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Hercules Capital (HTGC) Competitors

Hercules Capital logo
$19.39 -0.02 (-0.08%)
As of 10:20 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

HTGC vs. ARCC, OCSL, PFLT, BCSF, FSK, GSBD, MAIN, TPVG, TSLX, and FSV

Should you be buying Hercules Capital stock or one of its competitors? The main competitors of Hercules Capital include Ares Capital (ARCC), Oaktree Specialty Lending (OCSL), PennantPark Floating Rate Capital (PFLT), Bain Capital Specialty Finance (BCSF), FS KKR Capital (FSK), Goldman Sachs BDC (GSBD), Main Street Capital (MAIN), TriplePoint Venture Growth BDC (TPVG), Sixth Street Specialty Lending (TSLX), and FirstService (FSV). These companies are all part of the "finance" sector.

Hercules Capital vs. Its Competitors

Hercules Capital (NYSE:HTGC) and Ares Capital (NASDAQ:ARCC) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, earnings, media sentiment, profitability, dividends, risk and institutional ownership.

In the previous week, Ares Capital had 12 more articles in the media than Hercules Capital. MarketBeat recorded 15 mentions for Ares Capital and 3 mentions for Hercules Capital. Ares Capital's average media sentiment score of 1.40 beat Hercules Capital's score of 1.13 indicating that Ares Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hercules Capital
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Capital
10 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Hercules Capital has a beta of 0.94, meaning that its share price is 6% less volatile than the S&P 500. Comparatively, Ares Capital has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500.

Hercules Capital has a net margin of 51.46% compared to Ares Capital's net margin of 44.94%. Hercules Capital's return on equity of 16.54% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital51.46% 16.54% 8.37%
Ares Capital 44.94%10.48%5.00%

Hercules Capital currently has a consensus target price of $20.58, suggesting a potential upside of 6.18%. Ares Capital has a consensus target price of $22.86, suggesting a potential upside of 2.61%. Given Hercules Capital's higher probable upside, equities research analysts clearly believe Hercules Capital is more favorable than Ares Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hercules Capital
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78

19.7% of Hercules Capital shares are held by institutional investors. Comparatively, 27.4% of Ares Capital shares are held by institutional investors. 1.8% of Hercules Capital shares are held by company insiders. Comparatively, 0.5% of Ares Capital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Ares Capital has higher revenue and earnings than Hercules Capital. Ares Capital is trading at a lower price-to-earnings ratio than Hercules Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hercules Capital$350.09M10.06$262.97M$1.5112.84
Ares Capital$2.99B5.25$1.52B$2.0510.87

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 8.3%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 8.6%. Hercules Capital pays out 106.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital pays out 93.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Hercules Capital has increased its dividend for 1 consecutive years. Ares Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Ares Capital beats Hercules Capital on 10 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HTGC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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HTGC vs. The Competition

MetricHercules CapitalFIN IndustryFinance SectorNYSE Exchange
Market Cap$3.52B$1.53B$12.48B$21.26B
Dividend Yield8.39%11.27%5.44%3.53%
P/E Ratio12.8311.7819.4529.25
Price / Sales10.0652.2826.1152.87
Price / Cash9.4111.1622.1823.64
Price / Book1.640.962.355.38
Net Income$262.97M$152.42M$1.01B$996.59M
7 Day Performance1.31%1.12%2.14%3.02%
1 Month Performance1.28%-1.77%2.17%2.91%
1 Year Performance3.50%-4.07%540.90%12.67%

Hercules Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
2.1752 of 5 stars
$19.39
-0.1%
$20.58
+6.2%
+3.6%$3.52B$350.09M12.83100Positive News
ARCC
Ares Capital
2.1349 of 5 stars
$22.41
flat
$22.86
+2.0%
+5.8%$15.81B$2.99B10.932,550Positive News
OCSL
Oaktree Specialty Lending
1.3091 of 5 stars
$13.66
+1.3%
$15.00
+9.8%
-18.3%$1.20B$381.67M24.39N/APositive News
PFLT
PennantPark Floating Rate Capital
3.4195 of 5 stars
$10.20
-0.3%
$10.88
+6.7%
-8.6%$1.01B$89.89M7.28658
BCSF
Bain Capital Specialty Finance
2.6033 of 5 stars
$15.22
+1.1%
$16.50
+8.4%
-6.9%$987.00M$292.65M9.171,000Positive News
FSK
FS KKR Capital
1.2734 of 5 stars
$17.42
-0.4%
$18.92
+8.6%
-10.9%$0.00$1.72B22.33N/AAnalyst Forecast
GSBD
Goldman Sachs BDC
1.3821 of 5 stars
$11.15
+0.2%
$10.00
-10.3%
-19.4%$1.27B$434.37M8.85N/ANews Coverage
Positive News
Dividend Cut
MAIN
Main Street Capital
1.327 of 5 stars
$65.64
-0.7%
$59.75
-9.0%
+31.3%$5.87B$541.03M10.8190Positive News
TPVG
TriplePoint Venture Growth BDC
1.5802 of 5 stars
$6.06
-3.2%
$6.75
+11.4%
-11.4%$244.28M$53.50M5.83N/APositive News
Insider Trade
High Trading Volume
TSLX
Sixth Street Specialty Lending
1.953 of 5 stars
$24.05
+0.4%
$23.28
-3.2%
+14.6%$2.27B$482.53M11.96N/ADividend Cut
FSV
FirstService
2.7809 of 5 stars
$198.06
-0.1%
$217.75
+9.9%
+12.1%$9.02B$5.22B63.4830,000Positive News

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This page (NYSE:HTGC) was last updated on 8/28/2025 by MarketBeat.com Staff
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