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COMP vs RMR vs AMG vs EXP vs ARES
Revenue, margins, valuation, and 5-year total return — side by side.
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COMP vs RMR vs AMG vs EXP vs ARES — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Application | Real Estate - Services | Asset Management | Construction Materials | Asset Management |
| Market Cap | $5.19B | $625M | $8.17B | $6.99B | $40.68B |
| Revenue (TTM) | $8.31B | $640M | $2.45B | $2.30B | $6.47B |
| Net Income (TTM) | $14M | $23M | $717M | $447M | $527M |
| Gross Margin | 10.8% | 93.1% | 86.0% | 29.0% | 74.8% |
| Operating Margin | -4.2% | 9.4% | 31.8% | 25.4% | 27.2% |
| Forward P/E | 56.5x | 26.7x | 9.2x | 16.8x | 20.3x |
| Total Debt | $454M | $204M | $2.69B | $1.28B | $14.91B |
| Cash & Equiv. | $199M | $62M | $586M | $20M | $1.50B |
COMP vs RMR vs AMG vs EXP vs ARES — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| Compass, Inc. (COMP) | 100 | 48.6 | -51.4% |
| The RMR Group Inc. (RMR) | 100 | 49.6 | -50.4% |
| Affiliated Managers… (AMG) | 100 | 189.9 | +89.9% |
| Eagle Materials Inc. (EXP) | 100 | 157.1 | +57.1% |
| Ares Management Cor… (ARES) | 100 | 235.8 | +135.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: COMP vs RMR vs AMG vs EXP vs ARES
Each card shows where this stock fits in a portfolio — not just who wins on paper.
COMP is the clearest fit if your priority is growth exposure.
- Rev growth 23.7%, EPS growth 67.7%, 3Y rev CAGR 5.0%
RMR is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 3 yrs, beta 0.65, yield 9.3%
- Lower volatility, beta 0.65, Low D/E 50.8%, current ratio 1.64x
- Beta 0.65, yield 9.3%, current ratio 1.64x
- Beta 0.65 vs COMP's 1.79, lower leverage
AMG carries the broadest edge in this set and is the clearest fit for valuation efficiency.
- PEG 0.23 vs ARES's 1.15
- Lower P/E (9.2x vs 20.3x), PEG 0.23 vs 1.15
- 29.3% margin vs COMP's 0.2%
- +77.3% vs ARES's -19.5%
EXP ranks third and is worth considering specifically for efficiency.
- 13.1% ROA vs COMP's 0.4%, ROIC 17.6% vs -2.5%
ARES is the clearest fit if your priority is long-term compounding.
- 9.4% 10Y total return vs EXP's 201.7%
- 66.6% NII/revenue growth vs RMR's -22.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 66.6% NII/revenue growth vs RMR's -22.0% | |
| Value | Lower P/E (9.2x vs 20.3x), PEG 0.23 vs 1.15 | |
| Quality / Margins | 29.3% margin vs COMP's 0.2% | |
| Stability / Safety | Beta 0.65 vs COMP's 1.79, lower leverage | |
| Dividends | 9.3% yield, 3-year raise streak, vs ARES's 6.5%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +77.3% vs ARES's -19.5% | |
| Efficiency (ROA) | 13.1% ROA vs COMP's 0.4%, ROIC 17.6% vs -2.5% |
COMP vs RMR vs AMG vs EXP vs ARES — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
COMP vs RMR vs AMG vs EXP vs ARES — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AMG leads in 2 of 6 categories
RMR leads 1 • COMP leads 0 • EXP leads 0 • ARES leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
AMG leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
COMP is the larger business by revenue, generating $8.3B annually — 13.0x RMR's $640M. AMG is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to COMP's 0.2%. On growth, COMP holds the edge at +99.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $8.3B | $640M | $2.4B | $2.3B | $6.5B |
| EBITDAEarnings before interest/tax | -$100M | $76M | $855M | $748M | $1.8B |
| Net IncomeAfter-tax profit | $14M | $23M | $717M | $447M | $527M |
| Free Cash FlowCash after capex | $16M | $92M | $978M | $244M | $1.5B |
| Gross MarginGross profit ÷ Revenue | +10.8% | +93.1% | +86.0% | +29.0% | +74.8% |
| Operating MarginEBIT ÷ Revenue | -4.2% | +9.4% | +31.8% | +25.4% | +27.2% |
| Net MarginNet income ÷ Revenue | +0.2% | +3.6% | +29.3% | +19.4% | +8.2% |
| FCF MarginFCF ÷ Revenue | +0.2% | +14.4% | +41.1% | +10.6% | +23.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +99.4% | -12.6% | — | +2.5% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +133.3% | -76.2% | +149.1% | -0.7% | -80.9% |
Valuation Metrics
AMG leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 13.5x trailing earnings, AMG trades at a 79% valuation discount to ARES's 63.2x P/E. Adjusting for growth (PEG ratio), EXP offers better value at 0.30x vs ARES's 3.58x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $5.2B | $625M | $8.2B | $7.0B | $40.7B |
| Enterprise ValueMkt cap + debt − cash | $5.4B | $767M | $10.3B | $8.2B | $54.1B |
| Trailing P/EPrice ÷ TTM EPS | -92.40x | 19.05x | 13.46x | 15.76x | 63.19x |
| Forward P/EPrice ÷ next-FY EPS est. | 56.51x | 26.69x | 9.23x | 16.81x | 20.34x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.34x | 0.30x | 3.58x |
| EV / EBITDAEnterprise value multiple | 65.33x | 14.38x | 10.84x | 10.88x | 27.00x |
| Price / SalesMarket cap ÷ Revenue | 0.75x | 0.89x | 3.34x | 3.09x | 6.29x |
| Price / BookPrice ÷ Book value/share | 6.71x | 0.81x | 2.28x | 5.01x | 3.09x |
| Price / FCFMarket cap ÷ FCF | 25.55x | 8.67x | 8.13x | 19.79x | 26.34x |
Profitability & Efficiency
Evenly matched — RMR and EXP each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
EXP delivers a 29.1% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $1 for COMP. RMR carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to ARES's 1.71x. On the Piotroski fundamental quality scale (0–9), AMG scores 8/9 vs RMR's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +1.1% | +5.6% | +16.0% | +29.1% | +6.2% |
| ROA (TTM)Return on assets | +0.4% | +3.4% | +8.0% | +13.1% | +1.9% |
| ROICReturn on invested capital | -2.5% | +6.7% | +8.1% | +17.6% | +6.1% |
| ROCEReturn on capital employed | -2.9% | +7.2% | +8.6% | +20.9% | +7.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 | 8 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.58x | 0.51x | 0.61x | 0.88x | 1.71x |
| Net DebtTotal debt minus cash | $255M | $142M | $2.1B | $1.3B | $13.4B |
| Cash & Equiv.Liquid assets | $199M | $62M | $586M | $20M | $1.5B |
| Total DebtShort + long-term debt | $454M | $204M | $2.7B | $1.3B | $14.9B |
| Interest CoverageEBIT ÷ Interest expense | -0.12x | 14.63x | 9.69x | 9.77x | 2.68x |
Total Returns (Dividends Reinvested)
Evenly matched — COMP and ARES each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ARES five years ago would be worth $26,129 today (with dividends reinvested), compared to $5,600 for COMP. Over the past 12 months, AMG leads with a +77.3% total return vs ARES's -19.5%. The 3-year compound annual growth rate (CAGR) favors COMP at 51.8% vs RMR's 3.8% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -12.0% | +35.6% | +5.9% | +2.8% | -24.7% |
| 1-Year ReturnPast 12 months | +19.4% | +47.5% | +77.3% | -5.4% | -19.5% |
| 3-Year ReturnCumulative with dividends | +250.0% | +11.9% | +115.6% | +37.6% | +65.6% |
| 5-Year ReturnCumulative with dividends | -44.0% | -12.4% | +75.1% | +53.8% | +161.3% |
| 10-Year ReturnCumulative with dividends | -54.1% | +59.7% | +89.4% | +201.7% | +938.3% |
| CAGR (3Y)Annualised 3-year return | +51.8% | +3.8% | +29.2% | +11.2% | +18.3% |
Risk & Volatility
RMR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
RMR is the less volatile stock with a 0.65 beta — it tends to amplify market swings less than COMP's 1.79 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. RMR currently trades 98.5% from its 52-week high vs ARES's 63.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.79x | 0.65x | 1.14x | 1.29x | 1.62x |
| 52-Week HighHighest price in past year | $13.96 | $19.91 | $334.78 | $243.64 | $195.26 |
| 52-Week LowLowest price in past year | $5.66 | $13.48 | $170.27 | $171.99 | $95.80 |
| % of 52W HighCurrent price vs 52-week peak | +66.2% | +98.5% | +91.4% | +89.1% | +63.4% |
| RSI (14)Momentum oscillator 0–100 | 42.3 | 77.3 | 59.8 | 58.5 | 62.2 |
| Avg Volume (50D)Average daily shares traded | 14.5M | 155K | 347K | 405K | 3.7M |
Analyst Outlook
Evenly matched — RMR and ARES each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: COMP as "Buy", RMR as "Hold", AMG as "Buy", EXP as "Buy", ARES as "Buy". Consensus price targets imply 63.1% upside for RMR (target: $32) vs 3.3% for EXP (target: $224). For income investors, RMR offers the higher dividend yield at 9.29% vs EXP's 0.46%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $14.29 | $32.00 | $331.50 | $224.17 | $177.38 |
| # AnalystsCovering analysts | 10 | 14 | 12 | 24 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | +9.3% | +0.0% | +0.5% | +6.5% |
| Dividend StreakConsecutive years of raises | — | 3 | 0 | 0 | 7 |
| Dividend / ShareAnnual DPS | — | $1.82 | $0.03 | $1.00 | $8.08 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.1% | +8.6% | +4.4% | 0.0% |
AMG leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). RMR leads in 1 (Risk & Volatility). 3 tied.
COMP vs RMR vs AMG vs EXP vs ARES: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is COMP or RMR or AMG or EXP or ARES a better buy right now?
For growth investors, Ares Management Corporation (ARES) is the stronger pick with 66.
6% revenue growth year-over-year, versus -22. 0% for The RMR Group Inc. (RMR). Affiliated Managers Group, Inc. (AMG) offers the better valuation at 13. 5x trailing P/E (9. 2x forward), making it the more compelling value choice. Analysts rate Compass, Inc. (COMP) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — COMP or RMR or AMG or EXP or ARES?
On trailing P/E, Affiliated Managers Group, Inc.
(AMG) is the cheapest at 13. 5x versus Ares Management Corporation at 63. 2x. On forward P/E, Affiliated Managers Group, Inc. is actually cheaper at 9. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Affiliated Managers Group, Inc. wins at 0. 23x versus Ares Management Corporation's 1. 15x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — COMP or RMR or AMG or EXP or ARES?
Over the past 5 years, Ares Management Corporation (ARES) delivered a total return of +161.
3%, compared to -44. 0% for Compass, Inc. (COMP). Over 10 years, the gap is even starker: ARES returned +938. 3% versus COMP's -54. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — COMP or RMR or AMG or EXP or ARES?
By beta (market sensitivity over 5 years), The RMR Group Inc.
(RMR) is the lower-risk stock at 0. 65β versus Compass, Inc. 's 1. 79β — meaning COMP is approximately 176% more volatile than RMR relative to the S&P 500. On balance sheet safety, The RMR Group Inc. (RMR) carries a lower debt/equity ratio of 51% versus 171% for Ares Management Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — COMP or RMR or AMG or EXP or ARES?
By revenue growth (latest reported year), Ares Management Corporation (ARES) is pulling ahead at 66.
6% versus -22. 0% for The RMR Group Inc. (RMR). On earnings-per-share growth, the picture is similar: Compass, Inc. grew EPS 67. 7% year-over-year, compared to -25. 4% for The RMR Group Inc.. Over a 3-year CAGR, EXP leads at 6. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — COMP or RMR or AMG or EXP or ARES?
Affiliated Managers Group, Inc.
(AMG) is the more profitable company, earning 29. 3% net margin versus -0. 8% for Compass, Inc. — meaning it keeps 29. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMG leads at 31. 8% versus -0. 4% for COMP. At the gross margin level — before operating expenses — AMG leads at 86. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is COMP or RMR or AMG or EXP or ARES more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Affiliated Managers Group, Inc. (AMG) is the more undervalued stock at a PEG of 0. 23x versus Ares Management Corporation's 1. 15x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Affiliated Managers Group, Inc. (AMG) trades at 9. 2x forward P/E versus 56. 5x for Compass, Inc. — 47. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RMR: 63. 1% to $32. 00.
08Which pays a better dividend — COMP or RMR or AMG or EXP or ARES?
In this comparison, RMR (9.
3% yield), ARES (6. 5% yield), EXP (0. 5% yield) pay a dividend. COMP, AMG do not pay a meaningful dividend and should not be held primarily for income.
09Is COMP or RMR or AMG or EXP or ARES better for a retirement portfolio?
For long-horizon retirement investors, The RMR Group Inc.
(RMR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 65), 9. 3% yield). Compass, Inc. (COMP) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (RMR: +59. 7%, COMP: -54. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between COMP and RMR and AMG and EXP and ARES?
These companies operate in different sectors (COMP (Technology) and RMR (Real Estate) and AMG (Financial Services) and EXP (Basic Materials) and ARES (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: COMP is a small-cap high-growth stock; RMR is a small-cap income-oriented stock; AMG is a small-cap high-growth stock; EXP is a small-cap deep-value stock; ARES is a mid-cap high-growth stock. RMR, ARES pay a dividend while COMP, AMG, EXP do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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