Profitability
Weight: 25%
A+
100
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 5.3%
- Operating Margin Trend +3.94 pp/yr
HTGC
Hercules Capital, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
C-
49
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 11.0%
- 5yr Share-Count CAGR 13.8%
Growth Quality
Weight: 10%
A-
85
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 32.9%
- 5yr EPS CAGR 5.6%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
F
0
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI -0.98x
Balance Sheet
Weight: 30%
A-
86
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 48.3%
- Interest Coverage (EBIT/Int) 3.96x
Stability
Weight: 10%
D+
42
- EPS Volatility (σ/μ) 0.42
- Piotroski F-Score 4
- Negative-Revenue Years (5) 3/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.1 of 2 gurus held; 1 added; 1 full exit.
- Holders
- 1 -1
- Avg Δ position
- +87.6%
- New buys
- 0
- Full exits
- 1