ARES vs. UBS: Ares Management vs. UBS Stock Comparison
How do Ares Management (ARES) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though ARES is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.
| Profile Item | ARES | UBS |
|---|---|---|
| Name | Ares Management Corp. Class A Common Stock | UBS Group AG |
| Country/Region | United States | Switzerland |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Diversified Capital Markets |
| Market Capitalization | 44.45 billion USD | 144.79 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 2, 2014 | May 16, 2000 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ARES | UBS |
|---|---|---|
| Total Return (1Y) | -5.55% | 30.78% |
| Total Return (3Y, Annualized) | 13.18% | 29.39% |
| Total Return (5Y, Annualized) | 13.38% | 25.00% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ARES | UBS |
|---|---|---|
| Volatility (1Y, Annualized) | 44.09% | 27.78% |
| Beta (5Y) | 1.45 | 1.15 |
| Max Drawdown (5Y) | -49.97% | -32.48% |
| Avg. Volume (3M) | 2.20M | 1.93M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ARES | UBS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.22 | 0.95 |
| Sortino Ratio (1Y) | -0.31 | 1.44 |
Profitability
ROE (TTM)
Neither Ares Management (ARES) nor UBS (UBS) 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
- --
UBS
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- UBS
- --
Net Margin (TTM)
Both Ares Management (ARES) at 8.69% and UBS (UBS) at 18.18% 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%
UBS
Financial Services industry group
18.18%
- Max
- 62.84%
- Q3
- 28.05%
- UBS
- 18.18%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
UBS (UBS) at 27.10% 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%
UBS
Financial Services industry group
27.10%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- UBS
- 27.10%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | ARES | UBS |
|---|---|---|
| ROE (TTM) | -- | -- |
| ROA (TTM) | -- | -- |
| Net Margin (TTM) | 8.69% | 18.18% |
| Operating Margin (TTM) | 2.89% | 27.10% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while UBS (UBS) at 4.30% is closer to the peer norm — faster top-line expansion for ARES.
EPS Growth
UBS (UBS) at 55.26% sits in the top EPS growth quartile, while Ares Management (ARES) at -16.67% is closer to the peer norm — faster per-share earnings growth for UBS.
Growth Metrics
| Metric | ARES | UBS |
|---|---|---|
| Revenue Growth (YoY) | 44.19% | 4.30% |
| Revenue Growth (3Y CAGR) | 22.39% | 12.44% |
| EPS Growth (YoY) | -16.67% | 55.26% |
| EPS Growth (3Y CAGR) | 25.02% | 1.60% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Ares Management (ARES) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 | UBS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Ares Management (ARES) reports a yield of 3.87%, ranking against industry peers normally.
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%
UBS
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- UBS
- 0.00%
- 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 UBS (UBS) reports 36.30%, 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%
UBS
Financial Services industry group
36.30%
- Max
- 241.07%
- Q3
- 97.36%
- UBS
- 36.30%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ARES | UBS |
|---|---|---|
| Dividend Yield (TTM) | 3.87% | 0.00% |
| Dividend Payout Ratio (TTM) | 423.77% | 36.30% |
Valuation
P/E Ratio (TTM)
UBS (UBS) at 15.77 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
UBS
Financial Services industry group
15.77
- Max
- 45.85
- Q3
- 24.64
- UBS
- 15.77
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
UBS (UBS) at 2.71 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
UBS
Financial Services industry group
2.71
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- UBS
- 2.71
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
UBS (UBS) at 1.64 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
UBS
Financial Services industry group
1.64
- Max
- 7.79
- Q3
- 3.63
- UBS
- 1.64
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | ARES | UBS |
|---|---|---|
| P/E Ratio (TTM) | 109.82 | 15.77 |
| P/S Ratio (TTM) | 8.92 | 2.71 |
| P/B Ratio (MRQ) | 12.15 | 1.64 |
| Free Cash Flow Yield (TTM) | -- | -- |