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

Correlation

The correlation between VEEV and HTGC is 0.24, 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.


-0.50.00.51.00.2

Performance

VEEV vs. HTGC - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
20.53%
0.20%
VEEV
HTGC

Key characteristics

Sharpe Ratio

VEEV:

0.71

HTGC:

1.25

Sortino Ratio

VEEV:

1.19

HTGC:

1.58

Omega Ratio

VEEV:

1.16

HTGC:

1.26

Calmar Ratio

VEEV:

0.44

HTGC:

1.51

Martin Ratio

VEEV:

1.74

HTGC:

4.58

Ulcer Index

VEEV:

12.47%

HTGC:

6.02%

Daily Std Dev

VEEV:

30.75%

HTGC:

21.97%

Max Drawdown

VEEV:

-61.35%

HTGC:

-68.29%

Current Drawdown

VEEV:

-35.03%

HTGC:

-8.45%

Fundamentals

Market Cap

VEEV:

$36.76B

HTGC:

$3.21B

EPS

VEEV:

$4.04

HTGC:

$2.04

PE Ratio

VEEV:

56.04

HTGC:

9.40

PEG Ratio

VEEV:

1.25

HTGC:

0.52

Total Revenue (TTM)

VEEV:

$2.66B

HTGC:

$507.35M

Gross Profit (TTM)

VEEV:

$1.96B

HTGC:

$452.75M

EBITDA (TTM)

VEEV:

$667.50M

HTGC:

$8.23M

Returns By Period

In the year-to-date period, VEEV achieves a 15.07% return, which is significantly lower than HTGC's 24.10% return. Over the past 10 years, VEEV has outperformed HTGC with an annualized return of 23.17%, while HTGC has yielded a comparatively lower 13.69% annualized return.


VEEV

YTD

15.07%

1M

3.68%

6M

23.95%

1Y

20.80%

5Y*

9.35%

10Y*

23.17%

HTGC

YTD

24.10%

1M

-0.31%

6M

0.20%

1Y

27.70%

5Y*

18.16%

10Y*

13.69%

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Risk-Adjusted Performance

VEEV vs. HTGC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Veeva Systems Inc. (VEEV) 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.


Sharpe ratio
The chart of Sharpe ratio for VEEV, currently valued at 0.68, compared to the broader market-4.00-2.000.002.000.681.25
The chart of Sortino ratio for VEEV, currently valued at 1.15, compared to the broader market-4.00-2.000.002.004.001.151.58
The chart of Omega ratio for VEEV, currently valued at 1.15, compared to the broader market0.501.001.502.001.151.26
The chart of Calmar ratio for VEEV, currently valued at 0.42, compared to the broader market0.002.004.006.000.421.51
The chart of Martin ratio for VEEV, currently valued at 1.67, compared to the broader market0.0010.0020.001.674.58
VEEV
HTGC

The current VEEV Sharpe Ratio is 0.71, which is lower than the HTGC Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of VEEV 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.68
1.25
VEEV
HTGC

Dividends

VEEV vs. HTGC - Dividend Comparison

VEEV has not paid dividends to shareholders, while HTGC's dividend yield for the trailing twelve months is around 8.41%.


TTM20232022202120202019201820172016201520142013
VEEV
Veeva Systems Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HTGC
Hercules Capital, Inc.
8.41%11.40%14.90%9.34%9.57%9.49%11.40%9.45%8.79%10.17%8.33%6.77%

Drawdowns

VEEV vs. HTGC - Drawdown Comparison

The maximum VEEV drawdown since its inception was -61.35%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for VEEV and HTGC. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-35.03%
-8.45%
VEEV
HTGC

Volatility

VEEV vs. HTGC - Volatility Comparison

Veeva Systems Inc. (VEEV) has a higher volatility of 12.87% compared to Hercules Capital, Inc. (HTGC) at 5.37%. This indicates that VEEV'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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
12.87%
5.37%
VEEV
HTGC

Financials

VEEV vs. HTGC - Financials Comparison

This section allows you to compare key financial metrics between Veeva Systems 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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