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TRIN vs. HTGC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
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TRIN vs. HTGC

Last updated May 16, 2025

Compare and contrast key facts about Trinity Capital Inc. (TRIN) and Hercules Capital, Inc. (HTGC).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRIN or HTGC.

Correlation

The correlation between TRIN and HTGC 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.

Performance

TRIN vs. HTGC - Performance Comparison

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

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Key characteristics

Sharpe Ratio

TRIN:

0.65

HTGC:

0.01

Sortino Ratio

TRIN:

1.00

HTGC:

0.18

Omega Ratio

TRIN:

1.13

HTGC:

1.03

Calmar Ratio

TRIN:

0.85

HTGC:

0.01

Martin Ratio

TRIN:

2.85

HTGC:

0.03

Ulcer Index

TRIN:

4.66%

HTGC:

9.63%

Daily Std Dev

TRIN:

21.28%

HTGC:

26.13%

Max Drawdown

TRIN:

-43.12%

HTGC:

-68.30%

Current Drawdown

TRIN:

-8.09%

HTGC:

-16.59%

Fundamentals

Market Cap

TRIN:

$957.48M

HTGC:

$3.09B

EPS

TRIN:

$2.22

HTGC:

$1.33

PE Ratio

TRIN:

6.65

HTGC:

13.26

PEG Ratio

TRIN:

5.26

HTGC:

0.52

PS Ratio

TRIN:

3.99

HTGC:

6.30

PB Ratio

TRIN:

1.15

HTGC:

1.55

Total Revenue (TTM)

TRIN:

$233.07M

HTGC:

$388.30M

Gross Profit (TTM)

TRIN:

$200.95M

HTGC:

$322.74M

EBITDA (TTM)

TRIN:

$198.43M

HTGC:

$249.43M

Returns By Period

In the year-to-date period, TRIN achieves a 5.19% return, which is significantly higher than HTGC's -8.66% return.

TRIN

YTD

5.19%

1M

2.36%

6M

11.32%

1Y

13.77%

5Y*

N/A

10Y*

N/A

HTGC

YTD

-8.66%

1M

2.65%

6M

-3.68%

1Y

0.26%

5Y*

23.59%

10Y*

14.44%

*Annualized

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Risk-Adjusted Performance

TRIN vs. HTGC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRIN
The Risk-Adjusted Performance Rank of TRIN is 7373
Overall Rank
The Sharpe Ratio Rank of TRIN is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of TRIN is 6666
Sortino Ratio Rank
The Omega Ratio Rank of TRIN is 6565
Omega Ratio Rank
The Calmar Ratio Rank of TRIN is 8181
Calmar Ratio Rank
The Martin Ratio Rank of TRIN is 7878
Martin Ratio Rank
HTGC
The Risk-Adjusted Performance Rank of HTGC is 4747
Overall Rank
The Sharpe Ratio Rank of HTGC is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of HTGC is 4141
Sortino Ratio Rank
The Omega Ratio Rank of HTGC is 4242
Omega Ratio Rank
The Calmar Ratio Rank of HTGC is 5151
Calmar Ratio Rank
The Martin Ratio Rank of HTGC is 5151
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.

TRIN vs. HTGC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Trinity Capital Inc. (TRIN) 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.

The current TRIN Sharpe Ratio is 0.65, which is higher than the HTGC Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of TRIN and HTGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

TRIN vs. HTGC - Dividend Comparison

TRIN's dividend yield for the trailing twelve months is around 13.85%, more than HTGC's 9.09% yield.

TTM20242023202220212020201920182017201620152014
TRIN
Trinity Capital Inc.		13.85%14.10%14.04%21.32%7.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%

Drawdowns

TRIN vs. HTGC - Drawdown Comparison

The maximum TRIN drawdown since its inception was -43.12%, smaller than the maximum HTGC drawdown of -68.30%. Use the drawdown chart below to compare losses from any high point for TRIN and HTGC. For additional features, visit the drawdowns tool.

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Volatility

TRIN vs. HTGC - Volatility Comparison

Trinity Capital Inc. (TRIN) has a higher volatility of 6.85% compared to Hercules Capital, Inc. (HTGC) at 6.00%. This indicates that TRIN'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

TRIN vs. HTGC - Financials Comparison

This section allows you to compare key financial metrics between Trinity Capital 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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0050.00M100.00M150.00M20212022202320242025
62.67M
102.10M
(TRIN) Total Revenue
(HTGC) Total Revenue
Values in USD except per share items

TRIN vs. HTGC - Profitability Comparison

The chart below illustrates the profitability comparison between Trinity Capital Inc. and Hercules Capital, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
83.0%
86.4%
(TRIN) Gross Margin
(HTGC) Gross Margin
TRIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Trinity Capital Inc. reported a gross profit of 52.03M and revenue of 62.67M. Therefore, the gross margin over that period was 83.0%.

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%.

TRIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Trinity Capital Inc. reported an operating income of 47.54M and revenue of 62.67M, resulting in an operating margin of 75.9%.

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%.

TRIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Trinity Capital Inc. reported a net income of 33.00M and revenue of 62.67M, resulting in a net margin of 52.7%.

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%.