HTGC vs. MAIN
Compare and contrast key facts about Hercules Capital, Inc. (HTGC) and Main Street Capital Corporation (MAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTGC or MAIN.
Correlation
The correlation between HTGC and MAIN is 0.46, 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.
Performance
HTGC vs. MAIN - Performance Comparison
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Key characteristics
HTGC:
0.01
MAIN:
0.87
HTGC:
0.18
MAIN:
1.33
HTGC:
1.03
MAIN:
1.19
HTGC:
0.01
MAIN:
0.92
HTGC:
0.03
MAIN:
3.13
HTGC:
9.63%
MAIN:
6.17%
HTGC:
26.13%
MAIN:
21.38%
HTGC:
-68.30%
MAIN:
-64.53%
HTGC:
-16.59%
MAIN:
-12.77%
Fundamentals
HTGC:
$3.09B
MAIN:
$4.81B
HTGC:
$1.33
MAIN:
$5.90
HTGC:
13.26
MAIN:
9.15
HTGC:
0.52
MAIN:
2.09
HTGC:
6.30
MAIN:
8.88
HTGC:
1.55
MAIN:
1.67
HTGC:
$388.30M
MAIN:
$735.48M
HTGC:
$322.74M
MAIN:
$607.66M
HTGC:
$249.43M
MAIN:
$544.08M
Returns By Period
In the year-to-date period, HTGC achieves a -8.66% return, which is significantly lower than MAIN's -5.25% return. Both investments have delivered pretty close results over the past 10 years, with HTGC having a 14.44% annualized return and MAIN not far behind at 14.29%.
HTGC
-8.66%
2.65%
-3.68%
0.26%
23.59%
14.44%
MAIN
-5.25%
1.05%
7.46%
18.45%
22.65%
14.29%
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Risk-Adjusted Performance
HTGC vs. MAIN — Risk-Adjusted Performance Rank
HTGC
MAIN
HTGC vs. MAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and Main Street Capital Corporation (MAIN). 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.
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Dividends
HTGC vs. MAIN - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 9.09%, more than MAIN's 7.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 9.09% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
MAIN Main Street Capital Corporation | 7.71% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.02% | 7.42% | 9.15% | 8.72% |
Drawdowns
HTGC vs. MAIN - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.30%, which is greater than MAIN's maximum drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for HTGC and MAIN. For additional features, visit the drawdowns tool.
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Volatility
HTGC vs. MAIN - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HTGC) is 6.00%, while Main Street Capital Corporation (MAIN) has a volatility of 6.53%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
HTGC vs. MAIN - Financials Comparison
This section allows you to compare key financial metrics between Hercules Capital, Inc. and Main Street 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.
Total Revenue: Total amount of money received from sales and other business activities
HTGC vs. MAIN - Profitability Comparison
HTGC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a gross profit of 88.19M and revenue of 102.10M. Therefore, the gross margin over that period was 86.4%.
MAIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported a gross profit of 139.52M and revenue of 170.69M. Therefore, the gross margin over that period was 81.7%.
HTGC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported an operating income of 56.76M and revenue of 102.10M, resulting in an operating margin of 55.6%.
MAIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported an operating income of 123.46M and revenue of 170.69M, resulting in an operating margin of 72.3%.
HTGC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a net income of 50.34M and revenue of 102.10M, resulting in a net margin of 49.3%.
MAIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported a net income of 116.08M and revenue of 170.69M, resulting in a net margin of 68.0%.