ARES vs XYZ

Comparison between Ares Management Corp - Class A (ARES, Company) and Block Inc - Class A (XYZ, Company).

ARES is from the Financial Services sector, while XYZ is from the Technology sector.

5-Year PerformanceARES has outperformed XYZ, delivering a return of +22.0% compared to -19.8%

ARES vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARES(COMPANY)	XYZ(COMPANY)
Market Cap	$40B	$40B
Max Drawdown	51.32%	86.08%
Sharpe Ratio	-0.33	0.33
5Y Beta	1.61	1.72
Industry	Asset Management	Software - Infrastructure
P/E Ratio	202.57	46.76
Forward P/E	21.98	18.55
PEG Ratio	1.06	23.39
Dividend Yield	3.55%	N/A
5Y Dividends CAGR	24.49%	N/A
5Y EPS CAGR	-11.79%	N/A
Debt to Equity	0.00%	33.58%
Free Cash Flow Yield	4.18%	8.18%
P/S Ratio	7.29	1.66
P/B Ratio	11.48	1.87

Market Cap

Winner

ARES

$40B

XYZ

$40B

Max Drawdown

Winner

ARES

51.32%

XYZ

86.08%

Sharpe Ratio

ARES

-0.33

Winner

XYZ

0.33

5Y Beta

Winner

ARES

1.61

XYZ

1.72

Industry

ARES

Asset Management

XYZ

Software - Infrastructure

P/E Ratio

ARES

202.57

Winner

XYZ

46.76

Forward P/E

ARES

21.98

Winner

XYZ

18.55

PEG Ratio

Winner

ARES

1.06

XYZ

23.39

Dividend Yield

ARES

3.55%

XYZ

N/A

5Y Dividends CAGR

ARES

24.49%

XYZ

N/A

5Y EPS CAGR

ARES

-11.79%

XYZ

N/A

Debt to Equity

Winner

ARES

0.00%

XYZ

33.58%

Free Cash Flow Yield

ARES

4.18%

Winner

XYZ

8.18%

P/S Ratio

ARES

7.29

Winner

XYZ

1.66

P/B Ratio

ARES

11.48

Winner

XYZ

1.87

ARES vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	ARES	XYZ
1 month	+10.12%	+6.14%
3 months	+36.94%	+24.78%
6 months	-20.19%	+15.69%
1 year	-16.12%	+15.21%
5 years(CAGR)	+22.00%	-19.80%
10 years(CAGR)	+31.35%	+23.50%
Max(CAGR)	+22.82%	+17.92%

Winner

ARES

+10.12%

XYZ

+6.14%

Winner

ARES

+36.94%

XYZ

+24.78%

ARES

-20.19%

Winner

XYZ

+15.69%

ARES

-16.12%

Winner

XYZ

+15.21%

5Y(CAGR)

Winner

ARES

+22.00%

XYZ

-19.80%

10Y(CAGR)

Winner

ARES

+31.35%

XYZ

+23.50%

Max(CAGR)

Winner

ARES

+22.82%

XYZ

+17.92%

ARES vs XYZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ARES	XYZ
2026	-17.25%	+14.63%
2025	-6.68%	-24.97%
2024	+57.27%	+17.68%
2023	+79.67%	+19.66%
2022	-10.48%	-61.69%
2021	+79.18%	-26.97%
2020	+38.20%	+240.97%
2019	+113.38%	+9.37%
2018	-6.51%	+55.07%
2017	+13.96%	+151.05%
2016	+58.10%	+12.09%
2015	-19.10%	+0.15%
2014	-5.54%	N/A

ARES vs XYZ 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 XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current ARES drawdown is -28.30%. The current XYZ drawdown is -73.50%.

Rank	ARES	XYZ
#1	-49.73% Jan 31, 2025 - Mar 12, 2026	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-45.88% Jun 15, 2015 - Dec 30, 2016	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-43.97% Feb 19, 2020 - Jun 22, 2020	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-38.04% Nov 17, 2021 - Feb 7, 2023	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-30.20% Mar 5, 2018 - Mar 14, 2019	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-23.08% Feb 24, 2017 - Jan 10, 2018	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-21.33% Jul 24, 2014 - Jan 26, 2015	-22.43% Mar 20, 2018 - May 30, 2018
#8	-15.95% Sep 18, 2019 - Nov 1, 2019	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	-15.28% Feb 7, 2023 - Apr 18, 2023	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	-14.14% Jan 24, 2018 - Mar 1, 2018	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	-13.87% Mar 2, 2015 - Jun 11, 2015	-13.17% Nov 6, 2020 - Nov 23, 2020
#12	-13.68% Apr 5, 2021 - Jun 11, 2021	-11.10% Jun 20, 2018 - Jul 17, 2018
#13	-12.71% Jul 31, 2024 - Sep 17, 2024	-11.02% Jul 8, 2020 - Aug 3, 2020
#14	-11.42% May 15, 2024 - Jul 22, 2024	-10.86% Jul 25, 2018 - Aug 2, 2018
#15	-11.29% Oct 11, 2023 - Nov 29, 2023	-10.44% Jul 26, 2017 - Sep 11, 2017