HTGC vs. WHF
Compare and contrast key facts about Hercules Capital, Inc. (HTGC) and WhiteHorse Finance, Inc. (WHF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTGC or WHF.
Key characteristics
| HTGC | WHF | |
|---|---|---|
| YTD Return | 17.81% | 8.72% |
| 1Y Return | 63.09% | 21.42% |
| 3Y Return (Ann) | 15.89% | 5.62% |
| 5Y Return (Ann) | 20.95% | 10.17% |
| 10Y Return (Ann) | 14.45% | 11.54% |
| Sharpe Ratio | 3.08 | 1.22 |
| Daily Std Dev | 20.79% | 20.41% |
| Max Drawdown | -68.29% | -57.48% |
| Current Drawdown | 0.00% | -0.23% |
Fundamentals
| HTGC | WHF | |
|---|---|---|
| Market Cap | $3.09B | $299.84M |
| EPS | $2.31 | $0.88 |
| PE Ratio | 8.26 | 14.66 |
| PEG Ratio | 0.52 | 1.01 |
| Revenue (TTM) | $460.67M | $103.26M |
| Gross Profit (TTM) | $321.69M | $87.53M |
Correlation
The correlation between HTGC and WHF is 0.32, 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.
Performance
HTGC vs. WHF - Performance Comparison
In the year-to-date period, HTGC achieves a 17.81% return, which is significantly higher than WHF's 8.72% return. Over the past 10 years, HTGC has outperformed WHF with an annualized return of 14.45%, while WHF has yielded a comparatively lower 11.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HTGC vs. WHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and WhiteHorse Finance, Inc. (WHF). 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.
Dividends
HTGC vs. WHF - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 9.52%, less than WHF's 11.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 9.52% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
WHF WhiteHorse Finance, Inc. | 11.64% | 12.60% | 11.17% | 9.90% | 11.34% | 11.75% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% | 9.40% |
Drawdowns
HTGC vs. WHF - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.29%, which is greater than WHF's maximum drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for HTGC and WHF. For additional features, visit the drawdowns tool.
Volatility
HTGC vs. WHF - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HTGC) is 3.73%, while WhiteHorse Finance, Inc. (WHF) has a volatility of 5.12%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than WHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HTGC vs. WHF - Financials Comparison
This section allows you to compare key financial metrics between Hercules Capital, Inc. and WhiteHorse Finance, Inc.. 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