Ares Capital Corporation vs Credo Technology Group Holding Ltd — how do they compare? Ares Capital Corporation trades at $19.95 (market cap $14.35B), while Credo Technology Group Holding Ltd trades at $254.3 (market cap $44.74B). The key difference: Credo Technology Group Holding Ltd is far larger — about 3.1× Ares Capital Corporation's market cap, and Ares Capital Corporation pays a 9.61% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| ARCC | CRDO | |
|---|---|---|
Market Cap | $14.35B | $44.74B |
Sector | Financials | Technology |
52-Week High | $22.68 | $302.52 |
52-Week Low | $17.45 | $87.81 |
Dividend Yield | 9.61% | — |
Enterprise Value | — | $43.32B |
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.
CRDO trades at $249.89, up 8.45% today, with strong technical momentum above key support at $237. The stock shows exceptional fundamental growth with revenue surging from $437M in 2025 to $1.3B projected for 2026, while maintaining robust 35.37% net margins. Recent news highlights Credo's strategic positioning in AI infrastructure through contributions to the Open Compute Project and institutional accumulation.
Outlook remains positive given accelerating AI capex and strong analyst consensus (86.7% buy ratings) with $285.42 price target. Key risks include premium valuation (P/E 95.6), customer concentration, and execution challenges in scaling operations amid competitive AI infrastructure landscape.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →