KDP vs ARES

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

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

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

KDP vs ARES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

KDP

$39B

ARES

$39B

Max Drawdown

KDP

84.17%

Winner

ARES

51.32%

Sharpe Ratio

KDP

-0.47

Winner

ARES

-0.41

5Y Beta

Winner

KDP

0.17

ARES

1.60

Industry

KDP

Beverages - Non-alcoholic

ARES

Asset Management

P/E Ratio

Winner

KDP

21.18

ARES

195.45

Forward P/E

Winner

KDP

12.53

ARES

19.30

PEG Ratio

KDP

0.98

Winner

ARES

0.96

Dividend Yield

KDP

3.23%

Winner

ARES

3.82%

5Y Dividends CAGR

KDP

13.90%

Winner

ARES

31.93%

5Y EPS CAGR

Winner

KDP

4.93%

ARES

-11.79%

Debt to Equity

KDP

90.60%

Winner

ARES

0.00%

Free Cash Flow Yield

KDP

4.07%

Winner

ARES

8.43%

P/S Ratio

Winner

KDP

2.29

ARES

7.06

P/B Ratio

Winner

KDP

1.55

ARES

9.61

KDP vs ARES - Historical Returns

Returns include dividend reinvestment.

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

KDP

+11.57%

Winner

ARES

+20.42%

Winner

KDP

+2.01%

ARES

-6.85%

Winner

KDP

+12.96%

ARES

-15.95%

Winner

KDP

-12.73%

ARES

-21.00%

5Y(CAGR)

KDP

-2.16%

Winner

ARES

+22.45%

10Y(CAGR)

KDP

+8.13%

Winner

ARES

+29.69%

Max(CAGR)

KDP

+13.10%

Winner

ARES

+22.29%

KDP vs ARES - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

KDP vs ARES Drawdown Comparison

The maximum drawdown for KDP was -57.42%, occurring on Mar 9, 2009. Recovery took 357 trading sessions.

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

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

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

Correlation

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

0.73

-101

Dividend Comparison (2009 - 2026)

KDP vs ARES dividend yield comparison.

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