Ares Competitors
| ARCC Stock | USD 19.37 0.10 0.51% |
Ares Capital vs Carlyle Secured Correlation
Very poor diversification
The correlation between Ares Capital and CGBD is 0.88 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Ares Capital and CGBD in the same portfolio, assuming nothing else is changed.
Moving against Ares Stock
At present, Ares Capital's Return On Capital Employed is projected to slightly decrease based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.04, whereas Return On Equity is forecasted to decline to 0.07. At present, Ares Capital's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 360 M, whereas Total Current Assets are forecasted to decline to about 879.7 M.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ares Capital's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Ares Capital Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ares Capital and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Ares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Ares Capital does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Ares Stock performing well and Ares Capital Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Ares Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| TPVG | 1.44 | 0.09 | 0.00 | (0.22) | 1.90 | 2.51 | 9.96 | |||
| TSLX | 0.97 | (0.08) | 0.00 | (0.09) | 0.00 | 2.13 | 5.99 | |||
| MAIN | 1.06 | 0.03 | 0.01 | 0.12 | 1.09 | 2.36 | 5.50 | |||
| CSWC | 0.76 | 0.16 | 0.12 | 0.35 | 0.73 | 2.13 | 6.18 | |||
| GAIN | 0.65 | (0.01) | (0.08) | 0.04 | 0.70 | 1.40 | 3.47 | |||
| PFLT | 0.86 | 0.04 | (0.03) | (29.23) | 1.06 | 1.95 | 6.18 | |||
| PSEC | 1.56 | 0.14 | 0.06 | 0.26 | 1.73 | 4.67 | 10.09 | |||
| HTGC | 0.94 | (0.13) | 0.00 | (0.17) | 0.00 | 1.67 | 6.95 | |||
| GLAD | 1.07 | 0.03 | (0.03) | (0.04) | 1.60 | 2.10 | 11.51 | |||
| HRZN | 0.91 | 0.01 | (0.02) | 0.08 | 1.05 | 2.52 | 4.90 |
Cross Equities Net Income Analysis
Compare Ares Capital and related stocks such as Triplepoint Venture, Sixth Street Specialty, and Main Street Capital Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TPVG | 17.1 M | 17.1 M | 17.1 M | 17.1 M | 17.1 M | 15.5 M | 11.1 M | 19.2 M | 36.6 M | 31.8 M | 35.3 M | 76.6 M | (20.1 M) | (39.8 M) | 32 M | 28.8 M | 15.7 M |
| TSLX | 813 K | 813 K | 39.6 M | 67 M | 85 M | 63.6 M | 137 M | 111.6 M | 119 M | 154.6 M | 178.1 M | 211.8 M | 108.1 M | 222 M | 186.6 M | 214.6 M | 132.4 M |
| MAIN | 7.9 M | 63 M | 104.4 M | 96.9 M | 100.7 M | 104.4 M | 138.9 M | 170.6 M | 168.2 M | 129.6 M | 29.4 M | 330.8 M | 241.6 M | 428.4 M | 508.1 M | 584.3 M | 613.5 M |
| CSWC | 52.8 M | 93 M | 107.8 M | 112 M | 53.4 M | (5.4 M) | 23.5 M | 39.3 M | 33.1 M | (22.4 M) | 50.9 M | 42.8 M | 33.1 M | 83.4 M | 70.5 M | 81.1 M | 85.2 M |
| GAIN | 6.1 M | 22 M | 17.3 M | (1.3 M) | 50.2 M | 24.9 M | 44.8 M | 60.7 M | 81.6 M | (17.5 M) | 44.8 M | 105.5 M | 35.5 M | 85.3 M | 65.3 M | 75.1 M | 78.9 M |
| PFLT | 12 M | 12 M | 12 M | 20.5 M | 12.5 M | 33.5 M | 36.3 M | 33.5 M | (11.1 M) | 18.4 M | 56.5 M | 3.5 M | 39.3 M | 91.8 M | 66.4 M | 76.3 M | 80.1 M |
| PSEC | 8.8 M | 190.9 M | 220.9 M | 319 M | 346.3 M | 103.4 M | 252.9 M | 299.9 M | 144.5 M | (16.2 M) | 963.8 M | 582.6 M | (101.6 M) | 262.8 M | (469.9 M) | (540.4 M) | (513.4 M) |
| HTGC | (2 M) | 46.9 M | 46.8 M | 99.4 M | 71.2 M | 42.9 M | 68.7 M | 79 M | 76.5 M | 173.6 M | 227.3 M | 174.2 M | 102.1 M | 337.5 M | 263 M | 302.4 M | 317.5 M |
| GLAD | (92.6 K) | (8 M) | 32.2 M | 11.2 M | 8.5 M | 11.4 M | 17.2 M | 18.6 M | 19.9 M | (1.9 M) | 84.3 M | 19.9 M | 42.7 M | 94.7 M | 58.1 M | 66.8 M | 70.2 M |
| HRZN | 9.3 M | 11 M | 4 M | 3.5 M | 15.4 M | 11.9 M | (4.9 M) | 9.6 M | 13 M | 19.5 M | 6.4 M | 27.8 M | 21.2 M | (17.2 M) | (5.6 M) | (5.1 M) | (4.8 M) |
| SCM | 2.2 M | 2.2 M | 2.2 M | 17.5 M | 10.2 M | 7.7 M | 23.2 M | 22.6 M | 26.2 M | 26.4 M | 20.2 M | 33.6 M | 14.5 M | 17.5 M | 45.8 M | 52.7 M | 55.4 M |
| CGBD | (1.9 M) | (1.9 M) | (1.9 M) | (1.9 M) | 5.6 M | 18.7 M | 69.8 M | 84.2 M | 39.1 M | 61.3 M | 6.8 M | 160.4 M | 85.6 M | 92.3 M | 89 M | 102.3 M | 65.2 M |
Ares Capital and related stocks such as Triplepoint Venture, Sixth Street Specialty, and Main Street Capital Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Ares Capital financial statement analysis. It represents the amount of money remaining after all of Ares Capital operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Ares Capital Competitive Analysis
The better you understand Ares Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ares Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Ares Capital's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Ares Capital Competition Performance Charts
Five steps to successful analysis of Ares Capital Competition
Ares Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Ares Capital in relation to its competition. Ares Capital's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Ares Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Ares Capital's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Ares Capital, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Ares Capital Correlation with its peers. For information on how to trade Ares Stock refer to our How to Trade Ares Stock guide.You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Will Asset Management & Custody Banks sector continue expanding? Could Ares diversify its offerings? Factors like these will boost the valuation of Ares Capital. If investors know Ares will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Ares Capital data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.25) | Dividend Share 1.92 | Earnings Share 1.82 | Revenue Per Share | Quarterly Revenue Growth 0.045 |
Understanding Ares Capital requires distinguishing between market price and book value, where the latter reflects Ares's accounting equity. The concept of intrinsic value - what Ares Capital's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Ares Capital's price substantially above or below its fundamental value.
Understanding that Ares Capital's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Ares Capital represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Ares Capital's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.