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Performance of HTGC Hercules Capital | 41.3% in 12m

Compare HTGC with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Hercules Capital with its related Sector/Index XLF

Compare Hercules Capital with its related Sector/Index XLF

Performance Duell HTGC vs XLF

TimeFrame HTGC XLF
1 Week 2.03% 4.34%
1 Month 3.34% 5.41%
3 Months -3.46% 9.04%
6 Months 15.7% 20.87%
12 Months 41.3% 50.28%
YTD 28.3% 27.52%
Rel. Perf. 1m -0.20
Rel. Perf. 3m -1.06
Rel. Perf. 6m -0.40
Rel. Perf. 12m -0.40
Spearman 1m 0.65 0.662
Spearman 3m 0.23 0.887

Is Hercules Capital a good stock to buy?

Neither. Based on ValueRay Fundamental Analyses, Hercules Capital is currently (October 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -11.80 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HTGC as of October 2024 is 24.05. This means that HTGC is currently undervalued and has a potential upside of +19.41% (Margin of Safety).

Is HTGC a buy, sell or hold?

  • Strong Buy: 3
  • Buy: 2
  • Hold: 4
  • Sell: 0
  • Strong Sell: 0
Hercules Capital has received a consensus analysts rating of 3.89. Therefor, it is recommend to buy HTGC.
Values above 0%: HTGC is performing better - Values below 0%: HTGC is underperforming

Compare HTGC with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.95% -0.40% -1.41% 1.15%
US NASDAQ 100 QQQ 2.30% -0.56% -0.04% 1.79%
US Dow Jones Industrial 30 DIA 0.20% -0.61% 0.12% 8.43%
German DAX 40 DBXD 1.05% -1.00% 6.63% 11.39%
UK FTSE 100 ISFU 1.54% 4.06% 2.17% 17.08%
Shanghai Shenzhen CSI 300 CSI 300 10.46% -13.59% 7.33% 29.94%
Hongkong Hang Seng HSI 6.96% -5.75% -8.18% 30.21%
Japan Nikkei 225 EXX7 2.48% -0.81% 12.45% 18.31%
India NIFTY 50 INDA 3.36% 6.14% 5.13% 13.18%
Brasil Bovespa EWZ 2.45% 9.27% 18.46% 39.85%

HTGC Hercules Capital vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.19% -0.14% 1.77% 3.66%
Consumer Discretionary XLY 1.37% 0.23% -0.14% 9.19%
Consumer Staples XLP 0.96% 4.50% 2.40% 15.87%
Energy XLE 3.76% -0.82% 17.80% 37.40%
Financial XLF -2.31% -2.07% -5.20% -9.00%
Health Care XLV 2.28% 5.05% 4.75% 20.40%
Industrial XLI -0.07% -2.22% 0.25% -1.56%
Materials XLB -0.04% -0.87% 5.40% 9.57%
Real Estate XLRE -1.32% 3.91% -10.82% 0.86%
Technology XLK 2.17% -1.83% -0.45% -0.11%
Utilities XLU -1.69% -0.39% -13.38% -3.75%
Aerospace & Defense XAR -1.73% -3.66% -7.94% -1.57%
Biotech XBI -1.17% 4.96% -1.80% -7.34%
Homebuilder XHB -1.33% 1.18% -8.04% -35.30%
Retail XRT -2.43% 0.59% 4.23% 7.47%

HTGC Hercules Capital vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 8.65% 2.09% 23.64% 51.29%
Natural Gas UNG 14.06% 12.42% 23.11% 92.20%
Gold GLD -0.36% -1.42% 2.45% 5.85%
Silver SLV 0.23% 0.01% 3.91% 6.28%
Copper CPER 4.36% 1.85% 15.63% 18.09%

Returns of HTGC vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.33% 10.02% 8.50% 24.07%
iShares High Yield Corp. Bond HYG 1.71% 3.15% 7.41% 23.67%
Does Hercules Capital outperform its market, is HTGC a Sector Leader?
No, over the last 12 months Hercules Capital (HTGC) made 41.28%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 50.28%.
Over the last 3 months HTGC made -3.46%, while XLF made 9.04%.
Period HTGC XLF S&P 500
1 Month 3.34% 5.41% 3.74%
3 Months -3.46% 9.04% 4.88%
12 Months 41.28% 50.28% 40.13%