ARES vs KDP

Comparison between Ares Management Corp - Class A (ARES, Company) and Keurig Dr Pepper Inc (KDP, Company).

ARES is from the Financial Services sector, while KDP is from the Consumer Defensive sector.

5-Year PerformanceARES has outperformed KDP, delivering a return of +22.5% compared to -2.2%

ARES vs KDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARES(COMPANY)	KDP(COMPANY)
Market Cap	$39B	$39B
Max Drawdown	51.32%	84.17%
Sharpe Ratio	-0.41	-0.47
5Y Beta	1.60	0.17
Industry	Asset Management	Beverages - Non-alcoholic
P/E Ratio	195.45	21.18
Forward P/E	19.30	12.53
PEG Ratio	0.96	0.98
Dividend Yield	3.82%	3.23%
5Y Dividends CAGR	31.93%	13.90%
5Y EPS CAGR	-11.79%	4.93%
Debt to Equity	0.00%	90.60%
Free Cash Flow Yield	8.43%	4.07%
P/S Ratio	7.06	2.29
P/B Ratio	9.61	1.55

Market Cap

ARES

$39B

Winner

KDP

$39B

Max Drawdown

Winner

ARES

51.32%

KDP

84.17%

Sharpe Ratio

Winner

ARES

-0.41

KDP

-0.47

5Y Beta

ARES

1.60

Winner

KDP

0.17

Industry

ARES

Asset Management

KDP

Beverages - Non-alcoholic

P/E Ratio

ARES

195.45

Winner

KDP

21.18

Forward P/E

ARES

19.30

Winner

KDP

12.53

PEG Ratio

Winner

ARES

0.96

KDP

0.98

Dividend Yield

Winner

ARES

3.82%

KDP

3.23%

5Y Dividends CAGR

Winner

ARES

31.93%

KDP

13.90%

5Y EPS CAGR

ARES

-11.79%

Winner

KDP

4.93%

Debt to Equity

Winner

ARES

0.00%

KDP

90.60%

Free Cash Flow Yield

Winner

ARES

8.43%

KDP

4.07%

P/S Ratio

ARES

7.06

Winner

KDP

2.29

P/B Ratio

ARES

9.61

Winner

KDP

1.55

ARES vs KDP - Historical Returns

Returns include dividend reinvestment.

Period	ARES	KDP
1 month	+20.42%	+11.57%
3 months	-6.85%	+2.01%
6 months	-15.95%	+12.96%
1 year	-21.00%	-12.73%
5 years(CAGR)	+22.45%	-2.16%
10 years(CAGR)	+29.69%	+8.13%
Max(CAGR)	+22.29%	+13.10%

Winner

ARES

+20.42%

KDP

+11.57%

ARES

-6.85%

Winner

KDP

+2.01%

ARES

-15.95%

Winner

KDP

+12.96%

ARES

-21.00%

Winner

KDP

-12.73%

5Y(CAGR)

Winner

ARES

+22.45%

KDP

-2.16%

10Y(CAGR)

Winner

ARES

+29.69%

KDP

+8.13%

Max(CAGR)

Winner

ARES

+22.29%

KDP

+13.10%

ARES vs KDP - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	ARES	KDP
2026	-23.13%	+4.88%
2025	-6.68%	-9.12%
2024	+57.27%	-1.19%
2023	+79.67%	-3.94%
2022	-10.48%	-0.82%
2021	+79.18%	+19.02%
2020	+38.20%	+13.23%
2019	+113.38%	+17.05%
2018	-6.51%	+54.52%
2017	+13.96%	+9.51%
2016	+58.10%	+0.63%
2015	-19.10%	+33.35%
2014	-5.54%	+54.51%
2013	N/A	+10.45%
2012	N/A	+18.95%
2011	N/A	+15.10%
2010	N/A	+23.81%
2009	N/A	+71.91%
2008	N/A	-39.93%

ARES vs KDP 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 KDP was -57.42%, occurring on Mar 9, 2009. Recovery took 357 trading sessions.

The current ARES drawdown is -33.40%. The current KDP drawdown is -20.24%.

Rank	ARES	KDP
#1	-49.73% Jan 31, 2025 - Mar 12, 2026	-57.42% Apr 30, 2008 - Sep 29, 2009
#2	-45.88% Jun 15, 2015 - Dec 30, 2016	-36.87% Nov 27, 2019 - Jul 27, 2020
#3	-43.97% Feb 19, 2020 - Jun 22, 2020	-31.18% Aug 16, 2022 - Oct 6, 2025
#4	-38.04% Nov 17, 2021 - Feb 7, 2023	-18.22% Jul 6, 2011 - Jun 7, 2012
#5	-30.20% Mar 5, 2018 - Mar 14, 2019	-15.88% Jul 29, 2016 - Mar 22, 2017
#6	-23.08% Feb 24, 2017 - Jan 10, 2018	-14.89% Jul 26, 2010 - Apr 27, 2011
#7	-21.33% Jul 24, 2014 - Jan 26, 2015	-13.60% Nov 9, 2018 - Feb 13, 2019
#8	-15.95% Sep 18, 2019 - Nov 1, 2019	-13.52% Jun 20, 2019 - Nov 21, 2019
#9	-15.28% Feb 7, 2023 - Apr 18, 2023	-13.49% Apr 18, 2017 - Dec 29, 2017
#10	-14.14% Jan 24, 2018 - Mar 1, 2018	-13.49% Jul 29, 2020 - Dec 17, 2020
#11	-13.87% Mar 2, 2015 - Jun 11, 2015	-12.96% Oct 9, 2009 - Feb 25, 2010
#12	-13.68% Apr 5, 2021 - Jun 11, 2021	-12.42% May 15, 2013 - Jan 21, 2014
#13	-12.71% Jul 31, 2024 - Sep 17, 2024	-12.17% Jan 14, 2022 - Aug 1, 2022
#14	-11.42% May 15, 2024 - Jul 22, 2024	-11.51% Feb 13, 2019 - Apr 26, 2019
#15	-11.29% Oct 11, 2023 - Nov 29, 2023	-11.06% Mar 22, 2010 - May 12, 2010

Correlation

Correlation between ARES and KDP is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2009 - 2026)

ARES vs KDP dividend yield comparison.

Year	ARES	KDP
2026	1.07%	1.60%
2025	3.29%	3.28%
2024	2.10%	2.72%
2023	2.59%	2.45%
2022	3.57%	2.14%
2021	2.31%	1.83%
2020	3.40%	1.88%
2019	3.59%	2.07%
2018	7.50%	407.49%
2017	5.65%	2.39%
2016	4.32%	2.34%
2015	6.81%	2.06%
2014	2.45%	2.29%
2013	0.00%	3.12%
2012	0.00%	3.08%
2011	0.00%	3.06%
2010	0.00%	2.56%
2009	0.00%	0.53%