Ares Management vs Carlyle
ARES and CG side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ARES and CG compare
Ares Management is the larger company, worth 3.2 times as much as Carlyle ($46.2B against $14.3B).
Ares Management grew revenue faster over the last twelve months (28.5% versus −41.9% for Carlyle).
Ares Management keeps more of each dollar of sales as profit, with a net margin of 12.0% compared with 10.1% at Carlyle.
Both pay dividends: Ares Management yields 4.0% and Carlyle 3.5%.
Ares Management scores higher on the StockData Score (13 against 2 for Carlyle), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ARES | CG |
|---|---|---|
| Size and price | ||
| Market cap | $46.2B | $14.3B |
| Share price | $128.15 | $40.18 |
| Change, 1 year | −14.9% | −30.2% |
| Change, 5 years | 49.6% | −32.8% |
| Beta (5Y) | 1.63 | 1.65 |
| Employees | 4,250 | 2,500 |
| StockData Score | ||
| Total score | 13 (better) | 2 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 0 |
| Performance score | 2 (better) | 1 |
| Health score | 4 (better) | 0 |
| Dividend score | 4 (better) | 1 |
| Valuation | ||
| P/E | – | 41.9× |
| P/S | 8.7× | 4.0× (better) |
| P/B | 11.6× | – |
| EV/EBITDA | – | 15.2× |
| FCF yield | – | −28.8% |
| Fair value | $65.67 | $25.14 |
| Margin of safety | −95.1% | −59.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 28.5% (better) | −41.9% |
| Revenue growth, 5Y average | 22.1% (better) | 10.2% |
| Net income growth (TTM) | 32.6% (better) | −71.0% |
| EPS growth (TTM) | – | −71.9% |
| EPS growth, 5Y average | – | 17.6% |
| Profitability | ||
| Net margin | 12.0% (better) | 10.1% |
| FCF margin | – | −114% |
| Return on equity | 15.3% | – |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Altman Z-score | 1.41 (better) | 0.58 |
| Piotroski F-score | – | 2 |
| Dividends and buybacks | ||
| Dividend yield | 4.0% (better) | 3.5% |
| Payout ratio | 14.6% | 139% |
| Years of dividend growth | – | 0 |
| Buyback yield | – | 6.4% |
| Shareholder yield | 4.0% | 9.9% (better) |
| Ownership | ||
| Held by institutions | 61.0% | 61.8% |
| Held by insiders | 61.8% | 29.4% |
| Insider net buying, 12 months | −$90.2M | −$75.8M (better) |
| Superinvestors holding | 1 | 3 (better) |
| Short interest, % of float | 11.3% | – |
Go deeper
- ARES stock overview
- ARES income statement
- ARES valuation and score
- CG stock overview
- CG income statement
- CG valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.