AMZN.NEO vs. ARCC
AMZN.NEO (Amazon.com CDR) and ARCC (Ares Capital Corporation) are both stocks. AMZN.NEO operates in Internet Retail (Consumer Cyclical), while ARCC operates in Asset Management (Financial Services). Over the past 3 years, AMZN.NEO returned 22.80%/yr vs 11.75%/yr for ARCC. At a 0.28 correlation, their price movements are largely independent.
Performance
AMZN.NEO vs. ARCC - Performance Comparison
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Different Trading Currencies
AMZN.NEO is traded in CAD, while ARCC is traded in USD. To make them comparable, the ARCC values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AMZN.NEO achieves a 5.45% return, which is significantly higher than ARCC's -1.13% return.
AMZN.NEO
- 1D
- 3.14%
- 1M
- -7.04%
- YTD
- 5.45%
- 6M
- 8.99%
- 1Y
- 13.14%
- 3Y*
- 22.80%
- 5Y*
- —
- 10Y*
- —
ARCC
- 1D
- -0.91%
- 1M
- 2.80%
- YTD
- -1.13%
- 6M
- -2.04%
- 1Y
- -2.11%
- 3Y*
- 11.75%
- 5Y*
- 11.73%
- 10Y*
- 13.98%
AMZN.NEO vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AMZN.NEO Amazon.com CDR | 5.45% | 2.68% | 41.82% | 78.72% | -50.79% | -10.18% |
ARCC Ares Capital Corporation | -1.13% | -3.55% | 29.92% | 17.18% | 2.25% | 11.70% |
Correlation
The correlation between AMZN.NEO and ARCC is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 27, 2021 | 0.28 |
Fundamentals
AMZN.NEO:
CA$301.80B
ARCC:
$13.37B
AMZN.NEO:
$7.17
ARCC:
$1.63
AMZN.NEO:
2.82
ARCC:
11.42
AMZN.NEO:
0.31
ARCC:
4.99
AMZN.NEO:
0.58
ARCC:
0.95
AMZN.NEO:
$691.33B
ARCC:
$2.63B
AMZN.NEO:
$345.98B
ARCC:
$1.86B
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Return for Risk
AMZN.NEO vs. ARCC — Risk / Return Rank
AMZN.NEO
ARCC
AMZN.NEO vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amazon.com CDR (AMZN.NEO) and Ares Capital Corporation (ARCC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMZN.NEO | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.00 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | -0.11 | +0.71 |
| Martin ratioReturn relative to average drawdown | 1.38 | -0.21 | +1.59 |
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Drawdowns
AMZN.NEO vs. ARCC - Drawdown Comparison
The maximum AMZN.NEO drawdown since its inception was -56.92%, smaller than the maximum ARCC drawdown of -77.46%. Use the drawdown chart below to compare losses from any high point for AMZN.NEO and ARCC.
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Drawdown Indicators
| AMZN.NEO | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.92% | -77.46% | +20.54% |
Max Drawdown (1Y)Largest decline over 1 year | -22.03% | -19.35% | -2.68% |
Max Drawdown (3Y)Largest decline over 3 years | -31.29% | -23.26% | -8.03% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.01% | — |
Current DrawdownCurrent decline from peak | -11.08% | -14.48% | +3.40% |
Average DrawdownAverage peak-to-trough decline | -19.74% | -10.18% | -9.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.56% | 10.18% | -0.62% |
Volatility
AMZN.NEO vs. ARCC - Volatility Comparison
Amazon.com CDR (AMZN.NEO) has a higher volatility of 8.58% compared to Ares Capital Corporation (ARCC) at 3.83%. This indicates that AMZN.NEO's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZN.NEO | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 3.83% | +4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 20.60% | 14.65% | +5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.83% | 18.63% | +11.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.55% | 20.86% | +14.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.55% | 26.17% | +9.38% |
Dividends
AMZN.NEO vs. ARCC - Dividend Comparison
AMZN.NEO has not paid dividends to shareholders, while ARCC's dividend yield for the trailing twelve months is around 10.31%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN.NEO Amazon.com CDR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARCC Ares Capital Corporation | 10.31% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
Financials
AMZN.NEO vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Amazon.com CDR and Ares Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMZN.NEO vs. ARCC - Profitability Comparison
AMZN.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amazon.com CDR reported a gross profit of 91.50B and revenue of 180.17B. Therefore, the gross margin over that period was 50.8%.
ARCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a gross profit of 550.00M and revenue of 763.00M. Therefore, the gross margin over that period was 72.1%.
AMZN.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amazon.com CDR reported an operating income of 17.42B and revenue of 180.17B, resulting in an operating margin of 9.7%.
ARCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported an operating income of 404.00M and revenue of 763.00M, resulting in an operating margin of 53.0%.
AMZN.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amazon.com CDR reported a net income of 21.19B and revenue of 180.17B, resulting in a net margin of 11.8%.
ARCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a net income of 92.00M and revenue of 763.00M, resulting in a net margin of 12.1%.
Frequently Asked Questions
AMZN.NEO and ARCC have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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