Stock comparison
Hercules Capital
MSCI
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
HTGC
Hercules Capital
Market cap
$2.87B
Sector
Financials
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HTGC | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 54C | 80A | MSCI |
| Benjamin Graham | 57C | 71B | MSCI |
| Philip Fisher | 59C | 82A | MSCI |
| Peter Lynch | 50C | 70B | MSCI |
| Joel Greenblatt | 79B | 80A | MSCI |
| Charlie Munger | 73C | 87C | MSCI |
| Terry Smith | 62C | 88C | MSCI |
Side-by-side metrics
| Metric | HTGC | MSCI |
|---|---|---|
| Market cap | $2.87B | $42.85B |
| P/E (TTM) | 8.8x | 31.2x |
| EV/EBIT | 15.1x | 27.5x |
| ROIC (TTM) | 50.76% | 38.53% |
| Gross margin | 85.75% | 82.86% |
| Net margin | 55.72% | 40.74% |
| Revenue CAGR 5y | 15.3% | 11.29% |
| EPS CAGR 5y | 6.09% | 15.35% |
| Debt / Equity | 1.1x | - |
| Dividend yield | 12.59% | 1.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
HTGC leads on
- Dividend yield12.59%vs 1.37%+89%
- P/E (TTM)8.8xvs 31.2x+72%
- EV/EBIT15.1xvs 27.5x+45%
- Net margin55.72%vs 40.74%+27%
MSCI leads on
- Debt / Equity-vs 1.1x+149%
- Market cap$42.85Bvs $2.87B+93%
- EPS CAGR 5y15.35%vs 6.09%+60%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.