XYZ vs ARES

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

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

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

XYZ vs ARES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

XYZ

$40B

Winner

ARES

$40B

Max Drawdown

XYZ

86.08%

Winner

ARES

51.32%

Sharpe Ratio

Winner

XYZ

0.33

ARES

-0.33

5Y Beta

XYZ

1.72

Winner

ARES

1.61

Industry

XYZ

Software - Infrastructure

ARES

Asset Management

P/E Ratio

Winner

XYZ

46.76

ARES

202.57

Forward P/E

Winner

XYZ

18.55

ARES

21.98

PEG Ratio

XYZ

23.39

Winner

ARES

1.06

Dividend Yield

XYZ

N/A

ARES

3.55%

5Y Dividends CAGR

XYZ

N/A

ARES

24.49%

5Y EPS CAGR

XYZ

N/A

ARES

-11.79%

Debt to Equity

XYZ

33.58%

Winner

ARES

0.00%

Free Cash Flow Yield

Winner

XYZ

8.18%

ARES

4.18%

P/S Ratio

Winner

XYZ

1.66

ARES

7.29

P/B Ratio

Winner

XYZ

1.87

ARES

11.48

XYZ vs ARES - Historical Returns

Returns include dividend reinvestment.

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

XYZ

+6.14%

Winner

ARES

+10.12%

XYZ

+24.78%

Winner

ARES

+36.94%

Winner

XYZ

+15.69%

ARES

-20.19%

Winner

XYZ

+15.21%

ARES

-16.12%

5Y(CAGR)

XYZ

-19.80%

Winner

ARES

+22.00%

10Y(CAGR)

XYZ

+23.50%

Winner

ARES

+31.35%

Max(CAGR)

XYZ

+17.92%

Winner

ARES

+22.82%

XYZ vs ARES - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

XYZ vs ARES Drawdown Comparison

The maximum drawdown for XYZ was -86.08%, occurring on Oct 30, 2023. 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 XYZ drawdown is -73.50%. The current ARES drawdown is -28.30%.

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