Ares Capital Corporation vs Samsara Inc — how do they compare? Ares Capital Corporation trades at $18.75 (market cap $13.48B), while Samsara Inc trades at $37 (market cap $21.40B). The key difference: Samsara Inc is the larger of the two by market cap, and Ares Capital Corporation pays a 10.22% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| ARCC | IOT | |
|---|---|---|
Market Cap | $13.48B | $21.40B |
Sector | Financials | Technology |
52-Week High | $23.25 | $45.22 |
52-Week Low | $17.45 | $24.25 |
Dividend Yield | 10.22% | — |
Enterprise Value | — | $20.66B |
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.
Samsara (IOT) trades at $36.72, down 0.73% on the day, with a bullish technical signal from moving averages and strong analyst support. Recent earnings beats and a projected revenue jump to $1.7B in 2026 signal robust growth, though high valuation multiples and a negative net income in 2025 highlight profitability challenges. The company's launch of new AI and tracking products underscores its innovation focus.
The stock offers significant upside to the $44.40 consensus price target, driven by operational AI expansion and market share gains. Key risks include steep valuations, intense competition, and the need to translate top-line growth into sustained profits. Institutional sentiment remains positive, but execution on profitability is critical for long-term value.
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →