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HTGC vs. ARCC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HTGC and ARCC is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

HTGC vs. ARCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hercules Capital, Inc. (HTGC) and Ares Capital Corporation (ARCC). The values are adjusted to include any dividend payments, if applicable.

750.00%800.00%850.00%900.00%950.00%1,000.00%1,050.00%1,100.00%NovemberDecember2025FebruaryMarchApril
868.06%
887.51%
HTGC
ARCC

Key characteristics

Sharpe Ratio

HTGC:

0.12

ARCC:

0.57

Sortino Ratio

HTGC:

0.32

ARCC:

0.92

Omega Ratio

HTGC:

1.05

ARCC:

1.14

Calmar Ratio

HTGC:

0.12

ARCC:

0.61

Martin Ratio

HTGC:

0.35

ARCC:

2.78

Ulcer Index

HTGC:

8.68%

ARCC:

4.13%

Daily Std Dev

HTGC:

26.02%

ARCC:

20.23%

Max Drawdown

HTGC:

-68.50%

ARCC:

-79.36%

Current Drawdown

HTGC:

-17.03%

ARCC:

-9.31%

Fundamentals

Market Cap

HTGC:

$3.10B

ARCC:

$14.44B

EPS

HTGC:

$1.61

ARCC:

$2.44

PE Ratio

HTGC:

11.14

ARCC:

8.65

PEG Ratio

HTGC:

0.52

ARCC:

3.95

PS Ratio

HTGC:

6.29

ARCC:

4.83

PB Ratio

HTGC:

1.56

ARCC:

1.06

Total Revenue (TTM)

HTGC:

$286.20M

ARCC:

$1.53B

Gross Profit (TTM)

HTGC:

$234.55M

ARCC:

$1.54B

EBITDA (TTM)

HTGC:

$192.67M

ARCC:

$1.40B

Returns By Period

In the year-to-date period, HTGC achieves a -9.14% return, which is significantly lower than ARCC's -1.35% return. Over the past 10 years, HTGC has outperformed ARCC with an annualized return of 13.69%, while ARCC has yielded a comparatively lower 12.35% annualized return.


HTGC

YTD

-9.14%

1M

-7.78%

6M

-6.38%

1Y

2.54%

5Y*

27.13%

10Y*

13.69%

ARCC

YTD

-1.35%

1M

-5.04%

6M

2.29%

1Y

12.07%

5Y*

23.92%

10Y*

12.35%

*Annualized

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Risk-Adjusted Performance

HTGC vs. ARCC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTGC
The Risk-Adjusted Performance Rank of HTGC is 5353
Overall Rank
The Sharpe Ratio Rank of HTGC is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of HTGC is 4646
Sortino Ratio Rank
The Omega Ratio Rank of HTGC is 4848
Omega Ratio Rank
The Calmar Ratio Rank of HTGC is 5858
Calmar Ratio Rank
The Martin Ratio Rank of HTGC is 5757
Martin Ratio Rank

ARCC
The Risk-Adjusted Performance Rank of ARCC is 7272
Overall Rank
The Sharpe Ratio Rank of ARCC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of ARCC is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ARCC is 6767
Omega Ratio Rank
The Calmar Ratio Rank of ARCC is 7777
Calmar Ratio Rank
The Martin Ratio Rank of ARCC is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HTGC vs. ARCC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and Ares Capital Corporation (ARCC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for HTGC, currently valued at 0.12, compared to the broader market-2.00-1.000.001.002.003.00
HTGC: 0.12
ARCC: 0.57
The chart of Sortino ratio for HTGC, currently valued at 0.32, compared to the broader market-6.00-4.00-2.000.002.004.00
HTGC: 0.32
ARCC: 0.92
The chart of Omega ratio for HTGC, currently valued at 1.05, compared to the broader market0.501.001.502.00
HTGC: 1.05
ARCC: 1.14
The chart of Calmar ratio for HTGC, currently valued at 0.12, compared to the broader market0.001.002.003.004.005.00
HTGC: 0.12
ARCC: 0.61
The chart of Martin ratio for HTGC, currently valued at 0.35, compared to the broader market-5.000.005.0010.0015.0020.00
HTGC: 0.35
ARCC: 2.78

The current HTGC Sharpe Ratio is 0.12, which is lower than the ARCC Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of HTGC and ARCC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.12
0.57
HTGC
ARCC

Dividends

HTGC vs. ARCC - Dividend Comparison

HTGC's dividend yield for the trailing twelve months is around 8.93%, less than ARCC's 9.10% yield.


TTM20242023202220212020201920182017201620152014
HTGC
Hercules Capital, Inc.
8.93%7.96%11.40%14.90%9.34%9.57%9.49%11.40%9.45%8.79%10.17%8.33%
ARCC
Ares Capital Corporation
9.10%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%10.06%

Drawdowns

HTGC vs. ARCC - Drawdown Comparison

The maximum HTGC drawdown since its inception was -68.50%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for HTGC and ARCC. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.03%
-9.31%
HTGC
ARCC

Volatility

HTGC vs. ARCC - Volatility Comparison

The current volatility for Hercules Capital, Inc. (HTGC) is 13.55%, while Ares Capital Corporation (ARCC) has a volatility of 15.61%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
13.55%
15.61%
HTGC
ARCC

Financials

HTGC vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between Hercules Capital, Inc. and Ares Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items