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FMS vs ARCC

Comparison between Fresenius Medical Care AG & Co. KGaA (FMS, Company) and Ares Capital Corp (ARCC, Company).

FMS is from the Healthcare sector, while ARCC is from the Financial Services sector.

5-Year PerformanceARCC has outperformed FMS, delivering a return of +9.0% compared to -8.5%

FMS vs ARCC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
FMS
$14B
Winner
ARCC
$14B
Max Drawdown
Winner
FMS
77.73%
ARCC
84.31%
Sharpe Ratio
FMS
-0.55
Winner
ARCC
-0.42
5Y Beta
Winner
FMS
0.36
ARCC
0.74
Industry
FMS
Medical Care Facilities
ARCC
Asset Management
P/E Ratio
FMS
13.95
Winner
ARCC
11.81
Forward P/E
FMS
9.72
Winner
ARCC
9.68
PEG Ratio
Winner
FMS
0.17
ARCC
3.72
Dividend Yield
FMS
3.79%
Winner
ARCC
10.10%
5Y Dividends CAGR
Winner
FMS
18.27%
ARCC
3.71%
5Y EPS CAGR
FMS
-3.42%
ARCC
N/A
Debt to Equity
Winner
FMS
73.34%
ARCC
112.68%
Free Cash Flow Yield
Winner
FMS
19.65%
ARCC
-9.03%
P/S Ratio
Winner
FMS
0.62
ARCC
4.43
P/B Ratio
Winner
FMS
0.79
ARCC
0.96

FMS vs ARCC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FMS
+7.70%
ARCC
+2.61%
3M
FMS
+5.29%
Winner
ARCC
+9.45%
6M
Winner
FMS
+1.49%
ARCC
-2.90%
1Y
FMS
-17.23%
Winner
ARCC
-5.02%
5Y(CAGR)
FMS
-8.54%
Winner
ARCC
+9.03%
10Y(CAGR)
FMS
-3.52%
Winner
ARCC
+12.98%
Max(CAGR)
FMS
+4.09%
Winner
ARCC
+12.06%

FMS vs ARCC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMSARCC
2026+1.88%-3.24%
2025+10.46%-0.34%
2024+9.62%+19.80%
2023+32.75%+19.29%
2022-48.69%-3.00%
2021-22.15%+39.31%
2020+14.17%+0.59%
2019+14.97%+32.01%
2018-37.35%+7.42%
2017+25.11%+4.97%
2016+3.00%+26.10%
2015+15.27%-0.64%
2014+7.92%-2.84%
2013+4.68%+9.64%
2012-1.60%+23.43%
2011+19.12%-0.05%
2010+6.92%+38.30%
2009+12.89%+130.17%
2008-9.60%-47.60%
2007+17.56%-16.31%
2006+24.19%+29.09%
2005+32.87%-7.15%
2004+13.43%+31.40%
2003+75.69%N/A
2002-32.86%N/A
2001-28.05%N/A
2000-1.41%N/A
1999+20.10%N/A

FMS vs ARCC Drawdown Comparison

The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.

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

The current FMS drawdown is -50.54%. The current ARCC drawdown is -10.96%.

RankFMSARCC
#1-76.71%
Sep 22, 2000 - Feb 24, 2005
-79.37%
Feb 22, 2007 - Dec 22, 2009
#2-75.62%
Jan 31, 2018 - Oct 10, 2022
-56.84%
Feb 7, 2020 - Jan 20, 2021
#3-39.57%
Jul 10, 2008 - Aug 17, 2010
-24.60%
Apr 29, 2011 - Feb 28, 2012
#4-24.50%
Dec 1, 1999 - Sep 1, 2000
-22.17%
Apr 29, 2010 - Sep 29, 2010
#5-20.91%
Jul 26, 2011 - Feb 25, 2015
-21.89%
Apr 6, 2015 - Jul 25, 2016
#6-20.16%
Jan 10, 2008 - Jul 3, 2008
-21.78%
Apr 20, 2022 - Jul 26, 2023
#7-19.10%
Aug 9, 2016 - May 31, 2017
-20.10%
Aug 4, 2005 - Sep 27, 2006
#8-15.76%
May 2, 2006 - Aug 2, 2006
-19.35%
Dec 28, 2004 - Aug 3, 2005
#9-14.90%
Jul 20, 2015 - Oct 29, 2015
-19.33%
Jul 17, 2025 - Mar 27, 2026
#10-13.95%
Nov 2, 2015 - Jul 28, 2016
-18.79%
Feb 4, 2025 - Jul 10, 2025
#11-12.99%
Mar 1, 2005 - Aug 3, 2005
-17.20%
Jan 19, 2010 - Mar 17, 2010
#12-12.90%
Oct 14, 2010 - Feb 15, 2011
-14.28%
Nov 9, 2018 - Feb 20, 2019
#13-11.81%
May 8, 2007 - Sep 12, 2007
-13.99%
Jun 30, 2014 - Feb 23, 2015
#14-10.72%
Apr 29, 2011 - Jul 25, 2011
-11.36%
Apr 3, 2012 - Jul 13, 2012
#15-9.92%
Jun 14, 2017 - Dec 4, 2017
-10.76%
Feb 8, 2022 - Apr 19, 2022

Correlation

Correlation between FMS and ARCC is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

0.15
-101

Dividend Comparison (2000 - 2026)

FMS vs ARCC dividend yield comparison.

YearFMSARCC
20263.79%2.49%
20253.30%9.49%
20242.80%8.77%
20232.97%9.59%
20224.34%10.12%
20212.57%7.65%
20201.72%9.47%
20191.78%9.01%
20181.95%9.88%
20170.70%9.67%
20160.74%9.22%
20150.71%11.02%
20140.99%10.06%
20130.94%8.84%
20120.91%9.14%
20110.96%9.13%
20100.93%8.50%
20091.06%11.81%
20081.38%26.54%
20070.91%11.35%
20060.93%8.58%
20051.06%8.09%
20041.22%1.54%
20031.24%0.00%
20021.49%0.00%
20010.81%0.00%
20000.58%0.00%

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