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ARCC vs. GBDC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ARCC vs. GBDC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ares Capital Corporation (ARCC) and Golub Capital BDC, Inc. (GBDC). The values are adjusted to include any dividend payments, if applicable.

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ARCC vs. GBDC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARCC
Ares Capital Corporation
-8.14%1.07%19.78%20.03%-3.84%36.14%0.86%31.30%8.81%4.50%
GBDC
Golub Capital BDC, Inc.
-3.79%-0.50%13.57%27.69%-6.99%17.78%-14.73%21.09%-2.20%6.27%

Fundamentals

Market Cap

ARCC:

$12.64B

GBDC:

$3.35B

EPS

ARCC:

$1.64

GBDC:

$1.36

PE Ratio

ARCC:

11.04

GBDC:

9.34

PEG Ratio

ARCC:

1.65

GBDC:

5.26

PS Ratio

ARCC:

6.74

GBDC:

4.76

PB Ratio

ARCC:

0.88

GBDC:

0.86

Total Revenue (TTM)

ARCC:

$1.88B

GBDC:

$708.34M

Gross Profit (TTM)

ARCC:

$1.18B

GBDC:

$510.52M

EBITDA (TTM)

ARCC:

$1.08B

GBDC:

$338.37M

Returns By Period

In the year-to-date period, ARCC achieves a -8.14% return, which is significantly lower than GBDC's -3.79% return. Over the past 10 years, ARCC has outperformed GBDC with an annualized return of 12.06%, while GBDC has yielded a comparatively lower 6.38% annualized return.


ARCC

1D
2.03%
1M
-2.86%
YTD
-8.14%
6M
-5.60%
1Y
-7.68%
3Y*
9.44%
5Y*
8.83%
10Y*
12.06%

GBDC

1D
1.60%
1M
4.78%
YTD
-3.79%
6M
-2.94%
1Y
-4.52%
3Y*
9.81%
5Y*
6.94%
10Y*
6.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ARCC vs. GBDC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARCC
ARCC Risk / Return Rank: 1818
Overall Rank
ARCC Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
ARCC Sortino Ratio Rank: 1818
Sortino Ratio Rank
ARCC Omega Ratio Rank: 1717
Omega Ratio Rank
ARCC Calmar Ratio Rank: 2020
Calmar Ratio Rank
ARCC Martin Ratio Rank: 1818
Martin Ratio Rank

GBDC
GBDC Risk / Return Rank: 2424
Overall Rank
GBDC Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
GBDC Sortino Ratio Rank: 2222
Sortino Ratio Rank
GBDC Omega Ratio Rank: 2323
Omega Ratio Rank
GBDC Calmar Ratio Rank: 2727
Calmar Ratio Rank
GBDC Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARCC vs. GBDC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Golub Capital BDC, Inc. (GBDC). 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.


ARCCGBDCDifference

Sharpe ratio

Return per unit of total volatility

-0.48

-0.31

-0.18

Sortino ratio

Return per unit of downside risk

-0.55

-0.29

-0.26

Omega ratio

Gain probability vs. loss probability

0.93

0.96

-0.04

Calmar ratio

Return relative to maximum drawdown

-0.56

-0.38

-0.18

Martin ratio

Return relative to average drawdown

-1.15

-0.85

-0.30

ARCC vs. GBDC - Sharpe Ratio Comparison

The current ARCC Sharpe Ratio is -0.48, which is lower than the GBDC Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of ARCC and GBDC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ARCCGBDCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.48

-0.31

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.41

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.30

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.39

-0.01

Correlation

The correlation between ARCC and GBDC is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ARCC vs. GBDC - Dividend Comparison

ARCC's dividend yield for the trailing twelve months is around 10.61%, less than GBDC's 11.81% yield.


TTM20252024202320222021202020192018201720162015
ARCC
Ares Capital Corporation
10.61%9.49%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%
GBDC
Golub Capital BDC, Inc.
11.81%11.50%12.73%10.00%9.35%7.58%8.44%7.70%8.49%7.47%8.32%7.70%

Drawdowns

ARCC vs. GBDC - Drawdown Comparison

The maximum ARCC drawdown since its inception was -79.36%, which is greater than GBDC's maximum drawdown of -47.30%. Use the drawdown chart below to compare losses from any high point for ARCC and GBDC.


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Drawdown Indicators


ARCCGBDCDifference

Max Drawdown

Largest peak-to-trough decline

-79.36%

-47.30%

-32.06%

Max Drawdown (1Y)

Largest decline over 1 year

-19.35%

-18.20%

-1.15%

Max Drawdown (5Y)

Largest decline over 5 years

-21.76%

-19.28%

-2.48%

Max Drawdown (10Y)

Largest decline over 10 years

-56.77%

-47.30%

-9.47%

Current Drawdown

Current decline from peak

-16.39%

-10.93%

-5.46%

Average Drawdown

Average peak-to-trough decline

-9.07%

-6.12%

-2.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.46%

8.19%

+1.27%

Volatility

ARCC vs. GBDC - Volatility Comparison

Ares Capital Corporation (ARCC) and Golub Capital BDC, Inc. (GBDC) have volatilities of 7.04% and 7.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARCCGBDCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.04%

7.10%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

15.32%

14.65%

+0.67%

Volatility (1Y)

Calculated over the trailing 1-year period

23.62%

21.64%

+1.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.90%

16.87%

+3.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.53%

21.39%

+4.14%

Financials

ARCC vs. GBDC - Financials Comparison

This section allows you to compare key financial metrics between Ares Capital Corporation and Golub Capital BDC, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00M700.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
202.00M
203.49M
(ARCC) Total Revenue
(GBDC) Total Revenue
Values in USD except per share items

ARCC vs. GBDC - Profitability Comparison

The chart below illustrates the profitability comparison between Ares Capital Corporation and Golub Capital BDC, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
21.5%
0
Portfolio components
ARCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported a gross profit of 43.48M and revenue of 202.00M. Therefore, the gross margin over that period was 21.5%.

GBDC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Golub Capital BDC, Inc. reported a gross profit of 0.00 and revenue of 203.49M. Therefore, the gross margin over that period was 0.0%.

ARCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported an operating income of 26.85M and revenue of 202.00M, resulting in an operating margin of 13.3%.

GBDC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Golub Capital BDC, Inc. reported an operating income of 0.00 and revenue of 203.49M, resulting in an operating margin of 0.0%.

ARCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported a net income of 142.36M and revenue of 202.00M, resulting in a net margin of 70.5%.

GBDC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Golub Capital BDC, Inc. reported a net income of 95.76M and revenue of 203.49M, resulting in a net margin of 47.1%.