ARCC vs TRU

Comparison between Ares Capital Corp (ARCC, Company) and TransUnion (TRU, Company).

Both ARCC and TRU are from the Financial Services sector.

5-Year PerformanceARCC has outperformed TRU, delivering a return of +8.8% compared to -7.2%

ARCC vs TRU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARCC(COMPANY)	TRU(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	84.31%	65.28%
Sharpe Ratio	-0.43	-0.42
5Y Beta	0.75	1.47
Industry	Asset Management	Financial Data & Stock Exchanges
P/E Ratio	11.70	19.43
Forward P/E	9.54	15.24
PEG Ratio	3.72	0.21
Dividend Yield	10.20%	0.50%
5Y Dividends CAGR	3.71%	3.97%
5Y EPS CAGR	N/A	16.36%
Debt to Equity	112.68%	117.96%
Free Cash Flow Yield	-9.11%	5.10%
P/S Ratio	4.39	2.88
P/B Ratio	0.96	2.87

Market Cap

ARCC

$14B

Winner

TRU

$14B

Max Drawdown

ARCC

84.31%

Winner

TRU

65.28%

Sharpe Ratio

ARCC

-0.43

Winner

TRU

-0.42

5Y Beta

Winner

ARCC

0.75

TRU

1.47

Industry

ARCC

Asset Management

TRU

Financial Data & Stock Exchanges

P/E Ratio

Winner

ARCC

11.70

TRU

19.43

Forward P/E

Winner

ARCC

9.54

TRU

15.24

PEG Ratio

ARCC

3.72

Winner

TRU

0.21

Dividend Yield

Winner

ARCC

10.20%

TRU

0.50%

5Y Dividends CAGR

ARCC

3.71%

Winner

TRU

3.97%

5Y EPS CAGR

ARCC

N/A

TRU

16.36%

Debt to Equity

Winner

ARCC

112.68%

TRU

117.96%

Free Cash Flow Yield

ARCC

-9.11%

Winner

TRU

5.10%

P/S Ratio

ARCC

4.39

Winner

TRU

2.88

P/B Ratio

Winner

ARCC

0.96

TRU

2.87

ARCC vs TRU - Historical Returns

Returns include dividend reinvestment.

Period	ARCC	TRU
1 month	-2.89%	+3.73%
3 months	+1.55%	-9.72%
6 months	-6.04%	-16.07%
1 year	-5.94%	-17.39%
5 years(CAGR)	+8.75%	-7.25%
10 years(CAGR)	+12.61%	+8.28%
Max(CAGR)	+11.94%	+10.19%

ARCC

-2.89%

Winner

TRU

+3.73%

Winner

ARCC

+1.55%

TRU

-9.72%

Winner

ARCC

-6.04%

TRU

-16.07%

Winner

ARCC

-5.94%

TRU

-17.39%

5Y(CAGR)

Winner

ARCC

+8.75%

TRU

-7.25%

10Y(CAGR)

Winner

ARCC

+12.61%

TRU

+8.28%

Max(CAGR)

Winner

ARCC

+11.94%

TRU

+10.19%

ARCC vs TRU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ARCC	TRU
2026	-5.60%	-14.92%
2025	-0.34%	-6.15%
2024	+19.80%	+39.96%
2023	+19.29%	+17.18%
2022	-3.00%	-51.19%
2021	+39.31%	+24.13%
2020	+0.59%	+13.40%
2019	+32.01%	+53.50%
2018	+7.42%	+3.91%
2017	+4.97%	+77.52%
2016	+26.10%	+12.43%
2015	-0.64%	+8.54%
2014	-2.84%	N/A
2013	+9.64%	N/A
2012	+23.43%	N/A
2011	-0.05%	N/A
2010	+38.30%	N/A
2009	+130.17%	N/A
2008	-47.60%	N/A
2007	-16.31%	N/A
2006	+29.09%	N/A
2005	-7.15%	N/A
2004	+31.40%	N/A

ARCC vs TRU Drawdown Comparison

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

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current ARCC drawdown is -13.14%. The current TRU drawdown is -41.87%.

Rank	ARCC	TRU
#1	-79.37% Feb 22, 2007 - Dec 22, 2009	-64.92% Sep 8, 2021 - Oct 30, 2023
#2	-56.84% Feb 7, 2020 - Jan 20, 2021	-45.16% Feb 20, 2020 - Dec 23, 2020
#3	-24.60% Apr 29, 2011 - Feb 28, 2012	-31.27% Sep 13, 2018 - Jul 23, 2019
#4	-22.17% Apr 29, 2010 - Sep 29, 2010	-25.02% Dec 24, 2015 - Apr 27, 2016
#5	-21.89% Apr 6, 2015 - Jul 25, 2016	-17.33% Jul 22, 2016 - Feb 14, 2017
#6	-21.78% Apr 20, 2022 - Jul 26, 2023	-16.60% Dec 24, 2020 - Apr 22, 2021
#7	-20.10% Aug 4, 2005 - Sep 27, 2006	-15.75% Sep 7, 2017 - Oct 5, 2017
#8	-19.35% Dec 28, 2004 - Aug 3, 2005	-13.63% Aug 14, 2015 - Dec 17, 2015
#9	-19.33% Jul 17, 2025 - Mar 27, 2026	-10.43% Jan 26, 2018 - Apr 20, 2018
#10	-18.79% Feb 4, 2025 - Jul 10, 2025	-8.26% Jun 23, 2016 - Jul 1, 2016
#11	-17.20% Jan 19, 2010 - Mar 17, 2010	-7.86% Sep 6, 2019 - Nov 14, 2019
#12	-14.28% Nov 9, 2018 - Feb 20, 2019	-6.76% Jul 20, 2018 - Sep 4, 2018
#13	-13.99% Jun 30, 2014 - Feb 23, 2015	-5.69% Aug 8, 2019 - Sep 6, 2019
#14	-11.36% Apr 3, 2012 - Jul 13, 2012	-5.68% Jul 26, 2019 - Aug 8, 2019
#15	-10.76% Feb 8, 2022 - Apr 19, 2022	-5.05% Jun 1, 2017 - Jun 19, 2017

Correlation

Correlation between ARCC and TRU is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2004 - 2026)

ARCC vs TRU dividend yield comparison.

Year	ARCC	TRU
2026	2.55%	0.35%
2025	9.49%	0.54%
2024	8.77%	0.45%
2023	9.59%	0.61%
2022	10.12%	0.70%
2021	7.65%	0.30%
2020	9.47%	0.30%
2019	9.01%	0.35%
2018	9.88%	0.40%
2017	9.67%	0.00%
2016	9.22%	0.00%
2015	11.02%	0.00%
2014	10.06%	0.00%
2013	8.84%	0.00%
2012	9.14%	0.00%
2011	9.13%	0.00%
2010	8.50%	0.00%
2009	11.81%	0.00%
2008	26.54%	0.00%
2007	11.35%	0.00%
2006	8.58%	0.00%
2005	8.09%	0.00%
2004	1.54%	0.00%