HTFB vs UPBD

Comparison between Horizon Technology Finance Corp (HTFB, Company) and Upbound Group Inc (UPBD, Company).

5-Year PerformanceHTFB has outperformed UPBD, delivering a return of +4.5% compared to -12.0%

HTFB vs UPBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTFB(COMPANY)	UPBD(COMPANY)
Market Cap	$1.14B	$1.14B
Max Drawdown	12.84%	81.98%
Sharpe Ratio	0.49	-0.13
5Y Beta	N/A	1.20
Industry	N/A	Software - Application
P/E Ratio	-39.92	12.62
Forward P/E	N/A	4.84
PEG Ratio	-0.10	1.39
Dividend Yield	5.16%	7.68%
5Y Dividends CAGR	N/A	10.20%
5Y EPS CAGR	N/A	-13.01%
Debt to Equity	134.31%	0.00%
Free Cash Flow Yield	5.34%	23.31%
P/S Ratio	N/A	0.24
P/B Ratio	N/A	1.67

Market Cap

HTFB

$1.14B

Winner

UPBD

$1.14B

Max Drawdown

Winner

HTFB

12.84%

UPBD

81.98%

Sharpe Ratio

Winner

HTFB

0.49

UPBD

-0.13

5Y Beta

HTFB

N/A

UPBD

1.20

Industry

HTFB

N/A

UPBD

Software - Application

P/E Ratio

Winner

HTFB

-39.92

UPBD

12.62

Forward P/E

HTFB

N/A

UPBD

4.84

PEG Ratio

Winner

HTFB

-0.10

UPBD

1.39

Dividend Yield

HTFB

5.16%

Winner

UPBD

7.68%

5Y Dividends CAGR

HTFB

N/A

UPBD

10.20%

5Y EPS CAGR

HTFB

N/A

UPBD

-13.01%

Debt to Equity

HTFB

134.31%

Winner

UPBD

0.00%

Free Cash Flow Yield

HTFB

5.34%

Winner

UPBD

23.31%

P/S Ratio

HTFB

N/A

UPBD

0.24

P/B Ratio

HTFB

N/A

UPBD

1.67

HTFB vs UPBD - Historical Returns

Returns include dividend reinvestment.

Period	HTFB	UPBD
1 month	+0.00%	+19.45%
3 months	+0.00%	+17.44%
6 months	+3.02%	+11.29%
1 year	+6.06%	-14.55%
5 years(CAGR)	+4.47%	-11.97%
10 years(CAGR)	N/A	+9.05%
Max(CAGR)	+4.35%	+6.70%

HTFB

+0.00%

Winner

UPBD

+19.45%

HTFB

+0.00%

Winner

UPBD

+17.44%

HTFB

+3.02%

Winner

UPBD

+11.29%

Winner

HTFB

+6.06%

UPBD

-14.55%

5Y(CAGR)

Winner

HTFB

+4.47%

UPBD

-11.97%

10Y(CAGR)

HTFB

N/A

UPBD

+9.05%

Max(CAGR)

HTFB

+4.35%

Winner

UPBD

+6.70%

HTFB vs UPBD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HTFB	UPBD
2026	+3.04%	+27.26%
2025	+7.32%	-34.15%
2024	+7.34%	-9.93%
2023	+7.44%	+60.26%
2022	-5.01%	-50.94%
2021	+3.39%	+28.90%
2020	N/A	+41.57%
2019	N/A	+76.81%
2018	N/A	+54.48%
2017	N/A	-3.16%
2016	N/A	-24.59%
2015	N/A	-56.53%
2014	N/A	+11.60%
2013	N/A	-2.73%
2012	N/A	-5.94%
2011	N/A	+15.83%
2010	N/A	+79.16%
2009	N/A	+0.40%
2008	N/A	+18.22%
2007	N/A	-50.49%
2006	N/A	+56.47%
2005	N/A	-29.10%
2004	N/A	-9.80%
2003	N/A	+43.95%
2002	N/A	+47.78%
2001	N/A	+2.69%
2000	N/A	+54.64%
1999	N/A	+23.35%

HTFB vs UPBD Drawdown Comparison

The maximum drawdown for HTFB was -8.19%, occurring on Nov 4, 2022. Recovery took 357 trading sessions.

The maximum drawdown for UPBD was -79.55%, occurring on Mar 2, 2018. Recovery took 1811 trading sessions.

The current UPBD drawdown is -56.87%.

Rank	HTFB	UPBD
#1	-8.19% Oct 12, 2021 - Mar 15, 2023	-79.55% Aug 1, 2013 - Oct 9, 2020
#2	-6.42% Aug 13, 2024 - Apr 1, 2025	-71.97% Aug 27, 2021 - Sep 30, 2022
#3	-6.33% Mar 16, 2023 - Oct 27, 2023	-65.19% Oct 23, 2003 - Mar 9, 2011
#4	-2.98% Jan 24, 2024 - Apr 26, 2024	-63.29% Jun 29, 2001 - Apr 10, 2002
#5	-2.33% Jul 30, 2024 - Aug 13, 2024	-38.58% May 15, 2002 - Apr 30, 2003
#6	-2.30% Apr 1, 2025 - Jun 13, 2025	-37.93% Apr 7, 2011 - Nov 3, 2011
#7	-2.21% Jun 10, 2024 - Jul 18, 2024	-37.25% Jan 3, 2000 - May 2, 2000
#8	-1.77% Apr 7, 2021 - Jun 29, 2021	-34.04% Sep 14, 2000 - Jan 23, 2001
#9	-1.54% Sep 14, 2021 - Oct 12, 2021	-25.97% Mar 21, 2001 - May 22, 2001
#10	-1.54% Jun 29, 2021 - Sep 14, 2021	-21.50% Jun 8, 2021 - Aug 27, 2021
#11	-1.52% Apr 26, 2024 - Jun 10, 2024	-18.15% Jul 24, 2003 - Oct 6, 2003
#12	-1.42% Oct 27, 2023 - Dec 14, 2023	-15.94% Mar 15, 2021 - Jun 8, 2021
#13	-1.35% Jul 24, 2024 - Jul 30, 2024	-14.70% Mar 27, 2012 - Feb 19, 2013
#14	-1.33% Dec 15, 2023 - Jan 18, 2024	-14.44% Jun 9, 2000 - Jul 25, 2000
#15	-1.22% Sep 15, 2025 - Oct 8, 2025	-13.43% Nov 15, 1999 - Dec 23, 1999

Correlation

Correlation between HTFB and UPBD is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (2010 - 2026)

HTFB vs UPBD dividend yield comparison.

Year	HTFB	UPBD
2026	0.00%	3.69%
2025	4.87%	8.88%
2024	4.97%	5.14%
2023	5.08%	4.09%
2022	5.20%	6.03%
2021	3.52%	2.64%
2020	0.00%	3.84%
2019	0.00%	0.87%
2017	0.00%	2.16%
2016	0.00%	2.13%
2015	0.00%	6.41%
2014	0.00%	2.56%
2013	0.00%	2.58%
2012	0.00%	2.01%
2011	0.00%	1.62%
2010	0.00%	0.37%