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ARES vs. EVR: Ares Management vs. Evercore Stock Comparison

How do Ares Management (ARES) and Evercore (EVR) 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 Evercore (EVR) both belong to the Capital Markets industry, though ARES is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.

Company profile comparison for Ares Management (ARES) and Evercore (EVR)
Profile ItemARESEVR
NameAres Management Corp. Class A Common StockEvercore Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization44.45 billion USD10.81 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 2, 2014August 14, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ARES
EVR
GSPC
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Ares Management (ARES) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Ares Management (ARES) and Evercore (EVR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Ares Management (ARES) and Evercore (EVR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
Total Return (1Y)-5.55%-2.40%
Total Return (3Y, Annualized)13.18%30.98%
Total Return (5Y, Annualized)13.38%16.41%

Risk Profile

Drawdown History

ARES
EVR
GSPC
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Ares Management (ARES) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Ares Management (ARES) and Evercore (EVR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
Volatility (1Y, Annualized)44.09%39.76%
Beta (5Y)1.451.45
Max Drawdown (5Y)-49.97%-47.86%
Avg. Volume (3M)2.20M546.56K

Risk-Adjusted Performance

Risk-Return Positioning

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ARES and EVR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
Sharpe Ratio (1Y)-0.22-0.17
Sortino Ratio (1Y)-0.31-0.23

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Evercore (EVR) earns 37.97% 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
--

EVR

Financial Services industry group

37.97%

Max
44.78%
EVR
37.97%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Ares Management (ARES) vs. Evercore (EVR): ARES does not report ROE, so it has no value marker; EVR is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Ares Management (ARES) at 8.69% and Evercore (EVR) at 15.73% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

EVR

Financial Services industry group

15.73%

Max
62.84%
Q3
28.05%
EVR
15.73%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Ares Management (ARES) vs. Evercore (EVR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Evercore (EVR) at 21.94% runs core operations around its industry’s norm, 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%

EVR

Financial Services industry group

21.94%

Max
107.33%
Q3
55.90%
Median
30.09%
EVR
21.94%
Q1
14.60%
Min
-44.34%
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Ares Management (ARES) vs. Evercore (EVR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
ROE (TTM)--37.97%
ROA (TTM)--17.07%
Net Margin (TTM)8.69%15.73%
Operating Margin (TTM)2.89%21.94%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Ares Management (ARES) at 44.19% and Evercore (EVR) at 29.41% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

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Ares Management (ARES) vs. Evercore (EVR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Evercore (EVR) at 54.74% sits in the top EPS growth quartile, while Ares Management (ARES) at -16.67% is closer to the peer norm — faster per-share earnings growth for EVR.

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Ares Management (ARES) vs. Evercore (EVR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
Revenue Growth (YoY)44.19%29.41%
Revenue Growth (3Y CAGR)22.39%11.76%
EPS Growth (YoY)-16.67%54.74%
EPS Growth (3Y CAGR)25.02%6.57%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Ares Management (ARES) in Financial Services and Evercore (EVR) 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 Evercore (EVR) 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

Financial strength metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Ares Management (ARES) at 3.87% and Evercore (EVR) at 1.21% 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%

EVR

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
EVR
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Ares Management (ARES) vs. Evercore (EVR): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Ares Management (ARES) reports payout ratio above 100% at 423.77%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Evercore (EVR) reports 18.93%, ranking against industry peers normally.

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%

EVR

Financial Services industry group

18.93%

Max
241.07%
Q3
97.36%
Median
25.77%
EVR
18.93%
Q1
0.00%
Min
0.00%
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Ares Management (ARES) vs. Evercore (EVR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
Dividend Yield (TTM)3.87%1.21%
Dividend Payout Ratio (TTM)423.77%18.93%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 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

EVR

Financial Services industry group

15.57

Max
45.85
Q3
24.64
EVR
15.57
Median
15.37
Q1
9.68
Min
0.16
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Ares Management (ARES) vs. Evercore (EVR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Evercore (EVR) at 2.23 is priced about in line with its industry on P/S ratio, while Ares Management (ARES) at 8.92 sits in the pricier quartile — ARES costs more per dollar of sales.

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

EVR

Financial Services industry group

2.23

Max
9.23
Q3
4.57
Median
2.72
EVR
2.23
Q1
1.28
Min
-0.55
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Ares Management (ARES) vs. Evercore (EVR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Evercore (EVR) at 5.56 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

EVR

Financial Services industry group

5.56

Max
7.79
EVR
5.56
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Ares Management (ARES) vs. Evercore (EVR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ares Management (ARES) and Evercore (EVR)
MetricARESEVR
P/E Ratio (TTM)109.8215.57
P/S Ratio (TTM)8.922.23
P/B Ratio (MRQ)12.155.56
Free Cash Flow Yield (TTM)----