NI vs. ARCC
Compare and contrast key facts about NiSource Inc. (NI) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NI or ARCC.
Correlation
The correlation between NI and ARCC is 0.46, 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
NI vs. ARCC - Performance Comparison
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Key characteristics
NI:
2.00
ARCC:
0.65
NI:
2.57
ARCC:
1.00
NI:
1.38
ARCC:
1.15
NI:
3.96
ARCC:
0.69
NI:
12.22
ARCC:
2.72
NI:
3.24%
ARCC:
4.75%
NI:
19.24%
ARCC:
20.68%
NI:
-65.73%
ARCC:
-79.40%
NI:
-4.54%
ARCC:
-5.87%
Fundamentals
NI:
$18.40B
ARCC:
$15.11B
NI:
$1.85
ARCC:
$2.04
NI:
21.12
ARCC:
10.74
NI:
2.38
ARCC:
3.95
NI:
3.10
ARCC:
5.00
NI:
2.05
ARCC:
1.09
NI:
$5.93B
ARCC:
$2.13B
NI:
$3.12B
ARCC:
$2.04B
NI:
$2.74B
ARCC:
$1.83B
Returns By Period
In the year-to-date period, NI achieves a 7.88% return, which is significantly higher than ARCC's 2.38% return. Over the past 10 years, NI has underperformed ARCC with an annualized return of 11.30%, while ARCC has yielded a comparatively higher 13.19% annualized return.
NI
7.88%
0.17%
8.44%
37.86%
15.01%
11.30%
ARCC
2.38%
7.40%
6.51%
12.76%
20.76%
13.19%
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Risk-Adjusted Performance
NI vs. ARCC — Risk-Adjusted Performance Rank
NI
ARCC
NI vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NiSource Inc. (NI) 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.
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Dividends
NI vs. ARCC - Dividend Comparison
NI's dividend yield for the trailing twelve months is around 2.79%, less than ARCC's 8.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NI NiSource Inc. | 2.79% | 2.88% | 3.77% | 3.43% | 3.19% | 3.66% | 2.87% | 3.08% | 2.73% | 2.89% | 2.64% | 2.40% |
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% |
Drawdowns
NI vs. ARCC - Drawdown Comparison
The maximum NI drawdown since its inception was -65.73%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for NI and ARCC. For additional features, visit the drawdowns tool.
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Volatility
NI vs. ARCC - Volatility Comparison
NiSource Inc. (NI) has a higher volatility of 7.23% compared to Ares Capital Corporation (ARCC) at 6.84%. This indicates that NI'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
NI vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between NiSource 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
NI vs. ARCC - Profitability Comparison
NI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NiSource Inc. reported a gross profit of 1.11B and revenue of 2.18B. Therefore, the gross margin over that period was 50.8%.
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%.
NI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NiSource Inc. reported an operating income of 759.40M and revenue of 2.18B, resulting in an operating margin of 34.8%.
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%.
NI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NiSource Inc. reported a net income of 474.80M and revenue of 2.18B, resulting in a net margin of 21.8%.
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%.