ARES vs HLN

Comparison between Ares Management Corp - Class A (ARES, Company) and Haleon plc (HLN, Company).

ARES is from the Financial Services sector, while HLN is from the Healthcare sector.

ARES vs HLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARES(COMPANY)	HLN(COMPANY)
Market Cap	$40B	$40B
Max Drawdown	51.32%	24.83%
Sharpe Ratio	-0.36	-0.72
5Y Beta	1.60	0.14
Industry	Asset Management	Drug Manufacturers - Specialty & Generic
P/E Ratio	204.19	11.05
Forward P/E	21.01	16.89
PEG Ratio	N/A	0.24
Dividend Yield	3.49%	2.12%
5Y Dividends CAGR	34.81%	N/A
5Y EPS CAGR	-11.79%	N/A
Debt to Equity	0.00%	52.41%
Free Cash Flow Yield	4.15%	15.43%

Market Cap

Winner

ARES

$40B

HLN

$40B

Max Drawdown

ARES

51.32%

Winner

HLN

24.83%

Sharpe Ratio

Winner

ARES

-0.36

HLN

-0.72

5Y Beta

ARES

1.60

Winner

HLN

0.14

Industry

ARES

Asset Management

HLN

Drug Manufacturers - Specialty & Generic

P/E Ratio

ARES

204.19

Winner

HLN

11.05

Forward P/E

ARES

21.01

Winner

HLN

16.89

PEG Ratio

ARES

N/A

HLN

0.24

Dividend Yield

Winner

ARES

3.49%

HLN

2.12%

5Y Dividends CAGR

ARES

34.81%

HLN

N/A

5Y EPS CAGR

ARES

-11.79%

HLN

N/A

Debt to Equity

Winner

ARES

0.00%

HLN

52.41%

Free Cash Flow Yield

ARES

4.15%

Winner

HLN

15.43%

ARES vs HLN - Historical Returns

Returns include dividend reinvestment.

Period	ARES	HLN
1 month	+6.26%	-2.29%
3 months	+24.04%	-11.94%
6 months	-20.12%	-7.73%
1 year	-19.02%	-12.59%
5 years(CAGR)	+21.70%	N/A
10 years(CAGR)	+30.93%	N/A
Max(CAGR)	+22.47%	+6.65%

Winner

ARES

+6.26%

HLN

-2.29%

Winner

ARES

+24.04%

HLN

-11.94%

ARES

-20.12%

Winner

HLN

-7.73%

ARES

-19.02%

Winner

HLN

-12.59%

5Y(CAGR)

ARES

+21.70%

HLN

N/A

10Y(CAGR)

ARES

+30.93%

HLN

N/A

Max(CAGR)

Winner

ARES

+22.47%

HLN

+6.65%

ARES vs HLN - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ARES	HLN
2026	-19.96%	-9.21%
2025	-6.68%	+8.98%
2024	+57.27%	+18.04%
2023	+79.67%	+5.11%
2022	-10.48%	+7.96%
2021	+79.18%	N/A
2020	+38.20%	N/A
2019	+113.38%	N/A
2018	-6.51%	N/A
2017	+13.96%	N/A
2016	+58.10%	N/A
2015	-19.10%	N/A
2014	-5.54%	N/A

ARES vs HLN Drawdown Comparison

The maximum drawdown for ARES was -49.73%, occurring on Mar 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for HLN was -24.83%, occurring on Sep 2, 2022. Recovery took 84 trading sessions.

The current ARES drawdown is -30.65%. The current HLN drawdown is -19.95%.

Rank	ARES	HLN
#1	-49.73% Jan 31, 2025 - Mar 12, 2026	-24.83% Aug 8, 2022 - Dec 6, 2022
#2	-45.88% Jun 15, 2015 - Dec 30, 2016	-23.11% Jun 2, 2025 - Sep 25, 2025
#3	-43.97% Feb 19, 2020 - Jun 22, 2020	-15.72% Oct 1, 2024 - May 2, 2025
#4	-38.04% Nov 17, 2021 - Feb 7, 2023	-13.07% Apr 20, 2023 - Jul 12, 2024
#5	-30.20% Mar 5, 2018 - Mar 14, 2019	-8.10% Feb 17, 2023 - Mar 23, 2023
#6	-23.08% Feb 24, 2017 - Jan 10, 2018	-6.08% Dec 29, 2022 - Jan 17, 2023
#7	-21.33% Jul 24, 2014 - Jan 26, 2015	-5.53% Jul 22, 2022 - Aug 5, 2022
#8	-15.95% Sep 18, 2019 - Nov 1, 2019	-5.06% Dec 6, 2022 - Dec 9, 2022
#9	-15.28% Feb 7, 2023 - Apr 18, 2023	-3.68% Dec 13, 2022 - Dec 22, 2022
#10	-14.14% Jan 24, 2018 - Mar 1, 2018	-3.56% Jan 17, 2023 - Feb 7, 2023
#11	-13.87% Mar 2, 2015 - Jun 11, 2015	-3.46% Mar 23, 2023 - Apr 4, 2023
#12	-13.68% Apr 5, 2021 - Jun 11, 2021	-3.35% May 7, 2025 - May 16, 2025
#13	-12.71% Jul 31, 2024 - Sep 17, 2024	-3.23% Apr 6, 2023 - Apr 20, 2023
#14	-11.42% May 15, 2024 - Jul 22, 2024	-1.96% Feb 7, 2023 - Feb 17, 2023
#15	-11.29% Oct 11, 2023 - Nov 29, 2023	-1.78% Sep 17, 2024 - Sep 24, 2024

Correlation

Correlation between ARES and HLN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2014 - 2026)

ARES vs HLN dividend yield comparison.

Year	ARES	HLN
2026	2.74%	1.46%
2025	3.29%	1.73%
2024	2.10%	1.65%
2023	2.59%	1.26%
2022	3.57%	0.00%
2021	2.31%	0.00%
2020	3.40%	0.00%
2019	3.59%	0.00%
2018	7.50%	0.00%
2017	5.65%	0.00%
2016	4.32%	0.00%
2015	6.81%	0.00%
2014	2.45%	0.00%