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.
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.
Performance
AMG vs. ARES - Performance Comparison
Key characteristics
AMG:
0.51
ARES:
0.56
AMG:
0.87
ARES:
1.03
AMG:
1.12
ARES:
1.15
AMG:
0.43
ARES:
0.63
AMG:
1.60
ARES:
2.04
AMG:
9.52%
ARES:
12.28%
AMG:
30.91%
ARES:
40.78%
AMG:
-85.93%
ARES:
-45.85%
AMG:
-17.95%
ARES:
-15.68%
Fundamentals
AMG:
$4.97B
ARES:
$51.30B
AMG:
$15.14
ARES:
$2.04
AMG:
11.40
ARES:
77.00
AMG:
0.77
ARES:
0.63
AMG:
2.43
ARES:
13.20
AMG:
1.50
ARES:
16.46
AMG:
$1.54B
ARES:
$3.83B
AMG:
$860.10M
ARES:
$2.54B
AMG:
$790.10M
ARES:
$1.57B
Returns By Period
In the year-to-date period, AMG achieves a -2.03% return, which is significantly higher than ARES's -5.58% return. Over the past 10 years, AMG has underperformed ARES with an annualized return of -1.75%, while ARES has yielded a comparatively higher 29.83% annualized return.
AMG
-2.03%
26.38%
-1.09%
15.59%
22.39%
-1.75%
ARES
-5.58%
34.61%
-0.16%
22.77%
41.55%
29.83%
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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.
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. For additional features, visit the drawdowns tool.
Volatility
AMG vs. ARES - Volatility Comparison
The current volatility for Affiliated Managers Group, Inc. (AMG) is 13.58%, while Ares Management Corporation (ARES) has a volatility of 16.95%. 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.
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 May 2025, Affiliated Managers Group, Inc. reported a gross profit of 279.50M and revenue of 521.00M. Therefore, the gross margin over that period was 53.7%.
ARES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ares Management Corporation reported a gross profit of 1.14B and revenue of 1.61B. Therefore, the gross margin over that period was 71.2%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported an operating income of 175.90M and revenue of 521.00M, resulting in an operating margin of 33.8%.
ARES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ares Management Corporation reported an operating income of 626.34M and revenue of 1.61B, resulting in an operating margin of 39.0%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Affiliated Managers Group, Inc. reported a net income of 162.10M and revenue of 521.00M, resulting in a net margin of 31.1%.
ARES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ares Management Corporation reported a net income of 177.32M and revenue of 1.61B, resulting in a net margin of 11.0%.