WallStSmart

Hercules Capital, Inc. (HCXY)vsAffiliated Managers Group, Inc. (MGR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MGR leads profitability with a 0.0% profit margin vs 0.0%. MGR earns a higher WallStSmart Score of 28/100 (F).

HCXY

Avoid

18

out of 100

Grade: F

Growth: 6.0Profit: 5.0Value: 5.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.98

MGR

Avoid

28

out of 100

Grade: F

Growth: 3.3Profit: 5.5Value: 5.0Quality: 5.5
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HCXY0 strengths · Avg: 0/10

No standout strengths identified

MGR1 strengths · Avg: 9.0/10
Return on EquityProfitability
25.6%9/10

Every $100 of equity generates 26 in profit

Areas to Watch

HCXY4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.31B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

MGR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : HCXY

HCXY has a balanced fundamental profile.

Bull Case : MGR

The strongest argument for MGR centers on Return on Equity.

Bear Case : HCXY

The primary concerns for HCXY are Revenue Growth, EPS Growth, Market Cap.

Bear Case : MGR

The primary concerns for MGR are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

MGR is growing revenue faster at 0.0% — sustainability is the question.

Monitor INVESTMENT BANKING & INVESTMENT SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MGR scores higher overall (28/100 vs 18/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Hercules Capital, Inc.

FINANCIALS · INVESTMENT BANKING & INVESTMENT SERVICES · USA

Hercules Capital, Inc. (HCXY) is a leading publicly traded business development company that focuses on providing tailored financing solutions primarily to the life sciences and technology sectors. With a commitment to capital preservation and achieving risk-adjusted returns, Hercules leverages its deep industry knowledge and strategic alliances to offer both debt and equity investments that support innovation and growth. By strategically identifying high-potential firms in competitive markets, Hercules positions itself as an appealing financial partner for institutional investors aiming for diversified exposure to rapidly evolving sectors.

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Affiliated Managers Group, Inc.

FINANCIALS · INVESTMENT BANKING & INVESTMENT SERVICES · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

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