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Hercules Capital (HTGC) Competitors

Hercules Capital logo
$16.06 -0.12 (-0.71%)
Closing price 07/20/2026 03:59 PM Eastern
Extended Trading
$16.23 +0.17 (+1.08%)
As of 04:13 AM Eastern
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HTGC vs. ARCC, MFIC, OCSL, SLRC, and FSK

Should you buy Hercules Capital stock or one of its competitors? MarketBeat compares Hercules Capital with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Hercules Capital include Ares Capital (ARCC), MidCap Financial Investment (MFIC), Oaktree Specialty Lending (OCSL), SLR Investment (SLRC), and FS KKR Capital (FSK). These companies are all part of the "finance" sector.

How does Hercules Capital compare to Ares Capital?

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

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 10.0%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. Hercules Capital pays out 90.4% 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 117.8% 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.

In the previous week, Ares Capital had 15 more articles in the media than Hercules Capital. MarketBeat recorded 16 mentions for Ares Capital and 1 mentions for Hercules Capital. Ares Capital's average media sentiment score of 0.70 beat Hercules Capital's score of 0.00 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
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ares Capital
9 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hercules Capital$532.49M5.64$339.74M$1.779.07
Ares Capital$3.05B4.47$1.30B$1.6311.64

Hercules Capital has a net margin of 59.85% compared to Ares Capital's net margin of 37.30%. Hercules Capital's return on equity of 16.05% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital59.85% 16.05% 7.78%
Ares Capital 37.30%9.85%4.59%

19.7% of Hercules Capital shares are owned by institutional investors. Comparatively, 27.4% of Ares Capital shares are owned by institutional investors. 2.0% of Hercules Capital shares are owned by insiders. Comparatively, 0.5% of Ares Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Hercules Capital has a beta of 0.79, suggesting that its share price is 21% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.56, suggesting that its share price is 44% less volatile than the broader market.

Hercules Capital presently has a consensus price target of $18.21, suggesting a potential upside of 13.41%. Ares Capital has a consensus price target of $20.60, suggesting a potential upside of 8.54%. Given Hercules Capital's stronger consensus rating and higher probable upside, research analysts plainly 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)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73

Summary

Hercules Capital beats Ares Capital on 12 of the 20 factors compared between the two stocks.

How does Hercules Capital compare to MidCap Financial Investment?

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

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.9%. Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 10.0%. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Hercules Capital pays out 90.4% 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 raised its dividend for 1 consecutive years.

In the previous week, MidCap Financial Investment had 1 more articles in the media than Hercules Capital. MarketBeat recorded 2 mentions for MidCap Financial Investment and 1 mentions for Hercules Capital. MidCap Financial Investment's average media sentiment score of 0.25 beat Hercules Capital's score of 0.00 indicating that MidCap Financial Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MidCap Financial Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Hercules Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

MidCap Financial Investment currently has a consensus target price of $11.46, suggesting a potential upside of 19.42%. Hercules Capital has a consensus target price of $18.21, suggesting a potential upside of 13.41%. Given MidCap Financial Investment's higher probable upside, equities research analysts plainly believe MidCap Financial Investment is more favorable than Hercules Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22
Hercules Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

MidCap Financial Investment has a beta of 0.6, indicating that its stock price is 40% less volatile than the broader market. Comparatively, Hercules Capital has a beta of 0.79, indicating that its stock price is 21% less volatile than the broader market.

28.5% of MidCap Financial Investment shares are owned by institutional investors. Comparatively, 19.7% of Hercules Capital shares are owned by institutional investors. 0.9% of MidCap Financial Investment shares are owned by insiders. Comparatively, 2.0% of Hercules Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Hercules Capital has a net margin of 59.85% compared to MidCap Financial Investment's net margin of 1.90%. Hercules Capital's return on equity of 16.05% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment1.90% 10.86% 4.31%
Hercules Capital 59.85%16.05%7.78%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MidCap Financial Investment$320.88M2.46$63.17M$0.04240.00
Hercules Capital$532.49M5.64$339.74M$1.779.07

Summary

Hercules Capital beats MidCap Financial Investment on 14 of the 20 factors compared between the two stocks.

How does Hercules Capital compare to Oaktree Specialty Lending?

Oaktree Specialty Lending (NASDAQ:OCSL) and Hercules Capital (NYSE:HTGC) are both finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, valuation, media sentiment, profitability, institutional ownership, risk, dividends and earnings.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oaktree Specialty Lending$316.80M3.36$33.92M$0.5721.21
Hercules Capital$532.49M5.64$339.74M$1.779.07

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 19.7% of Hercules Capital shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by company insiders. Comparatively, 2.0% of Hercules Capital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Hercules Capital has a net margin of 59.85% compared to Oaktree Specialty Lending's net margin of 16.66%. Hercules Capital's return on equity of 16.05% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending16.66% 9.56% 4.60%
Hercules Capital 59.85%16.05%7.78%

Oaktree Specialty Lending presently has a consensus target price of $11.83, suggesting a potential downside of 2.12%. Hercules Capital has a consensus target price of $18.21, suggesting a potential upside of 13.41%. Given Hercules Capital's stronger consensus rating and higher possible upside, analysts plainly believe Hercules Capital is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Hercules Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.9%. Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 10.0%. Oaktree Specialty Lending pays out 210.5% 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 pays out 90.4% 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 raised its dividend for 1 consecutive years. Hercules Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Oaktree Specialty Lending has a beta of 0.49, meaning that its stock price is 51% less volatile than the broader market. Comparatively, Hercules Capital has a beta of 0.79, meaning that its stock price is 21% less volatile than the broader market.

In the previous week, Oaktree Specialty Lending had 2 more articles in the media than Hercules Capital. MarketBeat recorded 3 mentions for Oaktree Specialty Lending and 1 mentions for Hercules Capital. Hercules Capital's average media sentiment score of 0.00 beat Oaktree Specialty Lending's score of -0.13 indicating that Hercules Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Hercules Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Hercules Capital beats Oaktree Specialty Lending on 17 of the 20 factors compared between the two stocks.

How does Hercules Capital compare to SLR Investment?

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

SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.6%. Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 10.0%. SLR Investment pays out 75.6% 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 pays out 90.4% 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 raised its dividend for 1 consecutive years. Hercules Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Hercules Capital has higher revenue and earnings than SLR Investment. SLR Investment 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
SLR Investment$218.54M3.23$92.54M$1.647.88
Hercules Capital$532.49M5.64$339.74M$1.779.07

SLR Investment has a beta of 0.64, meaning that its stock price is 36% less volatile than the broader market. Comparatively, Hercules Capital has a beta of 0.79, meaning that its stock price is 21% less volatile than the broader market.

SLR Investment currently has a consensus target price of $14.10, suggesting a potential upside of 9.05%. Hercules Capital has a consensus target price of $18.21, suggesting a potential upside of 13.41%. Given Hercules Capital's stronger consensus rating and higher probable upside, analysts clearly believe Hercules Capital is more favorable than SLR Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SLR Investment
3 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.86
Hercules Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

Hercules Capital has a net margin of 59.85% compared to SLR Investment's net margin of 41.81%. Hercules Capital's return on equity of 16.05% beat SLR Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
SLR Investment41.81% 8.33% 3.25%
Hercules Capital 59.85%16.05%7.78%

35.3% of SLR Investment shares are held by institutional investors. Comparatively, 19.7% of Hercules Capital shares are held by institutional investors. 8.8% of SLR Investment shares are held by insiders. Comparatively, 2.0% of Hercules Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Hercules Capital had 1 more articles in the media than SLR Investment. MarketBeat recorded 1 mentions for Hercules Capital and 0 mentions for SLR Investment. SLR Investment's average media sentiment score of 0.00 equaled Hercules Capital'saverage media sentiment score.

Company Overall Sentiment
SLR Investment Neutral
Hercules Capital Neutral

Summary

Hercules Capital beats SLR Investment on 16 of the 19 factors compared between the two stocks.

How does Hercules Capital compare to FS KKR Capital?

FS KKR Capital (NYSE:FSK) and Hercules Capital (NYSE:HTGC) are both mid-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their media sentiment, earnings, profitability, risk, analyst recommendations, valuation, institutional ownership and dividends.

FS KKR Capital pays an annual dividend of $1.68 per share and has a dividend yield of 15.5%. Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 10.0%. FS KKR Capital pays out -85.3% of its earnings in the form of a dividend. Hercules Capital pays out 90.4% 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. FS KKR Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, FS KKR Capital had 4 more articles in the media than Hercules Capital. MarketBeat recorded 5 mentions for FS KKR Capital and 1 mentions for Hercules Capital. FS KKR Capital's average media sentiment score of 0.65 beat Hercules Capital's score of 0.00 indicating that FS KKR Capital is being referred to more favorably in the media.

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

Hercules Capital has lower revenue, but higher earnings than FS KKR Capital. FS KKR 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
FS KKR Capital$1.52B2.00$11M-$1.97N/A
Hercules Capital$532.49M5.64$339.74M$1.779.07

FS KKR Capital currently has a consensus price target of $10.58, indicating a potential downside of 2.49%. Hercules Capital has a consensus price target of $18.21, indicating a potential upside of 13.41%. Given Hercules Capital's stronger consensus rating and higher possible upside, analysts plainly believe Hercules Capital is more favorable than FS KKR Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FS KKR Capital
2 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75
Hercules Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

36.3% of FS KKR Capital shares are owned by institutional investors. Comparatively, 19.7% of Hercules Capital shares are owned by institutional investors. 0.2% of FS KKR Capital shares are owned by insiders. Comparatively, 2.0% of Hercules Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Hercules Capital has a net margin of 59.85% compared to FS KKR Capital's net margin of -38.65%. Hercules Capital's return on equity of 16.05% beat FS KKR Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
FS KKR Capital-38.65% 4.34% 1.85%
Hercules Capital 59.85%16.05%7.78%

FS KKR Capital has a beta of 0.82, indicating that its share price is 18% less volatile than the broader market. Comparatively, Hercules Capital has a beta of 0.79, indicating that its share price is 21% less volatile than the broader market.

Summary

Hercules Capital beats FS KKR Capital on 13 of the 20 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$3.03B$1.32B$14.38B$23.42B
Dividend Yield9.89%13.19%5.67%4.15%
P/E Ratio9.0711.2020.5630.65
Price / Sales5.6413.6644.9320.33
Price / Cash8.386.9119.2418.81
Price / Book1.320.762.264.74
Net Income$339.74M$121.13M$1.14B$1.07B
7 Day PerformanceN/A-1.69%0.19%-0.42%
1 Month Performance3.49%-0.82%1.38%0.69%
1 Year Performance-15.96%-25.04%13.19%16.45%

Hercules Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
2.2868 of 5 stars
$16.06
-0.7%
$18.21
+13.4%
-16.9%$3.03B$532.49M9.07100
ARCC
Ares Capital
3.4205 of 5 stars
$18.64
-0.7%
$20.60
+10.5%
-18.2%$13.48B$3.05B11.442,550
MFIC
MidCap Financial Investment
2.3019 of 5 stars
$9.77
-1.0%
$11.46
+17.3%
-27.5%$813.02M$320.88M244.31N/A
OCSL
Oaktree Specialty Lending
1.1438 of 5 stars
$12.03
-0.7%
$11.83
-1.6%
-15.2%$1.07B$316.80M21.11N/A
SLRC
SLR Investment
3.3932 of 5 stars
$12.94
-0.2%
$14.10
+9.0%
-21.4%$707.57M$218.54M7.89N/A

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This page (NYSE:HTGC) was last updated on 7/21/2026 by MarketBeat.com Staff.
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