Hercules Capital Stock Alpha and Beta Analysis
| HTGC Stock | USD 18.93 0.17 0.91% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Hercules Capital. It also helps investors analyze the systematic and unsystematic risks associated with investing in Hercules Capital over a specified time horizon. Remember, high Hercules Capital's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Hercules Capital's market risk premium analysis include:
Beta 0.7 | Alpha (0.02) | Risk 1.04 | Sharpe Ratio 0.0391 | Expected Return 0.0407 |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Hercules |
Hercules Capital Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Hercules Capital market risk premium is the additional return an investor will receive from holding Hercules Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hercules Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Hercules Capital's performance over market.| α | -0.02 | β | 0.70 |
Hercules Capital expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Hercules Capital's Buy-and-hold return. Our buy-and-hold chart shows how Hercules Capital performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Hercules Capital Market Price Analysis
Market price analysis indicators help investors to evaluate how Hercules Capital stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Hercules Capital shares will generate the highest return on investment. By understating and applying Hercules Capital stock market price indicators, traders can identify Hercules Capital position entry and exit signals to maximize returns.
Hercules Capital Return and Market Media
The median price of Hercules Capital for the period between Tue, Aug 27, 2024 and Mon, Nov 25, 2024 is 19.18 with a coefficient of variation of 2.59. The daily time series for the period is distributed with a sample standard deviation of 0.49, arithmetic mean of 19.08, and mean deviation of 0.4. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Legacy Capital Wealth Partners LLC Buys New Shares in Hercules Capital, Inc. - MarketBeat | 09/03/2024 |
2 | Acquisition by Robert Badavas of 13300 shares of Hercules Capital at 16.34 subject to Rule 16b-3 | 09/20/2024 |
3 | Hercules Capital Declines More Than Market Some Information for Investors | 09/25/2024 |
4 | Disposition of 803 shares by Kiersten Botelho of Hercules Capital at 19.63 subject to Rule 16b-3 | 10/11/2024 |
5 | Kathleen S. Wright Associates Inc. Takes Position in Hercules Capital, Inc. | 10/14/2024 |
6 | Disposition of 21928 shares by Scott Bluestein of Hercules Capital at 21.11 subject to Rule 16b-3 | 10/30/2024 |
7 | Compared to Estimates, Hercules Capital Q3 Earnings A Look at Key Metrics | 10/31/2024 |
8 | Hercules Capital Third Quarter 2024 Earnings Misses Expectations | 11/01/2024 |
9 | Graypoint LLC Boosts Stock Position in Hercules Capital, Inc. | 11/07/2024 |
10 | Pacific Genetech Hercules Delivery System Recognized With Vaccine Innovation Of The Year By BioTech Breakthrough | 11/19/2024 |
| Hercules Capital dividend paid on 20th of November 2024 | 11/20/2024 |
11 | Zacks Research Issues Pessimistic Estimate for HTGC Earnings - MarketBeat | 11/22/2024 |
About Hercules Capital Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Hercules or other stocks. Alpha measures the amount that position in Hercules Capital has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2024 (projected) | Dividend Yield | 0.0922 | 0.15 | 0.0734 | Price To Sales Ratio | 7.46 | 8.96 | 5.25 |
Hercules Capital Upcoming Company Events
As portrayed in its financial statements, the presentation of Hercules Capital's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Hercules Capital's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Hercules Capital's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Hercules Capital. Please utilize our Beneish M Score to check the likelihood of Hercules Capital's management manipulating its earnings.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Hercules Capital
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Hercules Capital Backtesting, Hercules Capital Valuation, Hercules Capital Correlation, Hercules Capital Hype Analysis, Hercules Capital Volatility, Hercules Capital History and analyze Hercules Capital Performance. For information on how to trade Hercules Stock refer to our How to Trade Hercules Stock guide.You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Hercules Capital technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.