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

Correlation

The correlation between NI and ARCC is 0.47, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

NI vs. ARCC - Performance Comparison

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

800.00%900.00%1,000.00%1,100.00%1,200.00%NovemberDecember2025FebruaryMarchApril
986.57%
1,085.96%
NI
ARCC

Key characteristics

Sharpe Ratio

NI:

2.48

ARCC:

0.57

Sortino Ratio

NI:

3.01

ARCC:

0.92

Omega Ratio

NI:

1.45

ARCC:

1.14

Calmar Ratio

NI:

4.60

ARCC:

0.61

Martin Ratio

NI:

15.22

ARCC:

2.78

Ulcer Index

NI:

3.02%

ARCC:

4.13%

Daily Std Dev

NI:

18.57%

ARCC:

20.23%

Max Drawdown

NI:

-65.58%

ARCC:

-79.36%

Current Drawdown

NI:

-4.32%

ARCC:

-9.31%

Fundamentals

Market Cap

NI:

$18.67B

ARCC:

$14.44B

EPS

NI:

$1.62

ARCC:

$2.44

PE Ratio

NI:

24.49

ARCC:

8.65

PEG Ratio

NI:

2.18

ARCC:

3.95

PS Ratio

NI:

3.42

ARCC:

4.83

PB Ratio

NI:

2.13

ARCC:

1.06

Total Revenue (TTM)

NI:

$3.75B

ARCC:

$1.53B

Gross Profit (TTM)

NI:

$2.01B

ARCC:

$1.54B

EBITDA (TTM)

NI:

$1.72B

ARCC:

$1.40B

Returns By Period

In the year-to-date period, NI achieves a 8.13% return, which is significantly higher than ARCC's -1.35% return. Both investments have delivered pretty close results over the past 10 years, with NI having a 12.04% annualized return and ARCC not far ahead at 12.35%.


NI

YTD

8.13%

1M

-1.33%

6M

15.02%

1Y

45.12%

5Y*

12.57%

10Y*

12.04%

ARCC

YTD

-1.35%

1M

-5.04%

6M

2.29%

1Y

12.07%

5Y*

23.92%

10Y*

12.35%

*Annualized

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Risk-Adjusted Performance

NI vs. ARCC — Risk-Adjusted Performance Rank

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

NI
The Risk-Adjusted Performance Rank of NI is 9797
Overall Rank
The Sharpe Ratio Rank of NI is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of NI is 9595
Sortino Ratio Rank
The Omega Ratio Rank of NI is 9595
Omega Ratio Rank
The Calmar Ratio Rank of NI is 9999
Calmar Ratio Rank
The Martin Ratio Rank of NI is 9898
Martin Ratio Rank

ARCC
The Risk-Adjusted Performance Rank of ARCC is 7272
Overall Rank
The Sharpe Ratio Rank of ARCC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of ARCC is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ARCC is 6767
Omega Ratio Rank
The Calmar Ratio Rank of ARCC is 7777
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.

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.


The chart of Sharpe ratio for NI, currently valued at 2.48, compared to the broader market-2.00-1.000.001.002.003.00
NI: 2.48
ARCC: 0.57
The chart of Sortino ratio for NI, currently valued at 3.01, compared to the broader market-6.00-4.00-2.000.002.004.00
NI: 3.01
ARCC: 0.92
The chart of Omega ratio for NI, currently valued at 1.45, compared to the broader market0.501.001.502.00
NI: 1.45
ARCC: 1.14
The chart of Calmar ratio for NI, currently valued at 4.60, compared to the broader market0.001.002.003.004.005.00
NI: 4.60
ARCC: 0.61
The chart of Martin ratio for NI, currently valued at 15.22, compared to the broader market-5.000.005.0010.0015.0020.00
NI: 15.22
ARCC: 2.78

The current NI Sharpe Ratio is 2.48, which is higher than the ARCC Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of NI 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
2.48
0.57
NI
ARCC

Dividends

NI vs. ARCC - Dividend Comparison

NI's dividend yield for the trailing twelve months is around 2.72%, less than ARCC's 9.10% yield.


TTM20242023202220212020201920182017201620152014
NI
NiSource Inc.
2.72%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
9.10%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 -65.58%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for NI and ARCC. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.32%
-9.31%
NI
ARCC

Volatility

NI vs. ARCC - Volatility Comparison

The current volatility for NiSource Inc. (NI) is 9.30%, while Ares Capital Corporation (ARCC) has a volatility of 15.61%. This indicates that NI experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
9.30%
15.61%
NI
ARCC

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.


Quarterly
Annual

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


Values in USD except per share items