WU vs. ARCC
Compare and contrast key facts about The Western Union Company (WU) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WU or ARCC.
Key characteristics
| WU | ARCC | |
|---|---|---|
| YTD Return | 4.22% | 10.32% |
| 1Y Return | -2.03% | 18.63% |
| 3Y Return (Ann) | -9.95% | 11.39% |
| 5Y Return (Ann) | -7.00% | 12.07% |
| 10Y Return (Ann) | 1.40% | 12.68% |
| Sharpe Ratio | -0.09 | 1.37 |
| Daily Std Dev | 24.08% | 12.55% |
| Max Drawdown | -63.10% | -79.36% |
| Current Drawdown | -45.03% | -0.85% |
Fundamentals
| WU | ARCC | |
|---|---|---|
| Market Cap | $4.02B | $13.08B |
| EPS | $1.64 | $2.86 |
| PE Ratio | 7.12 | 7.26 |
| PEG Ratio | 2.37 | 3.95 |
| Total Revenue (TTM) | $4.26B | $2.23B |
| Gross Profit (TTM) | $1.48B | $1.87B |
| EBITDA (TTM) | $939.20M | $1.22B |
Correlation
The correlation between WU and ARCC is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WU vs. ARCC - Performance Comparison
In the year-to-date period, WU achieves a 4.22% return, which is significantly lower than ARCC's 10.32% return. Over the past 10 years, WU has underperformed ARCC with an annualized return of 1.40%, while ARCC has yielded a comparatively higher 12.68% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
WU vs. ARCC - Dividend Comparison
WU's dividend yield for the trailing twelve months is around 8.01%, less than ARCC's 9.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WU The Western Union Company | 8.01% | 7.89% | 6.83% | 5.27% | 4.10% | 2.99% | 4.45% | 3.68% | 2.95% | 3.46% | 2.79% | 2.90% |
ARCC Ares Capital Corporation | 9.32% | 9.59% | 10.10% | 7.60% | 9.41% | 8.94% | 9.78% | 9.57% | 9.12% | 10.90% | 9.93% | 8.67% |
Drawdowns
WU vs. ARCC - Drawdown Comparison
The maximum WU drawdown since its inception was -63.10%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for WU and ARCC. For additional features, visit the drawdowns tool.
Volatility
WU vs. ARCC - Volatility Comparison
The Western Union Company (WU) has a higher volatility of 4.41% compared to Ares Capital Corporation (ARCC) at 3.39%. This indicates that WU'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.
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.
Total Revenue: Total amount of money received from sales and other business activities