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ARES vs. MSCI: Ares Management vs. MSCI Stock Comparison

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

Company profile comparison for Ares Management (ARES) and MSCI (MSCI)
Profile ItemARESMSCI
NameAres Management Corp. Class A Common StockMSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization44.45 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 2, 2014November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ares Management (ARES) and MSCI (MSCI)
MetricARESMSCI
Total Return (1Y)-5.55%12.76%
Total Return (3Y, Annualized)13.18%9.86%
Total Return (5Y, Annualized)13.38%1.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Ares Management (ARES) and MSCI (MSCI)
MetricARESMSCI
Volatility (1Y, Annualized)44.09%29.82%
Beta (5Y)1.451.17
Max Drawdown (5Y)-49.97%-43.74%
Avg. Volume (3M)2.20M590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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ARES and MSCI 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 MSCI (MSCI)
MetricARESMSCI
Sharpe Ratio (1Y)-0.220.28
Sortino Ratio (1Y)-0.310.40

Profitability

ROE (TTM)

Neither Ares Management (ARES) nor MSCI (MSCI) reports a ROE value for this period, so a direct comparison isn’t possible.

ARES

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
ARES
--

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Ares Management (ARES) vs. MSCI (MSCI): Neither stock reports ROE, so the chart shows available benchmark boxes without value markers.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Ares Management (ARES) at 8.69%, which keeps about the industry-typical share.

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%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Ares Management (ARES) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% carries a top-quartile operating margin, 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%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Ares Management (ARES) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ares Management (ARES) and MSCI (MSCI)
MetricARESMSCI
ROE (TTM)----
ROA (TTM)--21.75%
Net Margin (TTM)8.69%40.31%
Operating Margin (TTM)2.89%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while MSCI (MSCI) at 9.75% is closer to the peer norm — faster top-line expansion for ARES.

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

EPS Growth

Both Ares Management (ARES) at -16.67% and MSCI (MSCI) at 11.67% 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. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Ares Management (ARES) and MSCI (MSCI)
MetricARESMSCI
Revenue Growth (YoY)44.19%9.75%
Revenue Growth (3Y CAGR)22.39%11.71%
EPS Growth (YoY)-16.67%11.67%
EPS Growth (3Y CAGR)25.02%13.54%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Ares Management (ARES) at 3.87% and MSCI (MSCI) 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%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Ares Management (ARES) vs. MSCI (MSCI): 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 MSCI (MSCI) reports 42.04%, 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%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Ares Management (ARES) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ares Management (ARES) and MSCI (MSCI)
MetricARESMSCI
Dividend Yield (TTM)3.87%1.21%
Dividend Payout Ratio (TTM)423.77%42.04%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: MSCI (MSCI) at 33.90 sits in the richer P/E ratio quartile, and Ares Management (ARES) at 109.82 is richer still, above its industry range.

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

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Ares Management (ARES) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Ares Management (ARES) at 8.92 sits in the upper P/S ratio quartile, and MSCI (MSCI) at 13.58 prices even higher, above its industry range.

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

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Ares Management (ARES) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Ares Management (ARES) reports 12.15, ranking against industry peers normally.

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

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Ares Management (ARES) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ares Management (ARES) and MSCI (MSCI)
MetricARESMSCI
P/E Ratio (TTM)109.8233.90
P/S Ratio (TTM)8.9213.58
P/B Ratio (MRQ)12.15-15.24
Free Cash Flow Yield (TTM)----