ARES vs. AVGO
Compare and contrast key facts about Ares Management Corporation (ARES) and Broadcom Inc. (AVGO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARES or AVGO.
Correlation
The correlation between ARES and AVGO 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
ARES vs. AVGO - Performance Comparison
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Key characteristics
ARES:
0.38
AVGO:
1.02
ARES:
0.98
AVGO:
1.95
ARES:
1.14
AVGO:
1.26
ARES:
0.59
AVGO:
1.85
ARES:
1.90
AVGO:
5.11
ARES:
12.42%
AVGO:
14.89%
ARES:
41.03%
AVGO:
63.20%
ARES:
-45.85%
AVGO:
-48.30%
ARES:
-14.23%
AVGO:
-6.41%
Fundamentals
ARES:
$57.42B
AVGO:
$1.09T
ARES:
$1.71
AVGO:
$2.16
ARES:
102.82
AVGO:
107.46
ARES:
0.63
AVGO:
0.61
ARES:
13.20
AVGO:
20.02
ARES:
12.83
AVGO:
15.66
ARES:
$4.92B
AVGO:
$42.04B
ARES:
$2.97B
AVGO:
$27.50B
ARES:
$1.64B
AVGO:
$19.89B
Returns By Period
In the year-to-date period, ARES achieves a -3.96% return, which is significantly lower than AVGO's 0.65% return. Over the past 10 years, ARES has underperformed AVGO with an annualized return of 29.74%, while AVGO has yielded a comparatively higher 37.00% annualized return.
ARES
-3.96%
19.37%
1.10%
15.59%
42.67%
29.74%
AVGO
0.65%
30.00%
37.32%
63.97%
59.19%
37.00%
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Risk-Adjusted Performance
ARES vs. AVGO — Risk-Adjusted Performance Rank
ARES
AVGO
ARES vs. AVGO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and Broadcom Inc. (AVGO). 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
ARES vs. AVGO - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 2.32%, more than AVGO's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 2.32% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
AVGO Broadcom Inc. | 0.96% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
Drawdowns
ARES vs. AVGO - Drawdown Comparison
The maximum ARES drawdown since its inception was -45.85%, smaller than the maximum AVGO drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for ARES and AVGO. For additional features, visit the drawdowns tool.
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Volatility
ARES vs. AVGO - Volatility Comparison
The current volatility for Ares Management Corporation (ARES) is 10.45%, while Broadcom Inc. (AVGO) has a volatility of 12.07%. This indicates that ARES experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
ARES vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between Ares Management Corporation and Broadcom Inc.. 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
ARES vs. AVGO - Profitability Comparison
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 431.68M and revenue of 1.09B. Therefore, the gross margin over that period was 39.7%.
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Broadcom Inc. reported a gross profit of 10.15B and revenue of 14.92B. Therefore, the gross margin over that period was 68.0%.
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 67.52M and revenue of 1.09B, resulting in an operating margin of 6.2%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Broadcom Inc. reported an operating income of 6.26B and revenue of 14.92B, resulting in an operating margin of 42.0%.
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 123.50M and revenue of 1.09B, resulting in a net margin of 11.3%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Broadcom Inc. reported a net income of 5.50B and revenue of 14.92B, resulting in a net margin of 36.9%.