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HTFC vs OPY

Comparison between Horizon Technology Finance Corp (HTFC, Company) and Oppenheimer Holdings Inc - Class A (OPY, Company).

HTFC vs OPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HTFC
$1.19B
OPY
$1.18B
Max Drawdown
Winner
HTFC
12.34%
OPY
87.88%
Sharpe Ratio
HTFC
0.52
Winner
OPY
1.24
5Y Beta
Winner
HTFC
0.07
OPY
0.93
Industry
HTFC
N/A
OPY
Capital Markets
P/E Ratio
HTFC
54.96
Winner
OPY
21.61
Forward P/E
HTFC
N/A
OPY
10.81
PEG Ratio
HTFC
N/A
OPY
12.00
Dividend Yield
HTFC
N/A
OPY
0.67%
5Y Dividends CAGR
HTFC
N/A
OPY
3.29%
5Y EPS CAGR
HTFC
N/A
OPY
12.30%
Debt to Equity
HTFC
133.94%
Winner
OPY
0.00%
Free Cash Flow Yield
HTFC
2.34%
Winner
OPY
7.35%
P/S Ratio
HTFC
N/A
OPY
0.72
P/B Ratio
HTFC
N/A
OPY
1.24

HTFC vs OPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HTFC
+0.93%
OPY
-2.52%
3M
Winner
HTFC
+2.77%
OPY
-2.16%
6M
HTFC
+2.99%
Winner
OPY
+42.97%
1Y
HTFC
+7.34%
Winner
OPY
+53.93%
5Y(CAGR)
HTFC
+6.44%
Winner
OPY
+22.88%
10Y(CAGR)
HTFC
N/A
OPY
+24.23%
Max(CAGR)
HTFC
+6.44%
Winner
OPY
+9.76%

HTFC vs OPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHTFCOPY
2026+3.32%+51.86%
2025+10.05%+14.34%
2024+4.68%+57.32%
2023+9.91%-4.06%
2022-2.36%-8.14%
2021N/A+52.77%
2020N/A+17.41%
2019N/A+10.55%
2018N/A-2.52%
2017N/A+47.31%
2016N/A+16.52%
2015N/A-23.24%
2014N/A-2.10%
2013N/A+44.70%
2012N/A+9.67%
2011N/A-38.75%
2010N/A-20.74%
2009N/A+162.67%
2008N/A-68.83%
2007N/A+25.87%
2006N/A+72.02%
2005N/A-19.32%
2004N/A-23.36%
2003N/A+39.29%
2002N/A-8.57%
2001N/A+20.61%
2000N/A+63.38%
1999N/A-3.91%

HTFC vs OPY Drawdown Comparison

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

The maximum drawdown for OPY was -87.49%, occurring on Mar 9, 2009. Recovery took 3438 trading sessions.

The current HTFC drawdown is -0.46%. The current OPY drawdown is -7.71%.

RankHTFCOPY
#1-10.69%
Sep 6, 2022 - Feb 9, 2023
-87.49%
Jul 11, 2007 - Mar 8, 2021
#2-9.42%
Mar 8, 2023 - Dec 5, 2023
-45.71%
Jun 16, 2021 - Jul 15, 2024
#3-3.31%
Jan 30, 2024 - Jul 9, 2024
-45.62%
Dec 5, 2003 - Oct 25, 2006
#4-2.65%
Mar 14, 2025 - Jun 6, 2025
-31.05%
Jun 6, 2001 - May 29, 2003
#5-2.22%
Jul 16, 2024 - Sep 13, 2024
-29.42%
Jan 24, 2025 - Jul 22, 2025
#6-2.20%
Mar 20, 2026 - May 11, 2026
-21.22%
Apr 22, 2026 - Jul 9, 2026
#7-1.59%
Jul 5, 2022 - Aug 2, 2022
-19.35%
Sep 18, 2025 - Jan 15, 2026
#8-1.52%
Dec 18, 2024 - Jan 30, 2025
-17.56%
Jul 25, 2024 - Nov 1, 2024
#9-1.38%
Jan 12, 2024 - Jan 23, 2024
-14.56%
Oct 31, 2006 - Jan 16, 2007
#10-1.26%
Dec 11, 2024 - Dec 13, 2024
-13.70%
Jan 19, 2007 - Apr 12, 2007
#11-1.24%
Sep 19, 2025 - Nov 19, 2025
-12.76%
Jun 2, 2003 - Oct 2, 2003
#12-1.23%
Mar 2, 2026 - Mar 16, 2026
-12.62%
Sep 14, 2000 - Nov 28, 2000
#13-1.20%
May 18, 2026 - Jun 15, 2026
-11.16%
Feb 9, 2026 - Apr 7, 2026
#14-1.18%
Aug 9, 2022 - Sep 6, 2022
-10.34%
Feb 15, 2001 - Mar 19, 2001
#15-1.14%
Jan 30, 2025 - Feb 14, 2025
-9.56%
Mar 19, 2001 - May 10, 2001

Correlation

Correlation between HTFC and OPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

HTFC vs OPY dividend yield comparison.

YearHTFCOPY
20263.14%0.35%
20256.29%2.38%
20246.50%1.03%
20234.79%1.45%
20223.67%1.42%
20210.00%3.32%
20200.00%4.71%
20190.00%1.67%
20180.00%1.72%
20170.00%1.64%
20160.00%2.37%
20150.00%2.53%
20140.00%1.89%
20130.00%1.78%
20120.00%2.55%
20110.00%2.73%
20100.00%1.68%
20090.00%1.32%
20080.00%3.42%
20070.00%0.99%
20060.00%1.20%
20050.00%1.80%
20040.00%1.41%
20030.00%1.06%
20020.00%1.43%
20010.00%1.27%
20000.00%1.29%
19990.00%0.47%

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