ARCC vs. HTGC
Compare and contrast key facts about Ares Capital Corporation (ARCC) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARCC or HTGC.
Correlation
The correlation between ARCC and HTGC is 0.49, 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.
Performance
ARCC vs. HTGC - Performance Comparison
Loading data...
Key characteristics
ARCC:
0.65
HTGC:
0.06
ARCC:
1.00
HTGC:
0.18
ARCC:
1.15
HTGC:
1.03
ARCC:
0.69
HTGC:
0.01
ARCC:
2.72
HTGC:
0.03
ARCC:
4.75%
HTGC:
9.68%
ARCC:
20.68%
HTGC:
26.13%
ARCC:
-79.40%
HTGC:
-68.50%
ARCC:
-5.87%
HTGC:
-15.64%
Fundamentals
ARCC:
$14.94B
HTGC:
$3.09B
ARCC:
$2.04
HTGC:
$1.33
ARCC:
10.62
HTGC:
13.23
ARCC:
3.95
HTGC:
0.52
ARCC:
4.95
HTGC:
6.28
ARCC:
1.09
HTGC:
1.54
ARCC:
$2.13B
HTGC:
$388.30M
ARCC:
$2.04B
HTGC:
$322.74M
ARCC:
$1.83B
HTGC:
$249.43M
Returns By Period
In the year-to-date period, ARCC achieves a 2.38% return, which is significantly higher than HTGC's -7.62% return. Over the past 10 years, ARCC has underperformed HTGC with an annualized return of 13.13%, while HTGC has yielded a comparatively higher 14.57% annualized return.
ARCC
2.38%
9.06%
6.51%
13.45%
21.42%
13.13%
HTGC
-7.62%
5.68%
-1.91%
1.51%
23.85%
14.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
ARCC vs. HTGC — Risk-Adjusted Performance Rank
ARCC
HTGC
ARCC vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Hercules Capital, Inc. (HTGC). 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.
Loading data...
Dividends
ARCC vs. HTGC - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 8.76%, less than HTGC's 8.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 8.76% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
HTGC Hercules Capital, Inc. | 8.99% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.34% | 8.58% | 9.93% | 8.13% |
Drawdowns
ARCC vs. HTGC - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.40%, which is greater than HTGC's maximum drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for ARCC and HTGC. For additional features, visit the drawdowns tool.
Loading data...
Volatility
ARCC vs. HTGC - Volatility Comparison
Ares Capital Corporation (ARCC) has a higher volatility of 6.84% compared to Hercules Capital, Inc. (HTGC) at 5.73%. This indicates that ARCC's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
ARCC vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Ares Capital Corporation and Hercules Capital, 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.
Total Revenue: Total amount of money received from sales and other business activities
ARCC vs. HTGC - Profitability Comparison
ARCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ares Capital Corporation reported a gross profit of 505.00M and revenue of 599.00M. Therefore, the gross margin over that period was 84.3%.
HTGC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a gross profit of 88.19M and revenue of 102.10M. Therefore, the gross margin over that period was 86.4%.
ARCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ares Capital Corporation reported an operating income of 434.00M and revenue of 599.00M, resulting in an operating margin of 72.5%.
HTGC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported an operating income of 56.76M and revenue of 102.10M, resulting in an operating margin of 55.6%.
ARCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ares Capital Corporation reported a net income of 365.00M and revenue of 599.00M, resulting in a net margin of 60.9%.
HTGC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hercules Capital, Inc. reported a net income of 50.34M and revenue of 102.10M, resulting in a net margin of 49.3%.