ARCC vs LULU

Comparison between Ares Capital Corp (ARCC, Company) and Lululemon Athletica Inc (LULU, Company).

ARCC is from the Financial Services sector, while LULU is from the Consumer Cyclical sector.

5-Year PerformanceARCC has outperformed LULU, delivering a return of +9.8% compared to -17.6%

ARCC vs LULU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARCC(COMPANY)	LULU(COMPANY)
Market Cap	$13B	$14B
Max Drawdown	84.31%	92.26%
Sharpe Ratio	-0.33	-1.88
5Y Beta	0.75	1.17
Industry	Asset Management	Apparel Retail
P/E Ratio	11.65	8.67
Forward P/E	9.65	10.47
PEG Ratio	3.72	0.63
Dividend Yield	10.10%	N/A
5Y Dividends CAGR	3.71%	N/A
5Y EPS CAGR	N/A	24.33%
Debt to Equity	112.68%	0.00%
Free Cash Flow Yield	-9.15%	6.83%
P/S Ratio	4.37	1.28
P/B Ratio	0.97	3.06

Market Cap

ARCC

$13B

Winner

LULU

$14B

Max Drawdown

Winner

ARCC

84.31%

LULU

92.26%

Sharpe Ratio

Winner

ARCC

-0.33

LULU

-1.88

5Y Beta

Winner

ARCC

0.75

LULU

1.17

Industry

ARCC

Asset Management

LULU

Apparel Retail

P/E Ratio

ARCC

11.65

Winner

LULU

8.67

Forward P/E

Winner

ARCC

9.65

LULU

10.47

PEG Ratio

ARCC

3.72

Winner

LULU

0.63

Dividend Yield

ARCC

10.10%

LULU

N/A

5Y Dividends CAGR

ARCC

3.71%

LULU

N/A

5Y EPS CAGR

ARCC

N/A

LULU

24.33%

Debt to Equity

ARCC

112.68%

Winner

LULU

0.00%

Free Cash Flow Yield

ARCC

-9.15%

Winner

LULU

6.83%

P/S Ratio

ARCC

4.37

Winner

LULU

1.28

P/B Ratio

Winner

ARCC

0.97

LULU

3.06

ARCC vs LULU - Historical Returns

Returns include dividend reinvestment.

Period	ARCC	LULU
1 month	-0.37%	-26.79%
3 months	+0.20%	-32.47%
6 months	-1.70%	-30.20%
1 year	-4.17%	-62.65%
5 years(CAGR)	+9.80%	-17.65%
10 years(CAGR)	+12.29%	+6.97%
Max(CAGR)	+12.00%	+12.06%

Winner

ARCC

-0.37%

LULU

-26.79%

Winner

ARCC

+0.20%

LULU

-32.47%

Winner

ARCC

-1.70%

LULU

-30.20%

Winner

ARCC

-4.17%

LULU

-62.65%

5Y(CAGR)

Winner

ARCC

+9.80%

LULU

-17.65%

10Y(CAGR)

Winner

ARCC

+12.29%

LULU

+6.97%

Max(CAGR)

ARCC

+12.00%

Winner

LULU

+12.06%

ARCC vs LULU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ARCC	LULU
2026	-5.05%	-43.48%
2025	-0.34%	-44.18%
2024	+19.80%	-24.33%
2023	+19.29%	+58.11%
2022	-3.00%	-17.33%
2021	+39.31%	+9.83%
2020	+0.59%	+49.10%
2019	+32.01%	+87.82%
2018	+7.42%	+52.60%
2017	+4.97%	+17.56%
2016	+26.10%	+16.34%
2015	-0.64%	-5.19%
2014	-2.84%	-4.78%
2013	+9.64%	-20.25%
2012	+23.43%	+62.09%
2011	-0.05%	+30.37%
2010	+38.30%	+121.35%
2009	+130.17%	+286.39%
2008	-47.60%	-82.31%
2007	-16.31%	+69.18%
2006	+29.09%	N/A
2005	-7.15%	N/A
2004	+31.40%	N/A

ARCC vs LULU Drawdown Comparison

The maximum drawdown for ARCC was -79.37%, occurring on Mar 5, 2009. Recovery took 715 trading sessions.

The maximum drawdown for LULU was -92.26%, occurring on Mar 9, 2009. Recovery took 790 trading sessions.

The current ARCC drawdown is -12.63%. The current LULU drawdown is -76.70%.

Rank	ARCC	LULU
#1	-79.37% Feb 22, 2007 - Dec 22, 2009	-92.26% Oct 22, 2007 - Dec 9, 2010
#2	-56.84% Feb 7, 2020 - Jan 20, 2021	-76.70% Dec 29, 2023 - May 15, 2026
#3	-24.60% Apr 29, 2011 - Feb 28, 2012	-54.73% Jun 10, 2013 - Feb 26, 2018
#4	-22.17% Apr 29, 2010 - Sep 29, 2010	-47.29% Feb 20, 2020 - May 21, 2020
#5	-21.89% Apr 6, 2015 - Jul 25, 2016	-46.12% Nov 16, 2021 - Dec 8, 2023
#6	-21.78% Apr 20, 2022 - Jul 26, 2023	-33.56% May 3, 2012 - May 10, 2013
#7	-20.10% Aug 4, 2005 - Sep 27, 2006	-31.60% Jul 20, 2011 - Jan 27, 2012
#8	-19.35% Dec 28, 2004 - Aug 3, 2005	-30.30% Sep 28, 2018 - Mar 28, 2019
#9	-19.33% Jul 17, 2025 - Mar 27, 2026	-28.41% Sep 2, 2020 - Jul 23, 2021
#10	-18.79% Feb 4, 2025 - Jul 10, 2025	-18.67% Apr 21, 2011 - Jun 21, 2011
#11	-17.20% Jan 19, 2010 - Mar 17, 2010	-15.15% Aug 8, 2007 - Sep 19, 2007
#12	-14.28% Nov 9, 2018 - Feb 20, 2019	-12.58% Feb 11, 2011 - Mar 28, 2011
#13	-13.99% Jun 30, 2014 - Feb 23, 2015	-11.93% Oct 10, 2007 - Oct 16, 2007
#14	-11.36% Apr 3, 2012 - Jul 13, 2012	-11.10% Sep 24, 2021 - Oct 26, 2021
#15	-10.76% Feb 8, 2022 - Apr 19, 2022	-10.57% Jun 3, 2020 - Jul 20, 2020