VCTR vs. ARES
Compare and contrast key facts about Victory Capital Holdings, Inc. (VCTR) and Ares Management Corporation (ARES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCTR or ARES.
Performance
VCTR vs. ARES - Performance Comparison
Returns By Period
In the year-to-date period, VCTR achieves a 96.92% return, which is significantly higher than ARES's 46.18% return.
VCTR
96.92%
8.17%
27.36%
109.70%
31.73%
N/A
ARES
46.18%
0.27%
20.20%
61.47%
44.48%
32.30%
Fundamentals
| VCTR | ARES | |
|---|---|---|
| Market Cap | $4.58B | $52.35B |
| EPS | $3.71 | $2.19 |
| PE Ratio | 17.45 | 76.45 |
| Total Revenue (TTM) | $877.73M | $3.74B |
| Gross Profit (TTM) | $702.18M | $1.97B |
| EBITDA (TTM) | $377.28M | $2.16B |
Key characteristics
| VCTR | ARES | |
|---|---|---|
| Sharpe Ratio | 3.58 | 2.40 |
| Sortino Ratio | 3.91 | 3.04 |
| Omega Ratio | 1.56 | 1.38 |
| Calmar Ratio | 5.37 | 4.99 |
| Martin Ratio | 23.96 | 14.23 |
| Ulcer Index | 4.65% | 4.46% |
| Daily Std Dev | 31.13% | 26.46% |
| Max Drawdown | -45.22% | -45.85% |
| Current Drawdown | -5.68% | -1.25% |
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Correlation
The correlation between VCTR and ARES is 0.42, 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.
Risk-Adjusted Performance
VCTR vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Capital Holdings, Inc. (VCTR) 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
VCTR vs. ARES - Dividend Comparison
VCTR's dividend yield for the trailing twelve months is around 2.17%, more than ARES's 2.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VCTR Victory Capital Holdings, Inc. | 2.17% | 3.72% | 3.73% | 1.45% | 0.93% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARES Ares Management Corporation | 2.09% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
Drawdowns
VCTR vs. ARES - Drawdown Comparison
The maximum VCTR drawdown since its inception was -45.22%, roughly equal to the maximum ARES drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for VCTR and ARES. For additional features, visit the drawdowns tool.
Volatility
VCTR vs. ARES - Volatility Comparison
Victory Capital Holdings, Inc. (VCTR) has a higher volatility of 15.17% compared to Ares Management Corporation (ARES) at 8.56%. This indicates that VCTR'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
VCTR vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Victory Capital Holdings, 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