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.
Key characteristics
| ARCC | HTGC | |
|---|---|---|
| YTD Return | 5.58% | 14.56% |
| 1Y Return | 25.15% | 61.65% |
| 3Y Return (Ann) | 11.97% | 15.57% |
| 5Y Return (Ann) | 13.81% | 20.47% |
| 10Y Return (Ann) | 12.00% | 14.11% |
| Sharpe Ratio | 1.93 | 3.07 |
| Daily Std Dev | 13.30% | 20.81% |
| Max Drawdown | -79.36% | -68.29% |
| Current Drawdown | -0.77% | 0.00% |
Fundamentals
| ARCC | HTGC | |
|---|---|---|
| Market Cap | $12.49B | $2.92B |
| EPS | $2.68 | $2.31 |
| PE Ratio | 7.68 | 7.99 |
| PEG Ratio | 3.95 | 0.52 |
| Revenue (TTM) | $2.61B | $460.67M |
| Gross Profit (TTM) | $2.10B | $321.69M |
Correlation
The correlation between ARCC and HTGC 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.
Performance
ARCC vs. HTGC - Performance Comparison
In the year-to-date period, ARCC achieves a 5.58% return, which is significantly lower than HTGC's 14.56% return. Over the past 10 years, ARCC has underperformed HTGC with an annualized return of 12.00%, while HTGC has yielded a comparatively higher 14.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
ARCC vs. HTGC - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 9.29%, less than HTGC's 9.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 9.29% | 9.59% | 10.10% | 7.60% | 9.41% | 8.94% | 9.78% | 9.57% | 9.12% | 10.90% | 9.93% | 8.67% |
HTGC Hercules Capital, Inc. | 9.79% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
ARCC vs. HTGC - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, which is greater than HTGC's maximum drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for ARCC and HTGC. For additional features, visit the drawdowns tool.
Volatility
ARCC vs. HTGC - Volatility Comparison
Ares Capital Corporation (ARCC) and Hercules Capital, Inc. (HTGC) have volatilities of 3.88% and 3.91%, 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.
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