Hercules Capital, Inc. (HTGC)vsKKR & Co. Inc. (KKR)
HTGC
Hercules Capital, Inc.
$16.69
-1.13%
FINANCIAL SERVICES · Cap: $3.07B
KKR
KKR & Co. Inc.
$105.66
-2.37%
FINANCIAL SERVICES · Cap: $100.90B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 4496% more annual revenue ($25.49B vs $554.52M). HTGC leads profitability with a 59.9% profit margin vs 12.4%. HTGC 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
Buy62
out of 100
Grade: C+
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
Earnings expanding 42.7% YoY
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
2.2% revenue growth
Elevated debt levels
Weak financial health signals
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, EPS Growth. PEG of 0.56 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, Revenue Growth, Debt/Equity. 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 value 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 62/100), backed by strong 59.9% margins and 18.4% revenue growth. Both earn "Strong Buy" and "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 →KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.
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