HCXY vs TDW

Comparison between Hercules Capital Inc (HCXY, Company) and Tidewater Inc - New (TDW, Company).

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

5-Year PerformanceTDW has outperformed HCXY, delivering a return of +52.1% compared to +5.0%

HCXY vs TDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	TDW(COMPANY)
Market Cap	$4.56B	$4.56B
Max Drawdown	34.76%	99.84%
Sharpe Ratio	0.30	1.21
5Y Beta	-0.01	1.07
Industry	Investment Banking & Investment Services	Oil & Gas Equipment & Services
P/E Ratio	13.27	18.40
Forward P/E	N/A	36.36
PEG Ratio	0.76	0.68
Dividend Yield	4.94%	N/A
5Y Dividends CAGR	4.56%	-80.13%
Debt to Equity	103.18%	46.89%
Free Cash Flow Yield	-9.35%	5.57%

Market Cap

Winner

HCXY

$4.56B

TDW

$4.56B

Max Drawdown

Winner

HCXY

34.76%

TDW

99.84%

Sharpe Ratio

HCXY

0.30

Winner

TDW

1.21

5Y Beta

Winner

HCXY

-0.01

TDW

1.07

Industry

HCXY

Investment Banking & Investment Services

TDW

Oil & Gas Equipment & Services

P/E Ratio

Winner

HCXY

13.27

TDW

18.40

Forward P/E

HCXY

N/A

TDW

36.36

PEG Ratio

HCXY

0.76

Winner

TDW

0.68

Dividend Yield

HCXY

4.94%

TDW

N/A

5Y Dividends CAGR

Winner

HCXY

4.56%

TDW

-80.13%

Debt to Equity

HCXY

103.18%

Winner

TDW

46.89%

Free Cash Flow Yield

HCXY

-9.35%

Winner

TDW

5.57%

HCXY vs TDW - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	TDW
1 month	+2.02%	+23.09%
3 months	+2.76%	+12.86%
6 months	+2.50%	+30.87%
1 year	+6.58%	+62.79%
5 years(CAGR)	+5.03%	+52.06%
10 years(CAGR)	N/A	-1.30%
Max(CAGR)	+6.90%	-7.41%

HCXY

+2.02%

Winner

TDW

+23.09%

HCXY

+2.76%

Winner

TDW

+12.86%

HCXY

+2.50%

Winner

TDW

+30.87%

HCXY

+6.58%

Winner

TDW

+62.79%

5Y(CAGR)

HCXY

+5.03%

Winner

TDW

+52.06%

10Y(CAGR)

HCXY

N/A

TDW

-1.30%

Max(CAGR)

Winner

HCXY

+6.90%

TDW

-7.41%

HCXY vs TDW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	TDW
2026	+2.81%	+75.22%
2025	+7.15%	-9.37%
2024	+6.06%	-22.08%
2023	+11.82%	+109.87%
2022	-2.14%	+227.56%
2021	+4.59%	+21.02%
2020	+7.89%	-54.16%
2019	+19.30%	-6.18%
2018	-2.28%	-24.57%
2017	N/A	-79.04%
2016	N/A	-53.48%
2015	N/A	-77.07%
2014	N/A	-43.43%
2013	N/A	+30.94%
2012	N/A	-9.14%
2011	N/A	-6.12%
2010	N/A	+12.40%
2009	N/A	+16.77%
2008	N/A	-27.66%
2007	N/A	+18.59%
2006	N/A	+3.79%
2005	N/A	+31.38%
2004	N/A	+23.31%
2003	N/A	-4.68%
2002	N/A	-3.50%
2001	N/A	-21.73%
2000	N/A	+38.43%
1999	N/A	+15.01%

HCXY vs TDW Drawdown Comparison

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

The maximum drawdown for TDW was -99.80%, occurring on May 15, 2020. This drawdown has not yet recovered.

The current TDW drawdown is -95.57%.

Rank	HCXY	TDW
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-99.80% Jul 19, 2007 - May 15, 2020
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-53.62% Mar 8, 2001 - Sep 29, 2005
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-33.29% May 2, 2006 - Apr 17, 2007
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-28.27% Dec 31, 1999 - May 15, 2000
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-22.63% Jun 16, 2000 - Aug 28, 2000
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-18.59% Oct 20, 2000 - Feb 5, 2001
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-15.97% Nov 19, 1999 - Dec 31, 1999
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-15.03% Sep 29, 2005 - Jan 10, 2006
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-15.03% Jan 31, 2006 - Apr 19, 2006
#10	-3.58% Feb 5, 2024 - May 14, 2024	-10.57% Sep 15, 2000 - Oct 20, 2000
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-8.97% Nov 1, 1999 - Nov 9, 1999
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-8.05% May 31, 2000 - Jun 12, 2000
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-5.57% May 15, 2000 - May 31, 2000
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-5.23% Jun 5, 2007 - Jun 14, 2007
#15	-3.20% Feb 18, 2026 - Jul 31, 2026	-4.87% Apr 27, 2007 - May 18, 2007

Correlation

Correlation between HCXY and TDW is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (1999 - 2026)

HCXY vs TDW dividend yield comparison.

Year	HCXY	TDW
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%	0.12%
2019	5.93%	0.00%
2018	0.67%	0.00%
2017	0.00%	0.04%
2015	0.00%	14.37%
2014	0.00%	3.09%
2013	0.00%	1.69%
2012	0.00%	2.24%
2011	0.00%	2.03%
2010	0.00%	1.86%
2009	0.00%	2.09%
2008	0.00%	2.23%
2007	0.00%	1.09%
2006	0.00%	1.24%
2005	0.00%	1.35%
2004	0.00%	1.68%
2003	0.00%	2.01%
2002	0.00%	1.93%
2001	0.00%	1.77%
2000	0.00%	1.35%
1999	0.00%	0.42%