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.
Key characteristics
| AMG | ARES | |
|---|---|---|
| Sharpe Ratio | 1.43 | 2.28 |
| Sortino Ratio | 1.97 | 2.92 |
| Omega Ratio | 1.27 | 1.37 |
| Calmar Ratio | 0.91 | 4.79 |
| Martin Ratio | 6.57 | 13.68 |
| Ulcer Index | 5.32% | 4.45% |
| Daily Std Dev | 24.51% | 26.66% |
| Max Drawdown | -85.93% | -45.85% |
| Current Drawdown | -16.39% | -2.11% |
Fundamentals
| AMG | ARES | |
|---|---|---|
| Market Cap | $5.72B | $55.11B |
| EPS | $15.38 | $2.18 |
| PE Ratio | 12.30 | 80.75 |
| PEG Ratio | 0.68 | 0.63 |
| Total Revenue (TTM) | $2.02B | $3.74B |
| Gross Profit (TTM) | $1.53B | $1.97B |
| EBITDA (TTM) | $948.10M | $2.33B |
Correlation
The correlation between AMG and ARES is 0.42, 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
Returns By Period
In the year-to-date period, AMG achieves a 21.95% return, which is significantly lower than ARES's 50.21% return. Over the past 10 years, AMG has underperformed ARES with an annualized return of -0.77%, while ARES has yielded a comparatively higher 32.11% annualized return.
AMG
21.95%
-4.74%
15.81%
34.00%
17.36%
-0.77%
ARES
50.21%
8.14%
31.22%
64.39%
44.41%
32.11%
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Risk-Adjusted Performance
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 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 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 | 2.03% | 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
Affiliated Managers Group, Inc. (AMG) has a higher volatility of 11.15% compared to Ares Management Corporation (ARES) at 8.14%. This indicates that AMG's price experiences larger fluctuations and is considered to be riskier 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