ARES vs. IVZ: Ares Management vs. Invesco Stock Comparison
How do Ares Management (ARES) and Invesco (IVZ) 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 Invesco (IVZ) 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 | IVZ |
|---|---|---|
| Name | Ares Management Corp. Class A Common Stock | Invesco Ltd. |
| 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 | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 2, 2014 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ARES | IVZ |
|---|---|---|
| Total Return (1Y) | -5.55% | 27.77% |
| Total Return (3Y, Annualized) | 13.18% | 36.49% |
| Total Return (5Y, Annualized) | 13.38% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ARES | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 44.09% | 35.98% |
| Beta (5Y) | 1.45 | 1.65 |
| Max Drawdown (5Y) | -49.97% | -48.49% |
| Avg. Volume (3M) | 2.20M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ARES | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.22 | 0.65 |
| Sortino Ratio (1Y) | -0.31 | 0.94 |
Profitability
ROE (TTM)
Ares Management (ARES) has no ROE value reported for this period; Invesco (IVZ) reports a negative figure of -0.58%, which needs context because negative ROE can reflect losses or negative shareholders’ equity.
ARES
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- ARES
- --
IVZ
Financial Services industry group
-0.58%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- IVZ
- -0.58%
- Min
- -18.71%
Net Margin (TTM)
Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Ares Management (ARES) reports 8.69%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-1.10%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- IVZ
- -1.10%
- Min
- -28.52%
Operating Margin (TTM)
Invesco (IVZ) at 23.30% 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%
IVZ
Financial Services industry group
23.30%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- IVZ
- 23.30%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | ARES | IVZ |
|---|---|---|
| ROE (TTM) | -- | -0.58% |
| ROA (TTM) | -- | 3.28% |
| Net Margin (TTM) | 8.69% | -1.10% |
| Operating Margin (TTM) | 2.89% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while Invesco (IVZ) at 5.11% is closer to the peer norm — faster top-line expansion for ARES.
EPS Growth
Ares Management (ARES) at -16.67% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | ARES | IVZ |
|---|---|---|
| Revenue Growth (YoY) | 44.19% | 5.11% |
| Revenue Growth (3Y CAGR) | 22.39% | 1.78% |
| EPS Growth (YoY) | -16.67% | -235.59% |
| EPS Growth (3Y CAGR) | 25.02% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Ares Management (ARES) in Financial Services and Invesco (IVZ) 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 Invesco (IVZ) 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 | IVZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Ares Management (ARES) at 3.87% and Invesco (IVZ) at 3.16% 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%
IVZ
Financial Services industry group
3.16%
- Max
- 9.77%
- Q3
- 3.92%
- IVZ
- 3.16%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
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 Invesco (IVZ) reports 56.46%, 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%
IVZ
Financial Services industry group
56.46%
- Max
- 241.07%
- Q3
- 97.36%
- IVZ
- 56.46%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ARES | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 3.87% | 3.16% |
| Dividend Payout Ratio (TTM) | 423.77% | 56.46% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Ares Management (ARES) trades at 109.82 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.
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
IVZ
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- IVZ
- --
P/S Ratio (TTM)
Invesco (IVZ) at 1.67 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
IVZ
Financial Services industry group
1.67
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- IVZ
- 1.67
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Invesco (IVZ) at 1.18 sits near its industry’s typical P/B ratio, while Ares Management (ARES) at 12.15 prices above its benchmark range — ARES looks rich relative to book.
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
IVZ
Financial Services industry group
1.18
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- IVZ
- 1.18
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | ARES | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 109.82 | -- |
| P/S Ratio (TTM) | 8.92 | 1.67 |
| P/B Ratio (MRQ) | 12.15 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |