PFE vs. ARCC
PFE (Pfizer Inc.) and ARCC (Ares Capital Corporation) are both stocks. PFE operates in Drug Manufacturers - General (Healthcare), while ARCC operates in Asset Management (Financial Services). Over the past 10 years, PFE returned 2.11%/yr vs 13.20%/yr for ARCC. At a 0.29 correlation, their price movements are largely independent.
Performance
PFE vs. ARCC - Performance Comparison
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Returns By Period
In the year-to-date period, PFE achieves a 8.79% return, which is significantly higher than ARCC's -2.20% return. Over the past 10 years, PFE has underperformed ARCC with an annualized return of 2.11%, while ARCC has yielded a comparatively higher 13.20% annualized return.
PFE
- 1D
- 0.15%
- 1M
- 1.79%
- YTD
- 8.79%
- 6M
- 4.79%
- 1Y
- 14.27%
- 3Y*
- -7.78%
- 5Y*
- -3.35%
- 10Y*
- 2.11%
ARCC
- 1D
- 1.00%
- 1M
- 1.69%
- YTD
- -2.20%
- 6M
- -2.87%
- 1Y
- -3.87%
- 3Y*
- 10.27%
- 5Y*
- 9.04%
- 10Y*
- 13.20%
PFE vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 8.79% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
ARCC Ares Capital Corporation | -2.20% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Correlation
The correlation between PFE and ARCC is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.29 |
Fundamentals
PFE:
$150.21B
ARCC:
$13.83B
PFE:
$1.31
ARCC:
$1.63
PFE:
19.98
ARCC:
11.81
PFE:
0.36
ARCC:
1.77
PFE:
2.36
ARCC:
5.16
PFE:
1.67
ARCC:
0.98
PFE:
$63.32B
ARCC:
$2.63B
PFE:
$43.91B
ARCC:
$1.86B
PFE:
$16.94B
ARCC:
$2.05B
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Return for Risk
PFE vs. ARCC — Risk / Return Rank
PFE
ARCC
PFE vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PFE | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.97 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | -0.26 | +1.39 |
| Martin ratioReturn relative to average drawdown | 2.27 | -0.47 | +2.75 |
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Drawdowns
PFE vs. ARCC - Drawdown Comparison
The maximum PFE drawdown since its inception was -69.24%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for PFE and ARCC.
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Drawdown Indicators
| PFE | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.24% | -79.36% | +10.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -19.35% | +7.88% |
Max Drawdown (3Y)Largest decline over 3 years | -40.43% | -19.35% | -21.08% |
Max Drawdown (5Y)Largest decline over 5 years | -58.96% | -21.76% | -37.20% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -56.77% | -2.19% |
Current DrawdownCurrent decline from peak | -45.68% | -10.98% | -34.70% |
Average DrawdownAverage peak-to-trough decline | -22.90% | -9.10% | -13.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 10.68% | -4.98% |
Volatility
PFE vs. ARCC - Volatility Comparison
Pfizer Inc. (PFE) has a higher volatility of 5.07% compared to Ares Capital Corporation (ARCC) at 3.72%. This indicates that PFE'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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Volatility by Period
| PFE | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 3.72% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 14.83% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.84% | 18.48% | +5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 19.96% | +5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 25.58% | -1.69% |
Dividends
PFE vs. ARCC - Dividend Comparison
PFE's dividend yield for the trailing twelve months is around 6.56%, less than ARCC's 9.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 7.48% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
PFE Pfizer Inc. | 6.56% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
Financials
PFE vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Pfizer 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
PFE vs. ARCC - Profitability Comparison
PFE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a gross profit of 9.72B and revenue of 14.45B. Therefore, the gross margin over that period was 67.3%.
ARCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a gross profit of 550.00M and revenue of 763.00M. Therefore, the gross margin over that period was 72.1%.
PFE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported an operating income of 4.03B and revenue of 14.45B, resulting in an operating margin of 27.9%.
ARCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported an operating income of 404.00M and revenue of 763.00M, resulting in an operating margin of 53.0%.
PFE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a net income of 2.69B and revenue of 14.45B, resulting in a net margin of 18.6%.
ARCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ares Capital Corporation reported a net income of 92.00M and revenue of 763.00M, resulting in a net margin of 12.1%.
Frequently Asked Questions
PFE and ARCC have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PFE has higher volatility (5.07%) compared to ARCC (3.72%). In terms of maximum drawdown, PFE dropped -69.24% vs ARCC's -79.36%.
PFE currently has the higher Sharpe Ratio (0.54 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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