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ARES vs. O
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ARES and O is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

ARES vs. O - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ares Management Corporation (ARES) and Realty Income Corporation (O). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ARES:

0.47

O:

0.42

Sortino Ratio

ARES:

0.90

O:

0.74

Omega Ratio

ARES:

1.13

O:

1.09

Calmar Ratio

ARES:

0.51

O:

0.34

Martin Ratio

ARES:

1.65

O:

0.89

Ulcer Index

ARES:

12.45%

O:

9.36%

Daily Std Dev

ARES:

40.91%

O:

18.67%

Max Drawdown

ARES:

-45.85%

O:

-48.45%

Current Drawdown

ARES:

-13.49%

O:

-12.79%

Fundamentals

Market Cap

ARES:

$57.42B

O:

$50.03B

EPS

ARES:

$1.70

O:

$1.10

PE Ratio

ARES:

99.24

O:

50.36

PEG Ratio

ARES:

0.63

O:

5.52

PS Ratio

ARES:

13.46

O:

9.26

PB Ratio

ARES:

12.31

O:

1.28

Total Revenue (TTM)

ARES:

$4.92B

O:

$5.39B

Gross Profit (TTM)

ARES:

$2.97B

O:

$5.00B

EBITDA (TTM)

ARES:

$1.64B

O:

$4.50B

Returns By Period

In the year-to-date period, ARES achieves a -3.13% return, which is significantly lower than O's 7.84% return. Over the past 10 years, ARES has outperformed O with an annualized return of 29.84%, while O has yielded a comparatively lower 7.25% annualized return.


ARES

YTD

-3.13%

1M

21.88%

6M

3.08%

1Y

19.09%

5Y*

42.87%

10Y*

29.84%

O

YTD

7.84%

1M

-1.32%

6M

2.33%

1Y

7.75%

5Y*

8.95%

10Y*

7.25%

*Annualized

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Risk-Adjusted Performance

ARES vs. O — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARES
The Risk-Adjusted Performance Rank of ARES is 6868
Overall Rank
The Sharpe Ratio Rank of ARES is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of ARES is 6363
Sortino Ratio Rank
The Omega Ratio Rank of ARES is 6464
Omega Ratio Rank
The Calmar Ratio Rank of ARES is 7373
Calmar Ratio Rank
The Martin Ratio Rank of ARES is 7070
Martin Ratio Rank

O
The Risk-Adjusted Performance Rank of O is 6262
Overall Rank
The Sharpe Ratio Rank of O is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of O is 5858
Sortino Ratio Rank
The Omega Ratio Rank of O is 5656
Omega Ratio Rank
The Calmar Ratio Rank of O is 6767
Calmar Ratio Rank
The Martin Ratio Rank of O is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ARES vs. O - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and Realty Income Corporation (O). 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.


The current ARES Sharpe Ratio is 0.47, which is comparable to the O Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of ARES and O, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ARES vs. O - Dividend Comparison

ARES's dividend yield for the trailing twelve months is around 2.30%, less than O's 5.65% yield.


TTM20242023202220212020201920182017201620152014
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%
O
Realty Income Corporation
5.65%5.37%5.33%4.68%6.95%4.65%3.69%4.19%4.45%4.19%4.42%4.59%

Drawdowns

ARES vs. O - Drawdown Comparison

The maximum ARES drawdown since its inception was -45.85%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for ARES and O. For additional features, visit the drawdowns tool.


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Volatility

ARES vs. O - Volatility Comparison

Ares Management Corporation (ARES) has a higher volatility of 10.22% compared to Realty Income Corporation (O) at 4.70%. This indicates that ARES's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ARES vs. O - Financials Comparison

This section allows you to compare key financial metrics between Ares Management Corporation and Realty Income 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B20212022202320242025
1.09B
1.38B
(ARES) Total Revenue
(O) Total Revenue
Values in USD except per share items

ARES vs. O - Profitability Comparison

The chart below illustrates the profitability comparison between Ares Management Corporation and Realty Income Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
39.7%
92.3%
(ARES) Gross Margin
(O) Gross Margin
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%.

O - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a gross profit of 1.27B and revenue of 1.38B. Therefore, the gross margin over that period was 92.3%.

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%.

O - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported an operating income of 620.85M and revenue of 1.38B, resulting in an operating margin of 45.0%.

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%.

O - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.