Stocks / HTGC vs UPST

HTGC vs UPST: Which Stock Is the Better Buy?

Hercules Capital, Inc. and Upstart Holdings, Inc. side by side — fundamentals from SEC filings, refreshed nightly. Sector: Financial Services.

HTGC is the larger company ($2.9B vs $2.9B). On the fundamentals, HTGC earns a higher net margin (77.5% vs 5.2%); HTGC has the stronger return on equity (15.3% vs 6.7%); HTGC trades cheaper on earnings (8.7× vs 73.1×). On the filings, HTGC carries fewer potential red flags (2 vs 3). Full numbers below — the stronger figure on each row is in green.

AI verdict — HTGC vs UPST, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Hercules Capital, Inc. (HTGC)Upstart Holdings, Inc. (UPST)
Market cap$2.9B$2.9B
Revenue (latest FY)$438.52M$1.02B
Net income (latest FY)$339.74M$53.60M
Revenue growth (5y CAGR)34.4%
Net margin77.5%5.2%
Return on equity15.3%6.7%
P/E ratio8.773.1
Dividend yield12.1%
Profitable years (of last 10)63
Positive free cash flowNoNo

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Use the filing period and source shown by each tool before treating two figures as comparable.

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See the full HTGC vs UPST breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open HTGC's full financials →   Open UPST's full financials →

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Frequently asked questions

Which is bigger, HTGC or UPST?

Hercules Capital, Inc. is larger by market capitalization — $2.9B versus $2.9B.

Which grows faster, HTGC or UPST?

Five-year growth data is not available for both companies.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

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HTGC fundamentals → · UPST fundamentals → · All 1,500+ companies → · Free screener →