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SBR vs HTFB

Comparison between Sabine Royalty Trust (SBR, Company) and Horizon Technology Finance Corp (HTFB, Company).

5-Year PerformanceSBR has outperformed HTFB, delivering a return of +24.7% compared to +4.8%

SBR vs HTFB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SBR
$1.14B
HTFB
$1.14B
Max Drawdown
SBR
65.70%
Winner
HTFB
12.84%
Sharpe Ratio
Winner
SBR
0.79
HTFB
0.59
5Y Beta
SBR
0.38
HTFB
N/A
Industry
SBR
Oil & Gas Midstream
HTFB
N/A
P/E Ratio
SBR
16.68
Winner
HTFB
-39.92
Forward P/E
SBR
10.45
HTFB
N/A
PEG Ratio
SBR
1.35
Winner
HTFB
-0.10
Dividend Yield
Winner
SBR
6.21%
HTFB
5.16%
5Y Dividends CAGR
SBR
17.88%
HTFB
N/A
5Y EPS CAGR
SBR
16.49%
HTFB
N/A
Debt to Equity
Winner
SBR
0.00%
HTFB
134.31%
Free Cash Flow Yield
Winner
SBR
13.32%
HTFB
5.34%
P/S Ratio
SBR
15.47
HTFB
N/A
P/B Ratio
SBR
162.15
HTFB
N/A

SBR vs HTFB - Historical Returns

Returns include dividend reinvestment.

1M
SBR
-2.74%
Winner
HTFB
+0.00%
3M
Winner
SBR
+2.62%
HTFB
+0.00%
6M
Winner
SBR
+11.21%
HTFB
+3.51%
1Y
Winner
SBR
+20.30%
HTFB
+6.68%
5Y(CAGR)
Winner
SBR
+24.66%
HTFB
+4.80%
10Y(CAGR)
SBR
+17.17%
HTFB
N/A
Max(CAGR)
Winner
SBR
+15.82%
HTFB
+4.41%

SBR vs HTFB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBRHTFB
2026+9.05%+3.04%
2025+13.39%+7.32%
2024+3.87%+7.34%
2023-6.00%+7.44%
2022+129.40%-5.01%
2021+56.07%+3.39%
2020-25.04%N/A
2019+7.90%N/A
2018-11.17%N/A
2017+30.97%N/A
2016+43.21%N/A
2015-24.21%N/A
2014-23.09%N/A
2013+34.34%N/A
2012-33.25%N/A
2011+11.85%N/A
2010+55.04%N/A
2009+5.92%N/A
2008+1.81%N/A
2007+14.25%N/A
2006+0.15%N/A
2005+40.40%N/A
2004+35.89%N/A
2003+39.19%N/A
2002+18.48%N/A
2001+30.92%N/A
2000+57.79%N/A
1999-7.10%N/A

SBR vs HTFB Drawdown Comparison

The maximum drawdown for SBR was -56.32%, occurring on Jan 19, 2016. Recovery took 985 trading sessions.

The maximum drawdown for HTFB was -8.19%, occurring on Nov 4, 2022. Recovery took 357 trading sessions.

The current SBR drawdown is -5.57%.

RankSBRHTFB
#1-56.32%
Jun 19, 2014 - May 17, 2018
-8.19%
Oct 12, 2021 - Mar 15, 2023
#2-55.56%
Jul 14, 2008 - Nov 5, 2010
-6.42%
Aug 13, 2024 - Apr 1, 2025
#3-50.73%
Apr 24, 2019 - Oct 7, 2021
-6.33%
Mar 16, 2023 - Oct 27, 2023
#4-40.24%
May 2, 2002 - Oct 1, 2002
-2.98%
Jan 24, 2024 - Apr 26, 2024
#5-37.20%
Feb 21, 2012 - May 29, 2014
-2.33%
Jul 30, 2024 - Aug 13, 2024
#6-34.53%
Jun 8, 2022 - Oct 6, 2022
-2.30%
Apr 1, 2025 - Jun 13, 2025
#7-34.03%
Jan 17, 2023 - Aug 22, 2025
-2.21%
Jun 10, 2024 - Jul 18, 2024
#8-32.70%
May 21, 2018 - Mar 13, 2019
-1.77%
Apr 7, 2021 - Jun 29, 2021
#9-28.48%
Dec 1, 2006 - Nov 6, 2007
-1.54%
Sep 14, 2021 - Oct 12, 2021
#10-23.96%
Jun 1, 2001 - Apr 1, 2002
-1.54%
Jun 29, 2021 - Sep 14, 2021
#11-21.33%
Apr 29, 2011 - Nov 11, 2011
-1.52%
Apr 26, 2024 - Jun 10, 2024
#12-21.15%
Feb 15, 2000 - Apr 26, 2000
-1.42%
Oct 27, 2023 - Dec 14, 2023
#13-20.84%
Nov 6, 2007 - Feb 28, 2008
-1.35%
Jul 24, 2024 - Jul 30, 2024
#14-20.00%
Oct 3, 2005 - Aug 30, 2006
-1.33%
Dec 15, 2023 - Jan 18, 2024
#15-18.73%
Oct 8, 2004 - Mar 2, 2005
-1.22%
Sep 15, 2025 - Oct 8, 2025

Correlation

Correlation between SBR and HTFB is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

SBR vs HTFB dividend yield comparison.

YearSBRHTFB
20262.29%0.00%
20257.53%4.87%
20248.41%4.97%
20239.41%5.08%
202210.13%5.20%
20217.72%3.52%
20208.59%0.00%
20197.49%0.00%
20188.98%0.00%
20175.31%0.00%
20165.50%0.00%
201511.82%0.00%
201411.45%0.00%
20137.75%0.00%
20129.30%0.00%
20116.29%0.00%
20106.22%0.00%
20096.81%0.00%
200814.74%0.00%
20078.98%0.00%
200610.00%0.00%
20057.53%0.00%
20047.75%0.00%
200310.42%0.00%
20027.94%0.00%
200113.12%0.00%
200012.19%0.00%
19991.64%0.00%

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