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ARES vs. IX: Ares Management vs. ORIX Stock Comparison

How do Ares Management (ARES) and ORIX (IX) 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 ORIX (IX) both fall under the Financial Services industry group, but ARES is classified in Capital Markets while IX is classified in Financial Services.

Ares Management (ARES) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Ares Management (ARES) and ORIX (IX)
Profile ItemARESIX
NameAres Management Corp. Class A Common StockORIX Corporation Sponsored ADR
Country/RegionUnited StatesJapan
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksDiversified Financial Services
Market Capitalization44.45 billion USD37.30 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 2, 2014September 16, 1998
Security TypeCommon StockADR

Price Performance

Cumulative Growth

ARES
IX
GSPC
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Ares Management (ARES) vs. ORIX (IX), 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 ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ares Management (ARES) and ORIX (IX)
MetricARESIX
Total Return (1Y)-5.55%37.72%
Total Return (3Y, Annualized)13.18%27.79%
Total Return (5Y, Annualized)13.38%12.59%

Risk Profile

Drawdown History

ARES
IX
GSPC
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Ares Management (ARES) vs. ORIX (IX), 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 ORIX (IX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ares Management (ARES) and ORIX (IX)
MetricARESIX
Volatility (1Y, Annualized)44.09%29.12%
Beta (5Y)1.450.94
Max Drawdown (5Y)-49.97%-38.99%
Avg. Volume (3M)2.20M317.58K

Risk-Adjusted Performance

Risk-Return Positioning

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ARES and IX 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 ORIX (IX)
MetricARESIX
Sharpe Ratio (1Y)-0.221.15
Sortino Ratio (1Y)-0.311.77

Profitability

ROE (TTM)

Capital efficiency shows on one side only: ORIX (IX) earns 14.04% 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
--

IX

Financial Services industry group

14.04%

Max
44.78%
Q3
21.85%
IX
14.04%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Ares Management (ARES) vs. ORIX (IX): ARES does not report ROE, so it has no value marker; IX is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Ares Management (ARES) at 8.69% and ORIX (IX) at 17.94% 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%

IX

Financial Services industry group

17.94%

Max
62.84%
Q3
28.05%
IX
17.94%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Ares Management (ARES) vs. ORIX (IX): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

ORIX (IX) at 21.52% 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%

IX

Financial Services industry group

21.52%

Max
107.33%
Q3
55.90%
Median
30.09%
IX
21.52%
Q1
14.60%
Min
-44.34%
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Ares Management (ARES) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ares Management (ARES) and ORIX (IX)
MetricARESIX
ROE (TTM)--14.04%
ROA (TTM)--2.65%
Net Margin (TTM)8.69%17.94%
Operating Margin (TTM)2.89%21.52%
Gross Margin (TTM)----

Growth

Revenue Growth

Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while ORIX (IX) at 18.57% is closer to the peer norm — faster top-line expansion for ARES.

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

EPS Growth

Both Ares Management (ARES) at -16.67% and ORIX (IX) at 30.03% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for Ares Management (ARES) and ORIX (IX)
MetricARESIX
Revenue Growth (YoY)44.19%18.57%
Revenue Growth (3Y CAGR)22.39%9.97%
EPS Growth (YoY)-16.67%30.03%
EPS Growth (3Y CAGR)25.02%20.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Ares Management (ARES) in Financial Services and ORIX (IX) 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 ORIX (IX) 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 ORIX (IX)
MetricARESIX
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Ares Management (ARES) at 3.87% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

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%

IX

Financial Services industry group

435.55%

IX
435.55%
Max
9.77%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Ares Management (ARES) vs. ORIX (IX): 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 ORIX (IX) reports 26.52%, 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%

IX

Financial Services industry group

26.52%

Max
241.07%
Q3
97.36%
IX
26.52%
Median
25.77%
Q1
0.00%
Min
0.00%
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Ares Management (ARES) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ares Management (ARES) and ORIX (IX)
MetricARESIX
Dividend Yield (TTM)3.87%435.55%
Dividend Payout Ratio (TTM)423.77%26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Ares Management (ARES) at 109.82 trades above its peer range — a wide earnings-valuation gap relative to industry peers.

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

IX

Financial Services industry group

9.68

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

P/S Ratio (TTM)

ORIX (IX) at 0.01 looks cheap on sales in the lower P/S ratio quartile, while Ares Management (ARES) at 8.92 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

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

IX

Financial Services industry group

0.01

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
IX
0.01
Min
-0.55
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Ares Management (ARES) vs. ORIX (IX): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

ORIX (IX) at 1.28 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

IX

Financial Services industry group

1.28

Max
7.79
Q3
3.63
Median
1.57
IX
1.28
Q1
0.81
Min
-0.39
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Ares Management (ARES) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ares Management (ARES) and ORIX (IX)
MetricARESIX
P/E Ratio (TTM)109.829.68
P/S Ratio (TTM)8.920.01
P/B Ratio (MRQ)12.151.28
Free Cash Flow Yield (TTM)----