ARES vs. BAM: Ares Management vs. Brookfield Asset Management Stock Comparison
How do Ares Management (ARES) and Brookfield Asset Management (BAM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Ares Management (ARES) and Brookfield Asset Management (BAM) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | ARES | BAM |
|---|---|---|
| Name | Ares Management Corp. Class A Common Stock | Brookfield Asset Management Ltd. Class A Limited Voting Shares |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 44.45 billion USD | 84.57 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 2, 2014 | December 1, 2022 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ARES | BAM |
|---|---|---|
| Total Return (1Y) | -5.55% | 5.93% |
| Total Return (3Y, Annualized) | 13.18% | 24.83% |
| Total Return (5Y, Annualized) | 13.38% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ARES | BAM |
|---|---|---|
| Volatility (1Y, Annualized) | 44.09% | 31.49% |
| Beta (5Y) | 1.45 | 1.17 |
| Max Drawdown (5Y) | -49.97% | -30.37% |
| Avg. Volume (3M) | 2.20M | 2.84M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ARES | BAM |
|---|---|---|
| Sharpe Ratio (1Y) | -0.22 | 0.05 |
| Sortino Ratio (1Y) | -0.31 | 0.08 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Brookfield Asset Management (BAM) earns 42.29% on shareholders’ equity, ranked against its industry; Ares Management (ARES) has no ROE this period.
ARES
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- ARES
- --
BAM
Financial Services industry group
42.29%
- Max
- 44.78%
- BAM
- 42.29%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while Ares Management (ARES) at 8.69% keeps roughly the typical share for its industry.
ARES
Financial Services industry group
8.69%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- ARES
- 8.69%
- Q1
- 4.82%
- Min
- -28.52%
BAM
Financial Services industry group
71.24%
- BAM
- 71.24%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Brookfield Asset Management (BAM) at 65.33% carries a top-quartile operating margin, while Ares Management (ARES) at 2.89% operates in the bottom quartile.
ARES
Financial Services industry group
2.89%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- ARES
- 2.89%
- Min
- -44.34%
BAM
Financial Services industry group
65.33%
- Max
- 107.33%
- BAM
- 65.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | ARES | BAM |
|---|---|---|
| ROE (TTM) | -- | 42.29% |
| ROA (TTM) | -- | 12.57% |
| Net Margin (TTM) | 8.69% | 71.24% |
| Operating Margin (TTM) | 2.89% | 65.33% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while Brookfield Asset Management (BAM) at 15.52% is closer to the peer norm — faster top-line expansion for ARES.
EPS Growth
Both Ares Management (ARES) at -16.67% and Brookfield Asset Management (BAM) at 14.29% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | ARES | BAM |
|---|---|---|
| Revenue Growth (YoY) | 44.19% | 15.52% |
| Revenue Growth (3Y CAGR) | 22.39% | -- |
| EPS Growth (YoY) | -16.67% | 14.29% |
| EPS Growth (3Y CAGR) | 25.02% | -32.00% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Ares Management (ARES) in Financial Services and Brookfield Asset Management (BAM) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Ares Management (ARES) in Financial Services and Brookfield Asset Management (BAM) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | ARES | BAM |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Ares Management (ARES) at 3.87% and Brookfield Asset Management (BAM) at 0.83% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
ARES
Financial Services industry group
3.87%
- Max
- 9.77%
- Q3
- 3.92%
- ARES
- 3.87%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
BAM
Financial Services industry group
0.83%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BAM
- 0.83%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Ares Management (ARES) at 423.77% and Brookfield Asset Management (BAM) at 108.05% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.
ARES
Financial Services industry group
423.77%
- ARES
- 423.77%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
BAM
Financial Services industry group
108.05%
- Max
- 241.07%
- BAM
- 108.05%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ARES | BAM |
|---|---|---|
| Dividend Yield (TTM) | 3.87% | 0.83% |
| Dividend Payout Ratio (TTM) | 423.77% | 108.05% |
Valuation
P/E Ratio (TTM)
Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while Ares Management (ARES) at 109.82 sits above its peer range — an unusually expensive price for ARES’s trailing earnings.
ARES
Financial Services industry group
109.82
- ARES
- 109.82
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
BAM
Financial Services industry group
17.95
- Max
- 45.85
- Q3
- 24.64
- BAM
- 17.95
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both look expensive on sales: Ares Management (ARES) at 8.92 sits in the upper P/S ratio quartile, and Brookfield Asset Management (BAM) at 12.75 prices even higher, above its industry range.
ARES
Financial Services industry group
8.92
- Max
- 9.23
- ARES
- 8.92
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
BAM
Financial Services industry group
12.75
- BAM
- 12.75
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both look rich against book: Brookfield Asset Management (BAM) at 7.19 sits in the upper P/B ratio quartile, and Ares Management (ARES) at 12.15 prices even higher, above its industry range.
ARES
Financial Services industry group
12.15
- ARES
- 12.15
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
BAM
Financial Services industry group
7.19
- Max
- 7.79
- BAM
- 7.19
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | ARES | BAM |
|---|---|---|
| P/E Ratio (TTM) | 109.82 | 17.95 |
| P/S Ratio (TTM) | 8.92 | 12.75 |
| P/B Ratio (MRQ) | 12.15 | 7.19 |
| Free Cash Flow Yield (TTM) | -- | -- |