HTGC (Hercules Capital) Momentum Rank: 2 (As of Jul. 18, 2026) — 75% Below Median

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

HTGC Hercules Capital Inc HTGC
60 GF Score
Price $16.17
GF Value $18.87
Valuation Modestly Undervalued
! 5 Warning Signs
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What is Hercules Capital Momentum Rank?

Hercules Capital HTGC -1.22% 60 Momentum Rank is 2 as of Jul. 18, 2026, which is 75% below its 10-year median of 8.00. GuruFocus rates HTGC with a GF Score™ of 60/100 and a GF Value™ of $18.87 (Modestly Undervalued). The stock has 5 warning signs investors should review.

Hercules Capital has the Momentum Rank of 2.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Hercules Capital Momentum Rank Related Terms

HTGC vs JPC, FSK, DBRG: Momentum Rank Comparison

For the Asset Management subindustry, Hercules Capital's Momentum Rank, along with its competitors' market caps and Momentum Rank 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 Momentum Rank vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Hercules Capital's Momentum Rank distribution charts can be found below:

* The bar in red indicates where Hercules Capital's Momentum Rank falls into.


HTGC
60GF Score
Hercules Capital Inc HTGC
Momentum Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Momentum Rank →
What does a Momentum Rank of 2 mean?
Hercules Capital (HTGC) has a Momentum Rank of 2 as of Jul. 18, 2026. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Hercules Capital and its competitors. This is 75% below median its historical median of 8.00. Over the past decade, Hercules Capital's Momentum Rank has ranged from 2.00 to 10.00.
Is Hercules Capital's Momentum Rank too high?
Hercules Capital's current Momentum Rank of 2 is 75% below median its 10-year median of 8.00. Over the past 10 years, this metric has ranged from a low of 2.00 to a high of 10.00. 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 Momentum Rank compare to JPC and FSK?
Hercules Capital's Momentum Rank of 2 can be compared against companies in the Asset Management industry. Historically, Hercules Capital's own Momentum Rank has ranged from 2.00 to 10.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Momentum Rank for an Asset Management company?
A good Momentum Rank depends on the Asset Management industry context. However, Momentum Rank 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 Momentum Rank mean?
A high Momentum Rank can signal that a stock is expensive relative to its fundamentals. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Hercules Capital and its competitors. Hercules Capital's current Momentum Rank is 2, which is 75% below median its own 10-year median of 8.00. 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 $18.87, compared to a current price of $16.17 — trading 14.3% below its estimated fair value. The current Momentum Rank is 2, which is 75% below median its 10-year median of 8.00. 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 Momentum Rank calculated?
Momentum Rank is calculated from a company's financial statements. For Hercules Capital (HTGC), the current Momentum Rank is 2 as of Jul. 18, 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 $16.17 is trading 14.3% below its estimated GF Value™ of $18.87. GuruFocus considers Hercules Capital to be Modestly Undervalued.

Key valuation signals for HTGC:

  • Momentum Rank: 2 (75% below median its 10-year median of 8.00)
  • GF Value™: $18.87 vs. price of $16.17 (14.3% below fair value)
  • GF Score™: 60/100 with 5 warning signs

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 Business Description

Other Exchanges 0J4M:UK19H:Germany
Address 1 North B Street, Suite 2000, San Mateo, CA, USA, 94401
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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Momentum Rank is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.17
Price
$18.87
GF Value