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ARCC vs. EQH: A Head-to-Head Stock Comparison

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Here’s a clear look at ARCC and EQH, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolARCCEQH
Company NameAres Capital CorporationEquitable Holdings, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsFinancial Services
Market Capitalization15.72 billion USD15.60 billion USD
ExchangeNasdaqGSNYSE
Listing DateOctober 5, 2004May 10, 2018
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of ARCC and EQH by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

ARCC vs. EQH: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolARCCEQH
5-Day Price Return-1.63%-4.69%
13-Week Price Return1.73%-3.03%
26-Week Price Return-3.42%-3.09%
52-Week Price Return6.96%26.96%
Month-to-Date Return-1.50%1.42%
Year-to-Date Return1.83%10.41%
10-Day Avg. Volume3.42M3.36M
3-Month Avg. Volume3.93M2.56M
3-Month Volatility13.02%26.63%
Beta0.761.14

Profitability

Return on Equity (TTM)

ARCC

10.05%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

ARCC’s Return on Equity of 10.05% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

EQH

22.93%

Financial Services Industry

Max
40.58%
Q3
20.06%
Median
10.67%
Q1
4.19%
Min
-10.31%

In the upper quartile for the Financial Services industry, EQH’s Return on Equity of 22.93% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

ARCC vs. EQH: A comparison of their Return on Equity (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Net Profit Margin (TTM)

ARCC

44.94%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

A Net Profit Margin of 44.94% places ARCC in the upper quartile for the Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.

EQH

3.02%

Financial Services Industry

Max
52.86%
Q3
25.58%
Median
12.23%
Q1
6.64%
Min
-9.92%

Falling into the lower quartile for the Financial Services industry, EQH’s Net Profit Margin of 3.02% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

ARCC vs. EQH: A comparison of their Net Profit Margin (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Operating Profit Margin (TTM)

ARCC

48.72%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

An Operating Profit Margin of 48.72% places ARCC in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

EQH

17.41%

Financial Services Industry

Max
77.28%
Q3
37.68%
Median
18.17%
Q1
9.27%
Min
-8.19%

EQH’s Operating Profit Margin of 17.41% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

ARCC vs. EQH: A comparison of their Operating Profit Margin (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Profitability at a Glance

SymbolARCCEQH
Return on Equity (TTM)10.05%22.93%
Return on Assets (TTM)4.80%0.16%
Net Profit Margin (TTM)44.94%3.02%
Operating Profit Margin (TTM)48.72%17.41%
Gross Profit Margin (TTM)50.28%51.52%

Financial Strength

Current Ratio (MRQ)

ARCC

1.07

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

EQH

1.64

Financial Services Industry

Max
4.58
Q3
2.59
Median
1.33
Q1
0.69
Min
0.01

For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

ARCC vs. EQH: A comparison of their Current Ratio (MRQ) against their respective Capital Markets and Financial Services industry benchmarks.

Debt-to-Equity Ratio (MRQ)

ARCC

1.01

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

EQH

20.11

Financial Services Industry

Max
4.96
Q3
2.10
Median
0.57
Q1
0.12
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.

ARCC vs. EQH: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Capital Markets and Financial Services industry benchmarks.

Interest Coverage Ratio (TTM)

ARCC

2.48

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

EQH

1.76

Financial Services Industry

Max
136.23
Q3
56.08
Median
6.55
Q1
2.01
Min
-33.27

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.

ARCC vs. EQH: A comparison of their Interest Coverage Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Financial Strength at a Glance

SymbolARCCEQH
Current Ratio (MRQ)1.071.64
Quick Ratio (MRQ)1.071.64
Debt-to-Equity Ratio (MRQ)1.0120.11
Interest Coverage Ratio (TTM)2.481.76

Growth

Revenue Growth

ARCC vs. EQH: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

ARCC vs. EQH: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

ARCC

7.69%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

With a Dividend Yield of 7.69%, ARCC offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.

EQH

2.43%

Financial Services Industry

Max
8.18%
Q3
3.60%
Median
1.56%
Q1
0.00%
Min
0.00%

EQH’s Dividend Yield of 2.43% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

ARCC vs. EQH: A comparison of their Dividend Yield (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Dividend Payout Ratio (TTM)

ARCC

89.80%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

ARCC’s Dividend Payout Ratio of 89.80% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

EQH

21.08%

Financial Services Industry

Max
155.56%
Q3
63.71%
Median
18.08%
Q1
0.00%
Min
0.00%

EQH’s Dividend Payout Ratio of 21.08% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

ARCC vs. EQH: A comparison of their Dividend Payout Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Dividend at a Glance

SymbolARCCEQH
Dividend Yield (TTM)7.69%2.43%
Dividend Payout Ratio (TTM)89.80%21.08%

Valuation

Price-to-Earnings Ratio (TTM)

ARCC

11.68

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

In the lower quartile for the Capital Markets industry, ARCC’s P/E Ratio of 11.68 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

EQH

32.57

Financial Services Industry

Max
63.23
Q3
32.10
Median
14.41
Q1
10.81
Min
0.37

A P/E Ratio of 32.57 places EQH in the upper quartile for the Financial Services industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

ARCC vs. EQH: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Price-to-Sales Ratio (TTM)

ARCC

5.25

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

ARCC’s P/S Ratio of 5.25 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

EQH

0.98

Financial Services Industry

Max
11.16
Q3
5.45
Median
2.61
Q1
1.25
Min
0.04

The P/S Ratio is often not a primary valuation tool in the Financial Services industry.

ARCC vs. EQH: A comparison of their Price-to-Sales Ratio (TTM) against their respective Capital Markets and Financial Services industry benchmarks.

Price-to-Book Ratio (MRQ)

ARCC

1.09

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

ARCC’s P/B Ratio of 1.09 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

EQH

14.84

Financial Services Industry

Max
7.09
Q3
3.79
Median
1.46
Q1
0.83
Min
0.04

At 14.84, EQH’s P/B Ratio is at an extreme premium to the Financial Services industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

ARCC vs. EQH: A comparison of their Price-to-Book Ratio (MRQ) against their respective Capital Markets and Financial Services industry benchmarks.

Valuation at a Glance

SymbolARCCEQH
Price-to-Earnings Ratio (TTM)11.6832.57
Price-to-Sales Ratio (TTM)5.250.98
Price-to-Book Ratio (MRQ)1.0914.84
Price-to-Free Cash Flow Ratio (TTM)17.2110.33