HTGC (Hercules Capital) 5-Year Yield-on-Cost %: 19.35 (As of Jun. 28, 2026) — 24% Above Median


HTGC Hercules Capital Inc HTGC
60 GF Score
Price $15.58
GF Value $18.45
Valuation Modestly Undervalued
! 5 Warning Signs
View Full Analysis

What is Hercules Capital 5-Year Yield-on-Cost %?

Hercules Capital HTGC +2.23% 60 5-Year Yield-on-Cost % is 19.35 as of Jun. 28, 2026, which is 24% above its 10-year median of 15.65. GuruFocus rates HTGC with a GF Score™ of 60/100 and a GF Value™ of $18.45 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 1,110 Asset Management companies, Hercules Capital ranks better than 92.88% on this metric.

Hercules Capital's yield on cost for the quarter that ended in Mar. 2026 was 19.35.


The historical rank and industry rank for Hercules Capital's 5-Year Yield-on-Cost % or its related term are showing as below:

HTGC' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 11.35   Med: 15.65   Max: 30.91
Current: 19.35


During the past 13 years, Hercules Capital's highest Yield on Cost was 30.91. The lowest was 11.35. And the median was 15.65.


HTGC's 5-Year Yield-on-Cost % is ranked better than
92.88% of 1110 companies
in the Asset Management industry
Industry Median: 6.46 vs HTGC: 19.35

Hercules Capital  (NYSE:HTGC) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Hercules Capital 5-Year Yield-on-Cost % Related Terms


HTGC vs WT, EXG, DBRG: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Hercules Capital's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Hercules Capital's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Hercules Capital's 5-Year Yield-on-Cost % falls into.


HTGC
60GF Score
Hercules Capital Inc HTGC
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Hercules Capital 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Hercules Capital is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 19.35 mean?
Hercules Capital (HTGC) has a 5-Year Yield-on-Cost % of 19.35 as of Jun. 28, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Hercules Capital and its competitors. This is 24% above median its historical median of 15.65. Over the past decade, Hercules Capital's 5-Year Yield-on-Cost % has ranged from 11.35 to 30.91. According to the industry distribution chart, Hercules Capital ranks #79 out of 1110 companies in the Asset Management industry, placing it in the top 7.1%.
Is Hercules Capital's 5-Year Yield-on-Cost % too high?
Hercules Capital's current 5-Year Yield-on-Cost % of 19.35 is 24% above median its 10-year median of 15.65. Over the past 10 years, this metric has ranged from a low of 11.35 to a high of 30.91. The Asset Management industry median 5-Year Yield-on-Cost % is 6.46. Hercules Capital's value of 19.35 is 199.5% above this industry median. Based on the distribution chart, Hercules Capital ranks #79 out of 1110 companies in the Asset Management industry, which is in the top quartile — a strong position 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 5-Year Yield-on-Cost % compare to WT and EXG?
According to the Asset Management industry distribution chart, Hercules Capital ranks #79 out of 1110 companies for 5-Year Yield-on-Cost %. This places Hercules Capital in the top 7% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.46. Hercules Capital's value of 19.35 is 199.5% above this benchmark. Historically, Hercules Capital's own 5-Year Yield-on-Cost % has ranged from 11.35 to 30.91 over the past decade. While the company's 10-year median is 15.65 vs. the industry median of 6.46, Hercules Capital has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.46, based on 1,110 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Hercules Capital's current 5-Year Yield-on-Cost % of 19.35 is 199.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Hercules Capital and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hercules Capital's current 5-Year Yield-on-Cost % is 19.35, which is 24% above median its own 10-year median of 15.65. 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 $18.45, compared to a current price of $15.58 — trading 15.6% below its estimated fair value. The current 5-Year Yield-on-Cost % is 19.35, which is 24% above median its 10-year median of 15.65 and 199.5% above the Asset Management industry median of 6.46. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Hercules Capital (HTGC), the current 5-Year Yield-on-Cost % is 19.35 as of Jun. 28, 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 $15.58 is trading 15.6% below its estimated GF Value™ of $18.45. GuruFocus considers Hercules Capital to be Modestly Undervalued.

Key valuation signals for HTGC:

  • 5-Year Yield-on-Cost %: 19.35 (24% above median its 10-year median of 15.65)
  • GF Value™: $18.45 vs. price of $15.58 (15.6% below fair value)
  • GF Score™: 60/100 with 5 warning signs
  • Industry Position: 199.5% above the Asset Management median (#79 of 1110)

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

Get the complete analysis for HTGC

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$15.58
Price
$18.45
GF Value