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

Correlation

The correlation between WU and ARCC is 0.58, 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

WU vs. ARCC - Performance Comparison

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

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Key characteristics

Sharpe Ratio

WU:

-0.77

ARCC:

0.63

Sortino Ratio

WU:

-0.96

ARCC:

1.07

Omega Ratio

WU:

0.88

ARCC:

1.16

Calmar Ratio

WU:

-0.37

ARCC:

0.75

Martin Ratio

WU:

-1.56

ARCC:

2.99

Ulcer Index

WU:

13.21%

ARCC:

4.70%

Daily Std Dev

WU:

27.40%

ARCC:

20.65%

Max Drawdown

WU:

-63.10%

ARCC:

-79.40%

Current Drawdown

WU:

-52.47%

ARCC:

-6.43%

Fundamentals

Market Cap

WU:

$3.30B

ARCC:

$14.89B

EPS

WU:

$2.69

ARCC:

$2.04

PE Ratio

WU:

3.71

ARCC:

10.58

PEG Ratio

WU:

2.37

ARCC:

3.95

PS Ratio

WU:

0.80

ARCC:

4.93

PB Ratio

WU:

3.52

ARCC:

1.05

Total Revenue (TTM)

WU:

$4.14B

ARCC:

$2.13B

Gross Profit (TTM)

WU:

$1.50B

ARCC:

$2.04B

EBITDA (TTM)

WU:

$843.60M

ARCC:

$1.83B

Returns By Period

In the year-to-date period, WU achieves a -6.34% return, which is significantly lower than ARCC's 1.78% return. Over the past 10 years, WU has underperformed ARCC with an annualized return of -3.07%, while ARCC has yielded a comparatively higher 13.14% annualized return.


WU

YTD

-6.34%

1M

-0.10%

6M

-4.32%

1Y

-21.05%

5Y*

-6.27%

10Y*

-3.07%

ARCC

YTD

1.78%

1M

9.39%

6M

5.78%

1Y

12.84%

5Y*

21.83%

10Y*

13.14%

*Annualized

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Risk-Adjusted Performance

WU vs. ARCC — Risk-Adjusted Performance Rank

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

WU
The Risk-Adjusted Performance Rank of WU is 1313
Overall Rank
The Sharpe Ratio Rank of WU is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of WU is 1313
Sortino Ratio Rank
The Omega Ratio Rank of WU is 1313
Omega Ratio Rank
The Calmar Ratio Rank of WU is 2626
Calmar Ratio Rank
The Martin Ratio Rank of WU is 44
Martin Ratio Rank

ARCC
The Risk-Adjusted Performance Rank of ARCC is 7474
Overall Rank
The Sharpe Ratio Rank of ARCC is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of ARCC is 6767
Sortino Ratio Rank
The Omega Ratio Rank of ARCC is 7171
Omega Ratio Rank
The Calmar Ratio Rank of ARCC is 7979
Calmar Ratio Rank
The Martin Ratio Rank of ARCC is 7979
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.

WU vs. ARCC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Western Union Company (WU) 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 current WU Sharpe Ratio is -0.77, which is lower than the ARCC Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of WU 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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Dividends

WU vs. ARCC - Dividend Comparison

WU's dividend yield for the trailing twelve months is around 9.68%, more than ARCC's 8.82% yield.


TTM20242023202220212020201920182017201620152014
WU
The Western Union Company
9.68%8.87%7.89%6.83%5.27%4.10%2.99%4.45%3.68%2.95%3.46%2.79%
ARCC
Ares Capital Corporation
8.82%8.77%9.59%10.12%7.65%9.47%9.01%9.88%9.67%9.22%11.02%10.06%

Drawdowns

WU vs. ARCC - Drawdown Comparison

The maximum WU drawdown since its inception was -63.10%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for WU and ARCC. For additional features, visit the drawdowns tool.


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Volatility

WU vs. ARCC - Volatility Comparison

The Western Union Company (WU) and Ares Capital Corporation (ARCC) have volatilities of 7.01% and 6.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

WU vs. ARCC - Financials Comparison

This section allows you to compare key financial metrics between The Western Union Company 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


400.00M600.00M800.00M1.00B1.20B20212022202320242025
983.60M
599.00M
(WU) Total Revenue
(ARCC) Total Revenue
Values in USD except per share items

WU vs. ARCC - Profitability Comparison

The chart below illustrates the profitability comparison between The Western Union Company 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

20.0%40.0%60.0%80.0%100.0%20212022202320242025
37.1%
84.3%
(WU) Gross Margin
(ARCC) Gross Margin
WU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Western Union Company reported a gross profit of 364.40M and revenue of 983.60M. Therefore, the gross margin over that period was 37.1%.

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%.

WU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Western Union Company reported an operating income of 177.40M and revenue of 983.60M, resulting in an operating margin of 18.0%.

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%.

WU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Western Union Company reported a net income of 123.50M and revenue of 983.60M, resulting in a net margin of 12.6%.

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%.