PortfoliosLab logoPortfoliosLab logo
VEEV vs. HTGC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

Loading graphics...

VEEV vs. HTGC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEEV
Veeva Systems Inc.
-21.31%6.17%9.21%19.30%-36.83%-6.16%93.55%57.48%61.58%35.82%
HTGC
Hercules Capital, Inc.
-18.99%3.54%33.33%42.91%-10.42%26.50%14.49%39.86%-6.86%1.86%

Fundamentals

Market Cap

VEEV:

$29.56B

HTGC:

$2.79B

EPS

VEEV:

$5.43

HTGC:

$0.00

PS Ratio

VEEV:

9.20

HTGC:

6.25

PB Ratio

VEEV:

4.10

HTGC:

1.26

Total Revenue (TTM)

VEEV:

$3.20B

HTGC:

$451.96M

Gross Profit (TTM)

VEEV:

$2.41B

HTGC:

$388.62M

EBITDA (TTM)

VEEV:

$956.27M

HTGC:

$245.95M

Returns By Period

In the year-to-date period, VEEV achieves a -21.31% return, which is significantly lower than HTGC's -18.99% return. Over the past 10 years, VEEV has outperformed HTGC with an annualized return of 21.55%, while HTGC has yielded a comparatively lower 12.98% annualized return.


VEEV

1D
-0.17%
1M
-3.49%
YTD
-21.31%
6M
-41.04%
1Y
-24.16%
3Y*
-1.50%
5Y*
-8.09%
10Y*
21.55%

HTGC

1D
4.01%
1M
3.94%
YTD
-18.99%
6M
-17.22%
1Y
-14.23%
3Y*
16.72%
5Y*
9.21%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

VEEV vs. HTGC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VEEV
VEEV Risk / Return Rank: 1616
Overall Rank
VEEV Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
VEEV Sortino Ratio Rank: 1414
Sortino Ratio Rank
VEEV Omega Ratio Rank: 1414
Omega Ratio Rank
VEEV Calmar Ratio Rank: 2323
Calmar Ratio Rank
VEEV Martin Ratio Rank: 1818
Martin Ratio Rank

HTGC
HTGC Risk / Return Rank: 1717
Overall Rank
HTGC Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
HTGC Sortino Ratio Rank: 1818
Sortino Ratio Rank
HTGC Omega Ratio Rank: 1818
Omega Ratio Rank
HTGC Calmar Ratio Rank: 2323
Calmar Ratio Rank
HTGC Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VEEV vs. HTGC - Risk-Adjusted Trends 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.


VEEVHTGCDifference

Sharpe ratio

Return per unit of total volatility

-0.66

-0.56

-0.10

Sortino ratio

Return per unit of downside risk

-0.86

-0.62

-0.24

Omega ratio

Gain probability vs. loss probability

0.89

0.92

-0.02

Calmar ratio

Return relative to maximum drawdown

-0.57

-0.58

+0.01

Martin ratio

Return relative to average drawdown

-1.25

-1.54

+0.29

VEEV vs. HTGC - Sharpe Ratio Comparison

The current VEEV Sharpe Ratio is -0.66, which is comparable to the HTGC Sharpe Ratio of -0.56. 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.


Loading graphics...

Sharpe Ratios by Period


VEEVHTGCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.66

-0.56

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

0.36

-0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.47

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.35

-0.01

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.


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 12.73%.


TTM20252024202320222021202020192018201720162015
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.
12.73%9.99%9.56%11.40%13.77%9.76%9.02%9.49%11.40%9.45%8.79%10.17%

Drawdowns

VEEV vs. HTGC - Drawdown Comparison

The maximum VEEV drawdown since its inception was -61.35%, smaller than the maximum HTGC drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for VEEV and HTGC.


Loading graphics...

Drawdown Indicators


VEEVHTGCDifference

Max Drawdown

Largest peak-to-trough decline

-61.35%

-68.21%

+6.86%

Max Drawdown (1Y)

Largest decline over 1 year

-43.83%

-24.74%

-19.09%

Max Drawdown (5Y)

Largest decline over 5 years

-55.69%

-36.11%

-19.58%

Max Drawdown (10Y)

Largest decline over 10 years

-55.69%

-57.54%

+1.85%

Current Drawdown

Current decline from peak

-48.49%

-23.41%

-25.08%

Average Drawdown

Average peak-to-trough decline

-25.67%

-10.79%

-14.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.02%

9.38%

+10.64%

Volatility

VEEV vs. HTGC - Volatility Comparison

Veeva Systems Inc. (VEEV) has a higher volatility of 9.70% compared to Hercules Capital, Inc. (HTGC) at 8.67%. 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.


Loading graphics...

Volatility by Period


VEEVHTGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.70%

8.67%

+1.03%

Volatility (6M)

Calculated over the trailing 6-month period

24.97%

19.68%

+5.29%

Volatility (1Y)

Calculated over the trailing 1-year period

36.62%

25.56%

+11.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.40%

25.66%

+11.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.83%

27.76%

+10.07%

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


0.00200.00M400.00M600.00M800.00M20222023202420252026
835.95M
62.62M
(VEEV) Total Revenue
(HTGC) Total Revenue
Values in USD except per share items