Ares Management vs Invesco
ARES and IVZ 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 IVZ compare
Ares Management is the larger company, worth 3.8 times as much as Invesco ($46.2B against $12.3B).
Ares Management grew revenue faster over the last twelve months (28.5% versus 12.2% for Invesco).
Both pay dividends: Ares Management yields 4.0% and Invesco 3.1%.
Ares Management scores higher on the StockData Score (13 against 6 for Invesco), 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 | IVZ |
|---|---|---|
| Size and price | ||
| Market cap | $46.2B | $12.3B |
| Share price | $128.15 | $27.76 |
| Change, 1 year | −14.9% | 15.2% |
| Change, 5 years | 49.6% | 6.9% |
| Beta (5Y) | 1.63 | 1.36 |
| Employees | 4,250 | 7,500 |
| StockData Score | ||
| Total score | 13 (better) | 6 |
| Valuation score | 0 | 3 (better) |
| Growth score | 3 (better) | 1 |
| Performance score | 2 (better) | 0 |
| Health score | 4 (better) | 0 |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/S | 8.7× | 1.8× (better) |
| P/B | 11.6× | 1.0× (better) |
| P/FCF | – | 6.4× |
| FCF yield | – | 15.7% |
| Fair value | $65.67 | $34.80 |
| Margin of safety | −95.1% | 20.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 28.5% (better) | 12.2% |
| Revenue growth, 5Y average | 22.1% (better) | 0.74% |
| Net income growth (TTM) | 32.6% | – |
| EPS growth (TTM) | – | −173% |
| Profitability | ||
| Operating margin | – | −7.1% |
| Net margin | 12.0% | – |
| FCF margin | – | 27.8% |
| Return on equity | 15.3% | – |
| Return on invested capital | – | −3.2% |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Interest coverage | – | −5.1× |
| Altman Z-score | 1.41 (better) | 1.04 |
| Dividends and buybacks | ||
| Dividend yield | 4.0% (better) | 3.1% |
| Payout ratio | 14.6% | – |
| Years of dividend growth | – | 4 |
| Dividend growth, 5Y average | – | 1.4% |
| Buyback yield | – | 1.4% |
| Shareholder yield | 4.0% | 4.5% (better) |
| Ownership | ||
| Held by institutions | 61.0% | 96.3% |
| Held by insiders | 61.8% | 5.4% |
| Insider net buying, 12 months | −$90.2M | −$7.2M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 11.3% | 3.9% |
Go deeper
- ARES stock overview
- ARES income statement
- ARES valuation and score
- IVZ stock overview
- IVZ income statement
- IVZ valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.