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WOR vs. ARCC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WOR vs. ARCC - Performance Comparison

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

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WOR vs. ARCC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WOR
Worthington Industries, Inc.
1.52%30.29%-29.34%91.65%-6.90%8.43%25.21%24.08%-19.30%-5.48%
ARCC
Ares Capital Corporation
-8.49%1.07%19.78%20.03%-3.84%36.14%0.86%31.30%8.81%4.50%

Fundamentals

Market Cap

WOR:

$2.56B

ARCC:

$12.60B

EPS

WOR:

$2.26

ARCC:

$1.64

PE Ratio

WOR:

23.04

ARCC:

11.00

PS Ratio

WOR:

1.94

ARCC:

6.71

PB Ratio

WOR:

2.56

ARCC:

0.88

Total Revenue (TTM)

WOR:

$1.33B

ARCC:

$1.88B

Gross Profit (TTM)

WOR:

$369.08M

ARCC:

$1.18B

EBITDA (TTM)

WOR:

$159.44M

ARCC:

$1.08B

Returns By Period

In the year-to-date period, WOR achieves a 1.52% return, which is significantly higher than ARCC's -8.49% return. Over the past 10 years, WOR has underperformed ARCC with an annualized return of 10.96%, while ARCC has yielded a comparatively higher 11.92% annualized return.


WOR

1D
2.26%
1M
-6.53%
YTD
1.52%
6M
-5.35%
1Y
5.47%
3Y*
11.05%
5Y*
6.16%
10Y*
10.96%

ARCC

1D
1.58%
1M
-0.58%
YTD
-8.49%
6M
-7.16%
1Y
-10.69%
3Y*
9.35%
5Y*
8.75%
10Y*
11.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WOR vs. ARCC — Risk / Return Rank

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

WOR
WOR Risk / Return Rank: 4444
Overall Rank
WOR Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
WOR Sortino Ratio Rank: 4141
Sortino Ratio Rank
WOR Omega Ratio Rank: 4141
Omega Ratio Rank
WOR Calmar Ratio Rank: 4545
Calmar Ratio Rank
WOR Martin Ratio Rank: 4545
Martin Ratio Rank

ARCC
ARCC Risk / Return Rank: 2121
Overall Rank
ARCC Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ARCC Sortino Ratio Rank: 2020
Sortino Ratio Rank
ARCC Omega Ratio Rank: 2020
Omega Ratio Rank
ARCC Calmar Ratio Rank: 2525
Calmar Ratio Rank
ARCC Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WOR vs. ARCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Worthington Industries, Inc. (WOR) 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.


WORARCCDifference

Sharpe ratio

Return per unit of total volatility

0.18

-0.46

+0.63

Sortino ratio

Return per unit of downside risk

0.46

-0.51

+0.96

Omega ratio

Gain probability vs. loss probability

1.06

0.93

+0.13

Calmar ratio

Return relative to maximum drawdown

0.16

-0.54

+0.70

Martin ratio

Return relative to average drawdown

0.33

-1.12

+1.45

WOR vs. ARCC - Sharpe Ratio Comparison

The current WOR Sharpe Ratio is 0.18, which is higher than the ARCC Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of WOR 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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Sharpe Ratios by Period


WORARCCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.18

-0.46

+0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.44

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

0.47

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.37

-0.14

Correlation

The correlation between WOR and ARCC is 0.43, 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.


Dividends

WOR vs. ARCC - Dividend Comparison

WOR's dividend yield for the trailing twelve months is around 1.42%, less than ARCC's 10.65% yield.


TTM20252024202320222021202020192018201720162015
WOR
Worthington Industries, Inc.
1.42%1.40%1.65%49.97%2.37%1.99%1.91%2.23%2.53%1.86%1.64%2.46%
ARCC
Ares Capital Corporation
10.65%9.49%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%

Drawdowns

WOR vs. ARCC - Drawdown Comparison

The maximum WOR drawdown since its inception was -70.94%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for WOR and ARCC.


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Drawdown Indicators


WORARCCDifference

Max Drawdown

Largest peak-to-trough decline

-70.94%

-79.36%

+8.42%

Max Drawdown (1Y)

Largest decline over 1 year

-29.83%

-19.35%

-10.48%

Max Drawdown (5Y)

Largest decline over 5 years

-44.64%

-21.76%

-22.88%

Max Drawdown (10Y)

Largest decline over 10 years

-64.53%

-56.77%

-7.76%

Current Drawdown

Current decline from peak

-21.83%

-16.71%

-5.12%

Average Drawdown

Average peak-to-trough decline

-20.24%

-9.07%

-11.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.23%

9.33%

+4.90%

Volatility

WOR vs. ARCC - Volatility Comparison

Worthington Industries, Inc. (WOR) has a higher volatility of 12.16% compared to Ares Capital Corporation (ARCC) at 6.61%. This indicates that WOR'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


WORARCCDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.16%

6.61%

+5.55%

Volatility (6M)

Calculated over the trailing 6-month period

19.76%

15.16%

+4.60%

Volatility (1Y)

Calculated over the trailing 1-year period

31.14%

23.48%

+7.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.41%

19.88%

+18.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.98%

25.53%

+14.45%

Financials

WOR vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between Worthington Industries, 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


200.00M400.00M600.00M800.00M1.00B1.20B1.40B1.60B20222023202420252026
378.68M
202.00M
(WOR) Total Revenue
(ARCC) Total Revenue
Values in USD except per share items

WOR vs. ARCC - Profitability Comparison

The chart below illustrates the profitability comparison between Worthington Industries, 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

0.0%20.0%40.0%60.0%80.0%20222023202420252026
29.1%
21.5%
Portfolio components
WOR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Worthington Industries, Inc. reported a gross profit of 110.20M and revenue of 378.68M. Therefore, the gross margin over that period was 29.1%.

ARCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported a gross profit of 43.48M and revenue of 202.00M. Therefore, the gross margin over that period was 21.5%.

WOR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Worthington Industries, Inc. reported an operating income of 28.15M and revenue of 378.68M, resulting in an operating margin of 7.4%.

ARCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported an operating income of 26.85M and revenue of 202.00M, resulting in an operating margin of 13.3%.

WOR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Worthington Industries, Inc. reported a net income of 45.46M and revenue of 378.68M, resulting in a net margin of 12.0%.

ARCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported a net income of 142.36M and revenue of 202.00M, resulting in a net margin of 70.5%.