Price movement over the last 24 hours
Ares Capital Corporation vs Brookfield Infrastructure Partners LP — how do they compare? Ares Capital Corporation trades at $18.75 (market cap $13.48B), while Brookfield Infrastructure Partners LP trades at $37.65 (market cap $17.26B). The key difference: Brookfield Infrastructure Partners LP is the larger of the two by market cap, and Ares Capital Corporation pays the higher dividend (10.22%). Which is the better fit depends on your goals.
| ARCC | BIP | |
|---|---|---|
Market Cap | $13.48B | $17.26B |
Sector | Financials | Industrials |
52-Week High | $23.25 | $40.08 |
52-Week Low | $17.45 | $29.81 |
Dividend Yield | 10.22% | 4.83% |
Enterprise Value | — | $78.93B |
Signals from Pluang's Aura AI — not financial advice
Ares Capital (ARCC) trades at $18.78, up 2.01% on the day, with a bearish technical signal but strong analyst support. The stock shows a P/E of 11.52 and P/B of 0.96, trading below the consensus price target of $20.58. Recent earnings have missed expectations, with Q2 2026 results pending, while revenue declined to $1.51B in 2025 from $1.7B in 2024. A dividend of $0.48 is scheduled for payment on June 30, 2026, supporting income appeal amid mixed sentiment.
ARCC presents a value opportunity with a high dividend yield and undervaluation relative to analyst targets, but faces headwinds from earnings misses and a bearish technical outlook. Risks include revenue volatility and competitive pressures in the BDC space, though institutional buy ratings suggest confidence in recovery potential. Investors should weigh income stability against growth challenges.
Brookfield Infrastructure Partners (BIP) trades at $37.65, up 0.97% today, with a bullish technical signal from moving averages. The stock shows mixed earnings performance but maintains strong cash flows and a 5% dividend yield. Recent news highlights its infrastructure assets as resilient to economic uncertainty, with accelerating growth despite a 15% year-to-date decline. Analyst consensus is strongly bullish with an $45.50 price target, citing undervaluation and AI data center tailwinds.
BIP offers attractive total return potential through dividend income and growth from inflation-linked contracts, but faces execution risks from high leverage and interest rate sensitivity. Near-term catalysts include Q2 2026 earnings on July 30, 2026, while misses in recent quarters and net income margin compression warrant caution for growth-focused investors.
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 →Brookfield Infrastructure owns and operates high-quality global assets across utilities, transport, midstream, and data sectors. It focuses on generating stable, long-term cash flows from essential infrastructure.
Read more on BIP →