HTFC vs HFWA

Comparison between Horizon Technology Finance Corp (HTFC, Company) and Heritage Financial Corp (HFWA, Company).

HTFC vs HFWA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTFC(COMPANY)	HFWA(COMPANY)
Market Cap	$1.19B	$1.18B
Max Drawdown	12.34%	68.97%
Sharpe Ratio	0.67	0.81
5Y Beta	0.07	0.81
Industry	N/A	Banks - Regional
P/E Ratio	54.96	14.09
Forward P/E	N/A	12.33
PEG Ratio	N/A	0.40
Dividend Yield	N/A	3.34%
5Y Dividends CAGR	N/A	3.71%
5Y EPS CAGR	N/A	4.17%
Debt to Equity	133.94%	0.00%
Free Cash Flow Yield	2.34%	6.77%
P/S Ratio	N/A	4.40
P/B Ratio	N/A	1.03

Market Cap

Winner

HTFC

$1.19B

HFWA

$1.18B

Max Drawdown

Winner

HTFC

12.34%

HFWA

68.97%

Sharpe Ratio

HTFC

0.67

Winner

HFWA

0.81

5Y Beta

Winner

HTFC

0.07

HFWA

0.81

Industry

HTFC

N/A

HFWA

Banks - Regional

P/E Ratio

HTFC

54.96

Winner

HFWA

14.09

Forward P/E

HTFC

N/A

HFWA

12.33

PEG Ratio

HTFC

N/A

HFWA

0.40

Dividend Yield

HTFC

N/A

HFWA

3.34%

5Y Dividends CAGR

HTFC

N/A

HFWA

3.71%

5Y EPS CAGR

HTFC

N/A

HFWA

4.17%

Debt to Equity

HTFC

133.94%

Winner

HFWA

0.00%

Free Cash Flow Yield

HTFC

2.34%

Winner

HFWA

6.77%

P/S Ratio

HTFC

N/A

HFWA

4.40

P/B Ratio

HTFC

N/A

HFWA

1.03

HTFC vs HFWA - Historical Returns

Returns include dividend reinvestment.

Period	HTFC	HFWA
1 month	+0.24%	+8.56%
3 months	+1.96%	+16.75%
6 months	+3.02%	+16.57%
1 year	+8.14%	+29.10%
5 years(CAGR)	N/A	+4.95%
10 years(CAGR)	N/A	+8.93%
Max(CAGR)	+6.34%	+8.15%

HTFC

+0.24%

Winner

HFWA

+8.56%

HTFC

+1.96%

Winner

HFWA

+16.75%

HTFC

+3.02%

Winner

HFWA

+16.57%

HTFC

+8.14%

Winner

HFWA

+29.10%

5Y(CAGR)

HTFC

N/A

HFWA

+4.95%

10Y(CAGR)

HTFC

N/A

HFWA

+8.93%

Max(CAGR)

HTFC

+6.34%

Winner

HFWA

+8.15%

HTFC vs HFWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HTFC	HFWA
2026	+2.21%	+24.78%
2025	+10.05%	+2.45%
2024	+4.68%	+21.08%
2023	+9.91%	-26.28%
2022	-2.36%	+28.53%
2021	N/A	+9.22%
2020	N/A	-14.06%
2019	N/A	-2.73%
2018	N/A	-0.02%
2017	N/A	+21.19%
2016	N/A	+46.02%
2015	N/A	+13.14%
2014	N/A	+6.05%
2013	N/A	+15.50%
2012	N/A	+15.98%
2011	N/A	-7.09%
2010	N/A	-1.63%
2009	N/A	+12.07%
2008	N/A	-32.82%
2007	N/A	-15.32%
2006	N/A	+3.52%
2005	N/A	+13.39%
2004	N/A	+6.88%
2003	N/A	+26.85%
2002	N/A	+56.03%
2001	N/A	+23.90%
2000	N/A	+22.62%
1999	N/A	+1.47%

HTFC vs HFWA Drawdown Comparison

The maximum drawdown for HTFC was -10.69%, occurring on Sep 27, 2022. Recovery took 108 trading sessions.

The maximum drawdown for HFWA was -65.13%, occurring on Mar 9, 2009. Recovery took 2673 trading sessions.

The current HTFC drawdown is -0.16%. The current HFWA drawdown is -1.18%.

Rank	HTFC	HFWA
#1	-10.69% Sep 6, 2022 - Feb 9, 2023	-65.13% Apr 4, 2006 - Nov 14, 2016
#2	-9.42% Mar 8, 2023 - Dec 5, 2023	-55.47% Jul 23, 2018 - Oct 28, 2022
#3	-3.31% Jan 30, 2024 - Jul 9, 2024	-54.34% Nov 7, 2022 - May 12, 2023
#4	-2.65% Mar 14, 2025 - Jun 6, 2025	-22.87% Apr 3, 2003 - Sep 26, 2005
#5	-2.22% Jul 16, 2024 - Sep 13, 2024	-17.05% Dec 17, 1999 - Jun 29, 2000
#6	-2.20% Mar 20, 2026 - May 11, 2026	-14.54% Jan 25, 2017 - Apr 27, 2017
#7	-1.59% Jul 5, 2022 - Aug 2, 2022	-11.91% Apr 27, 2017 - Jul 26, 2017
#8	-1.52% Dec 18, 2024 - Jan 30, 2025	-11.34% Nov 29, 2017 - May 22, 2018
#9	-1.38% Jan 12, 2024 - Jan 23, 2024	-10.53% Sep 1, 2000 - Nov 22, 2000
#10	-1.26% Dec 11, 2024 - Dec 13, 2024	-9.26% Mar 20, 2001 - Jun 15, 2001
#11	-1.24% Sep 19, 2025 - Nov 19, 2025	-6.77% Dec 29, 2000 - Feb 7, 2001
#12	-1.23% Mar 2, 2026 - Mar 16, 2026	-6.65% Aug 1, 2017 - Sep 18, 2017
#13	-1.20% May 18, 2026 - May 27, 2026	-6.49% Sep 30, 2005 - Oct 28, 2005
#14	-1.18% Aug 9, 2022 - Sep 6, 2022	-6.11% Nov 6, 2017 - Nov 28, 2017
#15	-1.14% Jan 30, 2025 - Feb 14, 2025	-5.94% Aug 28, 2001 - Dec 3, 2001

Correlation

Correlation between HTFC and HFWA is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2000 - 2026)

HTFC vs HFWA dividend yield comparison.

Year	HTFC	HFWA
2026	1.56%	1.65%
2025	6.29%	4.06%
2024	6.50%	3.76%
2023	4.79%	4.11%
2022	3.67%	2.74%
2021	0.00%	3.31%
2020	0.00%	3.42%
2019	0.00%	2.97%
2018	0.00%	2.09%
2017	0.00%	1.66%
2016	0.00%	2.80%
2015	0.00%	2.81%
2014	0.00%	2.85%
2013	0.00%	2.46%
2012	0.00%	5.45%
2011	0.00%	3.03%
2009	0.00%	0.73%
2008	0.00%	6.29%
2007	0.00%	4.22%
2006	0.00%	3.18%
2005	0.00%	2.91%
2004	0.00%	2.85%
2003	0.00%	2.55%
2002	0.00%	2.64%
2001	0.00%	3.27%
2000	0.00%	3.04%