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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.

Company profile comparison for Ares Management (ARES) and Block (XYZ)
Profile ItemARESXYZ
NameAres Management Corp. Class A Common StockBlock Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksTransaction & Payment Processing Services
Market Capitalization44.45 billion USD51.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 2, 2014November 19, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Ares Management (ARES) and Block (XYZ)
MetricARESXYZ
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

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

Risk Metrics

Risk profile metrics for Ares Management (ARES) and Block (XYZ)
MetricARESXYZ
Volatility (1Y, Annualized)44.09%48.01%
Beta (5Y)1.452.48
Max Drawdown (5Y)-49.97%-83.55%
Avg. Volume (3M)2.20M4.73M

Risk-Adjusted Performance

Risk-Return Positioning

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ARES and XYZ 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 Block (XYZ)
MetricARESXYZ
Sharpe Ratio (1Y)-0.220.65
Sortino Ratio (1Y)-0.311.03

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%
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Ares Management (ARES) vs. Block (XYZ): ARES does not report ROE, so it has no value marker; XYZ is benchmarked against the Financial Services industry group.

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

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

Profitability Metrics

Profitability metrics for Ares Management (ARES) and Block (XYZ)
MetricARESXYZ
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.

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

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.

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

Growth Metrics

Growth metrics for Ares Management (ARES) and Block (XYZ)
MetricARESXYZ
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

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

Dividend Metrics

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

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

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

Valuation Metrics

Valuation metrics for Ares Management (ARES) and Block (XYZ)
MetricARESXYZ
P/E Ratio (TTM)109.82112.47
P/S Ratio (TTM)8.922.01
P/B Ratio (MRQ)12.152.26
Free Cash Flow Yield (TTM)----