HTGC vs CBZ

Comparison between Hercules Capital Inc (HTGC, Company) and Cbiz Inc (CBZ, Company).

HTGC is from the Financial Services sector, while CBZ is from the Industrials sector.

5-Year PerformanceCBZ has outperformed HTGC, delivering a return of +11.3% compared to +10.3%

HTGC vs CBZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTGC(COMPANY)	CBZ(COMPANY)
Market Cap	$2.99B	$2.99B
Max Drawdown	75.85%	91.39%
Sharpe Ratio	-0.28	-0.31
5Y Beta	0.77	0.46
Industry	Asset Management	Specialty Business Services
P/E Ratio	8.79	34.18
Forward P/E	8.46	11.44
PEG Ratio	0.24	1.15
Dividend Yield	10.10%	N/A
5Y Dividends CAGR	9.16%	N/A
5Y EPS CAGR	N/A	1.55%
Debt to Equity	114.01%	82.63%
Free Cash Flow Yield	-14.53%	5.88%
P/S Ratio	5.39	1.06
P/B Ratio	1.36	1.32

Market Cap

Winner

HTGC

$2.99B

CBZ

$2.99B

Max Drawdown

Winner

HTGC

75.85%

CBZ

91.39%

Sharpe Ratio

Winner

HTGC

-0.28

CBZ

-0.31

5Y Beta

HTGC

0.77

Winner

CBZ

0.46

Industry

HTGC

Asset Management

CBZ

Specialty Business Services

P/E Ratio

Winner

HTGC

8.79

CBZ

34.18

Forward P/E

Winner

HTGC

8.46

CBZ

11.44

PEG Ratio

Winner

HTGC

0.24

CBZ

1.15

Dividend Yield

HTGC

10.10%

CBZ

N/A

5Y Dividends CAGR

HTGC

9.16%

CBZ

N/A

5Y EPS CAGR

HTGC

N/A

CBZ

1.55%

Debt to Equity

HTGC

114.01%

Winner

CBZ

82.63%

Free Cash Flow Yield

HTGC

-14.53%

Winner

CBZ

5.88%

P/S Ratio

HTGC

5.39

Winner

CBZ

1.06

P/B Ratio

HTGC

1.36

Winner

CBZ

1.32

HTGC vs CBZ - Historical Returns

Returns include dividend reinvestment.

Period	HTGC	CBZ
1 month	+3.46%	+72.38%
3 months	+4.28%	+81.31%
6 months	-6.86%	+40.53%
1 year	-4.02%	-27.38%
5 years(CAGR)	+10.32%	+11.33%
10 years(CAGR)	+13.30%	+17.73%
Max(CAGR)	+11.80%	+6.88%

HTGC

+3.46%

Winner

CBZ

+72.38%

HTGC

+4.28%

Winner

CBZ

+81.31%

HTGC

-6.86%

Winner

CBZ

+40.53%

Winner

HTGC

-4.02%

CBZ

-27.38%

5Y(CAGR)

HTGC

+10.32%

Winner

CBZ

+11.33%

10Y(CAGR)

HTGC

+13.30%

Winner

CBZ

+17.73%

Max(CAGR)

Winner

HTGC

+11.80%

CBZ

+6.88%

HTGC vs CBZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HTGC	CBZ
2026	-8.49%	+8.86%
2025	+1.96%	-37.84%
2024	+32.98%	+32.24%
2023	+41.90%	+34.20%
2022	-10.44%	+18.31%
2021	+28.51%	+52.16%
2020	+14.66%	-1.63%
2019	+37.73%	+35.68%
2018	-7.89%	+25.48%
2017	-0.02%	+12.36%
2016	+27.29%	+40.80%
2015	-10.92%	+15.46%
2014	-0.53%	-3.71%
2013	+57.57%	+52.00%
2012	+26.44%	-3.43%
2011	-3.48%	-3.48%
2010	+4.16%	-18.11%
2009	+53.21%	-12.80%
2008	-22.46%	-9.52%
2007	-4.17%	+42.38%
2006	+35.73%	+15.02%
2005	-7.27%	+35.28%
2004	N/A	-5.22%
2003	N/A	+51.53%
2002	N/A	+20.45%
2001	N/A	+84.00%
2000	N/A	-85.93%
1999	N/A	-13.01%

HTGC vs CBZ Drawdown Comparison

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

The maximum drawdown for CBZ was -91.34%, occurring on Oct 11, 2000. Recovery took 3996 trading sessions.

The current HTGC drawdown is -13.39%. The current CBZ drawdown is -37.62%.

Rank	HTGC	CBZ
#1	-68.28% May 23, 2007 - Oct 7, 2009	-91.34% Nov 15, 1999 - Oct 5, 2015
#2	-57.47% Feb 21, 2020 - Dec 23, 2020	-71.64% Feb 6, 2025 - Mar 24, 2026
#3	-36.10% Apr 20, 2022 - Jul 18, 2023	-39.40% Feb 18, 2020 - Feb 18, 2021
#4	-33.89% Jul 28, 2014 - Aug 9, 2016	-25.85% Jul 30, 2024 - Jan 30, 2025
#5	-28.12% Feb 19, 2025 - Mar 27, 2026	-22.64% Sep 18, 2018 - Sep 19, 2019
#6	-27.93% Aug 12, 2005 - Sep 29, 2006	-15.27% Oct 28, 2015 - Aug 12, 2016
#7	-24.45% Apr 6, 2011 - Feb 3, 2012	-15.02% Apr 21, 2022 - Jul 28, 2022
#8	-23.46% Apr 23, 2010 - Jan 5, 2011	-14.49% Oct 27, 2017 - Feb 15, 2018
#9	-19.98% Aug 22, 2018 - Feb 22, 2019	-12.07% Nov 5, 2021 - Jan 13, 2022
#10	-19.09% Nov 27, 2013 - Jul 2, 2014	-11.86% May 7, 2021 - Oct 18, 2021
#11	-18.82% Apr 26, 2017 - Aug 15, 2018	-11.60% Aug 30, 2023 - Nov 14, 2023
#12	-18.27% Jul 30, 2024 - Jan 16, 2025	-10.89% Aug 18, 2022 - Oct 27, 2022
#13	-17.31% Jan 19, 2010 - Apr 6, 2010	-9.72% Dec 13, 2022 - Feb 24, 2023
#14	-15.09% Oct 19, 2009 - Jan 4, 2010	-9.45% Jul 9, 2018 - Aug 30, 2018
#15	-13.80% Aug 7, 2023 - Jan 4, 2024	-9.32% Mar 28, 2024 - May 20, 2024

Correlation

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

0.93

-101

Dividend Comparison (1999 - 2026)

HTGC vs CBZ dividend yield comparison.

Year	HTGC	CBZ
2026	7.91%	0.00%
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%
2000	0.00%	4.44%
1999	0.00%	0.59%