Correlation
The correlation between AMG and ARES is 0.50, 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.
AMG vs. ARES
Compare and contrast key facts about Affiliated Managers Group, Inc. (AMG) and Ares Management Corporation (ARES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMG or ARES.
Performance
AMG vs. ARES - Performance Comparison
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Key characteristics
AMG:
0.31
ARES:
0.46
AMG:
0.66
ARES:
0.82
AMG:
1.09
ARES:
1.12
AMG:
0.29
ARES:
0.44
AMG:
1.03
ARES:
1.41
AMG:
9.76%
ARES:
12.57%
AMG:
31.18%
ARES:
41.13%
AMG:
-85.93%
ARES:
-45.85%
AMG:
-20.28%
ARES:
-15.85%
Fundamentals
AMG:
$5.04B
ARES:
$53.85B
AMG:
$13.09
ARES:
$1.70
AMG:
13.45
ARES:
97.35
AMG:
0.60
ARES:
0.63
AMG:
2.47
ARES:
12.62
AMG:
1.58
ARES:
12.08
AMG:
$2.03B
ARES:
$4.92B
AMG:
$1.13B
ARES:
$2.97B
AMG:
$953.60M
ARES:
$1.64B
Returns By Period
In the year-to-date period, AMG achieves a -4.81% return, which is significantly higher than ARES's -5.78% return. Over the past 10 years, AMG has underperformed ARES with an annualized return of -2.10%, while ARES has yielded a comparatively higher 29.27% annualized return.
AMG
-4.81%
5.45%
-6.14%
8.27%
9.65%
21.48%
-2.10%
ARES
-5.78%
8.69%
-5.14%
21.20%
36.63%
38.71%
29.27%
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Risk-Adjusted Performance
AMG vs. ARES — Risk-Adjusted Performance Rank
AMG
ARES
AMG vs. ARES - Risk-Adjusted Performance 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.
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Dividends
AMG vs. ARES - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.02%, less than ARES's 2.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 0.02% | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% | 0.00% | 0.00% | 0.00% |
ARES Ares Management Corporation | 2.36% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
Drawdowns
AMG vs. ARES - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.93%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for AMG and ARES.
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Volatility
AMG vs. ARES - Volatility Comparison
The current volatility for Affiliated Managers Group, Inc. (AMG) is 8.05%, while Ares Management Corporation (ARES) has a volatility of 9.84%. 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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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 Jun 2025, Affiliated Managers Group, Inc. reported a gross profit of 266.30M and revenue of 496.60M. Therefore, the gross margin over that period was 53.6%.
ARES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Ares Management Corporation reported a gross profit of 431.68M and revenue of 1.09B. Therefore, the gross margin over that period was 39.7%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Affiliated Managers Group, Inc. reported an operating income of 85.50M and revenue of 496.60M, resulting in an operating margin of 17.2%.
ARES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Ares Management Corporation reported an operating income of 67.52M and revenue of 1.09B, resulting in an operating margin of 6.2%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Affiliated Managers Group, Inc. reported a net income of 99.20M and revenue of 496.60M, resulting in a net margin of 20.0%.
ARES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Ares Management Corporation reported a net income of 123.50M and revenue of 1.09B, resulting in a net margin of 11.3%.