Stock comparison
Hercules Capital
MSCI
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
HCXY
Hercules Capital
Market cap
$3.52B
Sector
Financials
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HCXY | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 45D | 80A | MSCI |
| Benjamin Graham | 62C | 71B | MSCI |
| Philip Fisher | 54C | 82A | MSCI |
| Peter Lynch | 62C | 70B | MSCI |
| Joel Greenblatt | 30F | 80A | MSCI |
| Charlie Munger | 50C | 87C | MSCI |
| Terry Smith | 44D | 88C | MSCI |
Side-by-side metrics
| Metric | HCXY | MSCI |
|---|---|---|
| Market cap | $3.52B | $42.85B |
| P/E (TTM) | 15.8x | 31.2x |
| EV/EBIT | 8.1x | 27.5x |
| ROIC (TTM) | 4.54% | 38.53% |
| Gross margin | 95.77% | 82.86% |
| Net margin | 52.14% | 40.74% |
| Revenue CAGR 5y | 15.03% | 11.29% |
| EPS CAGR 5y | 6.09% | 15.35% |
| Debt / Equity | 0.0x | - |
| Dividend yield | 6.26% | 1.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
HCXY leads on
- ROIC (TTM)4.54%vs 38.53%+92%
- Dividend yield6.26%vs 1.37%+78%
- EV/EBIT8.1xvs 27.5x+71%
- P/E (TTM)15.8xvs 31.2x+49%
MSCI leads on
- Debt / Equity-vs 0.0x+100%
- Market cap$42.85Bvs $3.52B+92%
- EPS CAGR 5y15.35%vs 6.09%+60%
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.