Correlation
The correlation between SELF and HTGC is 0.14, 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.
SELF vs. HTGC
Compare and contrast key facts about Global Self Storage, Inc. (SELF) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SELF or HTGC.
Performance
SELF vs. HTGC - Performance Comparison
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Key characteristics
SELF:
0.97
HTGC:
-0.07
SELF:
1.50
HTGC:
0.11
SELF:
1.18
HTGC:
1.02
SELF:
1.13
HTGC:
-0.05
SELF:
6.19
HTGC:
-0.12
SELF:
3.70%
HTGC:
10.19%
SELF:
23.44%
HTGC:
26.22%
SELF:
-45.24%
HTGC:
-68.30%
SELF:
0.00%
HTGC:
-16.45%
Fundamentals
SELF:
$65.31M
HTGC:
$3.09B
SELF:
$0.22
HTGC:
$1.35
SELF:
26.18
HTGC:
13.06
SELF:
0.00
HTGC:
0.52
SELF:
5.17
HTGC:
6.29
SELF:
1.39
HTGC:
1.53
SELF:
$12.62M
HTGC:
$388.30M
SELF:
$7.09M
HTGC:
$322.74M
SELF:
$4.66M
HTGC:
$249.43M
Returns By Period
In the year-to-date period, SELF achieves a 9.62% return, which is significantly higher than HTGC's -8.51% return. Over the past 10 years, SELF has underperformed HTGC with an annualized return of 11.47%, while HTGC has yielded a comparatively higher 14.35% annualized return.
SELF
9.62%
11.20%
16.89%
22.68%
5.06%
12.85%
11.47%
HTGC
-8.51%
1.26%
-2.90%
-2.87%
19.83%
21.74%
14.35%
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Risk-Adjusted Performance
SELF vs. HTGC — Risk-Adjusted Performance Rank
SELF
HTGC
SELF vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global Self Storage, Inc. (SELF) 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
SELF vs. HTGC - Dividend Comparison
SELF's dividend yield for the trailing twelve months is around 5.07%, less than HTGC's 9.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SELF Global Self Storage, Inc. | 5.07% | 5.48% | 6.30% | 5.66% | 4.56% | 6.48% | 6.05% | 6.63% | 5.64% | 5.45% | 6.93% | 7.16% |
HTGC Hercules Capital, Inc. | 9.08% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
SELF vs. HTGC - Drawdown Comparison
The maximum SELF drawdown since its inception was -45.24%, smaller than the maximum HTGC drawdown of -68.30%. Use the drawdown chart below to compare losses from any high point for SELF and HTGC.
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Volatility
SELF vs. HTGC - Volatility Comparison
Global Self Storage, Inc. (SELF) has a higher volatility of 10.45% compared to Hercules Capital, Inc. (HTGC) at 5.75%. This indicates that SELF'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
SELF vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Global Self Storage, 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
SELF vs. HTGC - Profitability Comparison
SELF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Global Self Storage, Inc. reported a gross profit of 1.92M and revenue of 3.13M. Therefore, the gross margin over that period was 61.3%.
HTGC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
SELF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Global Self Storage, Inc. reported an operating income of 723.67K and revenue of 3.13M, resulting in an operating margin of 23.2%.
HTGC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Hercules Capital, Inc. reported an operating income of 56.76M and revenue of 102.10M, resulting in an operating margin of 55.6%.
SELF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Global Self Storage, Inc. reported a net income of 555.15K and revenue of 3.13M, resulting in a net margin of 17.8%.
HTGC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Hercules Capital, Inc. reported a net income of 50.34M and revenue of 102.10M, resulting in a net margin of 49.3%.