Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Ares CapitalARCC +0.66%57 3-1 Month Momentum % is 3.23% as of Aug. 20, 2026. GuruFocus rates ARCC with a GF Score™ of 57/100 and a GF Value™ of $19.69 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,630 Asset Management companies, Ares Capital ranks better than 67.18% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-20), Ares Capital's 3-1 Month Momentum % is 3.23%.
The industry rank for Ares Capital's 3-1 Month Momentum % or its related term are showing as below:
ARCC's 3-1 Month Momentum % is ranked better than 67.18% of 1630
companies
in the Asset Management industry
Industry Median: 0.68
vs ARCC: 3.23
Ares Capital (NAS:ARCC) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Ares Capital 3-1 Month Momentum % Related Terms
ARCC vs PS, IVZ, EQH: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Ares Capital's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Ares Capital 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Ares Capital's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Ares Capital's 3-1 Month Momentum % falls into.
Ares Capital (NAS:ARCC) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Ares Capital (ARCC) has a 3-1 Month Momentum % of 3.23% as of Aug. 20, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Ares Capital and its competitors. According to the industry distribution chart, Ares Capital ranks #535 out of 1630 companies in the Asset Management industry, placing it in the top 32.8%.
Is Ares Capital's 3-1 Month Momentum % too high?
Ares Capital's current 3-1 Month Momentum % is 3.23%. The Asset Management industry median 3-1 Month Momentum % is 0.68. Ares Capital's value of 3.23% is 375% above this industry median. Based on the distribution chart, Ares Capital ranks #535 out of 1630 companies in the Asset Management industry, which is above the industry midpoint. Overall, Ares Capital has a GF Score™ of 57/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ares Capital's 3-1 Month Momentum % compare to PS and IVZ?
According to the Asset Management industry distribution chart, Ares Capital ranks #535 out of 1630 companies for 3-1 Month Momentum %. This puts Ares Capital in the upper half of its industry. The industry median 3-1 Month Momentum % is 0.68. Ares Capital's value of 3.23% is 375% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 0.68, based on 1,630 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Ares Capital's current 3-1 Month Momentum % of 3.23% is 375% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Ares Capital and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.68 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ares Capital's current 3-1 Month Momentum % is 3.23%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ares Capital stock overvalued right now?
Based on GuruFocus' analysis, Ares Capital (ARCC) is currently considered Fairly Valued. The stock's GF Value™ is $19.69, compared to a current price of $19.80 — trading 0.6% above its estimated fair value. The current 3-1 Month Momentum % is 3.23% and 375% above the Asset Management industry median of 0.68. Ares Capital's overall GF Score™ is 57/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Ares Capital (ARCC), the current 3-1 Month Momentum % is 3.23% as of Aug. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Ares Capital (ARCC) Overvalued in 2026?
Based on GuruFocus' analysis, Ares Capital stock appears to be overvalued.
The current stock price of $19.80 is trading 0.6% above its estimated GF Value™ of $19.69.
GuruFocus considers Ares Capital to be Fairly Valued.
Key valuation signals for ARCC:
3-1 Month Momentum %: 3.23%
GF Value™: $19.69 vs. price of $19.80 (0.6% above fair value)
Industry Position: 375% above the Asset Management median (#535 of 1630)
No single metric tells the full story. See the ARCC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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 in first lien senior secured loans (including unitranche loans, which are loans that combine both senior and subordinated debt, generally in a first lien position) and second lien senior secured loans. In addition to senior secured loans, the company also invests in subordinated loans and preferred equity, it also makes common equity investments.
57GF Score
Get the complete analysis for ARCC
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ARCC has been successfully added to your 
