AEG vs. ARES: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AEG and ARES, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
AEG trades as New York Registered Shares, providing U.S. investors with access to a foreign company, while ARES is a standard domestic stock.
| Symbol | AEG | ARES |
|---|---|---|
| Company Name | Aegon Ltd. | Ares Management Corporation |
| Country | Netherlands | United States |
| GICS Sector | Financials | Financials |
| GICS Industry | Insurance | Capital Markets |
| Market Capitalization | 12.26 billion USD | 47.67 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 28, 1985 | May 2, 2014 |
| Security Type | NY Reg Shrs | Common Stock |
Historical Performance
This chart compares the performance of AEG and ARES by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | AEG | ARES |
|---|---|---|
| 5-Day Price Return | 1.96% | -7.68% |
| 13-Week Price Return | 5.99% | -24.94% |
| 26-Week Price Return | 8.96% | -19.21% |
| 52-Week Price Return | 14.35% | -15.95% |
| Month-to-Date Return | 2.30% | -4.47% |
| Year-to-Date Return | 18.15% | -19.75% |
| 10-Day Avg. Volume | 4.59M | 1.71M |
| 3-Month Avg. Volume | 4.83M | 1.74M |
| 3-Month Volatility | 23.15% | 34.57% |
| Beta | 1.25 | 1.58 |
Profitability
Return on Equity (TTM)
AEG
7.78%
Insurance Industry
- Max
- 31.64%
- Q3
- 19.22%
- Median
- 14.77%
- Q1
- 10.48%
- Min
- 2.20%
AEG’s Return on Equity of 7.78% is in the lower quartile for the Insurance industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
ARES
15.46%
Capital Markets Industry
- Max
- 41.61%
- Q3
- 22.56%
- Median
- 13.62%
- Q1
- 9.23%
- Min
- -4.25%
ARES’s Return on Equity of 15.46% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
AEG
9.69%
Insurance Industry
- Max
- 28.47%
- Q3
- 15.63%
- Median
- 10.40%
- Q1
- 6.94%
- Min
- -3.51%
AEG’s Net Profit Margin of 9.69% is aligned with the median group of its peers in the Insurance industry. This indicates its ability to convert revenue into profit is typical for the sector.
ARES
12.14%
Capital Markets Industry
- Max
- 69.91%
- Q3
- 36.88%
- Median
- 24.30%
- Q1
- 13.14%
- Min
- -6.20%
Falling into the lower quartile for the Capital Markets industry, ARES’s Net Profit Margin of 12.14% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
AEG
6.31%
Insurance Industry
- Max
- 35.59%
- Q3
- 21.31%
- Median
- 14.99%
- Q1
- 10.34%
- Min
- -2.51%
In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.
ARES
17.08%
Capital Markets Industry
- Max
- 83.68%
- Q3
- 47.64%
- Median
- 32.36%
- Q1
- 19.28%
- Min
- 0.30%
ARES’s Operating Profit Margin of 17.08% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
| Symbol | AEG | ARES |
|---|---|---|
| Return on Equity (TTM) | 7.78% | 15.46% |
| Return on Assets (TTM) | 0.21% | 2.45% |
| Net Profit Margin (TTM) | 9.69% | 12.14% |
| Operating Profit Margin (TTM) | 6.31% | 17.08% |
| Gross Profit Margin (TTM) | -- | -- |
Financial Strength
Current Ratio (MRQ)
AEG
--
Insurance Industry
- Max
- 2.64
- Q3
- 1.19
- Median
- 0.53
- Q1
- 0.15
- Min
- 0.00
For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
ARES
0.26
Capital Markets Industry
- Max
- 3.43
- Q3
- 1.76
- Median
- 1.00
- Q1
- 0.60
- Min
- 0.04
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
AEG
0.54
Insurance Industry
- Max
- 1.10
- Q3
- 0.65
- Median
- 0.35
- Q1
- 0.23
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.
ARES
2.69
Capital Markets Industry
- Max
- 6.12
- Q3
- 2.78
- Median
- 0.96
- Q1
- 0.31
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
Interest Coverage Ratio (TTM)
AEG
-2.55
Insurance Industry
- Max
- 49.59
- Q3
- 22.05
- Median
- 9.63
- Q1
- 3.42
- Min
- -5.73
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.
ARES
--
Capital Markets Industry
- Max
- 107.59
- Q3
- 50.42
- Median
- 10.94
- Q1
- 4.37
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
Financial Strength at a Glance
| Symbol | AEG | ARES |
|---|---|---|
| Current Ratio (MRQ) | -- | 0.26 |
| Quick Ratio (MRQ) | -- | 0.26 |
| Debt-to-Equity Ratio (MRQ) | 0.54 | 2.69 |
| Interest Coverage Ratio (TTM) | -2.55 | -- |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
AEG
4.90%
Insurance Industry
- Max
- 9.43%
- Q3
- 5.10%
- Median
- 3.57%
- Q1
- 2.02%
- Min
- 0.00%
AEG’s Dividend Yield of 4.90% is consistent with its peers in the Insurance industry, providing a dividend return that is standard for its sector.
ARES
5.36%
Capital Markets Industry
- Max
- 8.63%
- Q3
- 4.88%
- Median
- 2.72%
- Q1
- 1.41%
- Min
- 0.00%
With a Dividend Yield of 5.36%, ARES offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
AEG
70.31%
Insurance Industry
- Max
- 169.40%
- Q3
- 85.57%
- Median
- 50.55%
- Q1
- 22.12%
- Min
- 0.00%
AEG’s Dividend Payout Ratio of 70.31% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
ARES
251.91%
Capital Markets Industry
- Max
- 188.84%
- Q3
- 96.52%
- Median
- 61.58%
- Q1
- 31.74%
- Min
- 0.00%
At 251.91%, ARES’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Capital Markets industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
Dividend at a Glance
| Symbol | AEG | ARES |
|---|---|---|
| Dividend Yield (TTM) | 4.90% | 5.36% |
| Dividend Payout Ratio (TTM) | 70.31% | 251.91% |
Valuation
Price-to-Earnings Ratio (TTM)
AEG
8.03
Insurance Industry
- Max
- 27.66
- Q3
- 17.29
- Median
- 12.59
- Q1
- 9.86
- Min
- 3.13
In the lower quartile for the Insurance industry, AEG’s P/E Ratio of 8.03 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
ARES
47.01
Capital Markets Industry
- Max
- 47.53
- Q3
- 28.81
- Median
- 16.62
- Q1
- 12.06
- Min
- 5.71
A P/E Ratio of 47.01 places ARES in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Price-to-Sales Ratio (TTM)
AEG
0.78
Insurance Industry
- Max
- 3.39
- Q3
- 1.95
- Median
- 1.25
- Q1
- 0.83
- Min
- 0.22
In the lower quartile for the Insurance industry, AEG’s P/S Ratio of 0.78 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
ARES
5.71
Capital Markets Industry
- Max
- 13.23
- Q3
- 6.65
- Median
- 4.40
- Q1
- 2.22
- Min
- 0.03
ARES’s P/S Ratio of 5.71 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
AEG
1.03
Insurance Industry
- Max
- 4.36
- Q3
- 2.47
- Median
- 1.77
- Q1
- 1.18
- Min
- 0.17
AEG’s P/B Ratio of 1.03 is in the lower quartile for the Insurance industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
ARES
11.68
Capital Markets Industry
- Max
- 10.83
- Q3
- 5.27
- Median
- 2.66
- Q1
- 1.34
- Min
- 0.37
At 11.68, ARES’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
Valuation at a Glance
| Symbol | AEG | ARES |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 8.03 | 47.01 |
| Price-to-Sales Ratio (TTM) | 0.78 | 5.71 |
| Price-to-Book Ratio (MRQ) | 1.03 | 11.68 |
| Price-to-Free Cash Flow Ratio (TTM) | 14.96 | 6.81 |