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BCSF
Price
$16.64
Change
+$0.03 (+0.18%)
Updated
Nov 21 closing price
102 days until earnings call
HTGC
Price
$18.53
Change
-$0.29 (-1.54%)
Updated
Nov 21 closing price
83 days until earnings call
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BCSF vs HTGC

Header iconBCSF vs HTGC Comparison
Open Charts BCSF vs HTGCBanner chart's image
Bain Capital Specialty Finance
Price$16.64
Change+$0.03 (+0.18%)
Volume$152.76K
CapitalizationN/A
Hercules Capital
Price$18.53
Change-$0.29 (-1.54%)
Volume$1.64M
CapitalizationN/A
BCSF vs HTGC Comparison Chart
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BCSF
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
HTGC
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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VS
BCSF vs. HTGC commentary
Nov 22, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCSF is a Buy and HTGC is a Buy.

COMPARISON
Comparison
Nov 22, 2024
Stock price -- (BCSF: $16.64 vs. HTGC: $18.53)
Brand notoriety: BCSF and HTGC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BCSF: 91% vs. HTGC: 184%
Market capitalization -- BCSF: $1B vs. HTGC: $2.88B
BCSF [@Investment Managers] is valued at $1B. HTGC’s [@Investment Managers] market capitalization is $2.88B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.91B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BCSF’s FA Score shows that 2 FA rating(s) are green whileHTGC’s FA Score has 3 green FA rating(s).

  • BCSF’s FA Score: 2 green, 3 red.
  • HTGC’s FA Score: 3 green, 2 red.
According to our system of comparison, both BCSF and HTGC are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BCSF’s TA Score shows that 4 TA indicator(s) are bullish while HTGC’s TA Score has 4 bullish TA indicator(s).

  • BCSF’s TA Score: 4 bullish, 4 bearish.
  • HTGC’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, both BCSF and HTGC are a good buy in the short-term.

Price Growth

BCSF (@Investment Managers) experienced а -1.42% price change this week, while HTGC (@Investment Managers) price change was -2.73% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.37%. For the same industry, the average monthly price growth was +2.06%, and the average quarterly price growth was +6.15%.

Reported Earning Dates

BCSF is expected to report earnings on Mar 04, 2025.

HTGC is expected to report earnings on Feb 13, 2025.

Industries' Descriptions

@Investment Managers (+1.37% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
HTGC($2.88B) has a higher market cap than BCSF($1B). BCSF (8.14) and HTGC (7.88) have similar P/E ratio . HTGC YTD gains are higher at: 22.976 vs. BCSF (19.902). BCSF has less debt than HTGC: BCSF (1.26B) vs HTGC (1.56B). HTGC has higher revenues than BCSF: HTGC (426M) vs BCSF (138M).
BCSFHTGCBCSF / HTGC
Capitalization1B2.88B35%
EBITDAN/AN/A-
Gain YTD19.90222.97687%
P/E Ratio8.147.88103%
Revenue138M426M32%
Total Cash43MN/A-
Total Debt1.26B1.56B81%
FUNDAMENTALS RATINGS
BCSF vs HTGC: Fundamental Ratings
BCSF
HTGC
OUTLOOK RATING
1..100
7159
VALUATION
overvalued / fair valued / undervalued
1..100
10
Undervalued
7
Undervalued
PROFIT vs RISK RATING
1..100
4313
SMR RATING
1..100
2313
PRICE GROWTH RATING
1..100
5050
P/E GROWTH RATING
1..100
4844
SEASONALITY SCORE
1..100
32n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

HTGC's Valuation (7) in the null industry is in the same range as BCSF (10) in the Investment Trusts Or Mutual Funds industry. This means that HTGC’s stock grew similarly to BCSF’s over the last 12 months.

HTGC's Profit vs Risk Rating (13) in the null industry is in the same range as BCSF (43) in the Investment Trusts Or Mutual Funds industry. This means that HTGC’s stock grew similarly to BCSF’s over the last 12 months.

HTGC's SMR Rating (13) in the null industry is in the same range as BCSF (23) in the Investment Trusts Or Mutual Funds industry. This means that HTGC’s stock grew similarly to BCSF’s over the last 12 months.

HTGC's Price Growth Rating (50) in the null industry is in the same range as BCSF (50) in the Investment Trusts Or Mutual Funds industry. This means that HTGC’s stock grew similarly to BCSF’s over the last 12 months.

HTGC's P/E Growth Rating (44) in the null industry is in the same range as BCSF (48) in the Investment Trusts Or Mutual Funds industry. This means that HTGC’s stock grew similarly to BCSF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BCSFHTGC
RSI
ODDS (%)
N/A
Bullish Trend 1 day ago
76%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
54%
Bullish Trend 1 day ago
66%
Momentum
ODDS (%)
Bearish Trend 1 day ago
40%
Bearish Trend 1 day ago
37%
MACD
ODDS (%)
Bearish Trend 1 day ago
34%
Bearish Trend 1 day ago
35%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
43%
Bearish Trend 1 day ago
42%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
48%
Bearish Trend 1 day ago
43%
Advances
ODDS (%)
Bullish Trend 15 days ago
54%
N/A
Declines
ODDS (%)
Bearish Trend 3 days ago
43%
Bearish Trend 1 day ago
49%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
47%
Bullish Trend 1 day ago
72%
Aroon
ODDS (%)
Bullish Trend 1 day ago
54%
Bullish Trend 1 day ago
59%
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BCSF
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
HTGC
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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BCSF and

Correlation & Price change

A.I.dvisor indicates that over the last year, BCSF has been loosely correlated with NXDT. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if BCSF jumps, then NXDT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCSF
1D Price
Change %
BCSF100%
+0.18%
NXDT - BCSF
60%
Loosely correlated
+0.19%
HTGC - BCSF
57%
Loosely correlated
-1.54%
ARCC - BCSF
56%
Loosely correlated
-0.05%
MAIN - BCSF
56%
Loosely correlated
+0.19%
GBDC - BCSF
56%
Loosely correlated
-0.46%
More

HTGC and

Correlation & Price change

A.I.dvisor indicates that over the last year, HTGC has been closely correlated with MAIN. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if HTGC jumps, then MAIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTGC
1D Price
Change %
HTGC100%
-1.54%
MAIN - HTGC
69%
Closely correlated
+0.19%
ARCC - HTGC
64%
Loosely correlated
-0.05%
CCAP - HTGC
60%
Loosely correlated
-0.05%
FSK - HTGC
60%
Loosely correlated
+0.23%
BCSF - HTGC
57%
Loosely correlated
+0.18%
More