ARCC vs. OBDC
Compare and contrast key facts about Ares Capital Corporation (ARCC) and Blue Owl Capital Corporation (OBDC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARCC or OBDC.
Correlation
The correlation between ARCC and OBDC 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. OBDC - Performance Comparison
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Key characteristics
ARCC:
0.65
OBDC:
0.02
ARCC:
1.00
OBDC:
0.13
ARCC:
1.15
OBDC:
1.02
ARCC:
0.69
OBDC:
-0.02
ARCC:
2.72
OBDC:
-0.06
ARCC:
4.75%
OBDC:
6.79%
ARCC:
20.68%
OBDC:
21.42%
ARCC:
-79.40%
OBDC:
-56.16%
ARCC:
-5.87%
OBDC:
-3.26%
Fundamentals
ARCC:
$15.11B
OBDC:
$7.52B
ARCC:
$2.04
OBDC:
$1.55
ARCC:
10.74
OBDC:
9.49
ARCC:
5.00
OBDC:
4.52
ARCC:
1.09
OBDC:
0.97
ARCC:
$2.13B
OBDC:
$1.19B
ARCC:
$2.04B
OBDC:
$725.01M
ARCC:
$1.83B
OBDC:
$667.51M
Returns By Period
In the year-to-date period, ARCC achieves a 2.38% return, which is significantly higher than OBDC's 0.07% return.
ARCC
2.38%
7.40%
6.51%
12.76%
20.76%
13.19%
OBDC
0.07%
6.21%
4.52%
0.05%
13.82%
N/A
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Risk-Adjusted Performance
ARCC vs. OBDC — Risk-Adjusted Performance Rank
ARCC
OBDC
ARCC vs. OBDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) and Blue Owl Capital Corporation (OBDC). 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.
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Dividends
ARCC vs. OBDC - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 8.76%, less than OBDC's 11.49% 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% |
OBDC Blue Owl Capital Corporation | 11.49% | 11.38% | 10.77% | 11.17% | 8.76% | 6.16% | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARCC vs. OBDC - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.40%, which is greater than OBDC's maximum drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for ARCC and OBDC. For additional features, visit the drawdowns tool.
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Volatility
ARCC vs. OBDC - Volatility Comparison
Ares Capital Corporation (ARCC) and Blue Owl Capital Corporation (OBDC) have volatilities of 6.84% and 6.90%, 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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Financials
ARCC vs. OBDC - Financials Comparison
This section allows you to compare key financial metrics between Ares Capital Corporation and Blue Owl 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
ARCC vs. OBDC - 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%.
OBDC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Blue Owl Capital Corporation reported a gross profit of 263.00M and revenue of 404.35M. Therefore, the gross margin over that period was 65.0%.
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%.
OBDC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Blue Owl Capital Corporation reported an operating income of 247.94M and revenue of 404.35M, resulting in an operating margin of 61.3%.
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%.
OBDC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Blue Owl Capital Corporation reported a net income of 242.64M and revenue of 404.35M, resulting in a net margin of 60.0%.