ARCC vs. NEWT
Compare and contrast key facts about Ares Capital Corporation (ARCC) and Newtek Business Services Corp. (NEWT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARCC or NEWT.
Key characteristics
| ARCC | NEWT | |
|---|---|---|
| YTD Return | 5.99% | -19.29% |
| 1Y Return | 23.86% | -1.08% |
| 3Y Return (Ann) | 12.10% | -18.62% |
| 5Y Return (Ann) | 13.94% | -2.82% |
| 10Y Return (Ann) | 12.04% | 9.13% |
| Sharpe Ratio | 1.93 | -0.10 |
| Daily Std Dev | 13.27% | 40.04% |
| Max Drawdown | -79.36% | -98.38% |
| Current Drawdown | -0.38% | -62.53% |
Fundamentals
| ARCC | NEWT | |
|---|---|---|
| Market Cap | $12.49B | $269.33M |
| EPS | $2.68 | $1.88 |
| PE Ratio | 7.68 | 5.80 |
| PEG Ratio | 3.95 | 3.28 |
| Revenue (TTM) | $2.61B | $271.14M |
| Gross Profit (TTM) | $2.10B | $86.24M |
Correlation
The correlation between ARCC and NEWT is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ARCC vs. NEWT - Performance Comparison
In the year-to-date period, ARCC achieves a 5.99% return, which is significantly higher than NEWT's -19.29% return. Over the past 10 years, ARCC has outperformed NEWT with an annualized return of 12.04%, while NEWT has yielded a comparatively lower 9.13% 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. NEWT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Newtek Business Services Corp. (NEWT). 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. NEWT - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 9.26%, more than NEWT's 6.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 9.26% | 9.59% | 10.10% | 7.60% | 9.41% | 8.94% | 9.78% | 9.57% | 9.12% | 10.90% | 9.93% | 8.67% |
NEWT Newtek Business Services Corp. | 6.67% | 5.22% | 16.92% | 11.40% | 10.41% | 9.49% | 10.32% | 8.87% | 12.14% | 28.28% | 0.00% | 0.00% |
Drawdowns
ARCC vs. NEWT - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, smaller than the maximum NEWT drawdown of -98.38%. Use the drawdown chart below to compare losses from any high point for ARCC and NEWT. For additional features, visit the drawdowns tool.
Volatility
ARCC vs. NEWT - Volatility Comparison
The current volatility for Ares Capital Corporation (ARCC) is 3.86%, while Newtek Business Services Corp. (NEWT) has a volatility of 11.12%. This indicates that ARCC experiences smaller price fluctuations and is considered to be less risky than NEWT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ARCC vs. NEWT - Financials Comparison
This section allows you to compare key financial metrics between Ares Capital Corporation and Newtek Business Services Corp.. 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