Seeking Alpha
04 Nov 2026, 12:35 UTC · 1h ago
Ares Capital: The Rich Grow Richer
Impact · against what's priced in
ARCC receives a significant immediate boost from acquiring assets at a 25% discount to book value. For ARES, the acquisition is a tactical win, but it likely falls within the existing 8.8% revenue growth trajectory the market has already priced in.
- ARES+0.10
Already priced in
- The price assumes
A deceleration to a 8.8% long-term revenue growth rate
The acquisition expands middle-market dominance, but this strategic growth is consistent with the 8.8% revenue CAGR the market already assumes.
What ARES's price assumes · Sep 2
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