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FRU.TO vs. ARCC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FRU.TO vs. ARCC - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Freehold Royalties Ltd. (FRU.TO) and Ares Capital Corporation (ARCC). The values are adjusted to include any dividend payments, if applicable.

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FRU.TO vs. ARCC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRU.TO
Freehold Royalties Ltd.
15.56%28.81%0.98%-6.86%45.15%135.56%-23.25%-4.51%-37.74%3.37%
ARCC
Ares Capital Corporation
-7.26%-3.57%30.07%17.39%3.01%34.90%-0.84%24.84%18.04%-2.16%
Different Trading Currencies

FRU.TO is traded in CAD, while ARCC is traded in USD. To make them comparable, the ARCC values have been converted to CAD using the latest available exchange rates.

Fundamentals

Market Cap

FRU.TO:

CA$2.85B

ARCC:

$12.60B

EPS

FRU.TO:

CA$0.56

ARCC:

$1.64

PE Ratio

FRU.TO:

31.07

ARCC:

11.00

PEG Ratio

FRU.TO:

1.31

ARCC:

1.65

PS Ratio

FRU.TO:

9.10

ARCC:

6.71

PB Ratio

FRU.TO:

2.85

ARCC:

0.88

Total Revenue (TTM)

FRU.TO:

CA$313.46M

ARCC:

$1.88B

Gross Profit (TTM)

FRU.TO:

CA$193.18M

ARCC:

$1.18B

EBITDA (TTM)

FRU.TO:

CA$258.03M

ARCC:

$1.08B

Returns By Period

In the year-to-date period, FRU.TO achieves a 15.56% return, which is significantly higher than ARCC's -7.26% return. Both investments have delivered pretty close results over the past 10 years, with FRU.TO having a 12.33% annualized return and ARCC not far ahead at 12.67%.


FRU.TO

1D
-0.23%
1M
-1.25%
YTD
15.56%
6M
29.74%
1Y
46.30%
3Y*
14.44%
5Y*
26.83%
10Y*
12.33%

ARCC

1D
1.47%
1M
1.38%
YTD
-7.26%
6M
-7.25%
1Y
-13.67%
3Y*
10.40%
5Y*
11.01%
10Y*
12.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FRU.TO vs. ARCC — Risk / Return Rank

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

FRU.TO
FRU.TO Risk / Return Rank: 8888
Overall Rank
FRU.TO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
FRU.TO Sortino Ratio Rank: 8484
Sortino Ratio Rank
FRU.TO Omega Ratio Rank: 8989
Omega Ratio Rank
FRU.TO Calmar Ratio Rank: 8686
Calmar Ratio Rank
FRU.TO Martin Ratio Rank: 9191
Martin Ratio Rank

ARCC
ARCC Risk / Return Rank: 2121
Overall Rank
ARCC Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ARCC Sortino Ratio Rank: 2020
Sortino Ratio Rank
ARCC Omega Ratio Rank: 2020
Omega Ratio Rank
ARCC Calmar Ratio Rank: 2525
Calmar Ratio Rank
ARCC Martin Ratio Rank: 2222
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.

FRU.TO vs. ARCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Freehold Royalties Ltd. (FRU.TO) and Ares Capital Corporation (ARCC). 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.


FRU.TOARCCDifference

Sharpe ratio

Return per unit of total volatility

1.91

-0.59

+2.50

Sortino ratio

Return per unit of downside risk

2.32

-0.71

+3.03

Omega ratio

Gain probability vs. loss probability

1.37

0.91

+0.46

Calmar ratio

Return relative to maximum drawdown

2.90

-0.67

+3.57

Martin ratio

Return relative to average drawdown

11.65

-1.38

+13.04

FRU.TO vs. ARCC - Sharpe Ratio Comparison

The current FRU.TO Sharpe Ratio is 1.91, which is higher than the ARCC Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of FRU.TO and ARCC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FRU.TOARCCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.91

-0.59

+2.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.59

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.52

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.80

-0.41

Correlation

The correlation between FRU.TO and ARCC is 0.15, 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.


Dividends

FRU.TO vs. ARCC - Dividend Comparison

FRU.TO's dividend yield for the trailing twelve months is around 5.70%, less than ARCC's 10.65% yield.


TTM20252024202320222021202020192018201720162015
FRU.TO
Freehold Royalties Ltd.
5.70%7.11%8.44%7.89%6.13%4.21%5.74%8.72%7.62%4.13%3.81%9.21%
ARCC
Ares Capital Corporation
10.65%9.49%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%

Drawdowns

FRU.TO vs. ARCC - Drawdown Comparison

The maximum FRU.TO drawdown since its inception was -86.93%, which is greater than ARCC's maximum drawdown of -52.90%. Use the drawdown chart below to compare losses from any high point for FRU.TO and ARCC.


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Drawdown Indicators


FRU.TOARCCDifference

Max Drawdown

Largest peak-to-trough decline

-86.93%

-79.36%

-7.57%

Max Drawdown (1Y)

Largest decline over 1 year

-15.89%

-19.35%

+3.46%

Max Drawdown (5Y)

Largest decline over 5 years

-28.41%

-21.76%

-6.65%

Max Drawdown (10Y)

Largest decline over 10 years

-81.39%

-56.77%

-24.62%

Current Drawdown

Current decline from peak

-3.34%

-16.71%

+13.37%

Average Drawdown

Average peak-to-trough decline

-22.80%

-9.07%

-13.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.95%

9.33%

-5.38%

Volatility

FRU.TO vs. ARCC - Volatility Comparison

Freehold Royalties Ltd. (FRU.TO) and Ares Capital Corporation (ARCC) have volatilities of 6.68% and 6.77%, 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


FRU.TOARCCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.68%

6.77%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

14.16%

15.12%

-0.96%

Volatility (1Y)

Calculated over the trailing 1-year period

24.37%

23.16%

+1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.60%

18.62%

+10.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.64%

24.23%

+11.41%

Financials

FRU.TO vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between Freehold Royalties Ltd. and Ares 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.


Quarterly
Annual

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


0.00100.00M200.00M300.00M400.00M500.00M600.00M700.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
69.76M
202.00M
(FRU.TO) Total Revenue
(ARCC) Total Revenue
Please note, different currencies. FRU.TO values in CAD, ARCC values in USD

FRU.TO vs. ARCC - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
57.1%
21.5%
Portfolio components
FRU.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Freehold Royalties Ltd. reported a gross profit of 39.81M and revenue of 69.76M. Therefore, the gross margin over that period was 57.1%.

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%.

FRU.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Freehold Royalties Ltd. reported an operating income of 30.80M and revenue of 69.76M, resulting in an operating margin of 44.2%.

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%.

FRU.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Freehold Royalties Ltd. reported a net income of 14.08M and revenue of 69.76M, resulting in a net margin of 20.2%.

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%.