HCXY vs TREX

Comparison between Hercules Capital Inc (HCXY, Company) and TREX Co. Inc (TREX, Company).

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

5-Year PerformanceHCXY has outperformed TREX, delivering a return of +4.6% compared to -15.6%

HCXY vs TREX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCXY(COMPANY)	TREX(COMPANY)
Market Cap	$4.56B	$4.53B
Max Drawdown	34.76%	90.53%
Sharpe Ratio	0.35	-0.50
5Y Beta	-0.01	1.37
Industry	Investment Banking & Investment Services	Building Products & Equipment
P/E Ratio	13.27	24.19
Forward P/E	N/A	25.51
PEG Ratio	0.76	1.00
Dividend Yield	5.04%	N/A
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	N/A	2.79%
Debt to Equity	103.18%	0.00%
Free Cash Flow Yield	-9.35%	5.00%
P/S Ratio	N/A	3.90
P/B Ratio	N/A	4.79

Market Cap

Winner

HCXY

$4.56B

TREX

$4.53B

Max Drawdown

Winner

HCXY

34.76%

TREX

90.53%

Sharpe Ratio

Winner

HCXY

0.35

TREX

-0.50

5Y Beta

Winner

HCXY

-0.01

TREX

1.37

Industry

HCXY

Investment Banking & Investment Services

TREX

Building Products & Equipment

P/E Ratio

Winner

HCXY

13.27

TREX

24.19

Forward P/E

HCXY

N/A

TREX

25.51

PEG Ratio

Winner

HCXY

0.76

TREX

1.00

Dividend Yield

HCXY

5.04%

TREX

N/A

5Y Dividends CAGR

HCXY

4.56%

TREX

N/A

5Y EPS CAGR

HCXY

N/A

TREX

2.79%

Debt to Equity

HCXY

103.18%

Winner

TREX

0.00%

Free Cash Flow Yield

HCXY

-9.35%

Winner

TREX

5.00%

P/S Ratio

HCXY

N/A

TREX

3.90

P/B Ratio

HCXY

N/A

TREX

4.79

HCXY vs TREX - Historical Returns

Returns include dividend reinvestment.

Period	HCXY	TREX
1 month	+1.17%	-7.52%
3 months	+0.68%	+1.73%
6 months	+0.26%	-2.17%
1 year	+6.10%	-30.89%
5 years(CAGR)	+4.61%	-15.56%
10 years(CAGR)	N/A	+13.65%
Max(CAGR)	+6.79%	+10.45%

Winner

HCXY

+1.17%

TREX

-7.52%

HCXY

+0.68%

Winner

TREX

+1.73%

Winner

HCXY

+0.26%

TREX

-2.17%

Winner

HCXY

+6.10%

TREX

-30.89%

5Y(CAGR)

Winner

HCXY

+4.61%

TREX

-15.56%

10Y(CAGR)

HCXY

N/A

TREX

+13.65%

Max(CAGR)

HCXY

+6.79%

Winner

TREX

+10.45%

HCXY vs TREX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HCXY	TREX
2026	+1.54%	+19.76%
2025	+7.15%	-48.60%
2024	+6.06%	-14.47%
2023	+11.82%	+89.45%
2022	-2.14%	-67.93%
2021	+4.59%	+63.99%
2020	+7.89%	+85.30%
2019	+19.30%	+47.27%
2018	-2.28%	+8.77%
2017	N/A	+61.46%
2016	N/A	+78.34%
2015	N/A	-10.43%
2014	N/A	+10.64%
2013	N/A	+106.41%
2012	N/A	+61.45%
2011	N/A	-9.27%
2010	N/A	+18.38%
2009	N/A	+18.57%
2008	N/A	+93.19%
2007	N/A	-62.28%
2006	N/A	-20.52%
2005	N/A	-46.38%
2004	N/A	+40.40%
2003	N/A	+7.44%
2002	N/A	+85.79%
2001	N/A	-26.62%
2000	N/A	-7.56%
1999	N/A	+10.91%

HCXY vs TREX Drawdown Comparison

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

The maximum drawdown for TREX was -90.53%, occurring on Nov 26, 2007. Recovery took 3332 trading sessions.

The current HCXY drawdown is -0.13%. The current TREX drawdown is -69.50%.

Rank	HCXY	TREX
#1	-34.76% Feb 26, 2020 - Sep 23, 2020	-90.53% Jul 27, 2000 - Oct 25, 2013
#2	-15.28% Oct 14, 2021 - Jan 13, 2023	-78.58% Dec 10, 2021 - Nov 20, 2025
#3	-11.53% Feb 7, 2023 - Jul 17, 2023	-43.48% Apr 8, 2015 - Aug 2, 2016
#4	-9.12% Sep 28, 2018 - Jan 4, 2019	-42.36% Mar 4, 2020 - May 6, 2020
#5	-7.45% Jul 21, 2023 - Nov 8, 2023	-39.87% Sep 10, 2018 - Sep 9, 2019
#6	-4.21% Jul 22, 2019 - Aug 28, 2019	-35.97% Feb 24, 2014 - Oct 31, 2014
#7	-4.00% Nov 8, 2023 - Dec 22, 2023	-25.05% Nov 9, 1999 - Mar 20, 2000
#8	-3.97% Jul 15, 2021 - Oct 14, 2021	-22.19% Dec 23, 2013 - Feb 24, 2014
#9	-3.91% Jan 14, 2021 - Apr 14, 2021	-20.14% Aug 29, 2016 - Nov 11, 2016
#10	-3.58% Feb 5, 2024 - May 14, 2024	-20.08% Sep 2, 2021 - Nov 5, 2021
#11	-3.58% Oct 22, 2024 - Feb 26, 2025	-19.88% Feb 12, 2021 - Apr 23, 2021
#12	-3.55% Jan 13, 2023 - Feb 7, 2023	-16.94% May 1, 2017 - Jul 25, 2017
#13	-3.42% Sep 9, 2019 - Nov 29, 2019	-15.95% Mar 27, 2000 - Apr 28, 2000
#14	-3.26% Nov 4, 2020 - Nov 13, 2020	-15.25% Oct 13, 2020 - Dec 15, 2020
#15	-3.20% Feb 18, 2026 - Mar 31, 2026	-14.75% Sep 1, 2020 - Oct 9, 2020