HTGC vs BTU

Comparison between Hercules Capital Inc (HTGC, Company) and Peabody Energy Corp New (BTU, Company).

HTGC is from the Financial Services sector, while BTU is from the Energy sector.

5-Year PerformanceBTU has outperformed HTGC, delivering a return of +26.1% compared to +8.9%

HTGC vs BTU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTGC(COMPANY)	BTU(COMPANY)
Market Cap	$2.84B	$2.84B
Max Drawdown	75.85%	98.25%
Sharpe Ratio	-0.32	1.27
5Y Beta	0.77	0.75
Industry	Asset Management	Thermal Coal
P/E Ratio	8.34	-29.65
Forward P/E	7.89	24.69
PEG Ratio	0.23	0.00
Dividend Yield	10.50%	1.24%
5Y Dividends CAGR	4.97%	N/A
Debt to Equity	114.01%	0.00%
Free Cash Flow Yield	-15.31%	-5.90%
P/S Ratio	5.11	0.73
P/B Ratio	1.27	0.84

Market Cap

HTGC

$2.84B

Winner

BTU

$2.84B

Max Drawdown

Winner

HTGC

75.85%

BTU

98.25%

Sharpe Ratio

HTGC

-0.32

Winner

BTU

1.27

5Y Beta

HTGC

0.77

Winner

BTU

0.75

Industry

HTGC

Asset Management

BTU

Thermal Coal

P/E Ratio

HTGC

8.34

Winner

BTU

-29.65

Forward P/E

Winner

HTGC

7.89

BTU

24.69

PEG Ratio

HTGC

0.23

Winner

BTU

0.00

Dividend Yield

Winner

HTGC

10.50%

BTU

1.24%

5Y Dividends CAGR

HTGC

4.97%

BTU

N/A

Debt to Equity

HTGC

114.01%

Winner

BTU

0.00%

Free Cash Flow Yield

HTGC

-15.31%

Winner

BTU

-5.90%

P/S Ratio

HTGC

5.11

Winner

BTU

0.73

P/B Ratio

HTGC

1.27

Winner

BTU

0.84

HTGC vs BTU - Historical Returns

Returns include dividend reinvestment.

Period	HTGC	BTU
1 month	-2.96%	-8.49%
3 months	+10.29%	-36.90%
6 months	-12.79%	-22.61%
1 year	-5.58%	+86.11%
5 years(CAGR)	+8.87%	+26.11%
10 years(CAGR)	+13.56%	-1.31%
Max(CAGR)	+11.50%	-1.31%

Winner

HTGC

-2.96%

BTU

-8.49%

Winner

HTGC

+10.29%

BTU

-36.90%

Winner

HTGC

-12.79%

BTU

-22.61%

HTGC

-5.58%

Winner

BTU

+86.11%

5Y(CAGR)

HTGC

+8.87%

Winner

BTU

+26.11%

10Y(CAGR)

Winner

HTGC

+13.56%

BTU

-1.31%

Max(CAGR)

Winner

HTGC

+11.50%

BTU

-1.31%

HTGC vs BTU - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	HTGC	BTU
2026	-14.50%	-22.33%
2025	+1.96%	+44.81%
2024	+32.98%	-13.07%
2023	+41.90%	-2.16%
2022	-10.44%	+132.98%
2021	+28.51%	+242.52%
2020	+14.66%	-75.88%
2019	+37.73%	-67.95%
2018	-7.89%	-21.75%
2017	-0.02%	+27.00%
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 BTU Drawdown Comparison

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

The maximum drawdown for BTU was -98.07%, occurring on Nov 10, 2020. This drawdown has not yet recovered.

The current HTGC drawdown is -19.07%. The current BTU drawdown is -42.47%.

Rank	HTGC	BTU
#1	-68.28% May 23, 2007 - Oct 7, 2009	-98.07% Jun 14, 2018 - Nov 10, 2020
#2	-57.47% Feb 21, 2020 - Dec 23, 2020	-25.77% Apr 3, 2017 - Nov 1, 2017
#3	-36.10% Apr 20, 2022 - Jul 18, 2023	-13.95% Feb 15, 2018 - May 17, 2018
#4	-33.89% Jul 28, 2014 - Aug 9, 2016	-8.07% Jan 26, 2018 - Feb 14, 2018
#5	-28.12% Feb 19, 2025 - Mar 27, 2026	-3.03% May 21, 2018 - May 30, 2018
#6	-27.93% Aug 12, 2005 - Sep 29, 2006	-2.54% Nov 6, 2017 - Nov 20, 2017
#7	-24.45% Apr 6, 2011 - Feb 3, 2012	-2.54% Jan 12, 2018 - Jan 26, 2018
#8	-23.46% Apr 23, 2010 - Jan 5, 2011	-2.20% Jun 7, 2018 - Jun 14, 2018
#9	-19.98% Aug 22, 2018 - Feb 22, 2019	-2.12% Dec 1, 2017 - Dec 7, 2017
#10	-19.09% Nov 27, 2013 - Jul 2, 2014	-0.99% Dec 28, 2017 - Jan 5, 2018
#11	-18.82% Apr 26, 2017 - Aug 15, 2018	-0.97% Dec 26, 2017 - Dec 28, 2017
#12	-18.27% Jul 30, 2024 - Jan 16, 2025	-0.89% Dec 13, 2017 - Dec 18, 2017
#13	-17.31% Jan 19, 2010 - Apr 6, 2010	-0.89% Nov 24, 2017 - Nov 28, 2017
#14	-15.09% Oct 19, 2009 - Jan 4, 2010	-0.84% May 17, 2018 - May 21, 2018
#15	-13.80% Aug 7, 2023 - Jan 4, 2024	-0.57% Nov 1, 2017 - Nov 6, 2017

Correlation

Correlation between HTGC and BTU is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07

-101

Dividend Comparison (2005 - 2026)

HTGC vs BTU dividend yield comparison.

Year	HTGC	BTU
2026	5.71%	0.63%
2025	9.99%	1.01%
2024	9.56%	1.43%
2023	11.40%	0.93%
2022	13.77%	0.00%
2021	9.76%	0.00%
2020	9.02%	0.00%
2019	9.49%	26.43%
2018	11.40%	1.59%
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%