LFUS vs. ARCC
Compare and contrast key facts about Littelfuse, Inc. (LFUS) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LFUS or ARCC.
Key characteristics
| LFUS | ARCC | |
|---|---|---|
| YTD Return | -2.90% | 15.25% |
| 1Y Return | 15.94% | 21.51% |
| 3Y Return (Ann) | -6.49% | 11.26% |
| 5Y Return (Ann) | 8.02% | 13.44% |
| 10Y Return (Ann) | 11.27% | 13.12% |
| Sharpe Ratio | 0.50 | 1.85 |
| Sortino Ratio | 0.94 | 2.60 |
| Omega Ratio | 1.11 | 1.34 |
| Calmar Ratio | 0.46 | 3.03 |
| Martin Ratio | 1.67 | 12.86 |
| Ulcer Index | 8.55% | 1.64% |
| Daily Std Dev | 28.31% | 11.40% |
| Max Drawdown | -82.44% | -79.36% |
| Current Drawdown | -20.02% | -0.87% |
Fundamentals
| LFUS | ARCC | |
|---|---|---|
| Market Cap | $6.43B | $13.91B |
| EPS | $7.73 | $2.62 |
| PE Ratio | 33.35 | 8.22 |
| PEG Ratio | 2.45 | 3.95 |
| Total Revenue (TTM) | $2.20B | $2.34B |
| Gross Profit (TTM) | $756.71M | $1.99B |
| EBITDA (TTM) | $416.88M | $1.30B |
Correlation
The correlation between LFUS and ARCC is 0.40, 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
LFUS vs. ARCC - Performance Comparison
In the year-to-date period, LFUS achieves a -2.90% return, which is significantly lower than ARCC's 15.25% return. Over the past 10 years, LFUS has underperformed ARCC with an annualized return of 11.27%, while ARCC has yielded a comparatively higher 13.12% 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
LFUS vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Littelfuse, Inc. (LFUS) 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.
Dividends
LFUS vs. ARCC - Dividend Comparison
LFUS's dividend yield for the trailing twelve months is around 1.03%, less than ARCC's 8.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LFUS Littelfuse, Inc. | 1.03% | 0.93% | 1.03% | 0.64% | 0.75% | 0.95% | 0.93% | 0.71% | 0.82% | 1.01% | 0.97% | 0.90% |
ARCC Ares Capital Corporation | 8.92% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% | 8.84% |
Drawdowns
LFUS vs. ARCC - Drawdown Comparison
The maximum LFUS drawdown since its inception was -82.44%, roughly equal to the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for LFUS and ARCC. For additional features, visit the drawdowns tool.
Volatility
LFUS vs. ARCC - Volatility Comparison
Littelfuse, Inc. (LFUS) has a higher volatility of 8.13% compared to Ares Capital Corporation (ARCC) at 3.36%. This indicates that LFUS's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LFUS vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Littelfuse, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities