Performance of HTGC Hercules Capital | 43.4% 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 Day -0.61% -1.21%
1 Week 0.38% 2.49%
1 Month 8.28% 5.31%
3 Months 18.5% 9.12%
6 Months 30.5% 16.86%
12 Months 43.4% 24.89%
YTD 32.1% 15.53%
Rel. Perf. 1m 0.18
Rel. Perf. 3m 1.00
Rel. Perf. 6m 1.12
Rel. Perf. 12m 1.12

Is Hercules Capital a good stock to buy?

Neither. Based on ValueRay Fundamental Analyses, Hercules Capital is currently (July 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -12.55 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 July 2024 is 24.69. This means that HTGC is currently undervalued and has a potential upside of +16.52% (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 1.07% 7.19% 13.79% 19.43%
US NASDAQ 100 QQQ 2.91% 9.30% 14.07% 14.83%
US Dow Jones Industrial 30 DIA -1.91% 3.53% 21.04% 25.80%
German DAX 40 DBXD 1.31% 7.06% 20.19% 32.04%
UK FTSE 100 ISFU 0.22% 5.78% 16.00% 31.81%
Shanghai Shenzhen CSI 300 CSI 300 -0.33% 9.06% 22.78% 51.40%
Hongkong Hang Seng HSI 0.44% 10.24% 29.26% 59.01%
Japan Nikkei 225 EXX7 4.46% 6.06% 26.09% 34.30%
India NIFTY 50 INDA -0.08% 5.33% 14.07% 14.53%
Brasil Bovespa EWZ 3.39% 4.51% 42.37% 52.40%

HTGC Hercules Capital vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.65% 6.27% 14.10% 11.61%
Consumer Discretionary XLY 0.13% 3.27% 20.64% 31.65%
Consumer Staples XLP -1.23% 6.79% 20.46% 36.70%
Energy XLE -3.05% 2.08% 11.75% 28.87%
Financial XLF -2.11% 2.97% 13.65% 18.47%
Health Care XLV 0.54% 7.06% 24.16% 33.63%
Industrial XLI -1.31% 5.97% 17.39% 26.89%
Materials XLB -1.05% 6.25% 18.91% 32.59%
Real Estate XLRE -1.79% 1.80% 22.89% 34.50%
Technology XLK 3.55% 11.15% 15.44% 14.98%
Utilities XLU 1.36% 6.24% 13.91% 37.53%
Aerospace & Defense XAR -1.01% 5.37% 17.73% 23.93%
Biotech XBI 0.81% -0.60% 18.33% 28.41%
Homebuilder XHB -5.07% 0.63% 11.37% 5.93%
Retail XRT 0.42% 7.26% 17.87% 25.85%

HTGC Hercules Capital vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 1.66% 6.72% 14.81% 27.55%
Natural Gas UNG 7.67% 37.52% 67.07% 94.84%
Gold GLD -0.75% 3.50% 10.01% 19.43%
Silver SLV 5.54% 7.39% -0.20% 22.85%
Copper CPER 5.53% 12.43% 17.18% 30.75%

Returns of HTGC vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.45% 9.15% 28.86% 47.87%
iShares High Yield Corp. Bond HYG 0.05% 6.86% 26.03% 33.37%
Does Hercules Capital outperform its market, is HTGC a Sector Leader?
Yes, over the last 12 months Hercules Capital (HTGC) made 43.36%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.89%.
Over the last 3 months HTGC made 18.49%, while XLF made 9.12%.
Period HTGC XLF S&P 500
1 Month 8.28% 5.31% 1.09%
3 Months 18.49% 9.12% 11.00%
12 Months 43.36% 24.89% 23.93%