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

Correlation

The correlation between BX and ARES 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.


-0.50.00.51.0
Correlation: 0.5

Performance

BX vs. ARES - Performance Comparison

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

600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%NovemberDecember2025FebruaryMarchApril
691.17%
1,230.06%
BX
ARES

Key characteristics

Sharpe Ratio

BX:

0.27

ARES:

0.39

Sortino Ratio

BX:

0.64

ARES:

0.76

Omega Ratio

BX:

1.08

ARES:

1.11

Calmar Ratio

BX:

0.26

ARES:

0.39

Martin Ratio

BX:

0.72

ARES:

1.35

Ulcer Index

BX:

14.06%

ARES:

11.68%

Daily Std Dev

BX:

38.38%

ARES:

40.83%

Max Drawdown

BX:

-87.65%

ARES:

-45.85%

Current Drawdown

BX:

-32.68%

ARES:

-21.76%

Fundamentals

Market Cap

BX:

$164.35B

ARES:

$49.96B

EPS

BX:

$3.29

ARES:

$2.05

PE Ratio

BX:

40.38

ARES:

75.06

PEG Ratio

BX:

1.88

ARES:

0.63

PS Ratio

BX:

13.28

ARES:

12.86

PB Ratio

BX:

12.87

ARES:

16.12

Total Revenue (TTM)

BX:

$12.37B

ARES:

$3.83B

Gross Profit (TTM)

BX:

$12.37B

ARES:

$2.54B

EBITDA (TTM)

BX:

$6.03B

ARES:

$1.57B

Returns By Period

In the year-to-date period, BX achieves a -22.29% return, which is significantly lower than ARES's -12.40% return. Over the past 10 years, BX has underperformed ARES with an annualized return of 18.25%, while ARES has yielded a comparatively higher 29.50% annualized return.


BX

YTD

-22.29%

1M

-3.80%

6M

-19.59%

1Y

10.59%

5Y*

25.30%

10Y*

18.25%

ARES

YTD

-12.40%

1M

6.20%

6M

-8.02%

1Y

18.22%

5Y*

39.03%

10Y*

29.50%

*Annualized

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Risk-Adjusted Performance

BX vs. ARES — Risk-Adjusted Performance Rank

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

BX
The Risk-Adjusted Performance Rank of BX is 6060
Overall Rank
The Sharpe Ratio Rank of BX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of BX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of BX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of BX is 6262
Martin Ratio Rank

ARES
The Risk-Adjusted Performance Rank of ARES is 6565
Overall Rank
The Sharpe Ratio Rank of ARES is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of ARES is 6060
Sortino Ratio Rank
The Omega Ratio Rank of ARES is 6262
Omega Ratio Rank
The Calmar Ratio Rank of ARES is 7070
Calmar Ratio Rank
The Martin Ratio Rank of ARES 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.

BX vs. ARES - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Blackstone Group Inc. (BX) 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.


The chart of Sharpe ratio for BX, currently valued at 0.27, compared to the broader market-2.00-1.000.001.002.003.00
BX: 0.27
ARES: 0.40
The chart of Sortino ratio for BX, currently valued at 0.64, compared to the broader market-6.00-4.00-2.000.002.004.00
BX: 0.64
ARES: 0.78
The chart of Omega ratio for BX, currently valued at 1.08, compared to the broader market0.501.001.502.00
BX: 1.08
ARES: 1.11
The chart of Calmar ratio for BX, currently valued at 0.26, compared to the broader market0.001.002.003.004.005.00
BX: 0.26
ARES: 0.40
The chart of Martin ratio for BX, currently valued at 0.72, compared to the broader market-5.000.005.0010.0015.0020.00
BX: 0.72
ARES: 1.38

The current BX Sharpe Ratio is 0.27, which is lower than the ARES Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of BX 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.27
0.40
BX
ARES

Dividends

BX vs. ARES - Dividend Comparison

BX's dividend yield for the trailing twelve months is around 3.05%, more than ARES's 2.54% yield.


TTM20242023202220212020201920182017201620152014
BX
The Blackstone Group Inc.
3.05%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.76%5.57%
ARES
Ares Management Corporation
2.54%2.10%2.59%3.57%2.31%3.40%3.59%7.50%6.30%4.32%6.81%2.45%

Drawdowns

BX vs. ARES - Drawdown Comparison

The maximum BX drawdown since its inception was -87.65%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for BX and ARES. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-32.68%
-21.76%
BX
ARES

Volatility

BX vs. ARES - Volatility Comparison

The current volatility for The Blackstone Group Inc. (BX) is 24.53%, while Ares Management Corporation (ARES) has a volatility of 27.69%. This indicates that BX 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.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
24.53%
27.69%
BX
ARES

Financials

BX vs. ARES - Financials Comparison

This section allows you to compare key financial metrics between The Blackstone Group Inc. 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


Values in USD except per share items