> ## Content Index
> Fetch the complete content index at: https://www.huntingalphas.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Ares Capital: Bullish Due To Higher Deal Activity (Archive)
- URL: https://www.huntingalphas.com/ares-capital-bullish-due-to-higher-deal-activity-archive/
- Published: 2024-12-25T04:00:00.000Z
- Updated: 2026-02-28T07:09:23.000Z
- Description: Bullish on Ares Capital as record deal flow and floating-rate mix drive upside potential.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, ARCC, Financials

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Deal activity is growing both in number and average size. The backlog and pipeline numbers are also at record highs.
- A higher floating rate debt mix positions ARCC well for rate cuts ahead in 2025.
- Valuations are at a small premium vs BDC peers, but it may be justified given ARCC's market-leading position amid a positive deal flow environment.
- On ARCC vs SPX 500, buyers are in accumulation and may be ready to launch up soon, leading to outperformance.
- It is important to track the tradeoffs between deal signing volumes, investment yields and portfolio grades to evaluate ARCC execution quality.

Read the full article [here](https://seekingalpha.com/article/4746306-ares-capital-bullish-due-to-higher-deal-activity?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*