ARES vs. XYZ: Ares Management vs. Block Stock Comparison
How do Ares Management (ARES) and Block (XYZ) 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 Block (XYZ) both fall under the Financial Services industry group, but ARES is classified in Capital Markets while XYZ is classified in Financial Services.
| Profile Item | ARES | XYZ |
|---|---|---|
| Name | Ares Management Corp. Class A Common Stock | Block Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Transaction & Payment Processing Services |
| Market Capitalization | 44.45 billion USD | 51.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 2, 2014 | November 19, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ARES | XYZ |
|---|---|---|
| Total Return (1Y) | -5.55% | 35.34% |
| Total Return (3Y, Annualized) | 13.18% | 20.17% |
| Total Return (5Y, Annualized) | 13.38% | -17.43% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ARES | XYZ |
|---|---|---|
| Volatility (1Y, Annualized) | 44.09% | 48.01% |
| Beta (5Y) | 1.45 | 2.48 |
| Max Drawdown (5Y) | -49.97% | -83.55% |
| Avg. Volume (3M) | 2.20M | 4.73M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ARES | XYZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.22 | 0.65 |
| Sortino Ratio (1Y) | -0.31 | 1.03 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Block (XYZ) earns 2.02% 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
- --
XYZ
Financial Services industry group
2.02%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- XYZ
- 2.02%
- Min
- -18.71%
Net Margin (TTM)
Ares Management (ARES) at 8.69% keeps about the industry-typical share of revenue as profit, while Block (XYZ) at 1.80% retains only a bottom-quartile 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%
XYZ
Financial Services industry group
1.80%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- XYZ
- 1.80%
- Min
- -28.52%
Operating Margin (TTM)
Both Ares Management (ARES) at 2.89% and Block (XYZ) at 6.65% generate less operating profit per sales dollar than peers, sitting in the lower operating margin quartile of their industries.
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%
XYZ
Financial Services industry group
6.65%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- XYZ
- 6.65%
- Min
- -44.34%
Profitability Metrics
| Metric | ARES | XYZ |
|---|---|---|
| ROE (TTM) | -- | 2.02% |
| ROA (TTM) | -- | 1.94% |
| Net Margin (TTM) | 8.69% | 1.80% |
| Operating Margin (TTM) | 2.89% | 6.65% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Ares Management (ARES) at 44.19% sits in the top revenue growth quartile, while Block (XYZ) at 0.30% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Ares Management (ARES) at -16.67% is around its peer norm for EPS growth, while Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | ARES | XYZ |
|---|---|---|
| Revenue Growth (YoY) | 44.19% | 0.30% |
| Revenue Growth (3Y CAGR) | 22.39% | 11.33% |
| EPS Growth (YoY) | -16.67% | -53.95% |
| EPS Growth (3Y CAGR) | 25.02% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Ares Management (ARES) in Financial Services and Block (XYZ) 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 Block (XYZ) 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 | XYZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Block (XYZ) 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%
XYZ
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- XYZ
- 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; Block (XYZ) pays no dividend (payout 0.00%).
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%
XYZ
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ARES | XYZ |
|---|---|---|
| Dividend Yield (TTM) | 3.87% | 0.00% |
| Dividend Payout Ratio (TTM) | 423.77% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Ares Management (ARES) at 109.82 and Block (XYZ) at 112.47 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.
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
XYZ
Financial Services industry group
112.47
- XYZ
- 112.47
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Block (XYZ) at 2.01 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
XYZ
Financial Services industry group
2.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- XYZ
- 2.01
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Block (XYZ) at 2.26 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
XYZ
Financial Services industry group
2.26
- Max
- 7.79
- Q3
- 3.63
- XYZ
- 2.26
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | ARES | XYZ |
|---|---|---|
| P/E Ratio (TTM) | 109.82 | 112.47 |
| P/S Ratio (TTM) | 8.92 | 2.01 |
| P/B Ratio (MRQ) | 12.15 | 2.26 |
| Free Cash Flow Yield (TTM) | -- | -- |