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

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 133.28

Change

-0.68 (-0.51)%

Market Cap

USD 3.76B

Volume

0.91M

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)

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Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Asset Management

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APO Apollo Global Management LLC C..

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AMP Ameriprise Financial Inc

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OWL Blue Owl Capital Inc

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STT State Street Corp

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STT-PG State Street Corporation

+0.07 (+0.29%)

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ETFs Containing ARES

UDA:CA Caldwell U.S. Dividend Ad.. 5.46 % 0.00 %

+0.09 (+0.57%)

CAD 0.04B
GPEQ:AU VanEck Global Listed Priv.. 4.75 % 0.00 %

-0.41 (0.57%)

N/A
PFI Invesco DWA Financial Mom.. 4.74 % 0.60 %

-0.28 (0.57%)

USD 0.05B
FLPE:LSE FlexShares® Listed Priva.. 3.08 % 0.00 %

+0.31 (+0.57%)

USD 0.26B
FLPE:XETRA FlexShares® Listed Priva.. 2.86 % 0.00 %

+0.53 (+0.57%)

USD 0.27B
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

+0.70 (+0.57%)

USD 0.21B
NGPE:CA NBI Global Private Equity.. 0.00 % 0.00 %

+0.50 (+0.57%)

CAD 0.41B

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 12.08% 93% A 82% B
Dividend Return 0.78% 6% D- 45% F
Total Return 12.86% 91% A- 83% B
Trailing 12 Months  
Capital Gain 63.73% 98% N/A 94% A
Dividend Return 2.09% 5% F 30% F
Total Return 65.82% 98% N/A 94% A
Trailing 5 Years  
Capital Gain 474.24% 100% F 98% N/A
Dividend Return 40.28% 74% C 93% A
Total Return 514.52% 100% F 98% N/A
Average Annual (5 Year Horizon)  
Capital Gain 39.98% 100% F 93% A
Dividend Return 43.88% 99% N/A 94% A
Total Return 3.90% 24% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 29.95% 15% F 37% F
Risk Adjusted Return 146.51% 100% F 100% F
Market Capitalization 3.76B 98% N/A 94% 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 10% 11%
Price/Book Ratio 13.68 2% 5%
Price / Cash Flow Ratio -177.26 99% 99%
Price/Free Cash Flow Ratio 16.56 22% 21%
Management Effectiveness  
Return on Equity 23.37% 93% 86%
Return on Invested Capital 2.82% 35% 34%
Return on Assets 2.46% 57% 50%
Debt to Equity Ratio 808.66% 5% 3%

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 dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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 capital utilization

The company management has delivered below median return on invested capital 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.