Stock comparison
Hercules Capital
S&P Global
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
HTGC
Hercules Capital
Market cap
$2.87B
Sector
Financials
SPGI
S&P Global
Market cap
$123.61B
Sector
Financials
Overall winner
S&P Global SPGI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HTGC | SPGI | Winner |
|---|---|---|---|
| Warren Buffett | 54C | 74C | SPGI |
| Benjamin Graham | 57C | 66B | SPGI |
| Philip Fisher | 59C | 70C | SPGI |
| Peter Lynch | 50C | 68C | SPGI |
| Joel Greenblatt | 79B | 42D | HTGC |
| Charlie Munger | 73C | 70B | HTGC |
| Terry Smith | 62C | 70B | SPGI |
Side-by-side metrics
| Metric | HTGC | SPGI |
|---|---|---|
| Market cap | $2.87B | $123.61B |
| P/E (TTM) | 8.8x | 25.1x |
| EV/EBIT | 15.1x | 20.3x |
| ROIC (TTM) | 50.76% | 9.89% |
| Gross margin | 85.75% | 70.47% |
| Net margin | 55.72% | 30.37% |
| Revenue CAGR 5y | 15.3% | 16.6% |
| EPS CAGR 5y | 6.09% | 3.96% |
| Debt / Equity | 1.1x | 0.4x |
| Dividend yield | 12.59% | 0.95% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
HTGC leads on
- Dividend yield12.59%vs 0.95%+92%
- ROIC (TTM)50.76%vs 9.89%+81%
- P/E (TTM)8.8xvs 25.1x+65%
- Net margin55.72%vs 30.37%+46%
SPGI leads on
- Market cap$123.61Bvs $2.87B+98%
- Debt / Equity0.4xvs 1.1x+61%
- Revenue CAGR 5y16.6%vs 15.3%+8%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.