HCXY vs PTEN

Comparison between Hercules Capital Inc (HCXY, Company) and Patterson-UTI Energy Inc (PTEN, Company).

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

5-Year PerformancePTEN has outperformed HCXY, delivering a return of +5.1% compared to +4.9%

HCXY vs PTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	PTEN(COMPANY)
Market Cap	$4.56B	$4.56B
Max Drawdown	34.76%	95.56%
Sharpe Ratio	0.39	1.54
5Y Beta	-0.02	1.38
Industry	Investment Banking & Investment Services	Oil & Gas Drilling
P/E Ratio	13.27	-38.47
Forward P/E	N/A	8.38
PEG Ratio	0.76	0.78
Dividend Yield	4.95%	2.83%
5Y Dividends CAGR	4.56%	40.63%
Debt to Equity	103.18%	38.66%
Free Cash Flow Yield	-9.35%	5.99%
P/S Ratio	N/A	0.94
P/B Ratio	N/A	1.44

Market Cap

HCXY

$4.56B

Winner

PTEN

$4.56B

Max Drawdown

Winner

HCXY

34.76%

PTEN

95.56%

Sharpe Ratio

HCXY

0.39

Winner

PTEN

1.54

5Y Beta

Winner

HCXY

-0.02

PTEN

1.38

Industry

HCXY

Investment Banking & Investment Services

PTEN

Oil & Gas Drilling

P/E Ratio

HCXY

13.27

Winner

PTEN

-38.47

Forward P/E

HCXY

N/A

PTEN

8.38

PEG Ratio

Winner

HCXY

0.76

PTEN

0.78

Dividend Yield

Winner

HCXY

4.95%

PTEN

2.83%

5Y Dividends CAGR

HCXY

4.56%

Winner

PTEN

40.63%

Debt to Equity

HCXY

103.18%

Winner

PTEN

38.66%

Free Cash Flow Yield

HCXY

-9.35%

Winner

PTEN

5.99%

P/S Ratio

HCXY

N/A

PTEN

0.94

P/B Ratio

HCXY

N/A

PTEN

1.44

HCXY vs PTEN - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	PTEN
1 month	-0.01%	-3.90%
3 months	+0.18%	+17.66%
6 months	+1.51%	+88.74%
1 year	+6.89%	+89.71%
5 years(CAGR)	+4.89%	+5.10%
10 years(CAGR)	N/A	-3.81%
Max(CAGR)	+6.77%	+3.73%

Winner

HCXY

-0.01%

PTEN

-3.90%

HCXY

+0.18%

Winner

PTEN

+17.66%

HCXY

+1.51%

Winner

PTEN

+88.74%

HCXY

+6.89%

Winner

PTEN

+89.71%

5Y(CAGR)

HCXY

+4.89%

Winner

PTEN

+5.10%

10Y(CAGR)

HCXY

N/A

PTEN

-3.81%

Max(CAGR)

Winner

HCXY

+6.77%

PTEN

+3.73%

HCXY vs PTEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	PTEN
2026	+0.66%	+81.16%
2025	+7.15%	-24.52%
2024	+6.06%	-21.15%
2023	+11.82%	-29.39%
2022	-2.14%	+87.90%
2021	+4.59%	+57.49%
2020	+7.89%	-48.76%
2019	+19.30%	+0.55%
2018	-2.28%	-54.96%
2017	N/A	-16.65%
2016	N/A	+78.82%
2015	N/A	-7.23%
2014	N/A	-32.46%
2013	N/A	+34.34%
2012	N/A	-12.13%
2011	N/A	-7.33%
2010	N/A	+34.70%
2009	N/A	+23.97%
2008	N/A	-42.70%
2007	N/A	-9.31%
2006	N/A	-31.40%
2005	N/A	+80.48%
2004	N/A	+18.48%
2003	N/A	+6.19%
2002	N/A	+31.57%
2001	N/A	-34.45%
2000	N/A	+198.00%
1999	N/A	+2.44%

HCXY vs PTEN Drawdown Comparison

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

The maximum drawdown for PTEN was -95.13%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current HCXY drawdown is -0.99%. The current PTEN drawdown is -61.06%.

Rank	HCXY	PTEN
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-95.13% Jul 25, 2014 - Apr 3, 2020
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-78.73% Jan 23, 2006 - May 7, 2014
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-71.09% Mar 7, 2001 - Nov 26, 2004
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-37.50% Apr 3, 2000 - Aug 23, 2000
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-36.75% Nov 17, 1999 - Jan 19, 2000
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-35.84% Sep 11, 2000 - Dec 26, 2000
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-21.60% Dec 27, 2000 - Mar 5, 2001
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-19.17% Oct 3, 2005 - Jan 17, 2006
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-15.64% Mar 7, 2000 - Mar 21, 2000
#10	-3.58% Feb 5, 2024 - May 14, 2024	-13.01% Nov 26, 2004 - Feb 2, 2005
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-12.90% Apr 6, 2005 - May 9, 2005
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-12.81% Jan 21, 2000 - Feb 25, 2000
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-10.59% May 11, 2005 - Jun 1, 2005
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-8.99% Mar 23, 2000 - Mar 30, 2000
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-7.80% Aug 11, 2005 - Aug 31, 2005

Correlation

Correlation between HCXY and PTEN is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2004 - 2026)

HCXY vs PTEN dividend yield comparison.

Year	HCXY	PTEN
2026	3.13%	1.74%
2025	6.13%	5.24%
2024	6.21%	3.87%
2023	6.19%	2.96%
2022	6.35%	1.19%
2021	5.86%	0.95%
2020	5.83%	1.90%
2019	5.93%	1.52%
2018	0.67%	1.35%
2017	0.00%	0.35%
2016	0.00%	0.59%
2015	0.00%	2.65%
2014	0.00%	2.41%
2013	0.00%	0.79%
2012	0.00%	1.07%
2011	0.00%	1.00%
2010	0.00%	0.93%
2009	0.00%	1.30%
2008	0.00%	5.21%
2007	0.00%	2.25%
2006	0.00%	1.21%
2005	0.00%	0.49%
2004	0.00%	0.31%