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

Correlation

The correlation between HTGC and TPVG is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.4

Performance

HTGC vs. TPVG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hercules Capital, Inc. (HTGC) and TriplePoint Venture Growth BDC Corp. (TPVG). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
253.79%
47.93%
HTGC
TPVG

Key characteristics

Sharpe Ratio

HTGC:

0.02

TPVG:

-0.77

Sortino Ratio

HTGC:

0.20

TPVG:

-0.98

Omega Ratio

HTGC:

1.03

TPVG:

0.87

Calmar Ratio

HTGC:

0.02

TPVG:

-0.50

Martin Ratio

HTGC:

0.06

TPVG:

-1.74

Ulcer Index

HTGC:

8.93%

TPVG:

14.63%

Daily Std Dev

HTGC:

26.06%

TPVG:

33.25%

Max Drawdown

HTGC:

-68.50%

TPVG:

-81.78%

Current Drawdown

HTGC:

-17.49%

TPVG:

-48.69%

Fundamentals

Market Cap

HTGC:

$3.14B

TPVG:

$243.63M

EPS

HTGC:

$1.61

TPVG:

$0.82

PE Ratio

HTGC:

11.24

TPVG:

7.40

PEG Ratio

HTGC:

0.52

TPVG:

2.69

PS Ratio

HTGC:

6.36

TPVG:

2.25

PB Ratio

HTGC:

1.60

TPVG:

0.72

Total Revenue (TTM)

HTGC:

$286.20M

TPVG:

$31.19M

Gross Profit (TTM)

HTGC:

$234.55M

TPVG:

$26.56M

EBITDA (TTM)

HTGC:

$192.67M

TPVG:

$31.10M

Returns By Period

In the year-to-date period, HTGC achieves a -9.65% return, which is significantly higher than TPVG's -15.11% return. Over the past 10 years, HTGC has outperformed TPVG with an annualized return of 13.66%, while TPVG has yielded a comparatively lower 4.17% annualized return.


HTGC

YTD

-9.65%

1M

-6.75%

6M

-6.24%

1Y

0.12%

5Y*

25.26%

10Y*

13.66%

TPVG

YTD

-15.11%

1M

-14.14%

6M

-2.30%

1Y

-25.12%

5Y*

8.99%

10Y*

4.17%

*Annualized

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Risk-Adjusted Performance

HTGC vs. TPVG — 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 4949
Overall Rank
The Sharpe Ratio Rank of HTGC is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of HTGC is 4343
Sortino Ratio Rank
The Omega Ratio Rank of HTGC is 4343
Omega Ratio Rank
The Calmar Ratio Rank of HTGC is 5353
Calmar Ratio Rank
The Martin Ratio Rank of HTGC is 5252
Martin Ratio Rank

TPVG
The Risk-Adjusted Performance Rank of TPVG is 1313
Overall Rank
The Sharpe Ratio Rank of TPVG is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of TPVG is 1313
Sortino Ratio Rank
The Omega Ratio Rank of TPVG is 1414
Omega Ratio Rank
The Calmar Ratio Rank of TPVG is 2020
Calmar Ratio Rank
The Martin Ratio Rank of TPVG is 33
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. TPVG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and TriplePoint Venture Growth BDC Corp. (TPVG). 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 0.02, compared to the broader market-2.00-1.000.001.002.003.00
HTGC: 0.02
TPVG: -0.77
The chart of Sortino ratio for HTGC, currently valued at 0.20, compared to the broader market-6.00-4.00-2.000.002.004.00
HTGC: 0.20
TPVG: -0.98
The chart of Omega ratio for HTGC, currently valued at 1.03, compared to the broader market0.501.001.502.00
HTGC: 1.03
TPVG: 0.87
The chart of Calmar ratio for HTGC, currently valued at 0.02, compared to the broader market0.001.002.003.004.005.00
HTGC: 0.02
TPVG: -0.50
The chart of Martin ratio for HTGC, currently valued at 0.06, compared to the broader market-10.000.0010.0020.00
HTGC: 0.06
TPVG: -1.74

The current HTGC Sharpe Ratio is 0.02, which is higher than the TPVG Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of HTGC and TPVG, 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 Ratio-1.00-0.500.000.501.001.50December2025FebruaryMarchAprilMay
0.02
-0.77
HTGC
TPVG

Dividends

HTGC vs. TPVG - Dividend Comparison

HTGC's dividend yield for the trailing twelve months is around 8.98%, less than TPVG's 21.63% yield.


TTM20242023202220212020201920182017201620152014
HTGC
Hercules Capital, Inc.
8.98%7.96%11.40%14.90%9.34%9.57%9.49%11.40%9.34%8.58%9.93%8.13%
TPVG
TriplePoint Venture Growth BDC Corp.
21.63%18.97%14.73%14.86%8.02%11.81%10.13%14.14%11.35%12.22%12.04%8.22%

Drawdowns

HTGC vs. TPVG - Drawdown Comparison

The maximum HTGC drawdown since its inception was -68.50%, smaller than the maximum TPVG drawdown of -81.78%. Use the drawdown chart below to compare losses from any high point for HTGC and TPVG. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-17.49%
-48.69%
HTGC
TPVG

Volatility

HTGC vs. TPVG - Volatility Comparison

The current volatility for Hercules Capital, Inc. (HTGC) is 13.55%, while TriplePoint Venture Growth BDC Corp. (TPVG) has a volatility of 16.37%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than TPVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
13.55%
16.37%
HTGC
TPVG

Financials

HTGC vs. TPVG - Financials Comparison

This section allows you to compare key financial metrics between Hercules Capital, Inc. and TriplePoint Venture Growth BDC Corp.. 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


0.0050.00M100.00M150.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
47.93M
-3.59M
(HTGC) Total Revenue
(TPVG) Total Revenue
Values in USD except per share items