Hercules Capital, Inc. (HTGC)vsKKR & Co. Inc. (KKR)
HTGC
Hercules Capital, Inc.
$15.28
-1.86%
FINANCIAL SERVICES · Cap: $2.90B
KKR
KKR & Co. Inc.
$95.48
-0.16%
FINANCIAL SERVICES · Cap: $91.45B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 4472% more annual revenue ($25.35B vs $554.52M). HTGC leads profitability with a 59.9% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.53. HTGC earns a higher WallStSmart Score of 68/100 (B-).
HTGC
Strong Buy68
out of 100
Grade: B-
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 60 of every $100 in revenue as profit
Strong operational efficiency at 84.0%
Growing faster than its price suggests
18.4% revenue growth
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Areas to Watch
Elevated debt levels
Earnings declined 20.8%
Negative free cash flow — burning cash
Distress zone — elevated risk
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
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 59.9% and operating margin at 84.0%. Revenue growth of 18.4% demonstrates continued momentum.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : HTGC
The primary concerns for HTGC are Debt/Equity, EPS Growth, Free Cash Flow.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.
Key Dynamics to Monitor
HTGC profiles as a growth stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
HTGC is growing revenue faster at 18.4% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
HTGC scores higher overall (68/100 vs 48/100), backed by strong 59.9% margins and 18.4% revenue growth. Both earn "Strong Buy" and "Hold" 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 prominent publicly traded business development company that specializes in offering customized debt and equity financing solutions primarily to venture growth-stage companies across sectors such as technology and life sciences. With a strong focus on innovation and rapid expansion, Hercules employs its extensive industry expertise to strategically invest in high-growth firms, thereby fostering scalability while maintaining a diversified portfolio that emphasizes credit quality and risk-adjusted returns. As a pivotal partner for entrepreneurial ventures, Hercules Capital is committed to driving sustainable value, making it an appealing investment opportunity for institutional investors seeking exposure to dynamic sectors.
Visit Website →KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.
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