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HCXY vs SBRA

Comparison between Hercules Capital Inc (HCXY, Company) and Sabra Healthcare REIT Inc (SBRA, Company).

HCXY is from the Financials sector, while SBRA is from the Real Estate sector.

5-Year PerformanceSBRA has outperformed HCXY, delivering a return of +9.2% compared to +4.9%

HCXY vs SBRA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HCXY
$4.56B
Winner
SBRA
$4.57B
Max Drawdown
Winner
HCXY
34.76%
SBRA
99.49%
Sharpe Ratio
Winner
HCXY
0.46
SBRA
0.21
5Y Beta
Winner
HCXY
-0.02
SBRA
0.08
Industry
HCXY
Investment Banking & Investment Services
SBRA
Reit - Healthcare Facilities
P/E Ratio
Winner
HCXY
13.27
SBRA
28.58
Forward P/E
HCXY
N/A
SBRA
32.15
PEG Ratio
Winner
HCXY
0.76
SBRA
4.27
Dividend Yield
HCXY
4.95%
Winner
SBRA
6.65%
5Y Dividends CAGR
Winner
HCXY
4.56%
SBRA
0.00%
5Y EPS CAGR
HCXY
N/A
SBRA
-0.54%
Debt to Equity
HCXY
103.18%
Winner
SBRA
95.66%
Free Cash Flow Yield
HCXY
-9.35%
Winner
SBRA
8.02%

HCXY vs SBRA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HCXY
+1.44%
SBRA
-13.43%
3M
Winner
HCXY
+1.25%
SBRA
-10.89%
6M
Winner
HCXY
+1.77%
SBRA
-0.97%
1Y
Winner
HCXY
+7.64%
SBRA
+5.39%
5Y(CAGR)
HCXY
+4.86%
Winner
SBRA
+9.15%
10Y(CAGR)
HCXY
N/A
SBRA
+6.67%
Max(CAGR)
Winner
HCXY
+6.83%
SBRA
+0.90%

HCXY vs SBRA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearHCXYSBRA
2026+1.25%-2.58%
2025+7.15%+18.76%
2024+6.06%+31.90%
2023+11.82%+24.38%
2022-2.14%-1.65%
2021+4.59%-13.55%
2020+7.89%-9.91%
2019+19.30%+44.68%
2018-2.28%-5.24%
2017N/A-17.54%
2016N/A+31.51%
2015N/A-30.00%
2014N/A+23.84%
2013N/A+22.39%
2012N/A+91.95%
2011N/A-31.03%
2010N/A-20.37%
2009N/A+2.00%
2008N/A-47.97%
2007N/A+34.67%
2006N/A+83.31%
2005N/A-27.28%
2004N/A-15.12%
2003N/A+615.83%
2002N/A-92.68%

HCXY vs SBRA Drawdown Comparison

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

The maximum drawdown for SBRA was -99.49%, occurring on Apr 3, 2003. Recovery took 5866 trading sessions.

The current HCXY drawdown is -0.41%. The current SBRA drawdown is -13.96%.

RankHCXYSBRA
#1-34.76%
Feb 26, 2020 - Sep 23, 2020
-99.49%
Apr 26, 2002 - Aug 19, 2025
#2-15.28%
Oct 14, 2021 - Jan 13, 2023
-16.10%
May 20, 2026 - Jun 4, 2026
#3-11.53%
Feb 7, 2023 - Jul 17, 2023
-15.79%
Apr 2, 2002 - Apr 11, 2002
#4-9.12%
Sep 28, 2018 - Jan 4, 2019
-14.29%
Apr 11, 2002 - Apr 26, 2002
#5-7.45%
Jul 21, 2023 - Nov 8, 2023
-12.18%
Aug 21, 2025 - Nov 26, 2025
#6-4.21%
Jul 22, 2019 - Aug 28, 2019
-8.03%
Mar 16, 2026 - May 12, 2026
#7-4.00%
Nov 8, 2023 - Dec 22, 2023
-7.26%
Jan 7, 2026 - Feb 12, 2026
#8-3.97%
Jul 15, 2021 - Oct 14, 2021
-5.02%
Nov 28, 2025 - Jan 7, 2026
#9-3.91%
Jan 14, 2021 - Apr 14, 2021
-4.03%
Feb 26, 2026 - Mar 16, 2026
#10-3.58%
Feb 5, 2024 - May 14, 2024
-3.21%
Feb 17, 2026 - Feb 26, 2026
#11-3.58%
Oct 22, 2024 - Feb 26, 2025
-1.08%
May 14, 2026 - May 18, 2026
#12-3.55%
Jan 13, 2023 - Feb 7, 2023
N/A
#13-3.42%
Sep 9, 2019 - Nov 29, 2019
N/A
#14-3.26%
Nov 4, 2020 - Nov 13, 2020
N/A
#15-3.20%
Feb 18, 2026 - Mar 31, 2026
N/A

Correlation

Correlation between HCXY and SBRA is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2010 - 2026)

HCXY vs SBRA dividend yield comparison.

YearHCXYSBRA
20263.11%3.31%
20256.13%6.34%
20246.21%6.93%
20236.19%8.41%
20226.35%9.65%
20215.86%8.86%
20205.83%7.77%
20195.93%8.43%
20180.67%10.92%
20170.00%9.22%
20160.00%6.84%
20150.00%7.91%
20140.00%4.97%
20130.00%5.20%
20120.00%6.08%
20110.00%7.94%
20100.00%21.27%

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