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Hercules Capital (HTGC) Competitors

Hercules Capital logo
$17.19 -0.06 (-0.34%)
As of 03:57 PM 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 "asset management & custody banks" industry.

How does Hercules Capital compare to Ares Capital?

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

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 9.7%. Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 9.3%. Ares Capital pays out 142.2% 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 79.6% 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 has raised its dividend for 1 consecutive years.

In the previous week, Ares Capital had 9 more articles in the media than Hercules Capital. MarketBeat recorded 16 mentions for Ares Capital and 7 mentions for Hercules Capital. Ares Capital's average media sentiment score of 1.06 beat Hercules Capital's score of 0.86 indicating that Ares Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ares Capital
11 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Hercules Capital
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

Ares Capital currently has a consensus target price of $20.40, indicating a potential upside of 2.64%. Hercules Capital has a consensus target price of $18.46, indicating a potential upside of 7.63%. Given Hercules Capital's stronger consensus rating and higher probable upside, analysts plainly believe Hercules Capital is more favorable than Ares Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73
Hercules Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

27.4% of Ares Capital shares are owned by institutional investors. Comparatively, 19.7% of Hercules Capital shares are owned by institutional investors. 0.5% of Ares Capital 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, large money managers and endowments believe a company will outperform the market over the long term.

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
Ares Capital$3.05B4.68$1.30B$1.3514.72
Hercules Capital$532.49M6.03$339.74M$2.018.53

Hercules Capital has a net margin of 67.68% compared to Ares Capital's net margin of 30.91%. Hercules Capital's return on equity of 16.01% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital30.91% 9.80% 4.50%
Hercules Capital 67.68%16.01%7.71%

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?

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

Hercules Capital has higher revenue and earnings than MidCap Financial Investment. MidCap Financial 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
Hercules Capital$532.49M6.03$339.74M$2.018.53
MidCap Financial Investment-$11.90M-66.65$63.17M-$0.36N/A

Hercules Capital has a beta of 0.79, meaning that its stock price is 21% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.61, meaning that its stock price is 39% less volatile than the broader market.

Hercules Capital has a net margin of 67.68% compared to MidCap Financial Investment's net margin of -9.85%. Hercules Capital's return on equity of 16.01% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital67.68% 16.01% 7.71%
MidCap Financial Investment -9.85%11.17%4.41%

Hercules Capital presently has a consensus price target of $18.46, indicating a potential upside of 7.63%. MidCap Financial Investment has a consensus price target of $11.25, indicating a potential upside of 16.88%. Given MidCap Financial Investment's higher probable upside, analysts clearly believe MidCap Financial Investment is more favorable than Hercules 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
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

In the previous week, MidCap Financial Investment had 10 more articles in the media than Hercules Capital. MarketBeat recorded 17 mentions for MidCap Financial Investment and 7 mentions for Hercules Capital. Hercules Capital's average media sentiment score of 0.86 beat MidCap Financial Investment's score of 0.39 indicating that Hercules Capital is being referred to more favorably in the media.

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

19.7% of Hercules Capital shares are owned by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are owned by institutional investors. 2.0% of Hercules Capital shares are owned by company insiders. Comparatively, 0.9% of MidCap Financial Investment shares are owned 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.

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 9.3%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.9%. Hercules Capital pays out 79.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MidCap Financial Investment pays out -344.4% of its earnings in the form of a dividend. Hercules Capital has raised its dividend for 1 consecutive years. MidCap Financial Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Hercules Capital beats MidCap Financial Investment on 15 of the 20 factors compared between the two stocks.

How does Hercules Capital compare to Oaktree Specialty Lending?

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

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
Hercules Capital$532.49M6.03$339.74M$2.018.53
Oaktree Specialty Lending$316.80M3.54$33.92M$0.4826.53

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

Hercules Capital has a net margin of 67.68% compared to Oaktree Specialty Lending's net margin of 14.45%. Hercules Capital's return on equity of 16.01% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital67.68% 16.01% 7.71%
Oaktree Specialty Lending 14.45%9.70%4.64%

In the previous week, Oaktree Specialty Lending had 6 more articles in the media than Hercules Capital. MarketBeat recorded 13 mentions for Oaktree Specialty Lending and 7 mentions for Hercules Capital. Hercules Capital's average media sentiment score of 0.86 beat Oaktree Specialty Lending's score of 0.17 indicating that Hercules Capital is being referred to more favorably in the media.

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

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 9.3%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.4%. Hercules Capital pays out 79.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 250.0% 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 has increased its dividend for 1 consecutive years.

Hercules Capital currently has a consensus target price of $18.46, indicating a potential upside of 7.63%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 7.08%. Given Hercules Capital's stronger consensus rating and higher possible upside, equities research analysts clearly believe Hercules Capital is more favorable than Oaktree Specialty Lending.

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
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

19.7% of Hercules Capital shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 2.0% of Hercules Capital shares are owned by insiders. Comparatively, 0.3% of Oaktree Specialty Lending 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.

Summary

Hercules Capital beats Oaktree Specialty Lending on 16 of the 20 factors compared between the two stocks.

How does Hercules Capital compare to SLR Investment?

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

Hercules Capital has a net margin of 67.68% compared to SLR Investment's net margin of 35.20%. Hercules Capital's return on equity of 16.01% beat SLR Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital67.68% 16.01% 7.71%
SLR Investment 35.20%7.96%3.09%

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

In the previous week, SLR Investment had 5 more articles in the media than Hercules Capital. MarketBeat recorded 12 mentions for SLR Investment and 7 mentions for Hercules Capital. Hercules Capital's average media sentiment score of 0.86 beat SLR Investment's score of 0.07 indicating that Hercules Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hercules Capital
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SLR Investment
2 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hercules Capital$532.49M6.03$339.74M$2.018.53
SLR Investment$101.13M6.97$92.54M$1.359.58

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 9.3%. SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.6%. Hercules Capital pays out 79.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. SLR Investment pays out 91.9% 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 currently has a consensus price target of $18.46, suggesting a potential upside of 7.63%. SLR Investment has a consensus price target of $14.10, suggesting a potential upside of 9.06%. Given SLR Investment's higher possible upside, analysts clearly believe SLR Investment is more favorable than Hercules 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
SLR Investment
3 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.86

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

Summary

Hercules Capital beats SLR Investment on 13 of the 20 factors compared between the two stocks.

How does Hercules Capital compare to FS KKR Capital?

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

Hercules Capital has a net margin of 67.68% compared to FS KKR Capital's net margin of -28.52%. Hercules Capital's return on equity of 16.01% beat FS KKR Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital67.68% 16.01% 7.71%
FS KKR Capital -28.52%9.43%4.03%

In the previous week, FS KKR Capital had 8 more articles in the media than Hercules Capital. MarketBeat recorded 15 mentions for FS KKR Capital and 7 mentions for Hercules Capital. Hercules Capital's average media sentiment score of 0.86 beat FS KKR Capital's score of 0.80 indicating that Hercules Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hercules Capital
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FS KKR Capital
5 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 9.3%. FS KKR Capital pays an annual dividend of $1.68 per share and has a dividend yield of 13.9%. Hercules Capital pays out 79.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. FS KKR Capital pays out -124.4% of its earnings in the form of a dividend. Hercules Capital has raised its dividend for 1 consecutive years. FS KKR Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Hercules Capital has higher earnings, but lower revenue 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
Hercules Capital$532.49M6.03$339.74M$2.018.53
FS KKR Capital$1.52B2.20$11M-$1.35N/A

Hercules Capital currently has a consensus target price of $18.46, suggesting a potential upside of 7.63%. FS KKR Capital has a consensus target price of $10.93, suggesting a potential downside of 9.79%. Given Hercules Capital's stronger consensus rating and higher probable 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
Hercules Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75
FS KKR Capital
2 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75

Hercules Capital has a beta of 0.79, meaning that its share price is 21% less volatile than the broader market. Comparatively, FS KKR Capital has a beta of 0.83, meaning that its share price is 17% less volatile than the broader market.

19.7% of Hercules Capital shares are owned by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are owned by institutional investors. 2.0% of Hercules Capital shares are owned by company insiders. Comparatively, 0.2% of FS KKR Capital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Hercules Capital beats FS KKR Capital on 14 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 CapitalCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$3.21B$5.59B$14.03B$24.19B
Dividend Yield9.28%7.40%5.89%3.69%
P/E Ratio8.5237.8729.0129.09
Price / Sales6.031,200.69503.5013.85
Price / Cash8.9448.3030.2219.37
Price / Book1.413.733.714.91
Net Income$339.74M$417.15M$1.31B$1.06B
7 Day Performance1.90%0.78%0.27%1.33%
1 Month Performance7.25%0.23%0.73%2.33%
1 Year Performance-11.98%6.45%12.54%20.14%

Hercules Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
2.2393 of 5 stars
$17.19
-0.3%
$18.46
+7.4%
-11.4%$3.22B$532.49M8.55100
ARCC
Ares Capital
2.637 of 5 stars
$19.17
+2.2%
$20.40
+6.4%
-11.3%$13.47B$3.05B14.202,550
MFIC
MidCap Financial Investment
3.3027 of 5 stars
$9.72
+1.7%
$11.46
+17.9%
-22.5%$787.49M$22.82M243.06N/A
OCSL
Oaktree Specialty Lending
1.687 of 5 stars
$11.94
+2.8%
$11.83
-0.9%
-3.3%$1.02B$316.80M20.95N/A
SLRC
SLR Investment
3.4263 of 5 stars
$13.00
+3.3%
$14.10
+8.5%
-20.4%$686.30M$101.13M7.93N/A

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This page (NYSE:HTGC) was last updated on 8/10/2026 by MarketBeat.com Staff.
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