HRZN vs USX

Comparison between Horizon Technology Finance Corp (HRZN, Company) and U.S. Xpress Enterprises Inc - Class A (USX, Company).

HRZN is from the Financial Services sector, while USX is from the Industrials sector.

5-Year PerformanceUSX has outperformed HRZN, delivering a return of +24.0% compared to -10.6%

HRZN vs USX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HRZN(COMPANY)	USX(COMPANY)
Market Cap	$333M	$332M
Max Drawdown	79.08%	91.73%
Sharpe Ratio	-0.25	1.30
5Y Beta	0.60	N/A
Industry	Asset Management	Trucking
P/E Ratio	12.79	N/A
Forward P/E	7.41	N/A
Dividend Yield	23.40%	N/A
5Y Dividends CAGR	0.66%	N/A
Debt to Equity	96.39%	N/A
Free Cash Flow Yield	30.53%	N/A
P/S Ratio	N/A	0.05
P/B Ratio	N/A	0.41

Market Cap

Winner

HRZN

$333M

USX

$332M

Max Drawdown

Winner

HRZN

79.08%

USX

91.73%

Sharpe Ratio

HRZN

-0.25

Winner

USX

1.30

5Y Beta

HRZN

0.60

USX

N/A

Industry

HRZN

Asset Management

USX

Trucking

P/E Ratio

HRZN

12.79

USX

N/A

Forward P/E

HRZN

7.41

USX

N/A

Dividend Yield

HRZN

23.40%

USX

N/A

5Y Dividends CAGR

HRZN

0.66%

USX

N/A

Debt to Equity

HRZN

96.39%

USX

N/A

Free Cash Flow Yield

HRZN

30.53%

USX

N/A

P/S Ratio

HRZN

N/A

USX

0.05

P/B Ratio

HRZN

N/A

USX

0.41

HRZN vs USX - Historical Returns

Returns include dividend reinvestment.

Period	HRZN	USX
1 month	+11.76%	+6.86%
3 months	+27.96%	N/A
6 months	-15.33%	N/A
1 year	-12.93%	N/A
5 years(CAGR)	-10.59%	+24.04%
10 years(CAGR)	+1.89%	+5.55%
Max(CAGR)	+4.20%	+5.55%

Winner

HRZN

+11.76%

USX

+6.86%

HRZN

+27.96%

USX

N/A

HRZN

-15.33%

USX

N/A

HRZN

-12.93%

USX

N/A

5Y(CAGR)

HRZN

-10.59%

Winner

USX

+24.04%

10Y(CAGR)

HRZN

+1.89%

Winner

USX

+5.55%

Max(CAGR)

HRZN

+4.20%

Winner

USX

+5.55%

HRZN vs USX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	HRZN	USX
2026	-13.28%	+5.08%
2025	-15.46%	N/A
2024	-23.31%	N/A
2023	+25.85%	+244.94%
2022	-20.47%	-69.63%
2021	+31.35%	-11.33%
2020	+14.00%	+32.82%
2019	+25.22%	-13.57%
2018	+9.81%	-66.37%
2017	+18.26%	N/A
2016	-0.22%	N/A
2015	-4.75%	N/A
2014	+8.77%	N/A
2013	+3.10%	N/A
2012	+3.21%	N/A
2011	+18.15%	N/A
2010	-6.02%	N/A

HRZN vs USX Drawdown Comparison

The maximum drawdown for HRZN was -62.37%, occurring on Apr 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for USX was -91.73%, occurring on Feb 22, 2023. Recovery took 1270 trading sessions.

The current HRZN drawdown is -47.50%.

Rank	HRZN	USX
#1	-62.37% Nov 15, 2021 - Apr 27, 2026	-91.73% Jun 14, 2018 - Jun 3, 2026
#2	-60.35% Feb 20, 2020 - Oct 5, 2020	-7.88% Jun 4, 2026 - Aug 4, 2026
#3	-34.45% May 27, 2015 - Jul 5, 2016	-0.98% Aug 4, 2026 - Aug 7, 2026
#4	-27.85% Oct 13, 2016 - Aug 7, 2018	-0.69% Aug 7, 2026 - Aug 13, 2026
#5	-16.50% Sep 19, 2012 - Jan 21, 2014	N/A
#6	-15.00% Oct 16, 2018 - Nov 13, 2018	N/A
#7	-14.92% Feb 18, 2014 - Jun 17, 2014	N/A
#8	-14.58% Jul 21, 2011 - Aug 31, 2011	N/A
#9	-14.56% Oct 15, 2020 - Dec 11, 2020	N/A
#10	-12.67% Jun 27, 2014 - Feb 10, 2015	N/A
#11	-12.65% Mar 11, 2019 - Nov 12, 2019	N/A
#12	-12.46% Feb 24, 2021 - Apr 5, 2021	N/A
#13	-11.65% Nov 15, 2018 - Jan 14, 2019	N/A
#14	-11.29% Oct 29, 2010 - Jan 5, 2011	N/A
#15	-11.28% Apr 16, 2021 - Jun 8, 2021	N/A