HTGC vs CLMT

Comparison between Hercules Capital Inc (HTGC, Company) and Calumet Inc (CLMT, Company).

HTGC is from the Financial Services sector, while CLMT is from the Basic Materials sector.

HTGC vs CLMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTGC(COMPANY)	CLMT(COMPANY)
Market Cap	$2.84B	$2.85B
Max Drawdown	75.85%	61.87%
Sharpe Ratio	-0.32	1.95
5Y Beta	0.77	1.08
Industry	Asset Management	Specialty Chemicals
P/E Ratio	8.34	-9.08
Forward P/E	7.89	11.35
PEG Ratio	0.23	-0.03
Dividend Yield	10.50%	N/A
5Y Dividends CAGR	4.97%	N/A
Debt to Equity	114.01%	-220.42%
Free Cash Flow Yield	-15.31%	-10.70%
P/S Ratio	5.11	0.68
P/B Ratio	1.27	19.32

Market Cap

HTGC

$2.84B

Winner

CLMT

$2.85B

Max Drawdown

HTGC

75.85%

Winner

CLMT

61.87%

Sharpe Ratio

HTGC

-0.32

Winner

CLMT

1.95

5Y Beta

Winner

HTGC

0.77

CLMT

1.08

Industry

HTGC

Asset Management

CLMT

Specialty Chemicals

P/E Ratio

HTGC

8.34

Winner

CLMT

-9.08

Forward P/E

Winner

HTGC

7.89

CLMT

11.35

PEG Ratio

HTGC

0.23

Winner

CLMT

-0.03

Dividend Yield

HTGC

10.50%

CLMT

N/A

5Y Dividends CAGR

HTGC

4.97%

CLMT

N/A

Debt to Equity

HTGC

114.01%

Winner

CLMT

-220.42%

Free Cash Flow Yield

HTGC

-15.31%

Winner

CLMT

-10.70%

P/S Ratio

HTGC

5.11

Winner

CLMT

0.68

P/B Ratio

Winner

HTGC

1.27

CLMT

19.32

HTGC vs CLMT - Historical Returns

Returns include dividend reinvestment.

Period	HTGC	CLMT
1 month	-2.96%	+0.88%
3 months	+10.29%	+14.27%
6 months	-12.79%	+73.87%
1 year	-5.58%	+120.39%
5 years(CAGR)	+8.87%	N/A
10 years(CAGR)	+13.56%	N/A
Max(CAGR)	+11.50%	+43.27%

HTGC

-2.96%

Winner

CLMT

+0.88%

HTGC

+10.29%

Winner

CLMT

+14.27%

HTGC

-12.79%

Winner

CLMT

+73.87%

HTGC

-5.58%

Winner

CLMT

+120.39%

5Y(CAGR)

HTGC

+8.87%

CLMT

N/A

10Y(CAGR)

HTGC

+13.56%

CLMT

N/A

Max(CAGR)

HTGC

+11.50%

Winner

CLMT

+43.27%

HTGC vs CLMT - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	HTGC	CLMT
2026	-14.50%	+75.29%
2025	+1.96%	-8.81%
2024	+32.98%	+29.76%
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 CLMT Drawdown Comparison

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

The maximum drawdown for CLMT was -61.87%, occurring on Apr 8, 2025. Recovery took 270 trading sessions.

The current HTGC drawdown is -19.07%. The current CLMT drawdown is -8.39%.

Rank	HTGC	CLMT
#1	-68.28% May 23, 2007 - Oct 7, 2009	-61.87% Jan 3, 2025 - Feb 3, 2026
#2	-57.47% Feb 21, 2020 - Dec 23, 2020	-33.65% Jul 11, 2024 - Aug 15, 2024
#3	-36.10% Apr 20, 2022 - Jul 18, 2023	-27.18% Aug 22, 2024 - Oct 11, 2024
#4	-33.89% Jul 28, 2014 - Aug 9, 2016	-15.01% Mar 31, 2026 - May 5, 2026
#5	-28.12% Feb 19, 2025 - Mar 27, 2026	-13.02% May 5, 2026 - Jun 2, 2026
#6	-27.93% Aug 12, 2005 - Sep 29, 2006	-12.75% Jun 4, 2026 - Jun 18, 2026
#7	-24.45% Apr 6, 2011 - Feb 3, 2012	-11.89% Nov 29, 2024 - Jan 3, 2025
#8	-23.46% Apr 23, 2010 - Jan 5, 2011	-10.79% Feb 26, 2026 - Mar 5, 2026
#9	-19.98% Aug 22, 2018 - Feb 22, 2019	-10.62% Oct 16, 2024 - Nov 8, 2024
#10	-19.09% Nov 27, 2013 - Jul 2, 2014	-10.56% Nov 11, 2024 - Nov 26, 2024
#11	-18.82% Apr 26, 2017 - Aug 15, 2018	-7.76% Mar 6, 2026 - Mar 26, 2026
#12	-18.27% Jul 30, 2024 - Jan 16, 2025	-4.61% Feb 18, 2026 - Feb 25, 2026
#13	-17.31% Jan 19, 2010 - Apr 6, 2010	-2.29% Feb 9, 2026 - Feb 12, 2026
#14	-15.09% Oct 19, 2009 - Jan 4, 2010	-1.97% Aug 15, 2024 - Aug 21, 2024
#15	-13.80% Aug 7, 2023 - Jan 4, 2024	N/A

Correlation

Correlation between HTGC and CLMT is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101