ARES vs. BX
Compare and contrast key facts about Ares Management Corporation (ARES) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARES or BX.
Key characteristics
| ARES | BX | |
|---|---|---|
| YTD Return | 47.06% | 43.48% |
| 1Y Return | 63.41% | 90.44% |
| 3Y Return (Ann) | 29.77% | 12.56% |
| 5Y Return (Ann) | 44.92% | 33.14% |
| 10Y Return (Ann) | 32.23% | 25.67% |
| Sharpe Ratio | 2.42 | 3.18 |
| Sortino Ratio | 3.03 | 3.89 |
| Omega Ratio | 1.39 | 1.47 |
| Calmar Ratio | 5.24 | 3.25 |
| Martin Ratio | 14.85 | 17.51 |
| Ulcer Index | 4.49% | 5.37% |
| Daily Std Dev | 27.47% | 29.55% |
| Max Drawdown | -45.85% | -87.65% |
| Current Drawdown | -0.65% | 0.00% |
Fundamentals
| ARES | BX | |
|---|---|---|
| Market Cap | $53.70B | $222.15B |
| EPS | $2.20 | $2.91 |
| PE Ratio | 77.45 | 62.94 |
| PEG Ratio | 0.63 | 2.21 |
| Total Revenue (TTM) | $3.74B | $10.44B |
| Gross Profit (TTM) | $2.14B | $10.38B |
| EBITDA (TTM) | $1.34B | $5.55B |
Correlation
The correlation between ARES and BX is 0.49, 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. BX - Performance Comparison
In the year-to-date period, ARES achieves a 47.06% return, which is significantly higher than BX's 43.48% return. Over the past 10 years, ARES has outperformed BX with an annualized return of 32.23%, while BX has yielded a comparatively lower 25.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ARES vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and The Blackstone Group Inc. (BX). 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
ARES vs. BX - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 2.08%, more than BX's 1.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 2.08% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% | 0.00% |
BX The Blackstone Group Inc. | 1.88% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.68% | 3.75% |
Drawdowns
ARES vs. BX - Drawdown Comparison
The maximum ARES drawdown since its inception was -45.85%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for ARES and BX. For additional features, visit the drawdowns tool.
Volatility
ARES vs. BX - Volatility Comparison
Ares Management Corporation (ARES) and The Blackstone Group Inc. (BX) have volatilities of 8.69% and 8.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ARES vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Ares Management Corporation and The Blackstone Group 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