PTEN vs HCXY

Comparison between Patterson-UTI Energy Inc (PTEN, Company) and Hercules Capital Inc (HCXY, Company).

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

5-Year PerformancePTEN has outperformed HCXY, delivering a return of +5.1% compared to +4.9%

PTEN vs HCXY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTEN(COMPANY)	HCXY(COMPANY)
Market Cap	$4.56B	$4.56B
Max Drawdown	95.56%	34.76%
Sharpe Ratio	1.54	0.39
5Y Beta	1.38	-0.02
Industry	Oil & Gas Drilling	Investment Banking & Investment Services
P/E Ratio	-38.47	13.27
Forward P/E	8.38	N/A
PEG Ratio	0.78	0.76
Dividend Yield	2.83%	4.95%
5Y Dividends CAGR	40.63%	4.56%
Debt to Equity	38.66%	103.18%
Free Cash Flow Yield	5.99%	-9.35%
P/S Ratio	0.94	N/A
P/B Ratio	1.44	N/A

Market Cap

Winner

PTEN

$4.56B

HCXY

$4.56B

Max Drawdown

PTEN

95.56%

Winner

HCXY

34.76%

Sharpe Ratio

Winner

PTEN

1.54

HCXY

0.39

5Y Beta

PTEN

1.38

Winner

HCXY

-0.02

Industry

PTEN

Oil & Gas Drilling

HCXY

Investment Banking & Investment Services

P/E Ratio

Winner

PTEN

-38.47

HCXY

13.27

Forward P/E

PTEN

8.38

HCXY

N/A

PEG Ratio

PTEN

0.78

Winner

HCXY

0.76

Dividend Yield

PTEN

2.83%

Winner

HCXY

4.95%

5Y Dividends CAGR

Winner

PTEN

40.63%

HCXY

4.56%

Debt to Equity

Winner

PTEN

38.66%

HCXY

103.18%

Free Cash Flow Yield

Winner

PTEN

5.99%

HCXY

-9.35%

P/S Ratio

PTEN

0.94

HCXY

N/A

P/B Ratio

PTEN

1.44

HCXY

N/A

PTEN vs HCXY - Historical Returns

Returns include dividend reinvestment.

Period	PTEN	HCXY
1 month	-3.90%	-0.01%
3 months	+17.66%	+0.18%
6 months	+88.74%	+1.51%
1 year	+89.71%	+6.89%
5 years(CAGR)	+5.10%	+4.89%
10 years(CAGR)	-3.81%	N/A
Max(CAGR)	+3.73%	+6.77%

PTEN

-3.90%

Winner

HCXY

-0.01%

Winner

PTEN

+17.66%

HCXY

+0.18%

Winner

PTEN

+88.74%

HCXY

+1.51%

Winner

PTEN

+89.71%

HCXY

+6.89%

5Y(CAGR)

Winner

PTEN

+5.10%

HCXY

+4.89%

10Y(CAGR)

PTEN

-3.81%

HCXY

N/A

Max(CAGR)

PTEN

+3.73%

Winner

HCXY

+6.77%

PTEN vs HCXY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PTEN	HCXY
2026	+81.16%	+0.66%
2025	-24.52%	+7.15%
2024	-21.15%	+6.06%
2023	-29.39%	+11.82%
2022	+87.90%	-2.14%
2021	+57.49%	+4.59%
2020	-48.76%	+7.89%
2019	+0.55%	+19.30%
2018	-54.96%	-2.28%
2017	-16.65%	N/A
2016	+78.82%	N/A
2015	-7.23%	N/A
2014	-32.46%	N/A
2013	+34.34%	N/A
2012	-12.13%	N/A
2011	-7.33%	N/A
2010	+34.70%	N/A
2009	+23.97%	N/A
2008	-42.70%	N/A
2007	-9.31%	N/A
2006	-31.40%	N/A
2005	+80.48%	N/A
2004	+18.48%	N/A
2003	+6.19%	N/A
2002	+31.57%	N/A
2001	-34.45%	N/A
2000	+198.00%	N/A
1999	+2.44%	N/A

PTEN vs HCXY Drawdown Comparison

The maximum drawdown for PTEN was -95.13%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

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

The current PTEN drawdown is -61.06%. The current HCXY drawdown is -0.99%.

Rank	PTEN	HCXY
#1	-95.13% Jul 25, 2014 - Apr 3, 2020	-34.76% Feb 26, 2020 - Sep 23, 2020
#2	-78.73% Jan 23, 2006 - May 7, 2014	-15.28% Oct 14, 2021 - Jan 13, 2023
#3	-71.09% Mar 7, 2001 - Nov 26, 2004	-11.53% Feb 7, 2023 - Jul 17, 2023
#4	-37.50% Apr 3, 2000 - Aug 23, 2000	-9.12% Sep 28, 2018 - Jan 4, 2019
#5	-36.75% Nov 17, 1999 - Jan 19, 2000	-7.45% Jul 21, 2023 - Nov 8, 2023
#6	-35.84% Sep 11, 2000 - Dec 26, 2000	-4.21% Jul 22, 2019 - Aug 28, 2019
#7	-21.60% Dec 27, 2000 - Mar 5, 2001	-4.00% Nov 8, 2023 - Dec 22, 2023
#8	-19.17% Oct 3, 2005 - Jan 17, 2006	-3.97% Jul 15, 2021 - Oct 14, 2021
#9	-15.64% Mar 7, 2000 - Mar 21, 2000	-3.91% Jan 14, 2021 - Apr 14, 2021
#10	-13.01% Nov 26, 2004 - Feb 2, 2005	-3.58% Feb 5, 2024 - May 14, 2024
#11	-12.90% Apr 6, 2005 - May 9, 2005	-3.58% Oct 22, 2024 - Feb 26, 2025
#12	-12.81% Jan 21, 2000 - Feb 25, 2000	-3.55% Jan 13, 2023 - Feb 7, 2023
#13	-10.59% May 11, 2005 - Jun 1, 2005	-3.42% Sep 9, 2019 - Nov 29, 2019
#14	-8.99% Mar 23, 2000 - Mar 30, 2000	-3.26% Nov 4, 2020 - Nov 13, 2020
#15	-7.80% Aug 11, 2005 - Aug 31, 2005	-3.20% Feb 18, 2026 - Mar 31, 2026

Correlation

Correlation between PTEN and HCXY is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2004 - 2026)

PTEN vs HCXY dividend yield comparison.

Year	PTEN	HCXY
2026	1.74%	3.13%
2025	5.24%	6.13%
2024	3.87%	6.21%
2023	2.96%	6.19%
2022	1.19%	6.35%
2021	0.95%	5.86%
2020	1.90%	5.83%
2019	1.52%	5.93%
2018	1.35%	0.67%
2017	0.35%	0.00%
2016	0.59%	0.00%
2015	2.65%	0.00%
2014	2.41%	0.00%
2013	0.79%	0.00%
2012	1.07%	0.00%
2011	1.00%	0.00%
2010	0.93%	0.00%
2009	1.30%	0.00%
2008	5.21%	0.00%
2007	2.25%	0.00%
2006	1.21%	0.00%
2005	0.49%	0.00%
2004	0.31%	0.00%