Seek Returns

ARES vs. JEF: Ares Management vs. Jefferies Stock Comparison

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

Company profile comparison for Ares Management (ARES) and Jefferies (JEF)
Profile ItemARESJEF
NameAres Management Corp. Class A Common StockJefferies Financial Group Inc.
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 USD10.88 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 2, 2014March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ARES
JEF
GSPC
Loading price history…
Ares Management (ARES) vs. Jefferies (JEF), 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

Loading price history…
Trailing total returns for Ares Management (ARES) and Jefferies (JEF). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Ares Management (ARES) and Jefferies (JEF). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Ares Management (ARES) and Jefferies (JEF)
MetricARESJEF
Total Return (1Y)-5.55%-6.26%
Total Return (3Y, Annualized)13.18%17.02%
Total Return (5Y, Annualized)13.38%7.20%

Risk Profile

Drawdown History

ARES
JEF
GSPC
Loading price history…
Ares Management (ARES) vs. Jefferies (JEF), 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

Loading price history…
Distribution of monthly total returns for Ares Management (ARES) and Jefferies (JEF). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Ares Management (ARES) and Jefferies (JEF)
MetricARESJEF
Volatility (1Y, Annualized)44.09%41.25%
Beta (5Y)1.451.49
Max Drawdown (5Y)-49.97%-54.39%
Avg. Volume (3M)2.20M2.20M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
ARES and JEF 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 Jefferies (JEF)
MetricARESJEF
Sharpe Ratio (1Y)-0.22-0.26
Sortino Ratio (1Y)-0.31-0.33

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Jefferies (JEF) earns 8.59% 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
--

JEF

Financial Services industry group

8.59%

Max
44.78%
Q3
21.85%
Median
12.91%
JEF
8.59%
Q1
4.48%
Min
-18.71%
Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): ARES does not report ROE, so it has no value marker; JEF is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Ares Management (ARES) at 8.69% and Jefferies (JEF) at 11.00% 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%

JEF

Financial Services industry group

11.00%

Max
62.84%
Q3
28.05%
Median
15.36%
JEF
11.00%
Q1
4.82%
Min
-28.52%
Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Jefferies (JEF) at 15.80% 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%

JEF

Financial Services industry group

15.80%

Max
107.33%
Q3
55.90%
Median
30.09%
JEF
15.80%
Q1
14.60%
Min
-44.34%
Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ares Management (ARES) and Jefferies (JEF)
MetricARESJEF
ROE (TTM)--8.59%
ROA (TTM)--1.21%
Net Margin (TTM)8.69%11.00%
Operating Margin (TTM)2.89%15.80%
Gross Margin (TTM)----

Growth

Revenue Growth

Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while Jefferies (JEF) at 2.93% is closer to the peer norm — faster top-line expansion for ARES.

Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Ares Management (ARES) at -16.67% and Jefferies (JEF) at -5.35% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ares Management (ARES) and Jefferies (JEF)
MetricARESJEF
Revenue Growth (YoY)44.19%2.93%
Revenue Growth (3Y CAGR)22.39%14.83%
EPS Growth (YoY)-16.67%-5.35%
EPS Growth (3Y CAGR)25.02%-2.57%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Ares Management (ARES) at 3.87% and Jefferies (JEF) at 3.29% 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%

JEF

Financial Services industry group

3.29%

Max
9.77%
Q3
3.92%
JEF
3.29%
Median
1.09%
Q1
0.00%
Min
0.00%
Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): 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 Jefferies (JEF) reports 42.67%, 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%

JEF

Financial Services industry group

42.67%

Max
241.07%
Q3
97.36%
JEF
42.67%
Median
25.77%
Q1
0.00%
Min
0.00%
Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ares Management (ARES) and Jefferies (JEF)
MetricARESJEF
Dividend Yield (TTM)3.87%3.29%
Dividend Payout Ratio (TTM)423.77%42.67%

Valuation

P/E Ratio (TTM)

Jefferies (JEF) at 12.63 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

JEF

Financial Services industry group

12.63

Max
45.85
Q3
24.64
Median
15.37
JEF
12.63
Q1
9.68
Min
0.16
Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Jefferies (JEF) at 1.28 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

JEF

Financial Services industry group

1.28

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

P/B Ratio (MRQ)

Jefferies (JEF) at 1.02 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

JEF

Financial Services industry group

1.02

Max
7.79
Q3
3.63
Median
1.57
JEF
1.02
Q1
0.81
Min
-0.39
Loading chart…
Ares Management (ARES) vs. Jefferies (JEF): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ares Management (ARES) and Jefferies (JEF)
MetricARESJEF
P/E Ratio (TTM)109.8212.63
P/S Ratio (TTM)8.921.28
P/B Ratio (MRQ)12.151.02
Free Cash Flow Yield (TTM)----