WallStSmart

Hercules Capital Inc (HCXY)vsAffiliated Managers Group Inc (MGR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MGR leads profitability with a 0.0% profit margin vs 0.0%. MGR earns a higher WallStSmart Score of 28/100 (F).

HCXY

Avoid

18

out of 100

Grade: F

Growth: 5.3Profit: 4.0Value: 6.7Quality: 7.5
Piotroski: 4/9Altman Z: 1.03

MGR

Avoid

28

out of 100

Grade: F

Growth: 3.3Profit: 5.0Value: 5.0Quality: 4.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HCXY1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

MGR1 strengths · Avg: 9.0/10
Return on EquityProfitability
20.3%9/10

Every $100 of equity generates 20 in profit

Areas to Watch

HCXY4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.32B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

MGR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : HCXY

The strongest argument for HCXY centers on Debt/Equity.

Bull Case : MGR

The strongest argument for MGR centers on Return on Equity.

Bear Case : HCXY

The primary concerns for HCXY are Revenue Growth, EPS Growth, Market Cap.

Bear Case : MGR

The primary concerns for MGR are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

MGR is growing revenue faster at 0.0% — sustainability is the question.

MGR generates stronger free cash flow (265M), providing more financial flexibility.

Monitor INVESTMENT BANKING & INVESTMENT SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MGR scores higher overall (28/100 vs 18/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Hercules Capital Inc

FINANCIALS · INVESTMENT BANKING & INVESTMENT SERVICES · USA

Hercules Capital Inc (HCXY) is a leading publicly traded business development company that specializes in providing financing solutions to growth-stage enterprises, particularly within the life sciences and technology sectors. By offering customized debt and equity financing, Hercules leverages its deep industry knowledge and strategic partnerships to foster innovation and drive value creation. The company's commitment to capital preservation and risk-adjusted returns positions it well for institutional investors seeking diversified exposure to high-growth industries, while its robust investment thesis underscores its capability to identify and support promising organizations in a competitive landscape.

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Affiliated Managers Group Inc

FINANCIALS · INVESTMENT BANKING & INVESTMENT SERVICES · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

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