Hercules Capital, Inc. (HTGC)vsJPMorgan Chase & Co (JPM)
HTGC
Hercules Capital, Inc.
$16.41
-0.73%
FINANCIAL SERVICES · Cap: $3.11B
JPM
JPMorgan Chase & Co
$352.25
+4.18%
FINANCIAL SERVICES · Cap: $895.04B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 33588% more annual revenue ($190.73B vs $566.17M). HTGC leads profitability with a 67.7% profit margin vs 34.6%. HTGC appears more attractively valued with a PEG of 0.53. HTGC earns a higher WallStSmart Score of 76/100 (B+).
HTGC
Strong Buy76
out of 100
Grade: B+
JPM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 68 of every $100 in revenue as profit
Strong operational efficiency at 83.2%
Earnings expanding 54.7% YoY
Growing faster than its price suggests
Mega-cap, among the largest globally
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 42.6%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Distress zone — elevated risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : HTGC
The strongest argument for HTGC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 67.7% and operating margin at 83.2%. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bull Case : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 34.6% and operating margin at 42.6%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : HTGC
The primary concerns for HTGC are Debt/Equity, Altman Z-Score.
Bear Case : JPM
The primary concerns for JPM are Altman Z-Score, Debt/Equity. Debt-to-equity of 3.32 is elevated, increasing financial risk.
Key Dynamics to Monitor
JPM carries more volatility with a beta of 1.01 — expect wider price swings.
JPM is growing revenue faster at 10.2% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HTGC scores higher overall (76/100 vs 73/100), backed by strong 67.7% margins. Both earn "Strong Buy" and "Strong Buy" 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.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Hercules Capital, Inc. (HTGC) is a leading publicly traded business development company that specializes in providing tailored debt and equity financing solutions to growth-oriented companies, primarily in the technology and life sciences sectors. Leveraging its deep industry knowledge and expertise, Hercules focuses on investing in high-growth firms, facilitating their scalability while ensuring a diversified portfolio that prioritizes credit quality and risk-adjusted returns. As a strategic partner for innovative ventures, Hercules Capital is dedicated to fostering sustainable value, making it an attractive investment opportunity for institutional investors seeking exposure to dynamic and emerging markets.
Visit Website →JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
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