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.
Correlation
The correlation between CG and ARES is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CG vs. ARES - Performance Comparison
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Key characteristics
CG:
44.38%
ARES:
23.98%
CG:
-62.70%
ARES:
-0.70%
CG:
-25.69%
ARES:
-0.54%
Fundamentals
CG:
$15.17B
ARES:
$53.87B
CG:
$2.77
ARES:
$2.04
CG:
15.18
ARES:
80.86
CG:
0.97
ARES:
0.63
CG:
3.01
ARES:
12.63
CG:
2.71
ARES:
17.28
CG:
$3.50B
ARES:
$3.83B
CG:
$1.31B
ARES:
$2.54B
CG:
$573.80M
ARES:
$1.57B
Returns By Period
CG
-16.17%
16.04%
-18.55%
1.97%
15.15%
9.21%
ARES
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
CG vs. ARES — Risk-Adjusted Performance Rank
CG
ARES
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.
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Dividends
CG vs. ARES - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.33%, while ARES has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.33% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
ARES Ares Management Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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 -0.70%. Use the drawdown chart below to compare losses from any high point for CG and ARES. For additional features, visit the drawdowns tool.
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Volatility
CG vs. ARES - Volatility Comparison
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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
CG vs. ARES - Profitability Comparison
CG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported a gross profit of 771.30M and revenue of 927.00M. Therefore, the gross margin over that period was 83.2%.
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 1.14B and revenue of 1.61B. Therefore, the gross margin over that period was 71.2%.
CG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported an operating income of 265.40M and revenue of 927.00M, resulting in an operating margin of 28.6%.
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 626.34M and revenue of 1.61B, resulting in an operating margin of 39.0%.
CG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported a net income of 210.90M and revenue of 927.00M, resulting in a net margin of 22.8%.
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 177.32M and revenue of 1.61B, resulting in a net margin of 11.0%.