Financial - Credit Services
Compare Stocks
2 / 10Stock Comparison
KKRS vs ARES
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
KKRS vs ARES — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Credit Services | Asset Management |
| Market Cap | $14.83B | $40.68B |
| Revenue (TTM) | $21.88B | $6.47B |
| Net Income (TTM) | $6.00B | $527M |
| Gross Margin | 80.2% | 74.8% |
| Operating Margin | 74.2% | 27.2% |
| Forward P/E | 3.2x | 20.2x |
| Total Debt | $0.00 | $14.91B |
| Cash & Equiv. | $9M | $1.50B |
KKRS vs ARES — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| KKR Group Finance C… (KKRS) | 100 | 65.2 | -34.8% |
| Ares Management Cor… (ARES) | 100 | 234.5 | +134.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: KKRS vs ARES
Each card shows where this stock fits in a portfolio — not just who wins on paper.
KKRS carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and defensive.
- Lower volatility, beta 0.68
- Beta 0.68, yield 3.9%
- Lower P/E (3.2x vs 20.2x)
ARES is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 7 yrs, beta 1.62, yield 6.5%
- Rev growth 66.6%, EPS growth -5.3%
- 9.4% 10Y total return vs KKRS's -13.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 66.6% NII/revenue growth vs KKRS's 50.9% | |
| Value | Lower P/E (3.2x vs 20.2x) | |
| Quality / Margins | Efficiency ratio 0.1% vs ARES's 0.5% (lower = leaner) | |
| Stability / Safety | Beta 0.68 vs ARES's 1.62 | |
| Dividends | 6.5% yield, 7-year raise streak, vs KKRS's 3.9% | |
| Momentum (1Y) | +1.5% vs ARES's -19.5% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs ARES's 0.5% |
KKRS vs ARES — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
KKRS vs ARES — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
KKRS leads this category, winning 4 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
KKRS is the larger business by revenue, generating $21.9B annually — 3.4x ARES's $6.5B. KKRS is the more profitable business, keeping 22.4% of every revenue dollar as net income compared to ARES's 8.2%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $21.9B | $6.5B |
| EBITDAEarnings before interest/tax | $18.8B | $1.8B |
| Net IncomeAfter-tax profit | $6.0B | $527M |
| Free Cash FlowCash after capex | $4.2B | $1.5B |
| Gross MarginGross profit ÷ Revenue | +80.2% | +74.8% |
| Operating MarginEBIT ÷ Revenue | +74.2% | +27.2% |
| Net MarginNet income ÷ Revenue | +22.4% | +8.2% |
| FCF MarginFCF ÷ Revenue | +29.7% | +23.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | -80.9% |
Valuation Metrics
KKRS leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 3.2x trailing earnings, KKRS trades at a 95% valuation discount to ARES's 63.2x P/E. On an enterprise value basis, KKRS's 0.9x EV/EBITDA is more attractive than ARES's 27.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $14.8B | $40.7B |
| Enterprise ValueMkt cap + debt − cash | $14.8B | $54.1B |
| Trailing P/EPrice ÷ TTM EPS | 3.17x | 63.19x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.23x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.58x |
| EV / EBITDAEnterprise value multiple | 0.91x | 27.00x |
| Price / SalesMarket cap ÷ Revenue | 0.68x | 6.29x |
| Price / BookPrice ÷ Book value/share | 975.11x | 3.09x |
| Price / FCFMarket cap ÷ FCF | 2.28x | 26.34x |
Profitability & Efficiency
KKRS leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
KKRS delivers a 8.0% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $6 for ARES. On the Piotroski fundamental quality scale (0–9), ARES scores 8/9 vs KKRS's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.0% | +6.2% |
| ROA (TTM)Return on assets | +1.5% | +1.9% |
| ROICReturn on invested capital | +28.7% | +6.1% |
| ROCEReturn on capital employed | +10.2% | +7.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | — | 1.71x |
| Net DebtTotal debt minus cash | -$9M | $13.4B |
| Cash & Equiv.Liquid assets | $9M | $1.5B |
| Total DebtShort + long-term debt | $0 | $14.9B |
| Interest CoverageEBIT ÷ Interest expense | 59.74x | 2.68x |
Total Returns (Dividends Reinvested)
ARES leads this category, winning 4 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 $8,774 for KKRS. Over the past 12 months, KKRS leads with a +1.5% total return vs ARES's -19.5%. The 3-year compound annual growth rate (CAGR) favors ARES at 18.3% vs KKRS's 4.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -4.4% | -24.7% |
| 1-Year ReturnPast 12 months | +1.5% | -19.5% |
| 3-Year ReturnCumulative with dividends | +12.9% | +65.6% |
| 5-Year ReturnCumulative with dividends | -12.3% | +161.3% |
| 10-Year ReturnCumulative with dividends | -13.2% | +938.3% |
| CAGR (3Y)Annualised 3-year return | +4.1% | +18.3% |
Risk & Volatility
KKRS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KKRS is the less volatile stock with a 0.68 beta — it tends to amplify market swings less than ARES's 1.62 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KKRS currently trades 86.3% 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 | 0.68x | 1.62x |
| 52-Week HighHighest price in past year | $19.30 | $195.26 |
| 52-Week LowLowest price in past year | $6.81 | $95.80 |
| % of 52W HighCurrent price vs 52-week peak | +86.3% | +63.4% |
| RSI (14)Momentum oscillator 0–100 | 54.8 | 62.2 |
| Avg Volume (50D)Average daily shares traded | 32K | 3.7M |
Analyst Outlook
ARES leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, ARES offers the higher dividend yield at 6.53% vs KKRS's 3.94%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $177.38 |
| # AnalystsCovering analysts | — | 22 |
| Dividend YieldAnnual dividend ÷ price | +3.9% | +6.5% |
| Dividend StreakConsecutive years of raises | 0 | 7 |
| Dividend / ShareAnnual DPS | $0.66 | $8.08 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
KKRS leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). ARES leads in 2 (Total Returns, Analyst Outlook).
KKRS vs ARES: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is KKRS 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 50. 9% for KKR Group Finance Co. IX LLC 4. (KKRS). KKR Group Finance Co. IX LLC 4. (KKRS) offers the better valuation at 3. 2x trailing P/E, making it the more compelling value choice. Analysts rate Ares Management Corporation (ARES) a "Buy" — based on 22 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 — KKRS or ARES?
On trailing P/E, KKR Group Finance Co.
IX LLC 4. (KKRS) is the cheapest at 3. 2x versus Ares Management Corporation at 63. 2x.
03Which is the better long-term investment — KKRS or ARES?
Over the past 5 years, Ares Management Corporation (ARES) delivered a total return of +161.
3%, compared to -12. 3% for KKR Group Finance Co. IX LLC 4. (KKRS). Over 10 years, the gap is even starker: ARES returned +929. 6% versus KKRS's -13. 0%. 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 — KKRS or ARES?
By beta (market sensitivity over 5 years), KKR Group Finance Co.
IX LLC 4. (KKRS) is the lower-risk stock at 0. 68β versus Ares Management Corporation's 1. 62β — meaning ARES is approximately 138% more volatile than KKRS relative to the S&P 500.
05Which is growing faster — KKRS or ARES?
By revenue growth (latest reported year), Ares Management Corporation (ARES) is pulling ahead at 66.
6% versus 50. 9% for KKR Group Finance Co. IX LLC 4. (KKRS). On earnings-per-share growth, the picture is similar: KKR Group Finance Co. IX LLC 4. grew EPS 28. 6% year-over-year, compared to -5. 3% for Ares Management Corporation. 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 — KKRS or ARES?
KKR Group Finance Co.
IX LLC 4. (KKRS) is the more profitable company, earning 22. 4% net margin versus 8. 2% for Ares Management Corporation — meaning it keeps 22. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KKRS leads at 74. 2% versus 27. 2% for ARES. At the gross margin level — before operating expenses — KKRS leads at 80. 2%, 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.
07Which pays a better dividend — KKRS or ARES?
All stocks in this comparison pay dividends.
Ares Management Corporation (ARES) offers the highest yield at 6. 5%, versus 3. 9% for KKR Group Finance Co. IX LLC 4. (KKRS).
08Is KKRS or ARES better for a retirement portfolio?
For long-horizon retirement investors, KKR Group Finance Co.
IX LLC 4. (KKRS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 68), 3. 9% yield). Ares Management Corporation (ARES) carries a higher beta of 1. 62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KKRS: -13. 0%, ARES: +929. 6%), 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.
09What are the main differences between KKRS and ARES?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.