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

Correlation

The correlation between ARES and O is 0.19, 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.


-0.50.00.51.0
Correlation: 0.2

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.

-20.00%-10.00%0.00%10.00%20.00%30.00%NovemberDecember2025FebruaryMarchApril
-3.61%
-5.80%
ARES
O

Key characteristics

Sharpe Ratio

ARES:

0.49

O:

0.66

Sortino Ratio

ARES:

0.82

O:

1.00

Omega Ratio

ARES:

1.11

O:

1.12

Calmar Ratio

ARES:

0.52

O:

0.45

Martin Ratio

ARES:

1.76

O:

1.35

Ulcer Index

ARES:

8.75%

O:

8.65%

Daily Std Dev

ARES:

31.43%

O:

17.86%

Max Drawdown

ARES:

-45.85%

O:

-48.45%

Current Drawdown

ARES:

-24.02%

O:

-11.80%

Fundamentals

Market Cap

ARES:

$45.70B

O:

$50.48B

EPS

ARES:

$2.04

O:

$0.98

PE Ratio

ARES:

71.03

O:

57.77

PEG Ratio

ARES:

0.63

O:

5.45

Total Revenue (TTM)

ARES:

$4.29B

O:

$5.29B

Gross Profit (TTM)

ARES:

$2.65B

O:

$3.82B

EBITDA (TTM)

ARES:

$2.25B

O:

$4.38B

Returns By Period

In the year-to-date period, ARES achieves a -14.92% return, which is significantly lower than O's 9.07% return. Over the past 10 years, ARES has outperformed O with an annualized return of 29.13%, while O has yielded a comparatively lower 6.39% annualized return.


ARES

YTD

-14.92%

1M

-11.89%

6M

-3.16%

1Y

15.87%

5Y*

42.37%

10Y*

29.13%

O

YTD

9.07%

1M

1.15%

6M

-6.70%

1Y

13.04%

5Y*

11.34%

10Y*

6.39%

*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 6262
Sortino Ratio Rank
The Omega Ratio Rank of ARES is 6161
Omega Ratio Rank
The Calmar Ratio Rank of ARES is 7474
Calmar Ratio Rank
The Martin Ratio Rank of ARES is 7171
Martin Ratio Rank

O
The Risk-Adjusted Performance Rank of O is 6969
Overall Rank
The Sharpe Ratio Rank of O is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of O is 6666
Sortino Ratio Rank
The Omega Ratio Rank of O is 6464
Omega Ratio Rank
The Calmar Ratio Rank of O is 7272
Calmar Ratio Rank
The Martin Ratio Rank of O is 6868
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 chart of Sharpe ratio for ARES, currently valued at 0.49, compared to the broader market-2.00-1.000.001.002.003.00
ARES: 0.49
O: 0.66
The chart of Sortino ratio for ARES, currently valued at 0.82, compared to the broader market-6.00-4.00-2.000.002.004.00
ARES: 0.82
O: 1.00
The chart of Omega ratio for ARES, currently valued at 1.11, compared to the broader market0.501.001.502.00
ARES: 1.11
O: 1.12
The chart of Calmar ratio for ARES, currently valued at 0.52, compared to the broader market0.001.002.003.004.005.00
ARES: 0.52
O: 0.45
The chart of Martin ratio for ARES, currently valued at 1.76, compared to the broader market-5.000.005.0010.0015.0020.00
ARES: 1.76
O: 1.35

The current ARES Sharpe Ratio is 0.49, which is comparable to the O Sharpe Ratio of 0.66. 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
0.49
0.66
ARES
O

Dividends

ARES vs. O - Dividend Comparison

ARES's dividend yield for the trailing twelve months is around 2.62%, less than O's 5.54% yield.


TTM20242023202220212020201920182017201620152014
ARES
Ares Management Corporation
2.62%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
5.54%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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.02%
-11.80%
ARES
O

Volatility

ARES vs. O - Volatility Comparison

Ares Management Corporation (ARES) has a higher volatility of 15.74% compared to Realty Income Corporation (O) at 6.02%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.74%
6.02%
ARES
O

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


Values in USD except per share items