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LFUS vs. ARCC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LFUS and ARCC is 0.56, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Littelfuse, Inc. (LFUS) and Ares Capital Corporation (ARCC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

LFUS:

-0.36

ARCC:

0.59

Sortino Ratio

LFUS:

-0.23

ARCC:

1.05

Omega Ratio

LFUS:

0.97

ARCC:

1.16

Calmar Ratio

LFUS:

-0.26

ARCC:

0.74

Martin Ratio

LFUS:

-0.88

ARCC:

2.95

Ulcer Index

LFUS:

15.95%

ARCC:

4.68%

Daily Std Dev

LFUS:

40.62%

ARCC:

20.67%

Max Drawdown

LFUS:

-82.44%

ARCC:

-79.40%

Current Drawdown

LFUS:

-32.07%

ARCC:

-7.25%

Fundamentals

Market Cap

LFUS:

$5.38B

ARCC:

$14.89B

EPS

LFUS:

$3.82

ARCC:

$2.04

PE Ratio

LFUS:

56.99

ARCC:

10.58

PEG Ratio

LFUS:

1.45

ARCC:

3.95

PS Ratio

LFUS:

2.44

ARCC:

4.93

PB Ratio

LFUS:

1.99

ARCC:

1.05

Total Revenue (TTM)

LFUS:

$2.21B

ARCC:

$2.13B

Gross Profit (TTM)

LFUS:

$804.74M

ARCC:

$2.04B

EBITDA (TTM)

LFUS:

$323.57M

ARCC:

$1.83B

Returns By Period

In the year-to-date period, LFUS achieves a -7.35% return, which is significantly lower than ARCC's 0.89% return. Over the past 10 years, LFUS has underperformed ARCC with an annualized return of 9.35%, while ARCC has yielded a comparatively higher 13.05% annualized return.


LFUS

YTD

-7.35%

1M

40.10%

6M

-14.70%

1Y

-14.32%

5Y*

10.93%

10Y*

9.35%

ARCC

YTD

0.89%

1M

8.44%

6M

4.56%

1Y

12.06%

5Y*

22.01%

10Y*

13.05%

*Annualized

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Risk-Adjusted Performance

LFUS vs. ARCC — Risk-Adjusted Performance Rank

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

LFUS
The Risk-Adjusted Performance Rank of LFUS is 3030
Overall Rank
The Sharpe Ratio Rank of LFUS is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of LFUS is 2828
Sortino Ratio Rank
The Omega Ratio Rank of LFUS is 2828
Omega Ratio Rank
The Calmar Ratio Rank of LFUS is 3333
Calmar Ratio Rank
The Martin Ratio Rank of LFUS is 2929
Martin Ratio Rank

ARCC
The Risk-Adjusted Performance Rank of ARCC is 7373
Overall Rank
The Sharpe Ratio Rank of ARCC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of ARCC is 6666
Sortino Ratio Rank
The Omega Ratio Rank of ARCC is 7070
Omega Ratio Rank
The Calmar Ratio Rank of ARCC is 7878
Calmar Ratio Rank
The Martin Ratio Rank of ARCC is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current LFUS Sharpe Ratio is -0.36, which is lower than the ARCC Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of LFUS 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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Dividends

LFUS vs. ARCC - Dividend Comparison

LFUS's dividend yield for the trailing twelve months is around 1.26%, less than ARCC's 8.89% yield.


TTM20242023202220212020201920182017201620152014
LFUS
Littelfuse, Inc.
1.26%1.15%0.93%1.03%0.64%0.75%0.95%0.93%0.71%0.82%1.01%0.97%
ARCC
Ares Capital Corporation
8.89%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%10.06%

Drawdowns

LFUS vs. ARCC - Drawdown Comparison

The maximum LFUS drawdown since its inception was -82.44%, roughly equal to the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for LFUS and ARCC. For additional features, visit the drawdowns tool.


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Volatility

LFUS vs. ARCC - Volatility Comparison

Littelfuse, Inc. (LFUS) has a higher volatility of 13.87% compared to Ares Capital Corporation (ARCC) at 6.75%. 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.


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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.


Quarterly
Annual

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


300.00M400.00M500.00M600.00M700.00M800.00M20212022202320242025
554.31M
599.00M
(LFUS) Total Revenue
(ARCC) Total Revenue
Values in USD except per share items

LFUS vs. ARCC - Profitability Comparison

The chart below illustrates the profitability comparison between Littelfuse, Inc. 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%40.0%60.0%80.0%100.0%20212022202320242025
37.4%
84.3%
(LFUS) Gross Margin
(ARCC) Gross Margin
LFUS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Littelfuse, Inc. reported a gross profit of 207.26M and revenue of 554.31M. Therefore, the gross margin over that period was 37.4%.

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%.

LFUS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Littelfuse, Inc. reported an operating income of 70.15M and revenue of 554.31M, resulting in an operating margin of 12.7%.

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%.

LFUS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Littelfuse, Inc. reported a net income of 43.57M and revenue of 554.31M, resulting in a net margin of 7.9%.

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%.