ARCC

Ares Capital: The Pros And Cons After Q2 FY24 Results (Archive)

ARCC’s deal activity remains robust, but slowing growth, peaking yields and average valuation warrant neutrality.

Ares Capital: Competition Weighs Down On Yields And Margins (Archive)

Competitive pressures erode Ares Capital’s high-yield deal access and compress net investment margins.

Why Ares Capital Is Likely To Underperform The BDC Sector (Archive)

Defensive positioning and floating-rate exposure make Ares Capital poorly placed for easing rates tailwinds.

Ares Capital: It's Tough To Justify A Buy (Archive)

Fading rate tailwinds, sector headwinds and limited valuation cushion make ARCC difficult to buy.

Ares Capital: Rising Rates Make Up For Activity Slowdown (Archive)

Rising rates turbocharge ARCC’s floating-rate portfolio despite a sluggish deal pipeline.

Ares Capital: High Yield But Challenging Outlook (Archive)

High yield BDC facing sector headwinds, rising leverage, dilution risks, and likely underperformance.