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HTGC vs CWT

Comparison between Hercules Capital Inc (HTGC, Company) and California Water Service Group (CWT, Company).

HTGC is from the Financial Services sector, while CWT is from the Utilities sector.

5-Year PerformanceHTGC has outperformed CWT, delivering a return of +8.9% compared to -1.3%

HTGC vs CWT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HTGC
$2.84B
CWT
$2.83B
Max Drawdown
HTGC
75.85%
Winner
CWT
41.73%
Sharpe Ratio
HTGC
-0.32
Winner
CWT
0.16
5Y Beta
HTGC
0.77
Winner
CWT
-0.02
Industry
HTGC
Asset Management
CWT
Utilities - Regulated Water
P/E Ratio
Winner
HTGC
8.34
CWT
23.71
Forward P/E
Winner
HTGC
7.89
CWT
18.55
PEG Ratio
Winner
HTGC
0.23
CWT
2.16
Dividend Yield
Winner
HTGC
10.50%
CWT
2.67%
5Y Dividends CAGR
HTGC
4.97%
Winner
CWT
12.15%
5Y EPS CAGR
HTGC
N/A
CWT
2.49%
Debt to Equity
HTGC
114.01%
Winner
CWT
0.05%
Free Cash Flow Yield
HTGC
-15.31%
Winner
CWT
11.07%
P/S Ratio
HTGC
5.11
Winner
CWT
2.80
P/B Ratio
Winner
HTGC
1.27
CWT
1.69

HTGC vs CWT - Historical Returns

Returns include dividend reinvestment.

1M
HTGC
-2.96%
Winner
CWT
+9.31%
3M
Winner
HTGC
+10.29%
CWT
+9.06%
6M
HTGC
-12.79%
Winner
CWT
+11.54%
1Y
HTGC
-5.58%
Winner
CWT
+7.18%
5Y(CAGR)
Winner
HTGC
+8.87%
CWT
-1.28%
10Y(CAGR)
Winner
HTGC
+13.56%
CWT
+5.64%
Max(CAGR)
Winner
HTGC
+11.50%
CWT
+7.56%

HTGC vs CWT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHTGCCWT
2026-14.50%+12.42%
2025+1.96%-0.56%
2024+32.98%-10.67%
2023+41.90%-14.49%
2022-10.44%-14.14%
2021+28.51%+36.49%
2020+14.66%+8.60%
2019+37.73%+13.02%
2018-7.89%+8.62%
2017-0.02%+36.99%
2016+27.29%+50.02%
2015-10.92%-2.76%
2014-0.53%+13.13%
2013+57.57%+27.66%
2012+26.44%+4.24%
2011-3.48%+0.31%
2010+4.16%+4.11%
2009+53.21%-17.22%
2008-22.46%+30.29%
2007-4.17%-3.71%
2006+35.73%+8.87%
2005-7.27%+7.39%
2004N/A+41.17%
2003N/A+18.55%
2002N/A-1.59%
2001N/A+4.86%
2000N/A+0.59%
1999N/A+1.03%

HTGC vs CWT Drawdown Comparison

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

The maximum drawdown for CWT was -38.22%, occurring on Jan 10, 2025. This drawdown has not yet recovered.

The current HTGC drawdown is -19.07%. The current CWT drawdown is -26.82%.

RankHTGCCWT
#1-68.28%
May 23, 2007 - Oct 7, 2009
-38.22%
Jan 3, 2022 - Jan 10, 2025
#2-57.47%
Feb 21, 2020 - Dec 23, 2020
-31.27%
Dec 27, 1999 - Apr 22, 2003
#3-36.10%
Apr 20, 2022 - Jul 18, 2023
-30.88%
Oct 31, 2007 - Dec 17, 2008
#4-33.89%
Jul 28, 2014 - Aug 9, 2016
-26.71%
Dec 31, 2008 - Feb 19, 2013
#5-28.12%
Feb 19, 2025 - Mar 27, 2026
-25.99%
Feb 18, 2020 - Jan 6, 2021
#6-27.93%
Aug 12, 2005 - Sep 29, 2006
-25.15%
Apr 21, 2006 - Jan 10, 2007
#7-24.45%
Apr 6, 2011 - Feb 3, 2012
-22.54%
Jan 29, 2015 - Feb 12, 2016
#8-23.46%
Apr 23, 2010 - Jan 5, 2011
-21.98%
Nov 30, 2017 - Nov 16, 2018
#9-19.98%
Aug 22, 2018 - Feb 22, 2019
-21.54%
Aug 3, 2005 - Jan 27, 2006
#10-19.09%
Nov 27, 2013 - Jul 2, 2014
-21.46%
Jan 10, 2007 - Aug 8, 2007
#11-18.82%
Apr 26, 2017 - Aug 15, 2018
-18.56%
Aug 9, 2007 - Oct 29, 2007
#12-18.27%
Jul 30, 2024 - Jan 16, 2025
-17.83%
Jun 18, 2003 - Apr 27, 2004
#13-17.31%
Jan 19, 2010 - Apr 6, 2010
-14.80%
Dec 30, 2004 - Jun 1, 2005
#14-15.09%
Oct 19, 2009 - Jan 4, 2010
-14.76%
Jul 5, 2016 - Nov 22, 2016
#15-13.80%
Aug 7, 2023 - Jan 4, 2024
-14.67%
Mar 25, 2014 - Jun 27, 2014

Correlation

Correlation between HTGC and CWT is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2000 - 2026)

HTGC vs CWT dividend yield comparison.

YearHTGCCWT
20265.71%1.41%
20259.99%2.86%
20249.56%2.47%
202311.40%2.01%
202213.77%1.65%
20219.76%1.28%
20209.02%1.57%
20199.49%1.53%
201811.40%1.57%
20179.45%1.59%
20168.79%2.04%
201510.17%2.88%
20148.33%2.64%
20136.77%2.77%
20128.54%3.43%
20119.32%3.37%
20107.72%3.19%
200912.13%3.20%
200816.67%2.52%
20079.66%3.13%
20069.05%3.57%
20050.21%2.98%
20040.00%3.00%
20030.00%4.11%
20020.00%4.74%
20010.00%5.42%
20000.00%4.13%

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