HCXY vs TDS

Comparison between Hercules Capital Inc (HCXY, Company) and Telephone And Data Systems Inc (TDS, Company).

HCXY is from the Financials sector, while TDS is from the Communication Services sector.

5-Year PerformanceTDS has outperformed HCXY, delivering a return of +17.2% compared to +4.9%

HCXY vs TDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	TDS(COMPANY)
Market Cap	$4.56B	$4.54B
Max Drawdown	34.76%	94.72%
Sharpe Ratio	0.39	1.01
5Y Beta	-0.02	0.74
Industry	Investment Banking & Investment Services	Telecom Services
P/E Ratio	13.27	34.43
Forward P/E	N/A	39.06
PEG Ratio	0.76	7.79
Dividend Yield	4.95%	0.41%
5Y Dividends CAGR	4.56%	64.98%
5Y EPS CAGR	N/A	-4.09%
Debt to Equity	103.18%	0.00%
Free Cash Flow Yield	-9.35%	0.28%
P/S Ratio	N/A	3.59
P/B Ratio	N/A	1.16

Market Cap

Winner

HCXY

$4.56B

TDS

$4.54B

Max Drawdown

Winner

HCXY

34.76%

TDS

94.72%

Sharpe Ratio

HCXY

0.39

Winner

TDS

1.01

5Y Beta

Winner

HCXY

-0.02

TDS

0.74

Industry

HCXY

Investment Banking & Investment Services

TDS

Telecom Services

P/E Ratio

Winner

HCXY

13.27

TDS

34.43

Forward P/E

HCXY

N/A

TDS

39.06

PEG Ratio

Winner

HCXY

0.76

TDS

7.79

Dividend Yield

Winner

HCXY

4.95%

TDS

0.41%

5Y Dividends CAGR

HCXY

4.56%

Winner

TDS

64.98%

5Y EPS CAGR

HCXY

N/A

TDS

-4.09%

Debt to Equity

HCXY

103.18%

Winner

TDS

0.00%

Free Cash Flow Yield

HCXY

-9.35%

Winner

TDS

0.28%

P/S Ratio

HCXY

N/A

TDS

3.59

P/B Ratio

HCXY

N/A

TDS

1.16

HCXY vs TDS - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	TDS
1 month	-0.01%	-6.10%
3 months	+0.18%	-8.08%
6 months	+1.51%	+28.93%
1 year	+6.89%	+44.94%
5 years(CAGR)	+4.89%	+17.16%
10 years(CAGR)	N/A	+9.12%
Max(CAGR)	+6.77%	+0.60%

Winner

HCXY

-0.01%

TDS

-6.10%

Winner

HCXY

+0.18%

TDS

-8.08%

HCXY

+1.51%

Winner

TDS

+28.93%

HCXY

+6.89%

Winner

TDS

+44.94%

5Y(CAGR)

HCXY

+4.89%

Winner

TDS

+17.16%

10Y(CAGR)

HCXY

N/A

TDS

+9.12%

Max(CAGR)

Winner

HCXY

+6.77%

TDS

+0.60%

HCXY vs TDS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	TDS
2026	+0.66%	+20.64%
2025	+7.15%	+19.43%
2024	+6.06%	+91.03%
2023	+11.82%	+77.52%
2022	-2.14%	-46.44%
2021	+4.59%	+11.07%
2020	+7.89%	-23.86%
2019	+19.30%	-20.98%
2018	-2.28%	+19.07%
2017	N/A	-6.42%
2016	N/A	+17.77%
2015	N/A	+4.45%
2014	N/A	+0.55%
2013	N/A	+15.16%
2012	N/A	-6.21%
2011	N/A	-28.71%
2010	N/A	+6.94%
2009	N/A	+4.55%
2008	N/A	-48.82%
2007	N/A	+14.64%
2006	N/A	+50.34%
2005	N/A	-27.61%
2004	N/A	+24.91%
2003	N/A	+31.55%
2002	N/A	-47.71%
2001	N/A	+3.54%
2000	N/A	-26.22%
1999	N/A	+9.50%

HCXY vs TDS Drawdown Comparison

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

The maximum drawdown for TDS was -87.61%, occurring on Jun 1, 2023. Recovery took 6571 trading sessions.

The current HCXY drawdown is -0.99%. The current TDS drawdown is -15.55%.

Rank	HCXY	TDS
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-87.61% Dec 7, 1999 - Jan 23, 2026
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-18.27% Feb 13, 2026 - May 26, 2026
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-2.88% Nov 1, 1999 - Nov 5, 1999
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-2.02% Nov 15, 1999 - Nov 22, 1999
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-1.93% Feb 4, 2026 - Feb 12, 2026
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-1.20% Jan 23, 2026 - Jan 29, 2026
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-0.60% Nov 29, 1999 - Dec 2, 1999
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-0.05% Nov 22, 1999 - Nov 24, 1999
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	N/A
#10	-3.58% Feb 5, 2024 - May 14, 2024	N/A
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	N/A
#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 TDS is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (1999 - 2026)

HCXY vs TDS dividend yield comparison.

Year	HCXY	TDS
2026	3.13%	25.63%
2025	6.13%	0.39%
2024	6.21%	0.91%
2023	6.19%	4.03%
2022	6.35%	6.86%
2021	5.86%	3.47%
2020	5.83%	3.66%
2019	5.93%	2.60%
2018	0.67%	1.97%
2017	0.00%	2.23%
2016	0.00%	2.05%
2015	0.00%	2.18%
2014	0.00%	2.12%
2013	0.00%	1.98%
2012	0.00%	2.21%
2011	0.00%	1.82%
2010	0.00%	1.23%
2009	0.00%	1.28%
2008	0.00%	1.29%
2007	0.00%	0.62%
2006	0.00%	0.68%
2005	0.00%	57.45%
2004	0.00%	0.86%
2003	0.00%	0.99%
2002	0.00%	1.23%
2001	0.00%	0.45%
2000	0.00%	0.27%
1999	0.00%	0.05%