TPG vs. ARES
Compare and contrast key facts about TPG Inc. (TPG) and Ares Management Corporation (ARES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPG or ARES.
Key characteristics
| TPG | ARES | |
|---|---|---|
| YTD Return | 57.05% | 43.69% |
| 1Y Return | 105.44% | 56.65% |
| Sharpe Ratio | 3.34 | 2.13 |
| Sortino Ratio | 3.90 | 2.73 |
| Omega Ratio | 1.54 | 1.35 |
| Calmar Ratio | 6.69 | 4.60 |
| Martin Ratio | 17.69 | 13.02 |
| Ulcer Index | 5.96% | 4.49% |
| Daily Std Dev | 31.62% | 27.49% |
| Max Drawdown | -38.13% | -45.85% |
| Current Drawdown | -4.34% | -2.93% |
Fundamentals
| TPG | ARES | |
|---|---|---|
| Market Cap | $24.69B | $53.38B |
| EPS | -$0.33 | $2.18 |
| Total Revenue (TTM) | $3.40B | $3.74B |
| Gross Profit (TTM) | $2.44B | $2.14B |
| EBITDA (TTM) | $203.79M | $1.34B |
Correlation
The correlation between TPG and ARES is 0.69, 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
TPG vs. ARES - Performance Comparison
In the year-to-date period, TPG achieves a 57.05% return, which is significantly higher than ARES's 43.69% 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
TPG vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TPG Inc. (TPG) 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
TPG vs. ARES - Dividend Comparison
TPG's dividend yield for the trailing twelve months is around 3.23%, more than ARES's 2.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TPG TPG Inc. | 3.23% | 3.24% | 3.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARES Ares Management Corporation | 2.13% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
Drawdowns
TPG vs. ARES - Drawdown Comparison
The maximum TPG drawdown since its inception was -38.13%, smaller than the maximum ARES drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for TPG and ARES. For additional features, visit the drawdowns tool.
Volatility
TPG vs. ARES - Volatility Comparison
TPG Inc. (TPG) has a higher volatility of 15.68% compared to Ares Management Corporation (ARES) at 8.90%. This indicates that TPG'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
TPG vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between TPG 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