RKT vs ARES

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

Both RKT and ARES are from the Financial Services sector.

5-Year PerformanceARES has outperformed RKT, delivering a return of +21.4% compared to -1.4%

RKT vs ARES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RKT(COMPANY)	ARES(COMPANY)
Market Cap	$39B	$38B
Max Drawdown	84.90%	51.32%
Sharpe Ratio	0.43	-0.40
5Y Beta	0.85	1.60
Industry	Mortgage Finance	Asset Management
P/E Ratio	-265.06	192.80
Forward P/E	17.79	20.28
PEG Ratio	0.47	1.00
Dividend Yield	N/A	3.86%
5Y Dividends CAGR	N/A	31.93%
5Y EPS CAGR	N/A	-11.79%
Debt to Equity	44.90%	0.00%
Free Cash Flow Yield	-3.61%	4.39%
P/S Ratio	4.25	6.82
P/B Ratio	1.66	10.73

Market Cap

Winner

RKT

$39B

ARES

$38B

Max Drawdown

RKT

84.90%

Winner

ARES

51.32%

Sharpe Ratio

Winner

RKT

0.43

ARES

-0.40

5Y Beta

Winner

RKT

0.85

ARES

1.60

Industry

RKT

Mortgage Finance

ARES

Asset Management

P/E Ratio

Winner

RKT

-265.06

ARES

192.80

Forward P/E

Winner

RKT

17.79

ARES

20.28

PEG Ratio

Winner

RKT

0.47

ARES

1.00

Dividend Yield

RKT

N/A

ARES

3.86%

5Y Dividends CAGR

RKT

N/A

ARES

31.93%

5Y EPS CAGR

RKT

N/A

ARES

-11.79%

Debt to Equity

RKT

44.90%

Winner

ARES

0.00%

Free Cash Flow Yield

RKT

-3.61%

Winner

ARES

4.39%

P/S Ratio

Winner

RKT

4.25

ARES

6.82

P/B Ratio

Winner

RKT

1.66

ARES

10.73

RKT vs ARES - Historical Returns

Returns include dividend reinvestment.

Period	RKT	ARES
1 month	-9.93%	+3.42%
3 months	-19.31%	+1.92%
6 months	-20.93%	-13.87%
1 year	+9.71%	-19.09%
5 years(CAGR)	-1.44%	+21.41%
10 years(CAGR)	N/A	+29.42%
Max(CAGR)	-4.51%	+22.03%

RKT

-9.93%

Winner

ARES

+3.42%

RKT

-19.31%

Winner

ARES

+1.92%

RKT

-20.93%

Winner

ARES

-13.87%

Winner

RKT

+9.71%

ARES

-19.09%

5Y(CAGR)

RKT

-1.44%

Winner

ARES

+21.41%

10Y(CAGR)

RKT

N/A

ARES

+29.42%

Max(CAGR)

RKT

-4.51%

Winner

ARES

+22.03%

RKT vs ARES - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	RKT	ARES
2026	-30.63%	-24.53%
2025	+88.39%	-6.68%
2024	-21.15%	+57.27%
2023	+104.23%	+79.67%
2022	-48.58%	-10.48%
2021	-26.86%	+79.18%
2020	-6.00%	+38.20%
2019	N/A	+113.38%
2018	N/A	-6.51%
2017	N/A	+13.96%
2016	N/A	+58.10%
2015	N/A	-19.10%
2014	N/A	-5.54%

RKT vs ARES Drawdown Comparison

The maximum drawdown for RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current RKT drawdown is -60.43%. The current ARES drawdown is -34.61%.

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

Correlation

Correlation between RKT and ARES 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)

RKT vs ARES dividend yield comparison.

Year	RKT	ARES
2026	0.00%	1.09%
2025	4.13%	3.29%
2024	0.00%	2.10%
2023	0.00%	2.59%
2022	14.43%	3.57%
2021	7.93%	2.31%
2020	0.00%	3.40%
2019	0.00%	3.59%
2018	0.00%	7.50%
2017	0.00%	5.65%
2016	0.00%	4.32%
2015	0.00%	6.81%
2014	0.00%	2.45%