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ARESAres Management Corporation
$121.48$39.9B
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  4. Financial Ratios

Ares Management Corporation (ARES) Financial Ratios

Latest Ratios: P/E Ratio 62.0x · EV/EBITDA 26.6x · ROE 6.8%. (2011–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ARES Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$39.9B$35.1B$35.1B$23.3B$12.0B$14.6B$7.0B$4.3B$1.7B$1.6B$1.6B
Enterprise Value$53.3B$48.5B$45.5B$37.5B$24.2B$25.7B$16.9B$12.1B$8.6B$12.3B$4.2B
P/E Ratio →61.9882.4685.5249.1478.6737.8054.0833.6759.2732.2616.00
P/S Ratio7.006.1612.068.404.673.744.842.912.391.231.39
P/B Ratio3.034.045.145.203.163.842.852.301.221.121.16
P/FCF12.4911.0012.99————————
P/OCF12.2110.7512.56————————

P/E links to full P/E history page with 30-year chart

ARES EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—8.5115.6513.559.426.5711.628.2412.029.203.66
EV / EBITDA26.6124.2341.1735.2237.4128.1247.5635.3773.58—19.01
EV / EBIT30.2723.6320.1817.1124.3918.9224.4316.7520.0241.1610.28
EV / FCF—15.1916.84————————

ARES Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin74.8%74.8%55.4%59.1%51.0%72.4%56.5%63.0%40.5%65.3%64.3%
Operating Margin27.2%27.2%24.4%23.0%10.0%19.0%17.8%17.1%9.2%-6.0%14.6%
Net Profit Margin8.2%8.2%11.9%13.1%5.5%9.7%8.6%8.4%5.9%5.1%8.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE6.8%6.8%8.2%11.5%4.4%13.0%7.0%9.2%4.0%5.4%9.4%
ROA2.0%2.0%1.9%2.0%0.8%2.2%1.1%1.3%0.6%1.1%2.2%
ROIC6.1%6.1%3.5%3.3%1.4%4.1%2.0%2.4%0.6%-0.8%3.3%
ROCE7.3%7.3%4.6%4.2%1.7%5.2%2.6%3.2%1.1%-1.5%4.3%

ARES Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.711.711.933.523.513.284.414.615.287.742.46
Debt / EBITDA7.447.4411.9014.7820.5913.6530.7325.0463.18—15.40
Net Debt / Equity—1.541.533.193.222.913.984.214.937.271.88
Net Debt / EBITDA6.706.709.4313.3818.8712.1327.7422.8658.94—11.78
Debt / FCF—4.203.86————————
Interest Coverage2.682.682.302.552.064.612.222.431.752.013.72

ARES Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio2.242.240.980.730.640.631.000.710.530.641.79
Quick Ratio2.242.240.980.730.640.631.000.710.530.641.79
Cash Ratio1.001.000.630.400.330.350.630.450.320.450.81
Asset Turnover—0.220.160.150.140.190.120.150.090.170.22
Inventory Turnover———————————
Days Sales Outstanding———————————

ARES Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield6.7%5.0%3.7%4.4%7.0%4.1%6.4%7.6%9.2%16.0%12.6%
Payout Ratio333.1%333.1%282.7%217.3%499.2%145.2%293.7%217.4%274.6%343.5%179.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield1.6%1.2%1.2%2.0%1.3%2.6%1.8%3.0%1.7%3.1%6.3%
FCF Yield8.0%9.1%7.7%————————
Buyback Yield2.4%2.7%0.0%0.0%0.0%0.0%0.0%0.2%0.0%0.0%0.0%
Total Shareholder Yield9.0%7.7%3.7%4.4%7.0%4.1%6.4%7.8%9.2%16.0%12.6%
Shares Outstanding—$217M$198M$196M$176M$180M$150M$120M$96M$82M$83M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStable
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Credit risk in direct lending

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium Multiple for Credit Franchise

ARES trades at 3.53x book and 72x trailing earnings, per latest data, implying the market prices its direct lending franchise at a premium to peers like Apollo (1.86x P/B).

The forward P/E of 23.83 suggests the market expects a sharp normalization in earnings from the elevated performance fee realizations that inflated trailing results. The P/B premium relative to Apollo and KKR appears justified by the durability of fee-related earnings and the defensive nature of credit, but investors should monitor whether the multiple can be sustained if credit losses rise.

Fee Income Drives ROE Expansion

ROE improved from 1.6% in Q1 2024 to 1.8% in Q2 2026, per reported figures, as fee income concentration rose to 95.4% of revenue, boosting asset utilization.

The DuPont decomposition shows that ROE is driven primarily by fee-related earnings rather than net interest income, which has been negative for nine consecutive quarters. The efficiency ratio fell from 72.3% to 43.4% over the period, indicating strong operating leverage, but the Q2 2026 provision spike of $1.0B highlights the volatility that performance fees can introduce.

Negative NIM Offset by Fee Efficiency

NIM has been negative for nine quarters, reaching -0.3% in Q2 2026, per financial statements, yet the efficiency ratio improved to 43.4% in Q4 2025, showing cost discipline.

The negative NIM reflects the cost of funding the balance sheet, but it is immaterial to overall profitability given the fee-based model. The efficiency ratio trend suggests that management is scaling the platform without proportional cost growth, though the Q2 2026 efficiency ratio is not reported, and the prior quarter's 72.3% may indicate some quarter-to-quarter volatility.

Leverage Rises as Equity Cushion Thins

Equity/assets improved to 0.29 in Q2 2026 from 0.18 in Q1 2024, but debt-to-equity of 1.71, per latest balance sheet, indicates meaningful financial leverage.

The increase in equity/assets suggests a stronger capital base, but the debt-to-equity ratio of 1.71 is elevated relative to peers like Apollo (0.31) and KKR (0.67). This leverage may support fund seeding and acquisitions, but it could amplify downside if credit markets tighten or asset valuations decline. Investors should monitor whether the firm maintains adequate capital to absorb potential credit losses.

Provision Spike Signals Credit Stress

Loan loss provisions swung from -$129.9M in Q1 2026 to $1.0B in Q2 2026, per cash flow statement, indicating a significant build-up in reserves for potential credit losses.

The provision spike suggests that credit quality in the direct lending portfolio may be deteriorating, possibly due to sustained high interest rates for middle-market borrowers. The negative NIM and the EPS miss in Q2 2026 may be early signals of rising non-accruals. While the reserve build is prudent, it could pressure future performance fees and net margins if losses materialize.

P/E Misleads on Earnings Quality

The trailing P/E of 72.07, per latest data, overstates earnings power because it includes unrealized performance fees that may not convert to cash, obscuring core profitability.

For asset managers, P/E is often distorted by the volatility of performance fees and provisions. A more appropriate metric is Fee-Related Earnings (FRE) yield or P/FRE, which strips out non-cash and unrealized items. The forward P/E of 23.83 partially corrects for this, but investors should also consider P/B and the quality of earnings, as the Q2 2026 provision spike and negative operating cash flow suggest reported net income may not reflect cash generation.

Download Financial Ratios Data

Includes 30+ ratios · 15 years · Updated daily

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ARES — Frequently Asked Questions

Quick answers to the most common questions about buying ARES stock.

What is Ares Management Corporation's P/E ratio?

Ares Management Corporation's current P/E ratio is 62.0x. The historical average is 52.1x. This places it at the 75th percentile of its historical range.

What is Ares Management Corporation's EV/EBITDA?

Ares Management Corporation's current EV/EBITDA is 26.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 37.5x.

What is Ares Management Corporation's ROE?

Ares Management Corporation's return on equity (ROE) is 6.8%. The historical average is 5.8%.

Is ARES stock overvalued?

Based on historical data, Ares Management Corporation is trading at a P/E of 62.0x. This is at the 75th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Ares Management Corporation's dividend yield?

Ares Management Corporation's current dividend yield is 6.65% with a payout ratio of 333.1%.

What are Ares Management Corporation's profit margins?

Ares Management Corporation has 74.8% gross margin and 27.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Ares Management Corporation have?

Ares Management Corporation's Debt/EBITDA ratio is 7.4x, indicating high leverage. A ratio above 4x may signal elevated financial risk.