Hercules Competitors
| HCXY Stock | USD 25.02 0.03 0.12% |
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Hercules Capital competition on your existing holdings.
Hercules |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Hercules Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hercules Capital Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Hercules Capital and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Hercules and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Hercules Capital does not affect the price movement of the other competitor.
| -0.25 | -0.33 | 0.35 | 0.35 | ECCX | ||
| -0.25 | 0.7 | 0.18 | -0.62 | CMSC | ||
| -0.33 | 0.7 | 0.11 | -0.92 | GPJA | ||
| 0.35 | 0.18 | 0.11 | -0.01 | ARGD | ||
| 0.35 | -0.62 | -0.92 | -0.01 | ENBA | ||
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between Hercules Stock performing well and Hercules Capital Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Hercules Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ECCX | 0.27 | 0.00 | (0.17) | 0.11 | 0.31 | 0.58 | 1.48 | |||
| CMSC | 0.26 | (0.04) | 0.00 | (1.37) | 0.00 | 0.49 | 1.43 | |||
| GPJA | 0.55 | (0.18) | 0.00 | (0.53) | 0.00 | 1.12 | 2.87 | |||
| ARGD | 0.53 | 0.00 | (0.08) | (0.02) | 0.71 | 0.88 | 2.87 | |||
| ENBA | 0.18 | 0.05 | (0.04) | (1.52) | 0.00 | 0.52 | 1.46 |
Cross Equities Net Income Analysis
Compare Hercules Capital and related stocks such as Eagle Point Credit, CMS Energy Corp, and Georgia Power Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CMSC | (269.8 M) | 415 M | 382 M | 452 M | 477 M | 523 M | 551 M | 460 M | 657 M | 680 M | 755 M | 728 M | 837 M | 887 M | 931.4 M |
| GPJA | 2.4 B | 2.4 B | 2.4 B | 1.6 B | 172.3 M | 215 M | 338 M | 1.1 B | 2.2 B | 1.7 B | 1.6 B | 584 M | 3.4 B | 2.1 B | 1.6 B |
| ARGD | (697.6 M) | (82.4 M) | 52.3 M | 143.2 M | 183.2 M | 163.2 M | 146.7 M | 50.3 M | 63.6 M | (8.4 M) | (54.1 M) | 6.7 M | (191.2 M) | (185.7 M) | (176.4 M) |
Hercules Capital and related stocks such as Eagle Point Credit, CMS Energy Corp, and Georgia Power Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Hercules Capital financial statement analysis. It represents the amount of money remaining after all of Hercules Capital operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Hercules Capital Competitive Analysis
The better you understand Hercules Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Hercules Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Hercules Capital's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Hercules Capital Competition Performance Charts
Five steps to successful analysis of Hercules Capital Competition
Hercules Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Hercules Capital in relation to its competition. Hercules Capital's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Hercules Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Hercules Capital's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Hercules Capital, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Hercules Capital position
In addition to having Hercules Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Broad Municipals ETFs Thematic Idea Now
Broad Municipals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Municipals ETFs theme has 51 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Broad Municipals ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Additional Tools for Hercules Stock Analysis
When running Hercules Capital's price analysis, check to measure Hercules Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hercules Capital is operating at the current time. Most of Hercules Capital's value examination focuses on studying past and present price action to predict the probability of Hercules Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hercules Capital's price. Additionally, you may evaluate how the addition of Hercules Capital to your portfolios can decrease your overall portfolio volatility.