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ARCC vs. EVR: Ares Capital vs. Evercore Stock Comparison

How do Ares Capital (ARCC) and Evercore (EVR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Ares Capital (ARCC) and Evercore (EVR) both belong to the Capital Markets industry, though ARCC is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.

Company profile comparison for Ares Capital (ARCC) and Evercore (EVR)
Profile ItemARCCEVR
NameAres Capital Corp.Evercore Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization13.82 billion USD10.81 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateOctober 5, 2004August 14, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ARCC
EVR
GSPC
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Ares Capital (ARCC) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Ares Capital (ARCC) and Evercore (EVR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Ares Capital (ARCC) and Evercore (EVR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
Total Return (1Y)5.40%-2.40%
Total Return (3Y, Annualized)9.48%30.98%
Total Return (5Y, Annualized)8.26%16.41%

Risk Profile

Drawdown History

ARCC
EVR
GSPC
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Ares Capital (ARCC) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Ares Capital (ARCC) and Evercore (EVR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Evercore (EVR) has an aggressive beta of 1.45, 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 profile metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
Volatility (1Y, Annualized)18.97%39.76%
Beta (5Y)0.591.45
Max Drawdown (5Y)-21.76%-47.86%
Avg. Volume (3M)4.45M546.56K

Risk-Adjusted Performance

Risk-Return Positioning

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ARCC and EVR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
Sharpe Ratio (1Y)0.06-0.17
Sortino Ratio (1Y)0.09-0.23

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Ares Capital (ARCC) at 6.19% is closer to the peer norm — stronger capital efficiency for EVR.

ARCC

Financial Services industry group

6.19%

Max
44.78%
Q3
21.85%
Median
12.91%
ARCC
6.19%
Q1
4.48%
Min
-18.71%

EVR

Financial Services industry group

37.97%

Max
44.78%
EVR
37.97%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Ares Capital (ARCC) at 28.35% retains a top-quartile share of revenue as profit, ahead of Evercore (EVR) at 15.73%, which keeps about the industry-typical share.

ARCC

Financial Services industry group

28.35%

Max
62.84%
ARCC
28.35%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%

EVR

Financial Services industry group

15.73%

Max
62.84%
Q3
28.05%
EVR
15.73%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Ares Capital (ARCC) at 72.74% operates in the top operating margin quartile, ahead of Evercore (EVR) at 21.94%, which runs around its industry’s norm.

ARCC

Financial Services industry group

72.74%

Max
107.33%
ARCC
72.74%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%

EVR

Financial Services industry group

21.94%

Max
107.33%
Q3
55.90%
Median
30.09%
EVR
21.94%
Q1
14.60%
Min
-44.34%
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
ROE (TTM)6.19%37.97%
ROA (TTM)4.78%17.07%
Net Margin (TTM)28.35%15.73%
Operating Margin (TTM)72.74%21.94%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Ares Capital (ARCC) at -12.08% is in the bottom quartile, showing a clear gap in revenue momentum.

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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Ares Capital (ARCC) at -23.77% is closer to the peer norm — faster per-share earnings growth for EVR.

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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
Revenue Growth (YoY)-12.08%29.41%
Revenue Growth (3Y CAGR)26.67%11.76%
EPS Growth (YoY)-23.77%54.74%
EPS Growth (3Y CAGR)16.05%6.57%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Ares Capital (ARCC) in Financial Services and Evercore (EVR) 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 / Equity (MRQ)

debt-to-equity ratio is set aside for both: Ares Capital (ARCC) in Financial Services and Evercore (EVR) 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

Financial strength metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Evercore (EVR) at 1.21% 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.

ARCC

Financial Services industry group

9.92%

ARCC
9.92%
Max
9.77%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%

EVR

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
EVR
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Ares Capital (ARCC) reports payout ratio above 100% at 157.38%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Evercore (EVR) reports 18.93%, ranking against industry peers normally.

ARCC

Financial Services industry group

157.38%

Max
241.07%
ARCC
157.38%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%

EVR

Financial Services industry group

18.93%

Max
241.07%
Q3
97.36%
Median
25.77%
EVR
18.93%
Q1
0.00%
Min
0.00%
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
Dividend Yield (TTM)9.92%1.21%
Dividend Payout Ratio (TTM)157.38%18.93%

Valuation

P/E Ratio (TTM)

Both Ares Capital (ARCC) at 15.68 and Evercore (EVR) at 15.57 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

ARCC

Financial Services industry group

15.68

Max
45.85
Q3
24.64
ARCC
15.68
Median
15.37
Q1
9.68
Min
0.16

EVR

Financial Services industry group

15.57

Max
45.85
Q3
24.64
EVR
15.57
Median
15.37
Q1
9.68
Min
0.16
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Ares Capital (ARCC) at 4.48 and Evercore (EVR) at 2.23 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

ARCC

Financial Services industry group

4.48

Max
9.23
Q3
4.57
ARCC
4.48
Median
2.72
Q1
1.28
Min
-0.55

EVR

Financial Services industry group

2.23

Max
9.23
Q3
4.57
Median
2.72
EVR
2.23
Q1
1.28
Min
-0.55
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Ares Capital (ARCC) at 0.99 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.

ARCC

Financial Services industry group

0.99

Max
7.79
Q3
3.63
Median
1.57
ARCC
0.99
Q1
0.81
Min
-0.39

EVR

Financial Services industry group

5.56

Max
7.79
EVR
5.56
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Ares Capital (ARCC) vs. Evercore (EVR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ares Capital (ARCC) and Evercore (EVR)
MetricARCCEVR
P/E Ratio (TTM)15.6815.57
P/S Ratio (TTM)4.482.23
P/B Ratio (MRQ)0.995.56
Free Cash Flow Yield (TTM)----