HCXY vs SR
Comparison between Hercules Capital Inc (HCXY, Company) and Spire Inc (SR, Company).
HCXY is from the Financials sector, while SR is from the Utilities sector.
5-Year PerformanceSR has outperformed HCXY, delivering a return of +5.7% compared to +4.9%
HCXY vs SR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HCXY vs SR - Historical Returns
Returns include dividend reinvestment.
HCXY vs SR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HCXY | SR |
|---|---|---|
| 2026 | +1.25% | -5.56% |
| 2025 | +7.15% | +26.00% |
| 2024 | +6.06% | +11.62% |
| 2023 | +11.82% | -6.07% |
| 2022 | -2.14% | +9.79% |
| 2021 | +4.59% | +6.88% |
| 2020 | +7.89% | -19.39% |
| 2019 | +19.30% | +18.47% |
| 2018 | -2.28% | +3.18% |
| 2017 | N/A | +20.26% |
| 2016 | N/A | +13.51% |
| 2015 | N/A | +15.50% |
| 2014 | N/A | +23.01% |
| 2013 | N/A | +21.41% |
| 2012 | N/A | -1.00% |
| 2011 | N/A | +13.89% |
| 2010 | N/A | +11.23% |
| 2009 | N/A | -24.50% |
| 2008 | N/A | +42.32% |
| 2007 | N/A | +0.83% |
| 2006 | N/A | +22.70% |
| 2005 | N/A | +0.56% |
| 2004 | N/A | +13.31% |
| 2003 | N/A | +23.02% |
| 2002 | N/A | +2.79% |
| 2001 | N/A | +7.56% |
| 2000 | N/A | +16.58% |
| 1999 | N/A | +2.69% |
HCXY vs SR Drawdown Comparison
The maximum drawdown for HCXY was -34.76%, occurring on Mar 20, 2020. Recovery took 146 trading sessions.
The maximum drawdown for SR was -44.98%, occurring on May 27, 2009. Recovery took 1122 trading sessions.
The current HCXY drawdown is -0.41%. The current SR drawdown is -18.20%.
| Rank | HCXY | SR |
|---|---|---|
| #1 | -34.76% Feb 26, 2020 - Sep 23, 2020 | -44.98% Nov 3, 2008 - Apr 22, 2013 |
| #2 | -15.28% Oct 14, 2021 - Jan 13, 2023 | -39.52% Feb 18, 2020 - Nov 22, 2024 |
| #3 | -11.53% Feb 7, 2023 - Jul 17, 2023 | -24.95% Nov 30, 2017 - Nov 19, 2018 |
| #4 | -9.12% Sep 28, 2018 - Jan 4, 2019 | -23.79% Oct 1, 2008 - Oct 30, 2008 |
| #5 | -7.45% Jul 21, 2023 - Nov 8, 2023 | -20.54% Nov 18, 1999 - Aug 30, 2000 |
| #6 | -4.21% Jul 22, 2019 - Aug 28, 2019 | -20.30% May 3, 2002 - Aug 19, 2002 |
| #7 | -4.00% Nov 8, 2023 - Dec 22, 2023 | -19.06% Nov 15, 2006 - Dec 6, 2007 |
| #8 | -3.97% Jul 15, 2021 - Oct 14, 2021 | -18.20% Apr 9, 2026 - Jun 18, 2026 |
| #9 | -3.91% Jan 14, 2021 - Apr 14, 2021 | -16.24% Apr 2, 2004 - Nov 3, 2004 |
| #10 | -3.58% Feb 5, 2024 - May 14, 2024 | -15.59% Sep 12, 2005 - Feb 22, 2006 |
| #11 | -3.58% Oct 22, 2024 - Feb 26, 2025 | -15.10% Mar 7, 2005 - Jun 28, 2005 |
| #12 | -3.55% Jan 13, 2023 - Feb 7, 2023 | -14.72% Jun 30, 2016 - Apr 12, 2017 |
| #13 | -3.42% Sep 9, 2019 - Nov 29, 2019 | -14.14% Dec 27, 2000 - Mar 13, 2001 |
| #14 | -3.26% Nov 4, 2020 - Nov 13, 2020 | -13.66% Jun 28, 2001 - Jan 2, 2002 |
| #15 | -3.20% Feb 18, 2026 - Mar 31, 2026 | -13.41% Sep 30, 2019 - Feb 5, 2020 |
Correlation
Correlation between HCXY and SR is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
HCXY vs SR dividend yield comparison.
| Year | HCXY | SR |
|---|---|---|
| 2026 | 3.11% | 2.14% |
| 2025 | 6.13% | 3.85% |
| 2024 | 6.21% | 4.50% |
| 2023 | 6.19% | 4.68% |
| 2022 | 6.35% | 4.03% |
| 2021 | 5.86% | 4.04% |
| 2020 | 5.83% | 3.93% |
| 2019 | 5.93% | 2.88% |
| 2018 | 0.67% | 3.08% |
| 2017 | 0.00% | 2.84% |
| 2016 | 0.00% | 3.09% |
| 2015 | 0.00% | 3.15% |
| 2014 | 0.00% | 3.35% |
| 2013 | 0.00% | 3.77% |
| 2012 | 0.00% | 4.33% |
| 2011 | 0.00% | 4.03% |
| 2010 | 0.00% | 4.35% |
| 2009 | 0.00% | 4.59% |
| 2008 | 0.00% | 3.22% |
| 2007 | 0.00% | 4.29% |
| 2006 | 0.00% | 4.08% |
| 2005 | 0.00% | 4.72% |
| 2004 | 0.00% | 4.37% |
| 2003 | 0.00% | 4.69% |
| 2002 | 0.00% | 5.54% |
| 2001 | 0.00% | 5.61% |
| 2000 | 0.00% | 5.73% |
| 1999 | 0.00% | 1.55% |
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