Correlation
The correlation between MAT and HTGC is 0.49, 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.
MAT vs. HTGC
Compare and contrast key facts about Mattel, Inc. (MAT) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAT or HTGC.
Performance
MAT vs. HTGC - Performance Comparison
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Key characteristics
MAT:
0.19
HTGC:
-0.07
MAT:
0.57
HTGC:
0.11
MAT:
1.08
HTGC:
1.02
MAT:
0.11
HTGC:
-0.05
MAT:
0.61
HTGC:
-0.12
MAT:
11.32%
HTGC:
10.19%
MAT:
43.47%
HTGC:
26.22%
MAT:
-83.67%
HTGC:
-68.30%
MAT:
-51.92%
HTGC:
-16.45%
Fundamentals
MAT:
$6.27B
HTGC:
$3.10B
MAT:
$1.50
HTGC:
$1.31
MAT:
12.63
HTGC:
13.31
MAT:
1.95
HTGC:
0.52
MAT:
1.16
HTGC:
6.30
MAT:
2.94
HTGC:
1.53
MAT:
$5.40B
HTGC:
$388.30M
MAT:
$2.75B
HTGC:
$322.74M
MAT:
$901.07M
HTGC:
$249.43M
Returns By Period
In the year-to-date period, MAT achieves a 6.82% return, which is significantly higher than HTGC's -8.51% return. Over the past 10 years, MAT has underperformed HTGC with an annualized return of -1.77%, while HTGC has yielded a comparatively higher 14.35% annualized return.
MAT
6.82%
19.19%
-0.42%
8.35%
-8.98%
15.51%
-1.77%
HTGC
-8.51%
0.75%
-2.90%
-1.88%
19.83%
21.74%
14.35%
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Risk-Adjusted Performance
MAT vs. HTGC — Risk-Adjusted Performance Rank
MAT
HTGC
MAT vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mattel, Inc. (MAT) and Hercules Capital, Inc. (HTGC). 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
MAT vs. HTGC - Dividend Comparison
MAT has not paid dividends to shareholders, while HTGC's dividend yield for the trailing twelve months is around 9.08%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAT Mattel, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.92% | 5.52% | 5.59% | 4.91% |
HTGC Hercules Capital, Inc. | 9.08% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.34% | 8.58% | 9.93% | 8.13% |
Drawdowns
MAT vs. HTGC - Drawdown Comparison
The maximum MAT drawdown since its inception was -83.67%, which is greater than HTGC's maximum drawdown of -68.30%. Use the drawdown chart below to compare losses from any high point for MAT and HTGC.
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Volatility
MAT vs. HTGC - Volatility Comparison
Mattel, Inc. (MAT) has a higher volatility of 13.35% compared to Hercules Capital, Inc. (HTGC) at 5.75%. This indicates that MAT's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MAT vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Mattel, Inc. and Hercules Capital, 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
MAT vs. HTGC - Profitability Comparison
MAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mattel, Inc. reported a gross profit of 408.10M and revenue of 826.60M. Therefore, the gross margin over that period was 49.4%.
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%.
MAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mattel, Inc. reported an operating income of 17.20M and revenue of 826.60M, resulting in an operating margin of 2.1%.
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%.
MAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mattel, Inc. reported a net income of -40.30M and revenue of 826.60M, resulting in a net margin of -4.9%.
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%.