AMG vs. ARES
Compare and contrast key facts about Affiliated Managers Group, Inc. (AMG) and Ares Management Corporation (ARES).
Performance
AMG vs. ARES - Performance Comparison
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AMG vs. ARES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | -4.01% | 55.93% | 22.15% | -4.40% | -3.67% | 61.80% | 20.53% | -11.79% | -52.15% | 41.93% |
ARES Ares Management Corporation | -31.58% | -5.72% | 52.68% | 79.52% | -12.75% | 77.75% | 37.37% | 110.13% | -5.54% | 10.72% |
Fundamentals
AMG:
$8.72B
ARES:
$24.13B
AMG:
$22.21
ARES:
$2.40
AMG:
12.46
ARES:
45.51
AMG:
0.41
ARES:
1.82
AMG:
3.85
ARES:
3.71
AMG:
2.69
ARES:
3.36
AMG:
$2.32B
ARES:
$6.47B
AMG:
$1.44B
ARES:
$2.74B
AMG:
$1.49B
ARES:
$2.24B
Returns By Period
In the year-to-date period, AMG achieves a -4.01% return, which is significantly higher than ARES's -31.58% return. Over the past 10 years, AMG has underperformed ARES with an annualized return of 5.72%, while ARES has yielded a comparatively higher 26.86% annualized return.
AMG
- 1D
- 2.53%
- 1M
- -9.63%
- YTD
- -4.01%
- 6M
- 16.06%
- 1Y
- 64.70%
- 3Y*
- 24.81%
- 5Y*
- 12.71%
- 10Y*
- 5.72%
ARES
- 1D
- 1.34%
- 1M
- -1.27%
- YTD
- -31.58%
- 6M
- -30.05%
- 1Y
- -22.71%
- 3Y*
- 12.80%
- 5Y*
- 17.27%
- 10Y*
- 26.86%
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Return for Risk
AMG vs. ARES — Risk / Return Rank
AMG
ARES
AMG vs. ARES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) 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.
| AMG | ARES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | -0.49 | +2.44 |
Sortino ratioReturn per unit of downside risk | 2.52 | -0.43 | +2.95 |
Omega ratioGain probability vs. loss probability | 1.36 | 0.94 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 3.51 | -0.44 | +3.95 |
Martin ratioReturn relative to average drawdown | 11.26 | -1.13 | +12.39 |
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
| AMG | ARES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | -0.49 | +2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.47 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.74 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.60 | -0.36 |
Correlation
The correlation between AMG and ARES is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AMG vs. ARES - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.01%, less than ARES's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 0.01% | 0.01% | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% | 0.00% | 0.00% |
ARES Ares Management Corporation | 5.09% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
Drawdowns
AMG vs. ARES - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.92%, which is greater than ARES's maximum drawdown of -49.73%. Use the drawdown chart below to compare losses from any high point for AMG and ARES.
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Drawdown Indicators
| AMG | ARES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.92% | -49.73% | -36.19% |
Max Drawdown (1Y)Largest decline over 1 year | -18.67% | -49.05% | +30.38% |
Max Drawdown (5Y)Largest decline over 5 years | -41.22% | -49.73% | +8.51% |
Max Drawdown (10Y)Largest decline over 10 years | -78.52% | -49.73% | -28.79% |
Current DrawdownCurrent decline from peak | -16.34% | -42.39% | +26.05% |
Average DrawdownAverage peak-to-trough decline | -24.81% | -10.90% | -13.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 19.30% | -13.48% |
Volatility
AMG vs. ARES - Volatility Comparison
The current volatility for Affiliated Managers Group, Inc. (AMG) is 8.57%, while Ares Management Corporation (ARES) has a volatility of 14.86%. This indicates that AMG 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
| AMG | ARES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 14.86% | -6.29% |
Volatility (6M)Calculated over the trailing 6-month period | 24.90% | 33.31% | -8.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.35% | 46.21% | -12.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.21% | 36.85% | -4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.63% | 36.36% | -1.73% |
Financials
AMG vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. 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
AMG vs. ARES - Profitability Comparison
AMG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a gross profit of 667.00M and revenue of 800.40M. Therefore, the gross margin over that period was 83.3%.
ARES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ares Management Corporation reported a gross profit of 601.15M and revenue of 2.37B. Therefore, the gross margin over that period was 25.3%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported an operating income of 308.50M and revenue of 800.40M, resulting in an operating margin of 38.5%.
ARES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ares Management Corporation reported an operating income of 1.12B and revenue of 2.37B, resulting in an operating margin of 47.4%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Affiliated Managers Group, Inc. reported a net income of 347.60M and revenue of 800.40M, resulting in a net margin of 43.4%.
ARES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ares Management Corporation reported a net income of 54.25M and revenue of 2.37B, resulting in a net margin of 2.3%.