.76	2.51
Dividend Yield	4.94%	2.57%
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	N/A	-50.45%
Debt to Equity	103.18%	50.76%
Free Cash Flow Yield	-9.35%	-15.04%
P/S Ratio	N/A	0.16
P/B Ratio	N/A	0.87

Market Cap

Winner

HCXY

$4.56B

PBF

$4.55B

Max Drawdown

Winner

HCXY

34.76%

PBF

92.01%

Sharpe Ratio

HCXY

0.40

Winner

PBF

1.66

5Y Beta

Winner

HCXY

-0.02

PBF

0.76

Industry

HCXY

Investment Banking & Investment Services

PBF

Oil & Gas Refining & Marketing

P/E Ratio

HCXY

13.27

Winner

PBF

-112.97

Forward P/E

HCXY

N/A

PBF

11.99

PEG Ratio

Winner

HCXY

0.76

PBF

2.51

Dividend Yield

Winner

HCXY

4.94%

PBF

2.57%

5Y Dividends CAGR

HCXY

4.56%

PBF

N/A

5Y EPS CAGR

HCXY

N/A

PBF

-50.45%

Debt to Equity

HCXY

103.18%

Winner

PBF

50.76%

Free Cash Flow Yield

Winner

HCXY

-9.35%

PBF

-15.04%

P/S Ratio

HCXY

N/A

PBF

0.16

P/B Ratio

HCXY

N/A

PBF

0.87

HCXY vs PBF - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	PBF
1 month	+0.56%	-7.37%
3 months	+0.49%	-6.29%
6 months	+1.05%	+29.11%
1 year	+6.83%	+142.70%
5 years(CAGR)	+4.68%	+21.95%
10 years(CAGR)	N/A	+7.65%
Max(CAGR)	+6.81%	+6.88%

Winner

HCXY

+0.56%

PBF

-7.37%

Winner

HCXY

+0.49%

PBF

-6.29%

HCXY

+1.05%

Winner

PBF

+29.11%

HCXY

+6.83%

Winner

PBF

+142.70%

5Y(CAGR)

HCXY

+4.68%

Winner

PBF

+21.95%

10Y(CAGR)

HCXY

N/A

PBF

+7.65%

Max(CAGR)

HCXY

+6.81%

Winner

PBF

+6.88%

HCXY vs PBF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HCXY	PBF
2026	+0.85%	+51.15%
2025	+7.15%	+5.87%
2024	+6.06%	-38.60%
2023	+11.82%	+19.40%
2022	-2.14%	+192.12%
2021	+4.59%	+89.62%
2020	+7.89%	-77.40%
2019	+19.30%	-2.52%
2018	-2.28%	-7.09%
2017	N/A	+30.89%
2016	N/A	-17.48%
2015	N/A	+44.65%
2014	N/A	-10.54%
2013	N/A	+11.55%
2012	N/A	+10.67%

HCXY vs PBF Drawdown Comparison

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

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

The current HCXY drawdown is -0.80%. The current PBF drawdown is -25.83%.

Rank	HCXY	PBF
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-91.50% Oct 3, 2018 - Aug 11, 2023
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-76.04% Apr 5, 2024 - Apr 8, 2025
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-50.54% Nov 27, 2015 - Apr 17, 2018
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-48.92% Mar 4, 2013 - Nov 18, 2015
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-26.53% Sep 28, 2023 - Mar 13, 2024
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-17.78% Jun 4, 2018 - Aug 7, 2018
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-11.40% Sep 4, 2018 - Oct 3, 2018
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-9.70% Aug 7, 2018 - Aug 29, 2018
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-7.97% Aug 11, 2023 - Sep 7, 2023
#10	-3.58% Feb 5, 2024 - May 14, 2024	-6.81% Jan 2, 2013 - Jan 17, 2013
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-3.64% Mar 20, 2024 - Mar 28, 2024
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-3.50% Sep 14, 2023 - Sep 28, 2023
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-3.30% Apr 26, 2018 - May 2, 2018
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-3.13% Jan 17, 2013 - Jan 24, 2013
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-3.05% May 21, 2018 - May 30, 2018

Correlation

Correlation between HCXY and PBF is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (2013 - 2026)

HCXY vs PBF dividend yield comparison.

Year	HCXY	PBF
2026	3.13%	1.29%
2025	6.13%	4.06%
2024	6.21%	3.86%
2023	6.19%	1.93%
2022	6.35%	0.49%
2021	5.86%	0.00%
2020	5.83%	4.23%
2019	5.93%	3.83%
2018	0.67%	3.67%
2017	0.00%	3.39%
2016	0.00%	4.30%
2015	0.00%	3.26%
2014	0.00%	4.50%
2013	0.00%	3.81%