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BKHYY vs. ARES
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BKHYY vs. ARES - Performance Comparison

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

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BKHYY vs. ARES - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BKHYY
Bank Hapoalim ADR
0.10%116.43%38.07%8.17%-14.54%61.91%-15.42%36.49%-15.11%28.29%
ARES
Ares Management Corporation
-31.58%-5.72%52.68%79.52%-12.75%77.75%37.37%110.13%-5.54%10.72%

Fundamentals

Market Cap

BKHYY:

$30.74B

ARES:

$24.13B

EPS

BKHYY:

$34.01

ARES:

$2.40

PE Ratio

BKHYY:

3.44

ARES:

45.51

PEG Ratio

BKHYY:

0.20

ARES:

1.82

PS Ratio

BKHYY:

0.78

ARES:

3.71

PB Ratio

BKHYY:

0.48

ARES:

3.36

Total Revenue (TTM)

BKHYY:

$39.50B

ARES:

$6.47B

Gross Profit (TTM)

BKHYY:

$21.15B

ARES:

$2.74B

EBITDA (TTM)

BKHYY:

$15.04B

ARES:

$2.24B

Returns By Period

In the year-to-date period, BKHYY achieves a 0.10% return, which is significantly higher than ARES's -31.58% return. Over the past 10 years, BKHYY has underperformed ARES with an annualized return of 21.19%, while ARES has yielded a comparatively higher 26.86% annualized return.


BKHYY

1D
3.77%
1M
-4.81%
YTD
0.10%
6M
17.92%
1Y
82.11%
3Y*
47.08%
5Y*
31.31%
10Y*
21.19%

ARES

1D
1.34%
1M
-1.27%
YTD
-31.58%
6M
-30.05%
1Y
-22.71%
3Y*
12.80%
5Y*
17.27%
10Y*
26.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Bank Hapoalim ADR

Ares Management Corporation

Return for Risk

BKHYY vs. ARES — Risk / Return Rank

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

BKHYY
BKHYY Risk / Return Rank: 9292
Overall Rank
BKHYY Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BKHYY Sortino Ratio Rank: 9292
Sortino Ratio Rank
BKHYY Omega Ratio Rank: 9191
Omega Ratio Rank
BKHYY Calmar Ratio Rank: 9191
Calmar Ratio Rank
BKHYY Martin Ratio Rank: 9595
Martin Ratio Rank

ARES
ARES Risk / Return Rank: 2222
Overall Rank
ARES Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ARES Sortino Ratio Rank: 2121
Sortino Ratio Rank
ARES Omega Ratio Rank: 2121
Omega Ratio Rank
ARES Calmar Ratio Rank: 2828
Calmar Ratio Rank
ARES Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKHYY vs. ARES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bank Hapoalim ADR (BKHYY) and Ares Management Corporation (ARES). 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.


BKHYYARESDifference

Sharpe ratio

Return per unit of total volatility

2.38

-0.49

+2.87

Sortino ratio

Return per unit of downside risk

3.11

-0.43

+3.53

Omega ratio

Gain probability vs. loss probability

1.40

0.94

+0.46

Calmar ratio

Return relative to maximum drawdown

4.10

-0.44

+4.54

Martin ratio

Return relative to average drawdown

15.98

-1.13

+17.11

BKHYY vs. ARES - Sharpe Ratio Comparison

The current BKHYY Sharpe Ratio is 2.38, which is higher than the ARES Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of BKHYY and ARES, 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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Sharpe Ratios by Period


BKHYYARESDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.38

-0.49

+2.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.47

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.74

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.60

-0.36

Correlation

The correlation between BKHYY and ARES is 0.06, 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.


Dividends

BKHYY vs. ARES - Dividend Comparison

BKHYY's dividend yield for the trailing twelve months is around 4.01%, less than ARES's 5.09% yield.


TTM20252024202320222021202020192018201720162015
BKHYY
Bank Hapoalim ADR
4.01%3.27%4.09%5.69%2.56%3.08%0.00%4.63%1.42%2.67%3.08%1.41%
ARES
Ares Management Corporation
5.09%3.29%2.10%2.59%3.57%2.31%3.40%3.59%7.50%5.65%4.32%6.81%

Drawdowns

BKHYY vs. ARES - Drawdown Comparison

The maximum BKHYY drawdown since its inception was -69.05%, which is greater than ARES's maximum drawdown of -49.73%. Use the drawdown chart below to compare losses from any high point for BKHYY and ARES.


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Drawdown Indicators


BKHYYARESDifference

Max Drawdown

Largest peak-to-trough decline

-69.05%

-49.73%

-19.32%

Max Drawdown (1Y)

Largest decline over 1 year

-19.55%

-49.05%

+29.50%

Max Drawdown (5Y)

Largest decline over 5 years

-36.39%

-49.73%

+13.34%

Max Drawdown (10Y)

Largest decline over 10 years

-46.47%

-49.73%

+3.26%

Current Drawdown

Current decline from peak

-16.52%

-42.39%

+25.87%

Average Drawdown

Average peak-to-trough decline

-17.07%

-10.90%

-6.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.01%

19.30%

-14.29%

Volatility

BKHYY vs. ARES - Volatility Comparison

The current volatility for Bank Hapoalim ADR (BKHYY) is 9.78%, while Ares Management Corporation (ARES) has a volatility of 14.86%. This indicates that BKHYY experiences smaller price fluctuations and is considered to be less risky than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BKHYYARESDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.78%

14.86%

-5.08%

Volatility (6M)

Calculated over the trailing 6-month period

24.51%

33.31%

-8.80%

Volatility (1Y)

Calculated over the trailing 1-year period

34.76%

46.21%

-11.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.73%

36.85%

+6.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.79%

36.36%

+3.43%

Financials

BKHYY vs. ARES - Financials Comparison

This section allows you to compare key financial metrics between Bank Hapoalim ADR and Ares Management 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


0.002.00B4.00B6.00B8.00B10.00B12.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
6.71B
2.37B
(BKHYY) Total Revenue
(ARES) Total Revenue
Values in USD except per share items

BKHYY vs. ARES - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
42.0%
25.3%
Portfolio components
BKHYY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Bank Hapoalim ADR reported a gross profit of 2.82B and revenue of 6.71B. Therefore, the gross margin over that period was 42.0%.

ARES - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ares Management Corporation reported a gross profit of 601.15M and revenue of 2.37B. Therefore, the gross margin over that period was 25.3%.

BKHYY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Bank Hapoalim ADR reported an operating income of 2.97B and revenue of 6.71B, resulting in an operating margin of 44.3%.

ARES - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ares Management Corporation reported an operating income of 1.12B and revenue of 2.37B, resulting in an operating margin of 47.4%.

BKHYY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Bank Hapoalim ADR reported a net income of 1.36B and revenue of 6.71B, resulting in a net margin of 20.2%.

ARES - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ares Management Corporation reported a net income of 54.25M and revenue of 2.37B, resulting in a net margin of 2.3%.