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HTGC vs WDFC

Comparison between Hercules Capital Inc (HTGC, Company) and WD-40 Company (WDFC, Company).

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

5-Year PerformanceHTGC has outperformed WDFC, delivering a return of +10.3% compared to +0.4%

HTGC vs WDFC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HTGC
$2.99B
Winner
WDFC
$2.99B
Max Drawdown
HTGC
75.85%
Winner
WDFC
55.35%
Sharpe Ratio
HTGC
-0.28
Winner
WDFC
0.29
5Y Beta
HTGC
0.77
Winner
WDFC
0.18
Industry
HTGC
Asset Management
WDFC
Specialty Chemicals
P/E Ratio
Winner
HTGC
8.79
WDFC
33.60
Forward P/E
Winner
HTGC
8.46
WDFC
52.63
PEG Ratio
Winner
HTGC
0.24
WDFC
9.26
Dividend Yield
Winner
HTGC
10.10%
WDFC
1.74%
5Y Dividends CAGR
HTGC
9.16%
Winner
WDFC
12.19%
5Y EPS CAGR
HTGC
N/A
WDFC
2.15%
Debt to Equity
HTGC
114.01%
Winner
WDFC
36.12%
Free Cash Flow Yield
HTGC
-14.53%
Winner
WDFC
2.66%
P/S Ratio
HTGC
5.39
Winner
WDFC
4.42
P/B Ratio
Winner
HTGC
1.36
WDFC
11.03

HTGC vs WDFC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HTGC
+3.46%
WDFC
-6.13%
3M
HTGC
+4.28%
Winner
WDFC
+8.93%
6M
HTGC
-6.86%
Winner
WDFC
-0.62%
1Y
HTGC
-4.02%
Winner
WDFC
+8.95%
5Y(CAGR)
Winner
HTGC
+10.32%
WDFC
+0.36%
10Y(CAGR)
Winner
HTGC
+13.30%
WDFC
+8.76%
Max(CAGR)
HTGC
+11.80%
Winner
WDFC
+11.80%

HTGC vs WDFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHTGCWDFC
2026-8.49%+17.37%
2025+1.96%-16.51%
2024+32.98%+1.96%
2023+41.90%+49.17%
2022-10.44%-32.66%
2021+28.51%-4.36%
2020+14.66%+39.46%
2019+37.73%+10.51%
2018-7.89%+59.43%
2017-0.02%+2.46%
2016+27.29%+24.00%
2015-10.92%+18.90%
2014-0.53%+17.14%
2013+57.57%+57.81%
2012+26.44%+18.34%
2011-3.48%+1.48%
2010+4.16%+27.63%
2009+53.21%+18.57%
2008-22.46%-20.64%
2007-4.17%+13.78%
2006+35.73%+34.96%
2005-7.27%-3.53%
2004N/A-17.40%
2003N/A+38.92%
2002N/A+8.17%
2001N/A+46.33%
2000N/A-0.23%
1999N/A-2.21%

HTGC vs WDFC Drawdown Comparison

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

The maximum drawdown for WDFC was -54.17%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current HTGC drawdown is -13.39%. The current WDFC drawdown is -25.11%.

RankHTGCWDFC
#1-68.28%
May 23, 2007 - Oct 7, 2009
-54.17%
Feb 11, 2021 - Oct 24, 2022
#2-57.47%
Feb 21, 2020 - Dec 23, 2020
-46.33%
Dec 5, 2007 - Oct 5, 2010
#3-36.10%
Apr 20, 2022 - Jul 18, 2023
-33.29%
Dec 3, 2002 - Jul 9, 2003
#4-33.89%
Jul 28, 2014 - Aug 9, 2016
-29.54%
Jan 5, 2004 - Aug 24, 2006
#5-28.12%
Feb 19, 2025 - Mar 27, 2026
-26.25%
Nov 18, 1999 - Mar 23, 2001
#6-27.93%
Aug 12, 2005 - Sep 29, 2006
-25.97%
Mar 19, 2020 - Oct 21, 2020
#7-24.45%
Apr 6, 2011 - Feb 3, 2012
-23.52%
Jul 21, 2011 - May 10, 2012
#8-23.46%
Apr 23, 2010 - Jan 5, 2011
-22.08%
Mar 28, 2002 - Nov 1, 2002
#9-19.98%
Aug 22, 2018 - Feb 22, 2019
-19.28%
Mar 27, 2001 - Jun 29, 2001
#10-19.09%
Nov 27, 2013 - Jul 2, 2014
-17.68%
Sep 7, 2018 - Dec 13, 2018
#11-18.82%
Apr 26, 2017 - Aug 15, 2018
-16.26%
Jul 11, 2016 - Nov 30, 2017
#12-18.27%
Jul 30, 2024 - Jan 16, 2025
-15.86%
Sep 12, 2006 - Jul 9, 2007
#13-17.31%
Jan 19, 2010 - Apr 6, 2010
-15.54%
Dec 23, 2019 - Mar 19, 2020
#14-15.09%
Oct 19, 2009 - Jan 4, 2010
-14.60%
Jul 26, 2001 - Oct 31, 2001
#15-13.80%
Aug 7, 2023 - Jan 4, 2024
-14.33%
Jan 9, 2019 - Jul 30, 2019

Correlation

Correlation between HTGC and WDFC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

HTGC vs WDFC dividend yield comparison.

YearHTGCWDFC
20267.91%1.34%
20259.99%1.91%
20249.56%1.45%
202311.40%1.39%
202213.77%1.94%
20219.76%1.16%
20209.02%1.01%
20199.49%1.26%
201811.40%1.18%
20179.45%1.66%
20168.79%1.44%
201510.17%1.16%
20148.33%2.05%
20136.77%1.66%
20128.54%2.46%
20119.32%2.67%
20107.72%2.53%
200912.13%3.09%
200816.67%3.53%
20079.66%2.63%
20069.05%2.52%
20050.21%3.27%
20040.00%3.52%
20030.00%2.26%
20020.00%3.56%
20010.00%4.24%
20000.00%6.58%

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