Ares Capital Corporation vs FTAI Aviation Ltd — how do they compare? Ares Capital Corporation trades at $19.95 (market cap $14.35B), while FTAI Aviation Ltd trades at $225.49 (market cap $22.08B). The key difference: FTAI Aviation Ltd is the larger of the two by market cap, and Ares Capital Corporation pays the higher dividend (9.61%). Which is the better fit depends on your goals.
| ARCC | FTAI | |
|---|---|---|
Market Cap | $14.35B | $22.08B |
Sector | Financials | Industrials |
52-Week High | $22.68 | $310.04 |
52-Week Low | $17.45 | $140.40 |
Dividend Yield | 9.61% | 0.93% |
Enterprise Value | — | $25.20B |
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.
FTAI Aviation trades at $216.24, down 2.26% for the day, with a bearish technical signal and recent earnings misses. The company reported strong revenue growth to $2.51B in 2025 but faces margin compression, with net income margin declining to 15.94% in 2026. Recent news highlights strategic collaborations and a major power systems order, while analyst consensus remains unanimously bullish with a $341.67 price target.
The outlook is mixed: robust analyst support and growth initiatives in power and MRO segments offer upside, but high valuations (P/E 46.94), earnings misses, and negative operating cash flows pose risks. Investors should weigh long-term growth potential against near-term execution challenges and market volatility.
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 →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →