Hercules Competitors

Stocks . USA . 
Stock . Hercules Capital
HTGC Stock  USD 15.43  0.22  1.41%   
Hercules Capital competes with TON Strategy, CSLM Digital, Mount Logan, Streamex Corp, and Oaktree Acquisition; as well as few others. The company conducts business under Capital Markets sector and is part of Financials industry. Analyzing Hercules Capital competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Hercules Capital to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Hercules Capital Correlation with its peers.
For information on how to trade Hercules Stock refer to our How to Trade Hercules Stock guide.

Hercules Capital vs Destiny Tech100 Correlation

Modest diversification

The correlation between Hercules Capital and DXYZ is 0.21 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Hercules Capital and DXYZ in the same portfolio, assuming nothing else is changed.

Moving against Hercules Stock

  0.7RA Brookfield Real AssetsPairCorr
  0.56FT Franklin Universal ClosedPairCorr
  0.46HHI Henderson High IncomePairCorr
  0.4PX P10 Inc Symbol ChangePairCorr
  0.39WT WisdomTreePairCorr
At present, Hercules Capital's Return On Equity is projected to increase slightly based on the last few years of reporting. At present, Hercules Capital's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 113.5 M, whereas Non Current Assets Total are forecasted to decline to about 14.1 M.
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
13.9115.4316.95
Details
Intrinsic
Valuation
LowRealHigh
13.8918.3219.84
Details
Naive
Forecast
LowNextHigh
13.9515.4616.98
Details
9 Analysts
Consensus
LowTargetHigh
18.4820.3122.54
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Hercules Capital. Your research has to be compared to or analyzed against Hercules Capital's peers to derive any actionable benefits. When done correctly, Hercules Capital's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Hercules Capital.

Hercules Capital Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Hercules Capital and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Hercules and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Hercules Capital does not affect the price movement of the other competitor.

High positive correlations

STEX
+ 0.77
TONX
OACC
+ 0.58
KOYN
STEX
+ 0.44
MLCI
MLCI
+ 0.43
TONX
DXYZ
+ 0.43
OACC
DXYZ
+ 0.17
MLCI
  

High negative correlations

OACC
- 0.65
TONX
STEX
- 0.63
KOYN
OACC
- 0.62
STEX
MLCI
- 0.55
KOYN
DXYZ
- 0.52
TONX
KOYN
- 0.48
TONX

Risk-Adjusted Indicators

There is a big difference between Hercules Stock performing well and Hercules Capital Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Hercules Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Cross Equities Net Income Analysis

Compare Hercules Capital and related stocks such as TON Strategy, CSLM Digital Asset, and Mount Logan Capital Net Income Over Time
Select Fundamental
Price To Sales RatioDividend Yield
Ptb RatioDays Sales Outstanding
Book Value Per ShareFree Cash Flow Yield
Invested CapitalOperating Cash Flow Per Share
Average PayablesStock Based Compensation To Revenue
Capex To DepreciationPb Ratio
Ev To SalesFree Cash Flow Per Share
RoicInventory Turnover
Net Income Per ShareDays Of Inventory On Hand
Payables TurnoverSales General And Administrative To Revenue
Average InventoryResearch And Ddevelopement To Revenue
Capex To RevenueCash Per Share
PocfratioInterest Coverage
Payout RatioCapex To Operating Cash Flow
Pfcf RatioDays Payables Outstanding
Net Current Asset ValueIncome Quality
RoeTangible Asset Value
Ev To Operating Cash FlowPe Ratio
Return On Tangible AssetsEv To Free Cash Flow
Earnings YieldIntangibles To Total Assets
Net Debt To E B I T D ACurrent Ratio
Tangible Book Value Per ShareReceivables Turnover
Graham NumberShareholders Equity Per Share
Debt To EquityCapex Per Share
Graham Net NetAverage Receivables
Revenue Per ShareInterest Debt Per Share
Debt To AssetsEnterprise Value Over E B I T D A
Short Term Coverage RatiosPrice Earnings Ratio
Operating CyclePrice Book Value Ratio
Price Earnings To Growth RatioDays Of Payables Outstanding
Dividend Payout RatioPrice To Operating Cash Flows Ratio
Price To Free Cash Flows RatioPretax Profit Margin
Ebt Per EbitOperating Profit Margin
Effective Tax RateCompany Equity Multiplier
Long Term Debt To CapitalizationTotal Debt To Capitalization
Return On Capital EmployedDebt Equity Ratio
Ebit Per RevenueQuick Ratio
Dividend Paid And Capex Coverage RatioNet Income Per E B T
Cash RatioCash Conversion Cycle
Operating Cash Flow Sales RatioDays Of Inventory Outstanding
Days Of Sales OutstandingFree Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage RatiosPrice To Book Ratio
Fixed Asset TurnoverCapital Expenditure Coverage Ratio
Price Cash Flow RatioEnterprise Value Multiple
Debt RatioCash Flow To Debt Ratio
Price Sales RatioReturn On Assets
Asset TurnoverNet Profit Margin
Gross Profit MarginPrice Fair Value
Return On Equity
20102011201220132014201520162017201820192020202120222023202420252026
TONX(3.4 M)(3.4 M)(3.4 M)(4.6 M)(5.2 M)(7 M)(4.3 M)(7.3 M)(12.1 M)(15.9 M)(25 M)(34.5 M)(37.4 M)(22 M)(10.3 M)(9.3 M)(9.8 M)
MLCI28.7 M28.7 M28.7 M28.7 M28.7 M28.7 M28.7 M28.7 M28.7 M28.7 M28.7 M28.7 M48.3 M(16.5 M)5.6 M5 M4.8 M
STEX(52.2 M)(52.2 M)(52.2 M)(52.2 M)(52.2 M)(52.2 M)(52.2 M)(52.2 M)(52.2 M)(52.2 M)(52.2 M)(31.9 M)(27.1 M)(29 M)(10.3 M)(11.9 M)(12.5 M)
DXYZ(4 M)(4 M)(4 M)(4 M)(4 M)(4 M)(4 M)(4 M)(4 M)(4 M)(4 M)(4 M)(3.9 M)(4.1 M)17.4 M20 M21 M

Hercules Capital and related stocks such as TON Strategy, CSLM Digital Asset, and Mount Logan Capital Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in Hercules Capital financial statement analysis. It represents the amount of money remaining after all of Hercules Capital operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Hercules Capital Competitive Analysis

The better you understand Hercules Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Hercules Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Hercules Capital's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HTGC TONX KOYN MLCI STEX OACC DXYZ
 1.41 
 15.43 
Hercules
 4.10 
 1.87 
TON
 0.1 
 10.04 
CSLM
 4.44 
 5.17 
Mount
 6.96 
 2.14 
Streamex
 0.47 
 10.68 
Oaktree
 1.75 
 28.10 
Destiny
Market Volatility
(90 Days Market Risk)
Very steady
Dangerous
Very steady
Slightly risky
Dangerous
Very steady
Not too volatile
Market Performance
(90 Days Performance)
Weakest
Weakest
Mild
Weakest
Weakest
Soft
Fair
Odds of Financial Distress
(Probability Of Bankruptcy)
Average
High
Low
High
High
Low
Tiny
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Buy
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Trade Advice
(90 Days Macroaxis Advice)
Sell
Cautious Hold
Strong Sell
Cautious Hold
Cautious Hold
Hold
Strong Sell
Current Ratio
3.65 X
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
4.58 B
20.64 M
N/A
1.69 B
842 K
N/A
71.41 M
Profit Margin
0.64 %
(2.36) %
N/A
(0.12) %
N/A
N/A
N/A
EBITDA
365.43 M
(9.49 M)
N/A
18.05 M
(12.42 M)
N/A
17.43 M
Operating Margin
0.84 %
(1.38) %
N/A
(1.58) %
N/A
N/A
N/A
Current Valuation
5.09 B
417.47 M
N/A
16.18 M
197.78 M
260 M
N/A
Price To Book
1.29 X
29.32 X
N/A
0.59 X
36.58 X
N/A
5.75 X
Retained Earnings
101.15 M
(187.09 M)
N/A
(46.08 M)
(255.34 M)
N/A
(12.18 M)
Five Year Return
9.56 %
N/A
N/A
N/A
N/A
N/A
N/A
Beta
0.78
0.72
N/A
-0.072
N/A
N/A
N/A
Number Of Employees
100
18
2
21
5
N/A
N/A
Shares Outstanding
183.7 M
59.56 M
N/A
12.79 M
28 M
19.78 M
21.98 M
Cash Flow From Operations
(425.8 M)
(8.77 M)
N/A
27.8 M
(4.76 M)
N/A
347.56 K
Annual Yield
0.12 %
N/A
N/A
0.02 %
N/A
N/A
N/A
Total Debt
2.3 B
464 K
N/A
92.68 M
102 K
N/A
1.36 M
Return On Equity
0.16
-0.52
N/A
-0.14
N/A
N/A
N/A
Return On Asset
0.0661
-0.3
N/A
-0.0077
N/A
N/A
N/A
Number Of Shares Shorted
5.32 M
1.83 M
N/A
121.95 K
3.45 M
40.32 K
651.6 K
Book Value Per Share
12.28 X
10.14 X
N/A
10.26 X
N/A
(0.28) X
N/A
Total Asset
4.58 B
20.64 M
N/A
1.69 B
842 K
N/A
71.41 M
Debt To Equity
1.13 %
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
5.08 X
0.35 X
N/A
1.11 X
N/A
0.90 X
0.47 X
Target Price
20.31
62.0
N/A
9.51
N/A
N/A
N/A
Last Dividend Paid
1.6
N/A
N/A
0.25
N/A
N/A
N/A
Shares Owned By Institutions
29.49 %
19.14 %
N/A
5.32 %
N/A
90.40 %
7.86 %
Market Capitalization
2.87 B
191.77 M
N/A
77.94 M
N/A
262.45 M
617.53 M
Price To Earning
5.16 X
N/A
N/A
N/A
N/A
N/A
N/A
Price To Earnings To Growth
0.52 X
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
5.40 X
44.82 X
N/A
0.74 X
35,641 X
N/A
14.39 X
Net Income
(137.34 M)
(10.51 M)
N/A
5.59 M
(10.34 M)
N/A
17.43 M
Earnings Per Share
1.85 X
(8.18) X
N/A
(2.34) X
N/A
N/A
1.83 X
Shares Owned By Insiders
1.71 %
25.45 %
N/A
4.80 %
N/A
N/A
4.93 %
Revenue
547.1 M
895 K
N/A
195.66 M
40 K
N/A
(12.7 K)
Working Capital
N/A
12.17 M
N/A
(645.06 M)
(1.92 M)
N/A
N/A
Cash And Equivalents
115.31 M
N/A
N/A
N/A
N/A
N/A
N/A
Cash Per Share
0.92 X
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
532.49 M
3.13 M
N/A
(1.09 M)
N/A
N/A
N/A
Day Typical Price
15.44
1.89
10.05
5.19
2.21
10.68
28.17
Accumulation Distribution
140847.0
24781.91
0.003
5221.8
223780.0
N/A
24722.63
Market Facilitation Index
N/A
N/A
0.03
0.0
N/A
N/A
0.0
Daily Balance Of Power
(0.58)
(0.62)
(0.33)
(0.73)
(0.59)
9.2 T
(0.51)
Period Momentum Indicator
(0.22)
(0.08)
(0.01)
(0.24)
(0.16)
0.05
(0.50)
Rate Of Daily Change
0.99
0.96
1.0
0.96
0.93
1.0
0.98
Day Median Price
15.45
1.9
10.06
5.21
2.25
10.68
28.21
Price Action Indicator
(0.13)
(0.07)
(0.02)
(0.16)
(0.18)
0.025
(0.36)
Relative Strength Index
45.84
46.11
60.44
49.03
54.41
55.81
62.52
Coefficient Of Variation
(807.62)
(1,005)
1394.0
(582.07)
(843.77)
1362.52
1098.86
Mean Deviation
1.08
4.77
0.0931
2.17
4.94
0.1911
3.89
Jensen Alpha
(0.24)
(0.80)
0.001
(0.63)
(0.84)
0.0079
0.3803
Total Risk Alpha
(0.33)
(1.27)
(0.01)
(0.85)
(1.28)
(0.01)
(0.02)
Sortino Ratio
N/A
N/A
(0.44)
N/A
N/A
(0.20)
0.0903
Downside Variance
N/A
N/A
0.0255
N/A
N/A
0.0938
21.34
Standard Deviation
1.5
6.55
0.1493
3.17
6.03
0.2573
5.47
Kurtosis
3.68
1.53
11.7
2.22
(0.26)
(0.21)
2.67
Potential Upside
1.67
9.95
0.1998
3.34
10.99
0.4717
7.96
Treynor Ratio
(0.34)
(0.35)
(0.19)
(0.55)
(0.46)
0.663
0.3199
Maximum Drawdown
8.78
38.35
1.1
17.6
27.75
1.04
29.64
Variance
2.24
42.95
0.0223
10.08
36.36
0.0662
29.92
Market Risk Adjusted Performance
(0.33)
(0.34)
(0.18)
(0.54)
(0.45)
0.673
0.3299
Risk Adjusted Performance
(0.09)
(0.07)
0.0136
(0.12)
(0.08)
0.0363
0.078
Skewness
(1.42)
0.5799
2.05
(0.53)
0.2812
(0.05)
0.7916
Semi Deviation
N/A
N/A
0.0
N/A
N/A
0.1527
4.36
Information Ratio
(0.18)
(0.11)
(0.47)
(0.20)
(0.13)
(0.24)
0.0763
Value At Risk
(3.03)
(10.10)
(0.20)
(6.15)
(8.94)
(0.47)
(9.96)
Expected Short fall
N/A
N/A
(0.15)
N/A
N/A
(0.32)
(4.50)
Downside Deviation
N/A
N/A
0.1598
N/A
N/A
0.3062
4.62
Semi Variance
N/A
N/A
(0.0003)
N/A
N/A
0.0233
19.01

Hercules Capital Competition Performance Charts

Five steps to successful analysis of Hercules Capital Competition

Hercules Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Hercules Capital in relation to its competition. Hercules Capital's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Hercules Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Hercules Capital's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Hercules Capital, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Hercules Capital position

In addition to having Hercules Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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When determining whether Hercules Capital offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Hercules Capital's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Hercules Capital Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Hercules Capital Stock:
How To Invest In Hercules
Details
Is Hercules Stock a good investment?
Details
What is Hercules Capital's Net Worth?
Details
Largest Asset Management & Custody Banks Companies
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Largest Financial Services Companies
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Check out Hercules Capital Correlation with its peers.
For information on how to trade Hercules Stock refer to our How to Trade Hercules Stock guide.
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Will Asset Management & Custody Banks sector continue expanding? Could Hercules diversify its offerings? Factors like these will boost the valuation of Hercules Capital. Market participants price Hercules higher when confident in its future expansion prospects. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Hercules Capital data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
0.314
Dividend Share
1.6
Earnings Share
1.85
Revenue Per Share
3.002
Quarterly Revenue Growth
0.128
Investors evaluate Hercules Capital using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Hercules Capital's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Hercules Capital's market price to deviate significantly from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Earnings
Projections
Details
Please note, there is a significant difference between Hercules Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hercules Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Hercules Capital's market price signifies the transaction level at which participants voluntarily complete trades.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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