Hercules Capital, Inc. (HTGC)

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Hercules Capital, Inc. (HTGC) is down 12.7% since the beginning of the year. At $16 per share, HTGC is trading 21.1% below its 52-week high of $20. Investors who bought $1,000 worth of HTGC shares 5 years ago would now be looking at an investment worth $1,572.

Hercules Capital, Inc. (HTGC) has returned -12.68% so far this year and -1.58% over the past 12 months. Over the last ten years, HTGC has had an annualized return of 13.52%, just under the S&P 500 Index benchmark’s 13.75%.

Based on dividend-adjusted daily data since Jun 9, 2005, HTGC's average daily return is +0.06%, while the average monthly return is +1.28%. At this rate, an investment would double in approximately 4.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +34.3%, while the worst month was Mar 2020 at -42.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HTGC closed higher 51% of trading days. The best single day was Nov 24, 2008 with a return of +20.1%, while the worst single day was Mar 16, 2020 at -18.3%.

Hercules Capital, Inc. has an annualized alpha of 6.09%, beta of 0.98, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since June 10, 2005.

• This stock captured 111.02% of S&P 500 Index gains and 100.16% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.33 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

HTGC ranks 35 for risk / return — below 35% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and compare them to S&P 500 Index.

Hercules Capital, Inc. provided a 11.66% dividend yield over the last twelve months, with an annual payout of $1.81 per share.

The table displays the monthly dividend distributions for Hercules Capital, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Hercules Capital, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hercules Capital, Inc. was 68.21%, occurring on Mar 5, 2009. Recovery took 150 trading sessions.

The current Hercules Capital, Inc. drawdown is 17.44%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Hercules Capital, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Hercules Capital, Inc. is priced in the market compared to other companies in the Mortgage Finance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.