ARES vs. FDS: Ares Management vs. FactSet Research Systems Stock Comparison

Company Profile

Ares Management (ARES) and FactSet Research Systems (FDS) both belong to the Capital Markets industry, though ARES is classified under Asset Management & Custody Banks while FDS falls under Financial Exchanges & Data.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Ares Management (ARES) has an aggressive beta of 1.45, indicating higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Capital efficiency shows on one side only: FactSet Research Systems (FDS) earns 25.48% on shareholders’ equity, ranked against its industry; Ares Management (ARES) has no ROE this period.

Both Ares Management (ARES) at 8.69% and FactSet Research Systems (FDS) at 21.54% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

FactSet Research Systems (FDS) at 22.22% runs core operations around its industry’s norm, while Ares Management (ARES) at 2.89% operates in the bottom quartile.

Profitability Metrics

Growth

Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while FactSet Research Systems (FDS) at 6.65% is closer to the peer norm — faster top-line expansion for ARES.

Both Ares Management (ARES) at -16.67% and FactSet Research Systems (FDS) at -6.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Ares Management (ARES) in Financial Services and FactSet Research Systems (FDS) 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-to-equity ratio is set aside for both: Ares Management (ARES) in Financial Services and FactSet Research Systems (FDS) 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

Dividends

Both Ares Management (ARES) at 3.87% and FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Ares Management (ARES) reports payout ratio above 100% at 423.77%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile FactSet Research Systems (FDS) reports 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

FactSet Research Systems (FDS) at 22.50 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.

Both Ares Management (ARES) at 8.92 and FactSet Research Systems (FDS) at 4.67 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

Both look rich against book: FactSet Research Systems (FDS) at 5.77 sits in the upper P/B ratio quartile, and Ares Management (ARES) at 12.15 prices even higher, above its industry range.

Valuation Metrics