CG vs. ARES
Compare and contrast key facts about The Carlyle Group Inc. (CG) and Ares Management Corporation (ARES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or ARES.
Key characteristics
| CG | ARES | |
|---|---|---|
| YTD Return | 10.97% | 12.69% |
| 1Y Return | 53.53% | 60.15% |
| 3Y Return (Ann) | 5.14% | 40.85% |
| 5Y Return (Ann) | 21.09% | 45.49% |
| Sharpe Ratio | 1.61 | 2.26 |
| Daily Std Dev | 33.69% | 24.97% |
| Max Drawdown | -62.70% | -45.85% |
| Current Drawdown | -18.82% | -2.56% |
Fundamentals
| CG | ARES | |
|---|---|---|
| Market Cap | $16.57B | $41.39B |
| EPS | -$1.68 | $2.42 |
| PE Ratio | 77.59 | 55.21 |
| PEG Ratio | 1.42 | 0.63 |
| Revenue (TTM) | $2.42B | $3.63B |
| Gross Profit (TTM) | $2.51B | $1.24B |
| EBITDA (TTM) | $1.25B | $1.15B |
Correlation
The correlation between CG and ARES is 0.46, 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
CG vs. ARES - Performance Comparison
In the year-to-date period, CG achieves a 10.97% return, which is significantly lower than ARES's 12.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CG vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) 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.
Dividends
CG vs. ARES - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.12%, more than ARES's 2.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.12% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% | 3.73% |
ARES Ares Management Corporation | 2.43% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% | 0.00% |
Drawdowns
CG vs. ARES - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for CG and ARES. For additional features, visit the drawdowns tool.
Volatility
CG vs. ARES - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 7.21% compared to Ares Management Corporation (ARES) at 6.18%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CG vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle 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.
Total Revenue: Total amount of money received from sales and other business activities