ARCC vs. CG: Ares Capital vs. Carlyle Stock Comparison

Company Profile

Ares Capital (ARCC) and Carlyle (CG) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Carlyle (CG) has an aggressive beta of 1.82, indicating higher sensitivity to broad-market moves, while Ares Capital (ARCC) is defensive at 0.59 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Ares Capital (ARCC) at 6.19% and Carlyle (CG) at 5.23% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Ares Capital (ARCC) at 28.35% retains a top-quartile share of revenue as profit, ahead of Carlyle (CG) at 12.81%, which keeps about the industry-typical share.

Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Ares Capital (ARCC) reports 72.74%, ranking against industry peers normally.

Profitability Metrics

Growth

Both Ares Capital (ARCC) at -12.08% and Carlyle (CG) at -5.56% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

Both Ares Capital (ARCC) at -23.77% and Carlyle (CG) at -21.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Ares Capital (ARCC) in Financial Services and Carlyle (CG) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Ares Capital (ARCC) in Financial Services and Carlyle (CG) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Carlyle (CG) at 3.50% pays an industry-typical yield; Ares Capital (ARCC) at 9.92% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

Both Ares Capital (ARCC) at 157.38% and Carlyle (CG) at 147.37% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

Dividend Metrics

Valuation

Ares Capital (ARCC) at 15.68 is near its industry’s usual P/E ratio, while Carlyle (CG) at 40.93 sits in the richer quartile — CG needs stronger growth or earnings quality to justify the premium.

Ares Capital (ARCC) at 4.48 is priced about in line with its industry on P/S ratio, while Carlyle (CG) at 5.06 sits in the pricier quartile — CG costs more per dollar of sales.

On P/B ratio, both Ares Capital (ARCC) at 0.99 and Carlyle (CG) at 2.81 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics