COMP <GO>
HTGC vs AAMI // DIVIDEND YIELD & FCF PAYOUT SAFETY
Hercules Capital Inc. (NYSE) VS. Acadian Asset Management Inc. (NYSE) • 15-METRIC TALLY: HTGC 3
— AAMI 4
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: HTGC
LAST: $16.53 (-0.36%) • MKT CAP: $3.14B
dividend-safety
10.31%
LAST: $87.52 (-1.57%) • MKT CAP: $3.16B
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HTGC VS. AAMI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HTGC | AAMI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.30% | 40.30% | -25.00 | AAMI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 22.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -13.46% | -0.86% | -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 ACTIVE | 10.31% | 0.00% | +10.31 | HTGC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 4/9 | -2.00 | AAMI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.6 | 40.9 | +7.70 | HTGC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.08 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.6x | 37.7x | -29.10 | HTGC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.14B | $3.16B | -$11.2M | AAMI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HTGC REV | AAMI REV | HTGC GROSS % | AAMI GROSS % | HTGC FCF | AAMI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.93B | $563.7M | — | — | -$425.8M | -$27.8M |
| FY 2024 | $1.61B | $505.6M | — | — | -$118.1M | $33.0M |
| FY 2023 | $1.52B | $426.6M | — | — | $68.3M | $49.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HTGC // BETA —
AAMI // BETA 1.08