Correlation
The correlation between SJW 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.
SJW vs. ARCC
Compare and contrast key facts about SJW Group (SJW) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJW or ARCC.
Performance
SJW vs. ARCC - Performance Comparison
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Key characteristics
SJW:
-0.37
ARCC:
0.56
SJW:
-0.27
ARCC:
0.82
SJW:
0.97
ARCC:
1.12
SJW:
-0.08
ARCC:
0.54
SJW:
-0.70
ARCC:
2.10
SJW:
11.22%
ARCC:
4.85%
SJW:
26.38%
ARCC:
20.77%
SJW:
-100.00%
ARCC:
-79.40%
SJW:
-99.97%
ARCC:
-7.25%
Fundamentals
SJW:
$1.88B
ARCC:
$14.99B
SJW:
$3.00
ARCC:
$2.04
SJW:
18.29
ARCC:
10.58
SJW:
3.83
ARCC:
3.95
SJW:
2.45
ARCC:
4.96
SJW:
1.28
ARCC:
1.09
SJW:
$766.66M
ARCC:
$2.13B
SJW:
$414.86M
ARCC:
$2.04B
SJW:
$295.77M
ARCC:
$1.83B
Returns By Period
In the year-to-date period, SJW achieves a 8.51% return, which is significantly higher than ARCC's 0.89% return. Over the past 10 years, SJW has underperformed ARCC with an annualized return of 8.06%, while ARCC has yielded a comparatively higher 13.00% annualized return.
SJW
8.51%
-2.58%
-4.21%
-2.16%
-2.11%
2.03%
8.06%
ARCC
0.89%
2.32%
2.52%
10.75%
16.09%
18.72%
13.00%
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Risk-Adjusted Performance
SJW vs. ARCC — Risk-Adjusted Performance Rank
SJW
ARCC
SJW vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SJW Group (SJW) 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
SJW vs. ARCC - Dividend Comparison
SJW's dividend yield for the trailing twelve months is around 3.12%, less than ARCC's 8.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJW SJW Group | 3.12% | 3.25% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.45% | 2.63% | 2.33% |
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
SJW vs. ARCC - Drawdown Comparison
The maximum SJW drawdown since its inception was -100.00%, which is greater than ARCC's maximum drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for SJW and ARCC.
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Volatility
SJW vs. ARCC - Volatility Comparison
SJW Group (SJW) has a higher volatility of 9.00% compared to Ares Capital Corporation (ARCC) at 5.82%. This indicates that SJW'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
SJW vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between SJW Group 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
SJW vs. ARCC - Profitability Comparison
SJW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SJW Group reported a gross profit of 101.13M and revenue of 167.60M. Therefore, the gross margin over that period was 60.3%.
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%.
SJW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SJW Group reported an operating income of 35.90M and revenue of 167.60M, resulting in an operating margin of 21.4%.
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%.
SJW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SJW Group reported a net income of 16.55M and revenue of 167.60M, resulting in a net margin of 9.9%.
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%.