ARCC vs. IX: Ares Capital vs. ORIX Stock Comparison

November 11, 2026

How do Ares Capital (ARCC) and ORIX (IX) 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 ORIX (IX) both fall under the Financial Services industry group, but ARCC is classified in Capital Markets while IX is classified in Financial Services.

Ares Capital (ARCC) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Ares Capital (ARCC) and ORIX (IX)
Profile Item	ARCC	IX
Name	Ares Capital Corp.	ORIX Corporation Sponsored ADR
Country/Region	United States	Japan
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Capital Markets	Financial Services
GICS Sub-Industry	Asset Management & Custody Banks	Diversified Financial Services
Market Capitalization	13.82 billion USD	37.30 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	October 5, 2004	September 16, 1998
Security Type	Common Stock	ADR

Price Performance

Cumulative Growth

ARCC

GSPC

Ares Capital (ARCC) vs. ORIX (IX), 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 ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ares Capital (ARCC) and ORIX (IX)
Metric	ARCC	IX
Total Return (1Y)	5.40%	37.72%
Total Return (3Y, Annualized)	9.48%	27.79%
Total Return (5Y, Annualized)	8.26%	12.59%

Risk Profile

Drawdown History

ARCC

GSPC

Ares Capital (ARCC) vs. ORIX (IX), 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 ORIX (IX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ares Capital (ARCC) and ORIX (IX)
Metric	ARCC	IX
Volatility (1Y, Annualized)	18.97%	29.12%
Beta (5Y)	0.59	0.94
Max Drawdown (5Y)	-21.76%	-38.99%
Avg. Volume (3M)	4.45M	317.58K

Risk-Adjusted Performance

Risk-Return Positioning

ARCC and IX 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 ORIX (IX)
Metric	ARCC	IX
Sharpe Ratio (1Y)	0.06	1.15
Sortino Ratio (1Y)	0.09	1.77

Profitability

ROE (TTM)

Both Ares Capital (ARCC) at 6.19% and ORIX (IX) at 14.04% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

IX

Financial Services industry group

14.04%

Max: 44.78%
Q3: 21.85%
IX: 14.04%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Ares Capital (ARCC) vs. ORIX (IX): 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 ORIX (IX) at 17.94%, 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%

IX

Financial Services industry group

17.94%

Max: 62.84%
Q3: 28.05%
IX: 17.94%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Ares Capital (ARCC) vs. ORIX (IX): 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 ORIX (IX) at 21.52%, 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%

IX

Financial Services industry group

21.52%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
IX: 21.52%
Q1: 14.60%
Min: -44.34%

Ares Capital (ARCC) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ares Capital (ARCC) and ORIX (IX)
Metric	ARCC	IX
ROE (TTM)	6.19%	14.04%
ROA (TTM)	4.78%	2.65%
Net Margin (TTM)	28.35%	17.94%
Operating Margin (TTM)	72.74%	21.52%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

ORIX (IX) at 18.57% is around its peer norm for revenue growth, while Ares Capital (ARCC) at -12.08% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Both Ares Capital (ARCC) at -23.77% and ORIX (IX) at 30.03% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for Ares Capital (ARCC) and ORIX (IX)
Metric	ARCC	IX
Revenue Growth (YoY)	-12.08%	18.57%
Revenue Growth (3Y CAGR)	26.67%	9.97%
EPS Growth (YoY)	-23.77%	30.03%
EPS Growth (3Y CAGR)	16.05%	20.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Ares Capital (ARCC) in Financial Services and ORIX (IX) 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 ORIX (IX) 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 ORIX (IX)
Metric	ARCC	IX
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Both Ares Capital (ARCC) at 9.92% and ORIX (IX) at 435.55% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.

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%

IX

Financial Services industry group

435.55%

IX: 435.55%
Max: 9.77%
Q3: 3.92%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

Ares Capital (ARCC) vs. ORIX (IX): 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 ORIX (IX) reports 26.52%, 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%

IX

Financial Services industry group

26.52%

Max: 241.07%
Q3: 97.36%
IX: 26.52%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Ares Capital (ARCC) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ares Capital (ARCC) and ORIX (IX)
Metric	ARCC	IX
Dividend Yield (TTM)	9.92%	435.55%
Dividend Payout Ratio (TTM)	157.38%	26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Ares Capital (ARCC) at 15.68 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

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

IX

Financial Services industry group

9.68

Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
IX: 9.68
Min: 0.16

Ares Capital (ARCC) vs. ORIX (IX): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Ares Capital (ARCC) at 4.48 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

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

IX

Financial Services industry group

0.01

Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
IX: 0.01
Min: -0.55

Ares Capital (ARCC) vs. ORIX (IX): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Ares Capital (ARCC) at 0.99 and ORIX (IX) at 1.28 are valued close to their industries’ norm against book — neither stands out from peers.

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

IX

Financial Services industry group

1.28

Max: 7.79
Q3: 3.63
Median: 1.57
IX: 1.28
Q1: 0.81
Min: -0.39

Ares Capital (ARCC) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ares Capital (ARCC) and ORIX (IX)
Metric	ARCC	IX
P/E Ratio (TTM)	15.68	9.68
P/S Ratio (TTM)	4.48	0.01
P/B Ratio (MRQ)	0.99	1.28
Free Cash Flow Yield (TTM)	--	--