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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.

Company profile comparison for Ares Management (ARES) and UBS (UBS)
Profile ItemARESUBS
NameAres Management Corp. Class A Common StockUBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksDiversified Capital Markets
Market Capitalization44.45 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 2, 2014May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ares Management (ARES) and UBS (UBS)
MetricARESUBS
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

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

Risk Metrics

Risk profile metrics for Ares Management (ARES) and UBS (UBS)
MetricARESUBS
Volatility (1Y, Annualized)44.09%27.78%
Beta (5Y)1.451.15
Max Drawdown (5Y)-49.97%-32.48%
Avg. Volume (3M)2.20M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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ARES and UBS 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 UBS (UBS)
MetricARESUBS
Sharpe Ratio (1Y)-0.220.95
Sortino Ratio (1Y)-0.311.44

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
--
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Ares Management (ARES) vs. UBS (UBS): Neither stock reports ROE, so the chart shows available benchmark boxes without value markers.

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%
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Ares Management (ARES) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

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%
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Ares Management (ARES) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Ares Management (ARES) and UBS (UBS)
MetricARESUBS
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.

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

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.

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

Growth Metrics

Growth metrics for Ares Management (ARES) and UBS (UBS)
MetricARESUBS
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

Financial strength metrics for Ares Management (ARES) and UBS (UBS)
MetricARESUBS
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%
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Ares Management (ARES) vs. UBS (UBS): 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 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%
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Ares Management (ARES) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Ares Management (ARES) and UBS (UBS)
MetricARESUBS
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
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Ares Management (ARES) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

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
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Ares Management (ARES) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

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
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Ares Management (ARES) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Ares Management (ARES) and UBS (UBS)
MetricARESUBS
P/E Ratio (TTM)109.8215.77
P/S Ratio (TTM)8.922.71
P/B Ratio (MRQ)12.151.64
Free Cash Flow Yield (TTM)----