Ares Management vs Evercore
ARES and EVR 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 EVR compare
Ares Management is the larger company, worth 4.3 times as much as Evercore ($48.5B against $11.4B).
Evercore grew revenue faster over the last twelve months (36.8% versus 21.9% for Ares Management).
Evercore keeps more of each dollar of sales as profit, with a net margin of 15.6% compared with 8.0% at Ares Management.
Both pay dividends: Ares Management yields 3.8% and Evercore 1.2%.
Evercore scores higher on the StockData Score (19 against 11 for Ares Management), 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 | EVR |
|---|---|---|
| Size and price | ||
| Market cap | $48.5B | $11.4B |
| Share price | $134.61 | $296.35 |
| Change, 1 year | −12.4% | −7.7% |
| Change, 5 years | 52.4% | 97.8% |
| Beta (5Y) | 1.59 | 1.47 |
| Employees | 4,250 | 2,570 |
| StockData Score | ||
| Total score | 11 | 19 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 2 | 3 (better) |
| Performance score | 1 | 4 (better) |
| Health score | 4 | 4 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | – | 16.3× |
| P/S | 9.0× | 2.3× (better) |
| P/B | 12.7× | 5.9× (better) |
| EV/EBITDA | – | 8.3× |
| P/FCF | – | 6.6× |
| PEG | – | 2.48 |
| FCF yield | – | 15.1% |
| Fair value | $66.27 | $350.24 |
| Margin of safety | −103% | 15.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 21.9% | 36.8% (better) |
| Revenue growth, 5Y average | 22.1% (better) | 11.2% |
| Net income growth (TTM) | −33.5% | 44.1% (better) |
| EPS growth (TTM) | – | 45.1% |
| EPS growth, 5Y average | – | 11.3% |
| Profitability | ||
| Net margin | 8.0% | 15.6% (better) |
| FCF margin | – | 35.4% |
| Return on equity | 10.4% | 40.6% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.28 (better) |
| Net debt / EBITDA | – | −2.03 |
| Current ratio | – | 2.25 |
| Altman Z-score | 1.44 | 4.45 (better) |
| Piotroski F-score | – | 5 |
| Dividends and buybacks | ||
| Dividend yield | 3.8% (better) | 1.2% |
| Payout ratio | 22.2% | 19.9% |
| Years of dividend growth | – | 16 |
| Dividend growth, 5Y average | – | 7.2% |
| Shareholder yield | 3.8% (better) | 1.2% |
| Ownership | ||
| Held by institutions | 61.0% | 93.3% |
| Held by insiders | 61.8% | 13.9% |
| Insider net buying, 12 months | −$8.3M | −$4.5M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 11.0% | 2.6% |
Go deeper
- ARES stock overview
- ARES income statement
- ARES valuation and score
- EVR stock overview
- EVR income statement
- EVR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.