PBF vs HCXY

Comparison between PBF Energy Inc - Class A (PBF, Company) and Hercules Capital Inc (HCXY, Company).

PBF is from the Energy sector, while HCXY is from the Financials sector.

5-Year PerformancePBF has outperformed HCXY, delivering a return of +21.9% compared to +4.7%

PBF vs HCXY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBF(COMPANY)	HCXY(COMPANY)
Market Cap	$4.55B	$4.56B
Max Drawdown	92.01%	34.76%
Sharpe Ratio	1.66	0.40
5Y Beta	0.76	-0.02
Industry	Oil & Gas Refining & Marketing	Investment Banking & Investment Services
P/E Ratio	-112.97	13.27
Forward P/E	11.99	N/A
PEG Ratio	2.51	0.76
Dividend Yield	2.57%	4.94%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	-50.45%	N/A
Debt to Equity	50.76%	103.18%
Free Cash Flow Yield	-15.04%	-9.35%
P/S Ratio	0.16	N/A
P/B Ratio	0.87	N/A

Market Cap

PBF

$4.55B

Winner

HCXY

$4.56B

Max Drawdown

PBF

92.01%

Winner

HCXY

34.76%

Sharpe Ratio

Winner

PBF

1.66

HCXY

0.40

5Y Beta

PBF

0.76

Winner

HCXY

-0.02

Industry

PBF

Oil & Gas Refining & Marketing

HCXY

Investment Banking & Investment Services

P/E Ratio

Winner

PBF

-112.97

HCXY

13.27

Forward P/E

PBF

11.99

HCXY

N/A

PEG Ratio

PBF

2.51

Winner

HCXY

0.76

Dividend Yield

PBF

2.57%

Winner

HCXY

4.94%

5Y Dividends CAGR

PBF

N/A

HCXY

4.56%

5Y EPS CAGR

PBF

-50.45%

HCXY

N/A

Debt to Equity

Winner

PBF

50.76%

HCXY

103.18%

Free Cash Flow Yield

PBF

-15.04%

Winner

HCXY

-9.35%

P/S Ratio

PBF

0.16

HCXY

N/A

P/B Ratio

PBF

0.87

HCXY

N/A

PBF vs HCXY - Historical Returns

Returns include dividend reinvestment.

Period	PBF	HCXY
1 month	-7.37%	+0.56%
3 months	-6.29%	+0.49%
6 months	+29.11%	+1.05%
1 year	+142.70%	+6.83%
5 years(CAGR)	+21.95%	+4.68%
10 years(CAGR)	+7.65%	N/A
Max(CAGR)	+6.88%	+6.81%

PBF

-7.37%

Winner

HCXY

+0.56%

PBF

-6.29%

Winner

HCXY

+0.49%

Winner

PBF

+29.11%

HCXY

+1.05%

Winner

PBF

+142.70%

HCXY

+6.83%

5Y(CAGR)

Winner

PBF

+21.95%

HCXY

+4.68%

10Y(CAGR)

PBF

+7.65%

HCXY

N/A

Max(CAGR)

Winner

PBF

+6.88%

HCXY

+6.81%

PBF vs HCXY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PBF	HCXY
2026	+51.15%	+0.85%
2025	+5.87%	+7.15%
2024	-38.60%	+6.06%
2023	+19.40%	+11.82%
2022	+192.12%	-2.14%
2021	+89.62%	+4.59%
2020	-77.40%	+7.89%
2019	-2.52%	+19.30%
2018	-7.09%	-2.28%
2017	+30.89%	N/A
2016	-17.48%	N/A
2015	+44.65%	N/A
2014	-10.54%	N/A
2013	+11.55%	N/A
2012	+10.67%	N/A

PBF vs HCXY Drawdown Comparison

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

The maximum drawdown for HCXY was -34.76%, occurring on Mar 20, 2020. Recovery took 146 trading sessions.

The current PBF drawdown is -25.83%. The current HCXY drawdown is -0.80%.

Rank	PBF	HCXY
#1	-91.50% Oct 3, 2018 - Aug 11, 2023	-34.76% Feb 26, 2020 - Sep 23, 2020
#2	-76.04% Apr 5, 2024 - Apr 8, 2025	-15.28% Oct 14, 2021 - Jan 13, 2023
#3	-50.54% Nov 27, 2015 - Apr 17, 2018	-11.53% Feb 7, 2023 - Jul 17, 2023
#4	-48.92% Mar 4, 2013 - Nov 18, 2015	-9.12% Sep 28, 2018 - Jan 4, 2019
#5	-26.53% Sep 28, 2023 - Mar 13, 2024	-7.45% Jul 21, 2023 - Nov 8, 2023
#6	-17.78% Jun 4, 2018 - Aug 7, 2018	-4.21% Jul 22, 2019 - Aug 28, 2019
#7	-11.40% Sep 4, 2018 - Oct 3, 2018	-4.00% Nov 8, 2023 - Dec 22, 2023
#8	-9.70% Aug 7, 2018 - Aug 29, 2018	-3.97% Jul 15, 2021 - Oct 14, 2021
#9	-7.97% Aug 11, 2023 - Sep 7, 2023	-3.91% Jan 14, 2021 - Apr 14, 2021
#10	-6.81% Jan 2, 2013 - Jan 17, 2013	-3.58% Feb 5, 2024 - May 14, 2024
#11	-3.64% Mar 20, 2024 - Mar 28, 2024	-3.58% Oct 22, 2024 - Feb 26, 2025
#12	-3.50% Sep 14, 2023 - Sep 28, 2023	-3.55% Jan 13, 2023 - Feb 7, 2023
#13	-3.30% Apr 26, 2018 - May 2, 2018	-3.42% Sep 9, 2019 - Nov 29, 2019
#14	-3.13% Jan 17, 2013 - Jan 24, 2013	-3.26% Nov 4, 2020 - Nov 13, 2020
#15	-3.05% May 21, 2018 - May 30, 2018	-3.20% Feb 18, 2026 - Mar 31, 2026

Correlation

Correlation between PBF and HCXY is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (2013 - 2026)

PBF vs HCXY dividend yield comparison.

Year	PBF	HCXY
2026	1.29%	3.13%
2025	4.06%	6.13%
2024	3.86%	6.21%
2023	1.93%	6.19%
2022	0.49%	6.35%
2021	0.00%	5.86%
2020	4.23%	5.83%
2019	3.83%	5.93%
2018	3.67%	0.67%
2017	3.39%	0.00%
2016	4.30%	0.00%
2015	3.26%	0.00%
2014	4.50%	0.00%
2013	3.81%	0.00%