Ares Capital Corporation vs Arm Holdings plc — how do they compare? Ares Capital Corporation trades at $19.96 (market cap $14.35B), while Arm Holdings plc trades at $268.64 (market cap $286.06B). The key difference: Arm Holdings plc is far larger — about 19.9× Ares Capital Corporation's market cap, and Ares Capital Corporation pays a 9.61% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARCC | ARM | |
|---|---|---|
Market Cap | $14.35B | $286.06B |
Sector | Financials | Technology |
52-Week High | $22.68 | $439.46 |
52-Week Low | $17.45 | $104.55 |
Dividend Yield | 9.61% | — |
Enterprise Value | — | $282.64B |
Signals from Pluang's Aura AI — not financial advice
ARCC trades at $20.01, up 1.99% today, with a bullish technical signal from moving averages but neutral oscillators. Recent earnings show Q2 2026 EPS of $0.47, slightly below the $0.4731 estimate, continuing a trend of minor misses. Revenue declined to $1.51B in 2025 from $1.7B in 2024, with net income margin at 81.77%. The stock offers a high dividend yield, with consistent payouts highlighted in recent news.
Outlook is mixed: strong analyst buy consensus (75%) and a stable dividend history support income investors, but declining revenue and tight dividend coverage pose risks. Price target consensus is $19.63, below the current price, suggesting limited upside. Macro risks in private credit, per WSJ on August 9, 2026, add caution.
ARM stock trades at $282.57, down 1.43% over 24 hours, with a bullish technical outlook supported by moving averages and key support at $272. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.45 beating the $0.40 estimate. Revenue grew to $4.01B in 2025, with a net income margin of 20.25%, though valuation multiples remain elevated with a P/E of 273.32.
The outlook is positive due to AI-driven growth in licensing and royalties, with management targeting $25B revenue by FY31. However, risks include stretched valuation, smartphone market headwinds, and execution challenges. Analyst consensus is bullish with a $329.80 price target, suggesting 17% upside from current levels.
Trailing returns across standard periods
Latest headlines on both assets
Ares Capital Corp is a United States-based closed-ended specialty finance company. Its investment objective is to generate both current income and capital appreciation through debt and equity investments. The company focuses on investing primarily in U.S. middle-market companies with investment opportunities as well as in larger companies. Its portfolio comprises of first lien senior secured loans, second lien senior secured loans, and mezzanine debt (subordinated unsecured loan), which may include equity components that are diversified by industry and sector. The company may invest in preferred and common equity investments to a lesser proportion. Its revenue mainly consists of interest and dividend income received from the investment made.
Read more on ARCC →Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →