AM.PA vs. ARES
AM.PA (Dassault Aviation SA) and ARES (Ares Management Corporation) are both stocks. AM.PA operates in Aerospace & Defense (Industrials), while ARES operates in Asset Management (Financial Services). Over the past 10 years, AM.PA returned 18.62%/yr vs 29.56%/yr for ARES. At a 0.12 correlation, their price movements are largely independent.
Performance
AM.PA vs. ARES - Performance Comparison
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Different Trading Currencies
AM.PA is traded in EUR, while ARES is traded in USD. To make them comparable, the ARES values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AM.PA achieves a 11.44% return, which is significantly higher than ARES's -18.97% return. Over the past 10 years, AM.PA has underperformed ARES with an annualized return of 18.62%, while ARES has yielded a comparatively higher 29.56% annualized return.
AM.PA
- 1D
- 0.54%
- 1M
- 5.22%
- YTD
- 11.44%
- 6M
- 13.01%
- 1Y
- -3.19%
- 3Y*
- 23.74%
- 5Y*
- 25.74%
- 10Y*
- 18.62%
ARES
- 1D
- 0.85%
- 1M
- 2.68%
- YTD
- -18.97%
- 6M
- -20.11%
- 1Y
- -25.15%
- 3Y*
- 12.08%
- 5Y*
- 21.72%
- 10Y*
- 29.56%
AM.PA vs. ARES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 11.44% | 40.99% | 11.84% | 15.24% | 69.25% | 21.19% | -23.33% | 16.42% | 2.71% | 34.38% |
ARES Ares Management Corporation | -18.97% | -16.91% | 62.76% | 74.13% | -7.35% | 91.05% | 26.05% | 114.88% | -1.10% | -2.89% |
Correlation
The correlation between AM.PA and ARES is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since May 2, 2014 | 0.12 |
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Return for Risk
AM.PA vs. ARES — Risk / Return Rank
AM.PA
ARES
AM.PA vs. ARES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Aviation SA (AM.PA) and Ares Management Corporation (ARES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AM.PA | ARES | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 0.92 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | -0.52 | +0.47 |
| Martin ratioReturn relative to average drawdown | -0.10 | -1.02 | +0.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AM.PA | ARES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | -0.62 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.59 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.81 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.68 | -0.07 |
Drawdowns
AM.PA vs. ARES - Drawdown Comparison
The maximum AM.PA drawdown since its inception was -55.76%, roughly equal to the maximum ARES drawdown of -54.77%. Use the drawdown chart below to compare losses from any high point for AM.PA and ARES.
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Drawdown Indicators
| AM.PA | ARES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -54.77% | -0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -20.80% | -48.35% | +27.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.02% | -54.77% | +32.75% |
Max Drawdown (5Y)Largest decline over 5 years | -29.32% | -54.77% | +25.45% |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | -54.77% | -0.99% |
Current DrawdownCurrent decline from peak | -13.66% | -39.84% | +26.18% |
Average DrawdownAverage peak-to-trough decline | -12.09% | -11.83% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.99% | 24.74% | -14.75% |
Volatility
AM.PA vs. ARES - Volatility Comparison
The current volatility for Dassault Aviation SA (AM.PA) is 7.68%, while Ares Management Corporation (ARES) has a volatility of 10.67%. This indicates that AM.PA experiences smaller price fluctuations and is considered to be less risky than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AM.PA | ARES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.68% | 10.67% | -2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 24.18% | 35.23% | -11.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.98% | 41.01% | -10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.15% | 36.89% | -7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.99% | 36.74% | -6.75% |
Dividends
AM.PA vs. ARES - Dividend Comparison
AM.PA's dividend yield for the trailing twelve months is around 1.59%, less than ARES's 4.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.59% | 1.72% | 1.71% | 1.67% | 1.57% | 12.95% | 0.00% | 18.12% | 12.64% | 9.32% | 11.40% | 8.72% |
ARES Ares Management Corporation | 4.38% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
Financials
AM.PA vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Dassault Aviation SA and Ares Management Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AM.PA and ARES have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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