ARES:NYE-Ares Management L.P. representing Limited Partner Interests (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 168.27

Change

-4.23 (-2.45)%

Market Cap

USD 3.76B

Volume

1.58M

Analyst Target

USD 45.25
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Ares Management LP is an alternative asset management firm that operates four distinct but complementary investment groups: the Tradable Credit Group, the Direct Lending Group, the Private Equity Group and the Real Estate Group.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-07 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

+5.70 (+3.21%)

USD 213.93B
BLK BlackRock Inc

+14.56 (+1.40%)

USD 153.95B
KKR KKR & Co LP

+3.70 (+2.43%)

USD 140.51B
APO Apollo Global Management LLC C..

+4.75 (+2.93%)

USD 91.66B
BN Brookfield Corp

+1.68 (+2.94%)

USD 86.37B
AMP Ameriprise Financial Inc

+12.01 (+2.18%)

USD 53.55B
OWL Blue Owl Capital Inc

+0.30 (+1.31%)

USD 33.81B
RJF Raymond James Financial Inc.

+3.98 (+2.51%)

USD 30.30B
BAM Brookfield Asset Management In..

+1.41 (+2.50%)

USD 23.71B
STT-PG State Street Corporation

-0.13 (-0.52%)

USD 19.16B

ETFs Containing ARES

LBO 5.18 % 0.00 %

N/A

N/A
NGPE:CA NBI Global Private Equity.. 4.91 % 0.00 %

+1.15 (+1.33%)

CAD 0.41B
GPEQ:AU VanEck Global Listed Priv.. 4.70 % 0.00 %

+0.25 (+1.33%)

N/A
FLPE:LSE FlexShares® Listed Priva.. 3.13 % 0.00 %

+0.54 (+1.33%)

USD 0.34B
FLPE:XETRA FlexShares® Listed Priva.. 3.10 % 0.00 %

+0.77 (+1.33%)

N/A
JMID Janus Henderson Mid Cap G.. 2.13 % 0.00 %

+0.38 (+1.33%)

USD 5.86M
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

+3.65 (+1.33%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 41.50% 93% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.50% 93% A 87% B+
Trailing 12 Months  
Capital Gain 59.21% 93% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 59.21% 93% A 86% B+
Trailing 5 Years  
Capital Gain 432.67% 99% N/A 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 432.67% 99% N/A 95% A
Average Annual (5 Year Horizon)  
Capital Gain 41.48% 98% N/A 92% A
Dividend Return 44.83% 98% N/A 92% A
Total Return 3.34% 37% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 30.38% 24% F 34% F
Risk Adjusted Return 147.57% 100% F 100% F
Market Capitalization 3.76B 97% N/A 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.30 4% 8%
Price/Book Ratio 17.39 3% 5%
Price / Cash Flow Ratio -222.17 97% 99%
Price/Free Cash Flow Ratio 20.48 20% 17%
Management Effectiveness  
Return on Equity 20.43% 87% 84%
Return on Invested Capital 6.99% 52% 56%
Return on Assets 2.33% 45% 51%
Debt to Equity Ratio 808.66% 10% 4%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.