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.
Correlation
The correlation between ARES and BX 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. BX - Performance Comparison
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Key characteristics
ARES:
0.47
BX:
0.47
ARES:
0.90
BX:
0.96
ARES:
1.13
BX:
1.12
ARES:
0.51
BX:
0.50
ARES:
1.65
BX:
1.26
ARES:
12.45%
BX:
15.59%
ARES:
40.91%
BX:
38.46%
ARES:
-45.85%
BX:
-87.65%
ARES:
-13.49%
BX:
-25.15%
Fundamentals
ARES:
$57.42B
BX:
$178.04B
ARES:
$1.70
BX:
$3.30
ARES:
99.24
BX:
44.47
ARES:
0.63
BX:
2.15
ARES:
13.46
BX:
14.39
ARES:
12.31
BX:
14.07
ARES:
$4.92B
BX:
$11.95B
ARES:
$2.97B
BX:
$11.95B
ARES:
$1.64B
BX:
$6.03B
Returns By Period
In the year-to-date period, ARES achieves a -3.13% return, which is significantly higher than BX's -13.59% return. Over the past 10 years, ARES has outperformed BX with an annualized return of 29.84%, while BX has yielded a comparatively lower 18.75% annualized return.
ARES
-3.13%
21.88%
3.08%
19.09%
42.87%
29.84%
BX
-13.59%
14.19%
-17.87%
17.79%
27.94%
18.75%
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Risk-Adjusted Performance
ARES vs. BX — Risk-Adjusted Performance Rank
ARES
BX
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.
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Dividends
ARES vs. BX - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 2.30%, less than BX's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 2.30% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
BX The Blackstone Group Inc. | 2.76% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.76% | 5.57% |
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.
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Volatility
ARES vs. BX - Volatility Comparison
The current volatility for Ares Management Corporation (ARES) is 10.22%, while The Blackstone Group Inc. (BX) has a volatility of 13.87%. This indicates that ARES experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
ARES vs. BX - 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%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.83B. Therefore, the gross margin over that period was 100.0%.
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%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.83B, resulting in an operating margin of 51.4%.
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%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.83B, resulting in a net margin of 21.8%.