Hercules CapitalHTGC +2.04%60 12-1 Month Momentum % is -17.29% as of Jul. 12, 2026. GuruFocus rates HTGC with a GF Score™ of 60/100 and a GF Value™ of $18.75 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 1,669 Asset Management companies, Hercules Capital ranks worse than 76.27% on this metric.
12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2026-07-12), Hercules Capital's 12-1 Month Momentum % is -17.29%.
The industry rank for Hercules Capital's 12-1 Month Momentum % or its related term are showing as below:
HTGC's 12-1 Month Momentum % is ranked worse than 76.27% of 1669
companies
in the Asset Management industry
Industry Median: -0.68
vs HTGC: -17.29
Hercules Capital (NYSE:HTGC) 12-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Hercules Capital 12-1 Month Momentum % Related Terms
HTGC vs JPC, FSK, DBRG: 12-1 Month Momentum % Comparison
For the Asset Management subindustry, Hercules Capital's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Hercules Capital 12-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Hercules Capital's 12-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Hercules Capital's 12-1 Month Momentum % falls into.
Hercules Capital (NYSE:HTGC) 12-1 Month Momentum % Calculation
12-1 Month Momentum % is calculated as following:
12-1 Month Momentum %
=
( Price 1-month ago
/
Price 12-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a 12-1 Month Momentum % of -17.29% mean?
Hercules Capital (HTGC) has a 12-1 Month Momentum % of -17.29% as of Jul. 12, 2026. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Hercules Capital and its competitors. According to the industry distribution chart, Hercules Capital ranks #1273 out of 1669 companies in the Asset Management industry, placing it in the top 76.3%.
Is Hercules Capital's 12-1 Month Momentum % too high?
Hercules Capital's current 12-1 Month Momentum % is -17.29%. Based on the distribution chart, Hercules Capital ranks #1273 out of 1669 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Hercules Capital has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Hercules Capital's 12-1 Month Momentum % compare to JPC and FSK?
According to the Asset Management industry distribution chart, Hercules Capital ranks #1273 out of 1669 companies for 12-1 Month Momentum %. This places Hercules Capital in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 12-1 Month Momentum % for an Asset Management company?
A good 12-1 Month Momentum % depends on the Asset Management industry context. However, 12-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 12-1 Month Momentum % mean?
A high 12-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Hercules Capital and its competitors. Hercules Capital's current 12-1 Month Momentum % is -17.29%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hercules Capital stock overvalued right now?
Based on GuruFocus' analysis, Hercules Capital (HTGC) is currently considered Modestly Undervalued. The stock's GF Value™ is $18.75, compared to a current price of $16.01 — trading 14.6% below its estimated fair value. The current 12-1 Month Momentum % is -17.29%. Hercules Capital's overall GF Score™ is 60/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 12-1 Month Momentum % calculated?
12-1 Month Momentum % is calculated from a company's financial statements. For Hercules Capital (HTGC), the current 12-1 Month Momentum % is -17.29% as of Jul. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Hercules Capital (HTGC) Overvalued in 2026?
Based on GuruFocus' analysis, Hercules Capital stock appears to be undervalued.
The current stock price of $16.01 is trading 14.6% below its estimated GF Value™ of $18.75.
GuruFocus considers Hercules Capital to be Modestly Undervalued.
Key valuation signals for HTGC:
12-1 Month Momentum %: -17.29%
GF Value™: $18.75 vs. price of $16.01 (14.6% below fair value)
No single metric tells the full story. See the HTGC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Hercules Capital Inc is a specialty finance company focused on providing senior secured loans to high-growth, venture capital-backed, and institutional-backed companies in a variety of technology and life sciences industries. The company's primary business objectives are to increase its net income, net investment income, and net asset value (NAV) through its investments mainly in structured debt or senior secured debt instruments of venture capital-backed and institutional-backed companies across a variety of technology-related industries at attractive yields. It finances companies belonging to computer software and hardware, networking systems, semiconductors, medical devices, bio-pharmaceutical, and other related sectors.
60GF Score
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