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ARCC vs UHAL

Comparison between Ares Capital Corp (ARCC, Company) and U-Haul Holding Company (UHAL, Company).

ARCC is from the Financial Services sector, while UHAL is from the Industrials sector.

5-Year PerformanceARCC has outperformed UHAL, delivering a return of +9.1% compared to +4.7%

ARCC vs UHAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ARCC
$14B
Winner
UHAL
$14B
Max Drawdown
Winner
ARCC
84.31%
UHAL
94.44%
Sharpe Ratio
ARCC
-0.49
Winner
UHAL
0.54
5Y Beta
Winner
ARCC
0.74
UHAL
0.82
Industry
ARCC
Asset Management
UHAL
Rental & Leasing Services
P/E Ratio
Winner
ARCC
11.74
UHAL
163.56
Forward P/E
Winner
ARCC
9.66
UHAL
68.97
PEG Ratio
ARCC
3.72
Winner
UHAL
2.35
Dividend Yield
ARCC
10.30%
UHAL
N/A
5Y Dividends CAGR
ARCC
3.71%
Winner
UHAL
197.11%
Debt to Equity
ARCC
112.68%
Winner
UHAL
106.74%
Free Cash Flow Yield
Winner
ARCC
-9.08%
UHAL
-10.00%
P/S Ratio
ARCC
4.38
Winner
UHAL
2.23
P/B Ratio
Winner
ARCC
0.95
UHAL
1.75

ARCC vs UHAL - Historical Returns

Returns include dividend reinvestment.

1M
ARCC
+3.17%
Winner
UHAL
+15.93%
3M
ARCC
+4.93%
Winner
UHAL
+39.89%
6M
ARCC
-3.18%
Winner
UHAL
+25.64%
1Y
ARCC
-8.15%
Winner
UHAL
+17.89%
5Y(CAGR)
Winner
ARCC
+9.12%
UHAL
+4.70%
10Y(CAGR)
Winner
ARCC
+13.20%
UHAL
+6.63%
Max(CAGR)
ARCC
+12.12%
Winner
UHAL
+13.37%

ARCC vs UHAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearARCCUHAL
2026-1.00%+42.99%
2025-0.34%-26.95%
2024+19.80%-2.84%
2023+19.29%+20.53%
2022-3.00%-16.71%
2021+39.31%+63.69%
2020+0.59%+19.47%
2019+32.01%+14.78%
2018+7.42%-13.20%
2017+4.97%+3.30%
2016+26.10%-2.61%
2015-0.64%+37.04%
2014-2.84%+19.04%
2013+9.64%+80.41%
2012+23.43%+43.09%
2011-0.05%-8.56%
2010+38.30%+90.03%
2009+130.17%+45.93%
2008-47.60%-45.28%
2007-16.31%-24.52%
2006+29.09%+16.57%
2005-7.15%+60.43%
2004+31.40%+110.43%
2003N/A+388.64%
2002N/A-76.43%
2001N/A-2.94%
2000N/A-20.73%
1999N/A-11.10%

ARCC vs UHAL Drawdown Comparison

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

The maximum drawdown for UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 1213 trading sessions.

The current ARCC drawdown is -8.91%. The current UHAL drawdown is -7.81%.

RankARCCUHAL
#1-79.37%
Feb 22, 2007 - Dec 22, 2009
-93.78%
Nov 3, 1999 - Sep 2, 2004
#2-56.84%
Feb 7, 2020 - Jan 20, 2021
-78.85%
Apr 21, 2006 - Dec 3, 2010
#3-24.60%
Apr 29, 2011 - Feb 28, 2012
-46.19%
Oct 2, 2024 - Mar 20, 2026
#4-22.17%
Apr 29, 2010 - Sep 29, 2010
-44.09%
Dec 3, 2010 - Feb 9, 2012
#5-21.89%
Apr 6, 2015 - Jul 25, 2016
-43.46%
Nov 23, 2015 - Dec 4, 2020
#6-21.78%
Apr 20, 2022 - Jul 26, 2023
-40.46%
Nov 5, 2021 - Sep 24, 2024
#7-20.10%
Aug 4, 2005 - Sep 27, 2006
-31.17%
Feb 9, 2012 - Oct 16, 2012
#8-19.35%
Dec 28, 2004 - Aug 3, 2005
-18.77%
Jun 6, 2014 - Jan 26, 2015
#9-19.33%
Jul 17, 2025 - Mar 27, 2026
-16.69%
May 10, 2021 - Aug 9, 2021
#10-18.79%
Feb 4, 2025 - Jul 10, 2025
-14.72%
Mar 20, 2013 - Aug 8, 2013
#11-17.20%
Jan 19, 2010 - Mar 17, 2010
-12.84%
Jan 23, 2014 - Apr 15, 2014
#12-14.28%
Nov 9, 2018 - Feb 20, 2019
-11.15%
Sep 9, 2005 - Nov 17, 2005
#13-13.99%
Jun 30, 2014 - Feb 23, 2015
-9.46%
Feb 4, 2005 - May 13, 2005
#14-11.36%
Apr 3, 2012 - Jul 13, 2012
-9.19%
Jan 3, 2006 - Jan 25, 2006
#15-10.76%
Feb 8, 2022 - Apr 19, 2022
-9.04%
Aug 9, 2013 - Sep 17, 2013

Correlation

Correlation between ARCC and UHAL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2004 - 2026)

ARCC vs UHAL dividend yield comparison.

YearARCCUHAL
20265.00%0.00%
20259.49%0.00%
20248.77%0.00%
20239.59%0.00%
202210.12%769.35%
20217.65%0.21%
20209.47%0.55%
20199.01%0.40%
20189.88%0.46%
20179.67%0.66%
20169.22%0.54%
201511.02%1.28%
201410.06%0.35%
20138.84%0.00%
20129.14%3.94%
20119.13%1.13%
20108.50%0.00%
200911.81%0.00%
200826.54%0.00%
200711.35%0.00%
20068.58%0.00%
20058.09%0.74%
20041.54%0.00%

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