COMP <GO>
AAMI vs HTGC // FREE CASH FLOW YIELD
Acadian Asset Management Inc. (NYSE) VS. Hercules Capital Inc. (NYSE) • 15-METRIC TALLY: AAMI 4
— HTGC 3
▲ FREE CASH FLOW YIELD LEADER: AAMI
LAST: $91.32 (+0.06%) • MKT CAP: $3.24B
fcf-yield
-0.86%
LAST: $16.90 (+1.75%) • MKT CAP: $3.16B
fcf-yield
-13.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAMI VS. HTGC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAMI | HTGC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 40.30% | 15.30% | +25.00 | AAMI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.2x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -0.86% | -13.46% | +12.60 | AAMI | /fcf-yield <GO> |
| Operating Margin | 23.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 14.20% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 11.50% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 10.31% | -10.31 | HTGC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | AAMI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.1 | 48.8 | -1.69 | HTGC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.7x | 8.6x | +29.10 | HTGC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.24B | $3.16B | $77.9M | AAMI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAMI REV | HTGC REV | AAMI GROSS % | HTGC GROSS % | AAMI FCF | HTGC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $563.7M | $0 | — | — | -$27.8M | -$425.8M |
| FY 2024 | $505.6M | $0 | — | — | $33.0M | -$118.1M |
| FY 2023 | $426.6M | $0 | — | — | $49.1M | $68.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAMI // BETA 1.08
HTGC // BETA —