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HTFB vs SUNS vs TPVG vs ARCC
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Residential
Asset Management
Asset Management
HTFB vs SUNS vs TPVG vs ARCC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | REIT - Residential | Asset Management | Asset Management |
| Market Cap | $1.14B | $103M | $243M | $13.61B |
| Revenue (TTM) | $96M | $26M | $97M | $3.15B |
| Net Income (TTM) | $45M | $12M | $-12M | $1.15B |
| Gross Margin | — | 79.9% | 83.5% | 75.7% |
| Operating Margin | — | 53.4% | 77.9% | 69.7% |
| Forward P/E | 24.6x | 6.6x | 6.5x | 9.9x |
| Total Debt | $0.00 | $122M | $469M | $15.99B |
| Cash & Equiv. | $106M | $6M | $20M | $924M |
HTFB vs SUNS vs TPVG vs ARCC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 24 | Feb 26 | Return |
|---|---|---|---|
| Horizon Technology … (HTFB) | 100 | 104.6 | +4.6% |
| Sunrise Realty Trus… (SUNS) | 100 | 78.6 | -21.4% |
| TriplePoint Venture… (TPVG) | 100 | 74.1 | -25.9% |
| Ares Capital Corpor… (ARCC) | 100 | 96.6 | -3.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HTFB vs SUNS vs TPVG vs ARCC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HTFB is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 182.9%, EPS growth 7.6%
- 182.9% NII/revenue growth vs ARCC's 32.9%
- 5.9% ROA vs TPVG's -1.5%
SUNS is the clearest fit if your priority is dividends.
- 15.3% yield, 2-year raise streak, vs TPVG's 17.1%
TPVG carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 0 yrs, beta 0.83, yield 17.1%
- Beta 0.83, yield 17.1%
- NIM 7.4% vs ARCC's 3.6%
- Lower P/E (6.5x vs 6.6x)
ARCC is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 139.2% 10Y total return vs HTFB's 21.2%
- Lower volatility, beta 0.77, current ratio 1.71x
- PEG 0.96 vs TPVG's 6.41
- Beta 0.77 vs SUNS's 0.86
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 182.9% NII/revenue growth vs ARCC's 32.9% | |
| Value | Lower P/E (6.5x vs 6.6x) | |
| Quality / Margins | 50.6% margin vs ARCC's 41.3% | |
| Stability / Safety | Beta 0.77 vs SUNS's 0.86 | |
| Dividends | 15.3% yield, 2-year raise streak, vs TPVG's 17.1% | |
| Momentum (1Y) | +19.3% vs SUNS's -12.3% | |
| Efficiency (ROA) | 5.9% ROA vs TPVG's -1.5% |
HTFB vs SUNS vs TPVG vs ARCC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
TPVG leads in 2 of 6 categories
HTFB leads 2 • ARCC leads 1 • SUNS leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
TPVG leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
ARCC is the larger business by revenue, generating $3.1B annually — 119.2x SUNS's $26M. TPVG is the more profitable business, keeping 50.6% of every revenue dollar as net income compared to ARCC's 41.3%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $96M | $26M | $97M | $3.1B |
| EBITDAEarnings before interest/tax | -$10M | $16M | -$22M | $2.0B |
| Net IncomeAfter-tax profit | $45M | $12M | -$12M | $1.1B |
| Free Cash FlowCash after capex | $37M | -$3M | $35M | $1.1B |
| Gross MarginGross profit ÷ Revenue | — | +79.9% | +83.5% | +75.7% |
| Operating MarginEBIT ÷ Revenue | — | +53.4% | +77.9% | +69.7% |
| Net MarginNet income ÷ Revenue | +47.4% | +46.0% | +50.6% | +41.3% |
| FCF MarginFCF ÷ Revenue | +59.0% | -13.0% | -58.7% | +36.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +108.1% | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +2.8% | -55.6% | -2.3% | -63.9% |
Valuation Metrics
TPVG leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 4.9x trailing earnings, TPVG trades at a 52% valuation discount to ARCC's 10.2x P/E. Adjusting for growth (PEG ratio), ARCC offers better value at 0.99x vs TPVG's 4.84x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $1.1B | $103M | $243M | $13.6B |
| Enterprise ValueMkt cap + debt − cash | $1.5B | $219M | $691M | $28.7B |
| Trailing P/EPrice ÷ TTM EPS | -160.75x | 8.12x | 4.91x | 10.19x |
| Forward P/EPrice ÷ next-FY EPS est. | 24.59x | 6.58x | 6.50x | 9.92x |
| PEG RatioP/E ÷ EPS growth rate | 1.03x | — | 4.84x | 0.99x |
| EV / EBITDAEnterprise value multiple | — | 12.93x | 9.13x | 13.09x |
| Price / SalesMarket cap ÷ Revenue | 33.58x | 3.92x | 2.50x | 4.33x |
| Price / BookPrice ÷ Book value/share | 2.76x | 0.54x | 0.68x | 0.93x |
| Price / FCFMarket cap ÷ FCF | 28.75x | — | — | 11.92x |
Profitability & Efficiency
HTFB leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
HTFB delivers a 14.9% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $-3 for TPVG. SUNS carries lower financial leverage with a 0.67x debt-to-equity ratio, signaling a more conservative balance sheet compared to TPVG's 1.33x. On the Piotroski fundamental quality scale (0–9), HTFB scores 5/9 vs SUNS's 3/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +14.9% | +6.6% | -3.4% | +8.1% |
| ROA (TTM)Return on assets | +5.9% | +4.6% | -1.5% | +3.8% |
| ROICReturn on invested capital | — | +6.0% | +7.2% | +5.7% |
| ROCEReturn on capital employed | — | +5.4% | +9.4% | +7.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 | 5 | 4 |
| Debt / EquityFinancial leverage | — | 0.67x | 1.33x | 1.12x |
| Net DebtTotal debt minus cash | -$106M | $116M | $449M | $15.1B |
| Cash & Equiv.Liquid assets | $106M | $6M | $20M | $924M |
| Total DebtShort + long-term debt | $0 | $122M | $469M | $16.0B |
| Interest CoverageEBIT ÷ Interest expense | -0.32x | 3.53x | -1.02x | 2.98x |
Total Returns (Dividends Reinvested)
ARCC leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ARCC five years ago would be worth $14,704 today (with dividends reinvested), compared to $8,649 for TPVG. Over the past 12 months, TPVG leads with a +19.3% total return vs SUNS's -12.3%. The 3-year compound annual growth rate (CAGR) favors ARCC at 10.3% vs SUNS's -3.6% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +3.0% | -13.4% | -6.3% | -4.9% |
| 1-Year ReturnPast 12 months | +6.5% | -12.3% | +19.3% | +0.4% |
| 3-Year ReturnCumulative with dividends | +20.4% | -10.5% | -3.4% | +34.2% |
| 5-Year ReturnCumulative with dividends | +23.1% | -10.5% | -13.5% | +47.0% |
| 10-Year ReturnCumulative with dividends | +21.2% | -10.5% | +93.3% | +139.2% |
| CAGR (3Y)Annualised 3-year return | +6.4% | -3.6% | -1.2% | +10.3% |
Risk & Volatility
HTFB leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
HTFB is the less volatile stock with a -0.04 beta — it tends to amplify market swings less than SUNS's 0.86 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HTFB currently trades 96.7% from its 52-week high vs SUNS's 65.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.04x | 0.86x | 0.83x | 0.77x |
| 52-Week HighHighest price in past year | $26.61 | $11.78 | $7.53 | $23.42 |
| 52-Week LowLowest price in past year | $24.70 | $7.39 | $4.48 | $17.40 |
| % of 52W HighCurrent price vs 52-week peak | +96.7% | +65.4% | +79.5% | +81.0% |
| RSI (14)Momentum oscillator 0–100 | 88.8 | 47.0 | 58.3 | 56.7 |
| Avg Volume (50D)Average daily shares traded | 2K | 105K | 504K | 7.5M |
Analyst Outlook
Evenly matched — SUNS and TPVG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: HTFB as "Hold", SUNS as "Hold", TPVG as "Hold", ARCC as "Buy". Consensus price targets imply 97.8% upside for SUNS (target: $15) vs 15.4% for ARCC (target: $22). For income investors, TPVG offers the higher dividend yield at 17.11% vs ARCC's 2.02%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $15.25 | $8.95 | $21.88 |
| # AnalystsCovering analysts | 12 | 8 | 12 | 32 |
| Dividend YieldAnnual dividend ÷ price | +5.0% | +15.3% | +17.1% | +2.0% |
| Dividend StreakConsecutive years of raises | 0 | 2 | 0 | 0 |
| Dividend / ShareAnnual DPS | — | $1.18 | $1.02 | $0.38 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
TPVG leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). HTFB leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.
HTFB vs SUNS vs TPVG vs ARCC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is HTFB or SUNS or TPVG or ARCC a better buy right now?
For growth investors, Horizon Technology Finance Corporation (HTFB) is the stronger pick with 182.
9% revenue growth year-over-year, versus 32. 9% for Ares Capital Corporation (ARCC). TriplePoint Venture Growth BDC Corp. (TPVG) offers the better valuation at 4. 9x trailing P/E (6. 5x forward), making it the more compelling value choice. Analysts rate Ares Capital Corporation (ARCC) a "Buy" — based on 32 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — HTFB or SUNS or TPVG or ARCC?
On trailing P/E, TriplePoint Venture Growth BDC Corp.
(TPVG) is the cheapest at 4. 9x versus Ares Capital Corporation at 10. 2x. On forward P/E, TriplePoint Venture Growth BDC Corp. is actually cheaper at 6. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Ares Capital Corporation wins at 0. 96x versus TriplePoint Venture Growth BDC Corp. 's 6. 41x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — HTFB or SUNS or TPVG or ARCC?
Over the past 5 years, Ares Capital Corporation (ARCC) delivered a total return of +47.
0%, compared to -13. 5% for TriplePoint Venture Growth BDC Corp. (TPVG). Over 10 years, the gap is even starker: ARCC returned +139. 2% versus SUNS's -10. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — HTFB or SUNS or TPVG or ARCC?
By beta (market sensitivity over 5 years), Horizon Technology Finance Corporation (HTFB) is the lower-risk stock at -0.
04β versus Sunrise Realty Trust, Inc. 's 0. 86β — meaning SUNS is approximately -2049% more volatile than HTFB relative to the S&P 500. On balance sheet safety, Sunrise Realty Trust, Inc. (SUNS) carries a lower debt/equity ratio of 67% versus 133% for TriplePoint Venture Growth BDC Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — HTFB or SUNS or TPVG or ARCC?
By revenue growth (latest reported year), Horizon Technology Finance Corporation (HTFB) is pulling ahead at 182.
9% versus 32. 9% for Ares Capital Corporation (ARCC). On earnings-per-share growth, the picture is similar: Horizon Technology Finance Corporation grew EPS 756. 3% year-over-year, compared to -23. 8% for Ares Capital Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — HTFB or SUNS or TPVG or ARCC?
TriplePoint Venture Growth BDC Corp.
(TPVG) is the more profitable company, earning 50. 6% net margin versus 41. 3% for Ares Capital Corporation — meaning it keeps 50. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TPVG leads at 77. 9% versus 0. 0% for HTFB. At the gross margin level — before operating expenses — SUNS leads at 90. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is HTFB or SUNS or TPVG or ARCC more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Ares Capital Corporation (ARCC) is the more undervalued stock at a PEG of 0. 96x versus TriplePoint Venture Growth BDC Corp. 's 6. 41x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, TriplePoint Venture Growth BDC Corp. (TPVG) trades at 6. 5x forward P/E versus 24. 6x for Horizon Technology Finance Corporation — 18. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SUNS: 97. 8% to $15. 25.
08Which pays a better dividend — HTFB or SUNS or TPVG or ARCC?
All stocks in this comparison pay dividends.
TriplePoint Venture Growth BDC Corp. (TPVG) offers the highest yield at 17. 1%, versus 2. 0% for Ares Capital Corporation (ARCC).
09Is HTFB or SUNS or TPVG or ARCC better for a retirement portfolio?
For long-horizon retirement investors, Horizon Technology Finance Corporation (HTFB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
04), 5. 0% yield). Both have compounded well over 10 years (HTFB: +21. 2%, SUNS: -10. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between HTFB and SUNS and TPVG and ARCC?
These companies operate in different sectors (HTFB (Financial Services) and SUNS (Real Estate) and TPVG (Financial Services) and ARCC (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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