HCXY vs SKYW

Comparison between Hercules Capital Inc (HCXY, Company) and Skywest Inc (SKYW, Company).

HCXY is from the Financials sector, while SKYW is from the Industrials sector.

5-Year PerformanceSKYW has outperformed HCXY, delivering a return of +20.9% compared to +4.7%

HCXY vs SKYW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	SKYW(COMPANY)
Market Cap	$4.56B	$4.57B
Max Drawdown	34.76%	81.77%
Sharpe Ratio	0.43	-0.01
5Y Beta	-0.02	1.29
Industry	Investment Banking & Investment Services	Airlines
P/E Ratio	13.27	10.58
Forward P/E	N/A	9.52
PEG Ratio	0.76	0.30
Dividend Yield	4.95%	N/A
5Y Dividends CAGR	4.56%	25.59%
5Y EPS CAGR	N/A	9.96%
Debt to Equity	103.18%	83.16%
Free Cash Flow Yield	-9.35%	19.88%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	1.65

Market Cap

HCXY

$4.56B

Winner

SKYW

$4.57B

Max Drawdown

Winner

HCXY

34.76%

SKYW

81.77%

Sharpe Ratio

Winner

HCXY

0.43

SKYW

-0.01

5Y Beta

Winner

HCXY

-0.02

SKYW

1.29

Industry

HCXY

Investment Banking & Investment Services

SKYW

Airlines

P/E Ratio

HCXY

13.27

Winner

SKYW

10.58

Forward P/E

HCXY

N/A

SKYW

9.52

PEG Ratio

HCXY

0.76

Winner

SKYW

0.30

Dividend Yield

HCXY

4.95%

SKYW

N/A

5Y Dividends CAGR

HCXY

4.56%

Winner

SKYW

25.59%

5Y EPS CAGR

HCXY

N/A

SKYW

9.96%

Debt to Equity

HCXY

103.18%

Winner

SKYW

83.16%

Free Cash Flow Yield

HCXY

-9.35%

Winner

SKYW

19.88%

P/S Ratio

HCXY

N/A

SKYW

1.07

P/B Ratio

HCXY

N/A

SKYW

1.65

HCXY vs SKYW - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	SKYW
1 month	+1.94%	+7.97%
3 months	+2.60%	+25.11%
6 months	+2.32%	+1.78%
1 year	+6.35%	-1.76%
5 years(CAGR)	+4.72%	+20.89%
10 years(CAGR)	N/A	+14.89%
Max(CAGR)	+6.91%	+9.04%

HCXY

+1.94%

Winner

SKYW

+7.97%

HCXY

+2.60%

Winner

SKYW

+25.11%

Winner

HCXY

+2.32%

SKYW

+1.78%

Winner

HCXY

+6.35%

SKYW

-1.76%

5Y(CAGR)

HCXY

+4.72%

Winner

SKYW

+20.89%

10Y(CAGR)

HCXY

N/A

SKYW

+14.89%

Max(CAGR)

HCXY

+6.91%

Winner

SKYW

+9.04%

HCXY vs SKYW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	SKYW
2026	+2.81%	+6.39%
2025	+7.15%	-0.66%
2024	+6.06%	+93.71%
2023	+11.82%	+217.71%
2022	-2.14%	-59.30%
2021	+4.59%	+3.58%
2020	+7.89%	-37.69%
2019	+19.30%	+43.48%
2018	-2.28%	-15.44%
2017	N/A	+46.44%
2016	N/A	+104.81%
2015	N/A	+45.05%
2014	N/A	-8.89%
2013	N/A	+17.98%
2012	N/A	-1.74%
2011	N/A	-20.19%
2010	N/A	-6.53%
2009	N/A	-10.15%
2008	N/A	-29.63%
2007	N/A	+4.03%
2006	N/A	-3.75%
2005	N/A	+33.04%
2004	N/A	+12.85%
2003	N/A	+36.27%
2002	N/A	-46.29%
2001	N/A	-7.10%
2000	N/A	+101.37%
1999	N/A	+11.50%

HCXY vs SKYW Drawdown Comparison

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

The maximum drawdown for SKYW was -81.77%, occurring on Mar 18, 2020. Recovery took 1038 trading sessions.

The current SKYW drawdown is -12.97%.

Rank	HCXY	SKYW
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-81.77% Jan 17, 2020 - Mar 5, 2024
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-79.75% Aug 1, 2001 - Sep 8, 2016
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-40.73% Dec 1, 2000 - May 25, 2001
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-36.63% Aug 26, 2025 - May 19, 2026
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-34.33% Jan 31, 2025 - Aug 25, 2025
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-34.22% Aug 31, 2018 - Dec 18, 2019
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-27.14% Apr 24, 2000 - Jul 13, 2000
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-23.16% Nov 8, 1999 - Dec 29, 1999
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-22.36% Dec 20, 2016 - Sep 13, 2017
#10	-3.58% Feb 5, 2024 - May 14, 2024	-22.30% Jul 16, 2024 - Oct 10, 2024
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-16.99% Jan 10, 2000 - Mar 16, 2000
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-15.87% May 25, 2001 - Jul 16, 2001
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-15.10% Mar 16, 2018 - Jul 27, 2018
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-14.84% Sep 8, 2016 - Oct 20, 2016
#15	-3.20% Feb 18, 2026 - Jul 31, 2026	-14.24% Sep 5, 2000 - Sep 27, 2000

Correlation

Correlation between HCXY and SKYW is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (1999 - 2026)

HCXY vs SKYW dividend yield comparison.

Year	HCXY	SKYW
2026	4.67%	0.00%
2025	6.13%	0.00%
2024	6.21%	0.00%
2023	6.19%	0.00%
2022	6.35%	0.00%
2021	5.86%	0.00%
2020	5.83%	0.35%
2019	5.93%	0.74%
2018	0.67%	0.90%
2017	0.00%	0.60%
2016	0.00%	0.52%
2015	0.00%	0.84%
2014	0.00%	1.51%
2013	0.00%	1.08%
2012	0.00%	0.96%
2011	0.00%	1.27%
2010	0.00%	1.02%
2009	0.00%	0.95%
2008	0.00%	0.70%
2007	0.00%	0.45%
2006	0.00%	0.47%
2005	0.00%	0.45%
2004	0.00%	0.60%
2003	0.00%	0.44%
2002	0.00%	0.61%
2001	0.00%	0.31%
2000	0.00%	0.28%
1999	0.00%	0.30%