ARES vs. MSCI: A Head-to-Head Stock Comparison
UpdatedHere’s a clear look at ARES and MSCI, comparing key factors like performance, valuation metrics, dividends, and financial strength. It’s built for investors or anyone curious to see how these two stocks match up.
Company Overview
With ARES at 34.18 billion USD and MSCI at 43.34 billion USD, their market capitalizations sit in the same ballpark.
With betas of 1.42 for ARES and 1.33 for MSCI, both show similar volatility profiles relative to the overall market.
| Symbol | ARES | MSCI |
|---|---|---|
| Company Name | Ares Management Corporation | MSCI Inc. |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Financial - Data & Stock Exchanges |
| CEO | Mr. Michael J. Arougheti | Mr. Henry A. Fernandez |
| Price | 158.98 USD | 560.1 USD |
| Market Cap | 34.18 billion USD | 43.34 billion USD |
| Beta | 1.42 | 1.33 |
| Exchange | NYSE | NYSE |
| IPO Date | May 2, 2014 | November 15, 2007 |
| ADR | No | No |
Performance Comparison
This chart compares the performance of ARES and MSCI over the past year by tracking the growth of an initial $10,000 investment in each (starting one year ago).
Hover over the lines to see the investment’s value and total return (%) at specific dates.
Data is adjusted for dividends and splits.
Valuation Metrics Comparison
The section examines key financial ratios to assess the valuation of ARES and MSCI based on earnings, cash flow, sales, and book value. Pay attention to the following notable points where extreme values stand out.
- MSCI carries a sub-zero price-to-book ratio of -45.36, indicating negative equity. In contrast, ARES (P/B 7.47) has positive book value.
| Symbol | ARES | MSCI |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 64.72 | 38.08 |
| Forward PEG Ratio (TTM) | 2.92 | 3.23 |
| Price-to-Sales Ratio (P/S, TTM) | 6.95 | 14.83 |
| Price-to-Book Ratio (P/B, TTM) | 7.47 | -45.36 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 6.22 | 30.02 |
| EV-to-EBITDA (TTM) | 20.91 | 26.63 |
| EV-to-Sales (TTM) | 6.97 | 16.30 |
| EV-to-Free Cash Flow (TTM) | 6.23 | 33.00 |
Dividend Comparison
ARES’s dividend yield of 2.46% is about 103% higher than MSCI’s 1.21%, underscoring its stronger focus on returning cash to shareholders.
| Symbol | ARES | MSCI |
|---|---|---|
| Dividend Yield (TTM) | 2.46% | 1.21% |
Financial Strength Metrics Comparison
This section dives into the financial resilience of ARES and MSCI, spotlighting key metrics like liquidity, leverage, and debt coverage. Check out the standout observations below where notable differences or extremes pop up.
- With current ratios of 0.90 and 0.84, both ARES and MSCI have less current assets than short-term liabilities, which could strain their working capital and force reliance on additional financing.
- MSCI has negative equity (debt-to-equity ratio -4.87), suggesting asset shortfalls, whereas ARES at 0.15 preserves healthier equity coverage.
- MSCI carries a debt-to-assets ratio of 0.87, suggesting substantial asset funding via debt, while ARES at 0.03 opts for a more conservative financing structure.
| Symbol | ARES | MSCI |
|---|---|---|
| Current Ratio (TTM) | 0.90 | 0.84 |
| Quick Ratio (TTM) | 0.90 | 0.84 |
| Debt-to-Equity Ratio (TTM) | 0.15 | -4.87 |
| Debt-to-Assets Ratio (TTM) | 0.03 | 0.87 |
| Interest Coverage Ratio (TTM) | 1.95 | 8.46 |