HTGC vs ARX

Comparison between Hercules Capital Inc (HTGC, Company) and Accelerant Holdings - Class A (ARX, Company).

Both HTGC and ARX are from the Financial Services sector.

HTGC vs ARX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTGC(COMPANY)	ARX(COMPANY)
Market Cap	$2.98B	$2.99B
Max Drawdown	75.85%	68.85%
Sharpe Ratio	-0.37	-0.71
5Y Beta	0.77	-0.06
Industry	Asset Management	Insurance Brokers
P/E Ratio	8.77	-2.05
Forward P/E	8.40	19.30
PEG Ratio	0.24	N/A
Dividend Yield	9.92%	N/A
5Y Dividends CAGR	9.16%	N/A
Debt to Equity	114.01%	17.43%
Free Cash Flow Yield	-14.57%	11.12%
P/S Ratio	5.38	3.08
P/B Ratio	1.35	4.26

Market Cap

HTGC

$2.98B

Winner

ARX

$2.99B

Max Drawdown

HTGC

75.85%

Winner

ARX

68.85%

Sharpe Ratio

Winner

HTGC

-0.37

ARX

-0.71

5Y Beta

HTGC

0.77

Winner

ARX

-0.06

Industry

HTGC

Asset Management

ARX

Insurance Brokers

P/E Ratio

HTGC

8.77

Winner

ARX

-2.05

Forward P/E

Winner

HTGC

8.40

ARX

19.30

PEG Ratio

HTGC

0.24

ARX

N/A

Dividend Yield

HTGC

9.92%

ARX

N/A

5Y Dividends CAGR

HTGC

9.16%

ARX

N/A

Debt to Equity

HTGC

114.01%

Winner

ARX

17.43%

Free Cash Flow Yield

HTGC

-14.57%

Winner

ARX

11.12%

P/S Ratio

HTGC

5.38

Winner

ARX

3.08

P/B Ratio

Winner

HTGC

1.35

ARX

4.26

HTGC vs ARX - Historical Returns

Returns include dividend reinvestment.

Period	HTGC	ARX
1 month	+5.53%	+6.20%
3 months	+7.05%	-3.64%
6 months	-9.00%	-5.33%
1 year	-8.53%	-46.95%
5 years(CAGR)	+10.08%	N/A
10 years(CAGR)	+13.16%	N/A
Max(CAGR)	+11.71%	-47.07%

HTGC

+5.53%

Winner

ARX

+6.20%

Winner

HTGC

+7.05%

ARX

-3.64%

HTGC

-9.00%

Winner

ARX

-5.33%

Winner

HTGC

-8.53%

ARX

-46.95%

5Y(CAGR)

HTGC

+10.08%

ARX

N/A

10Y(CAGR)

HTGC

+13.16%

ARX

N/A

Max(CAGR)

Winner

HTGC

+11.71%

ARX

-47.07%

HTGC vs ARX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	HTGC	ARX
2026	-10.16%	-9.94%
2025	+1.96%	-38.30%
2024	+32.98%	N/A
2023	+41.90%	N/A
2022	-10.44%	N/A
2021	+28.51%	N/A
2020	+14.66%	N/A
2019	+37.73%	N/A
2018	-7.89%	N/A
2017	-0.02%	N/A
2016	+27.29%	N/A
2015	-10.92%	N/A
2014	-0.53%	N/A
2013	+57.57%	N/A
2012	+26.44%	N/A
2011	-3.48%	N/A
2010	+4.16%	N/A
2009	+53.21%	N/A
2008	-22.46%	N/A
2007	-4.17%	N/A
2006	+35.73%	N/A
2005	-7.27%	N/A

HTGC vs ARX Drawdown Comparison

The maximum drawdown for HTGC was -68.28%, occurring on Mar 5, 2009. Recovery took 599 trading sessions.

The maximum drawdown for ARX was -68.85%, occurring on Feb 23, 2026. This drawdown has not yet recovered.

The current HTGC drawdown is -14.96%. The current ARX drawdown is -53.22%.

Rank	HTGC	ARX
#1	-68.28% May 23, 2007 - Oct 7, 2009	-68.85% Aug 22, 2025 - Feb 23, 2026
#2	-57.47% Feb 21, 2020 - Dec 23, 2020	-9.84% Jul 25, 2025 - Aug 20, 2025
#3	-36.10% Apr 20, 2022 - Jul 18, 2023	-1.00% Aug 20, 2025 - Aug 22, 2025
#4	-33.89% Jul 28, 2014 - Aug 9, 2016	N/A
#5	-28.12% Feb 19, 2025 - Mar 27, 2026	N/A
#6	-27.93% Aug 12, 2005 - Sep 29, 2006	N/A
#7	-24.45% Apr 6, 2011 - Feb 3, 2012	N/A
#8	-23.46% Apr 23, 2010 - Jan 5, 2011	N/A
#9	-19.98% Aug 22, 2018 - Feb 22, 2019	N/A
#10	-19.09% Nov 27, 2013 - Jul 2, 2014	N/A
#11	-18.82% Apr 26, 2017 - Aug 15, 2018	N/A
#12	-18.27% Jul 30, 2024 - Jan 16, 2025	N/A
#13	-17.31% Jan 19, 2010 - Apr 6, 2010	N/A
#14	-15.09% Oct 19, 2009 - Jan 4, 2010	N/A
#15	-13.80% Aug 7, 2023 - Jan 4, 2024	N/A

Correlation

Correlation between HTGC and ARX is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2005 - 2026)

HTGC vs ARX dividend yield comparison.

Year	HTGC	ARX
2026	8.06%	1.87%
2025	9.99%	0.00%
2024	9.56%	0.00%
2023	11.40%	0.00%
2022	13.77%	0.00%
2021	9.76%	0.00%
2020	9.02%	0.00%
2019	9.49%	0.00%
2018	11.40%	0.00%
2017	9.45%	0.00%
2016	8.79%	0.00%
2015	10.17%	0.00%
2014	8.33%	0.00%
2013	6.77%	0.00%
2012	8.54%	0.00%
2011	9.32%	0.00%
2010	7.72%	0.00%
2009	12.13%	0.00%
2008	16.67%	0.00%
2007	9.66%	0.00%
2006	9.05%	0.00%
2005	0.21%	0.00%