SR vs HCXY

Comparison between Spire Inc (SR, Company) and Hercules Capital Inc (HCXY, Company).

SR is from the Utilities sector, while HCXY is from the Financials sector.

5-Year PerformanceSR has outperformed HCXY, delivering a return of +5.7% compared to +4.9%

SR vs HCXY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SR(COMPANY)	HCXY(COMPANY)
Market Cap	$4.55B	$4.56B
Max Drawdown	46.00%	34.76%
Sharpe Ratio	0.46	0.46
5Y Beta	0.16	-0.02
Industry	Utilities - Regulated Gas	Investment Banking & Investment Services
P/E Ratio	12.71	13.27
Forward P/E	17.83	N/A
PEG Ratio	0.30	0.76
Dividend Yield	4.11%	4.95%
5Y Dividends CAGR	9.47%	4.56%
5Y EPS CAGR	41.43%	N/A
Debt to Equity	225.79%	103.18%
Free Cash Flow Yield	-4.89%	-9.35%

Market Cap

$4.55B

Winner

HCXY

$4.56B

Max Drawdown

46.00%

Winner

HCXY

34.76%

Sharpe Ratio

Winner

0.46

HCXY

0.46

5Y Beta

0.16

Winner

HCXY

-0.02

Industry

Utilities - Regulated Gas

HCXY

Investment Banking & Investment Services

P/E Ratio

Winner

12.71

HCXY

13.27

Forward P/E

17.83

HCXY

N/A

PEG Ratio

Winner

0.30

HCXY

0.76

Dividend Yield

4.11%

Winner

HCXY

4.95%

5Y Dividends CAGR

Winner

9.47%

HCXY

4.56%

5Y EPS CAGR

41.43%

HCXY

N/A

Debt to Equity

225.79%

Winner

HCXY

103.18%

Free Cash Flow Yield

Winner

-4.89%

HCXY

-9.35%

SR vs HCXY - Historical Returns

Returns include dividend reinvestment.

Period	SR	HCXY
1 month	-9.69%	+1.44%
3 months	-14.80%	+1.25%
6 months	-6.50%	+1.77%
1 year	+10.74%	+7.64%
5 years(CAGR)	+5.66%	+4.86%
10 years(CAGR)	+5.18%	N/A
Max(CAGR)	+9.51%	+6.83%

-9.69%

Winner

HCXY

+1.44%

-14.80%

Winner

HCXY

+1.25%

-6.50%

Winner

HCXY

+1.77%

Winner

+10.74%

HCXY

+7.64%

5Y(CAGR)

Winner

+5.66%

HCXY

+4.86%

10Y(CAGR)

+5.18%

HCXY

N/A

Max(CAGR)

Winner

+9.51%

HCXY

+6.83%

SR vs HCXY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SR	HCXY
2026	-5.56%	+1.25%
2025	+26.00%	+7.15%
2024	+11.62%	+6.06%
2023	-6.07%	+11.82%
2022	+9.79%	-2.14%
2021	+6.88%	+4.59%
2020	-19.39%	+7.89%
2019	+18.47%	+19.30%
2018	+3.18%	-2.28%
2017	+20.26%	N/A
2016	+13.51%	N/A
2015	+15.50%	N/A
2014	+23.01%	N/A
2013	+21.41%	N/A
2012	-1.00%	N/A
2011	+13.89%	N/A
2010	+11.23%	N/A
2009	-24.50%	N/A
2008	+42.32%	N/A
2007	+0.83%	N/A
2006	+22.70%	N/A
2005	+0.56%	N/A
2004	+13.31%	N/A
2003	+23.02%	N/A
2002	+2.79%	N/A
2001	+7.56%	N/A
2000	+16.58%	N/A
1999	+2.69%	N/A

SR vs HCXY Drawdown Comparison

The maximum drawdown for SR was -44.98%, occurring on May 27, 2009. Recovery took 1122 trading sessions.

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

The current SR drawdown is -18.20%. The current HCXY drawdown is -0.41%.

Rank	SR	HCXY
#1	-44.98% Nov 3, 2008 - Apr 22, 2013	-34.76% Feb 26, 2020 - Sep 23, 2020
#2	-39.52% Feb 18, 2020 - Nov 22, 2024	-15.28% Oct 14, 2021 - Jan 13, 2023
#3	-24.95% Nov 30, 2017 - Nov 19, 2018	-11.53% Feb 7, 2023 - Jul 17, 2023
#4	-23.79% Oct 1, 2008 - Oct 30, 2008	-9.12% Sep 28, 2018 - Jan 4, 2019
#5	-20.54% Nov 18, 1999 - Aug 30, 2000	-7.45% Jul 21, 2023 - Nov 8, 2023
#6	-20.30% May 3, 2002 - Aug 19, 2002	-4.21% Jul 22, 2019 - Aug 28, 2019
#7	-19.06% Nov 15, 2006 - Dec 6, 2007	-4.00% Nov 8, 2023 - Dec 22, 2023
#8	-18.20% Apr 9, 2026 - Jun 18, 2026	-3.97% Jul 15, 2021 - Oct 14, 2021
#9	-16.24% Apr 2, 2004 - Nov 3, 2004	-3.91% Jan 14, 2021 - Apr 14, 2021
#10	-15.59% Sep 12, 2005 - Feb 22, 2006	-3.58% Feb 5, 2024 - May 14, 2024
#11	-15.10% Mar 7, 2005 - Jun 28, 2005	-3.58% Oct 22, 2024 - Feb 26, 2025
#12	-14.72% Jun 30, 2016 - Apr 12, 2017	-3.55% Jan 13, 2023 - Feb 7, 2023
#13	-14.14% Dec 27, 2000 - Mar 13, 2001	-3.42% Sep 9, 2019 - Nov 29, 2019
#14	-13.66% Jun 28, 2001 - Jan 2, 2002	-3.26% Nov 4, 2020 - Nov 13, 2020
#15	-13.41% Sep 30, 2019 - Feb 5, 2020	-3.20% Feb 18, 2026 - Mar 31, 2026

Correlation

Correlation between SR and HCXY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (1999 - 2026)

SR vs HCXY dividend yield comparison.

Year	SR	HCXY
2026	2.14%	3.11%
2025	3.85%	6.13%
2024	4.50%	6.21%
2023	4.68%	6.19%
2022	4.03%	6.35%
2021	4.04%	5.86%
2020	3.93%	5.83%
2019	2.88%	5.93%
2018	3.08%	0.67%
2017	2.84%	0.00%
2016	3.09%	0.00%
2015	3.15%	0.00%
2014	3.35%	0.00%
2013	3.77%	0.00%
2012	4.33%	0.00%
2011	4.03%	0.00%
2010	4.35%	0.00%
2009	4.59%	0.00%
2008	3.22%	0.00%
2007	4.29%	0.00%
2006	4.08%	0.00%
2005	4.72%	0.00%
2004	4.37%	0.00%
2003	4.69%	0.00%
2002	5.54%	0.00%
2001	5.61%	0.00%
2000	5.73%	0.00%
1999	1.55%	0.00%