ARES vs RKT

Comparison between Ares Management Corp - Class A (ARES, Company) and Rocket Companies Inc Class A (RKT, Company).

Both ARES and RKT are from the Financial Services sector.

5-Year PerformanceARES has outperformed RKT, delivering a return of +21.4% compared to -1.3%

ARES vs RKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARES(COMPANY)	RKT(COMPANY)
Market Cap	$38B	$39B
Max Drawdown	51.32%	84.90%
Sharpe Ratio	-0.51	0.32
5Y Beta	1.60	0.85
Industry	Asset Management	Mortgage Finance
P/E Ratio	192.80	-265.06
Forward P/E	20.00	17.48
PEG Ratio	1.00	0.47
Dividend Yield	3.89%	N/A
5Y Dividends CAGR	31.93%	N/A
5Y EPS CAGR	-11.79%	N/A
Debt to Equity	0.00%	44.90%
Free Cash Flow Yield	4.39%	-3.61%
P/S Ratio	6.82	4.25
P/B Ratio	10.73	1.66

Market Cap

ARES

$38B

Winner

RKT

$39B

Max Drawdown

Winner

ARES

51.32%

RKT

84.90%

Sharpe Ratio

ARES

-0.51

Winner

RKT

0.32

5Y Beta

ARES

1.60

Winner

RKT

0.85

Industry

ARES

Asset Management

RKT

Mortgage Finance

P/E Ratio

ARES

192.80

Winner

RKT

-265.06

Forward P/E

ARES

20.00

Winner

RKT

17.48

PEG Ratio

ARES

1.00

Winner

RKT

0.47

Dividend Yield

ARES

3.89%

RKT

N/A

5Y Dividends CAGR

ARES

31.93%

RKT

N/A

5Y EPS CAGR

ARES

-11.79%

RKT

N/A

Debt to Equity

Winner

ARES

0.00%

RKT

44.90%

Free Cash Flow Yield

Winner

ARES

4.39%

RKT

-3.61%

P/S Ratio

ARES

6.82

Winner

RKT

4.25

P/B Ratio

ARES

10.73

Winner

RKT

1.66

ARES vs RKT - Historical Returns

Returns include dividend reinvestment.

Period	ARES	RKT
1 month	+3.42%	-12.82%
3 months	+1.92%	-22.86%
6 months	-13.87%	-20.47%
1 year	-19.09%	+13.32%
5 years(CAGR)	+21.41%	-1.33%
10 years(CAGR)	+29.42%	N/A
Max(CAGR)	+22.03%	-4.42%

Winner

ARES

+3.42%

RKT

-12.82%

Winner

ARES

+1.92%

RKT

-22.86%

Winner

ARES

-13.87%

RKT

-20.47%

ARES

-19.09%

Winner

RKT

+13.32%

5Y(CAGR)

Winner

ARES

+21.41%

RKT

-1.33%

10Y(CAGR)

ARES

+29.42%

RKT

N/A

Max(CAGR)

Winner

ARES

+22.03%

RKT

-4.42%

ARES vs RKT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ARES	RKT
2026	-24.53%	-30.23%
2025	-6.68%	+88.39%
2024	+57.27%	-21.15%
2023	+79.67%	+104.23%
2022	-10.48%	-48.58%
2021	+79.18%	-26.86%
2020	+38.20%	-6.00%
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 RKT 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 RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current ARES drawdown is -34.61%. The current RKT drawdown is -60.20%.

Rank	ARES	RKT
#1	-49.73% Jan 31, 2025 - Mar 12, 2026	-82.93% Mar 2, 2021 - Oct 20, 2022
#2	-45.88% Jun 15, 2015 - Dec 30, 2016	-41.78% Sep 2, 2020 - Mar 2, 2021
#3	-43.97% Feb 19, 2020 - Jun 22, 2020	-24.74% Aug 7, 2020 - Aug 21, 2020
#4	-38.04% Nov 17, 2021 - Feb 7, 2023	-6.90% Aug 24, 2020 - Sep 1, 2020
#5	-30.20% Mar 5, 2018 - Mar 14, 2019	N/A
#6	-23.08% Feb 24, 2017 - Jan 10, 2018	N/A
#7	-21.33% Jul 24, 2014 - Jan 26, 2015	N/A
#8	-15.95% Sep 18, 2019 - Nov 1, 2019	N/A
#9	-15.28% Feb 7, 2023 - Apr 18, 2023	N/A
#10	-14.14% Jan 24, 2018 - Mar 1, 2018	N/A
#11	-13.87% Mar 2, 2015 - Jun 11, 2015	N/A
#12	-13.68% Apr 5, 2021 - Jun 11, 2021	N/A
#13	-12.71% Jul 31, 2024 - Sep 17, 2024	N/A
#14	-11.42% May 15, 2024 - Jul 22, 2024	N/A
#15	-11.29% Oct 11, 2023 - Nov 29, 2023	N/A

Correlation

Correlation between ARES and RKT is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

0.15

-101

Dividend Comparison (2014 - 2026)

ARES vs RKT dividend yield comparison.

Year	ARES	RKT
2026	1.09%	0.00%
2025	3.29%	4.13%
2024	2.10%	0.00%
2023	2.59%	0.00%
2022	3.57%	14.43%
2021	2.31%	7.93%
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%