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ARES vs BAM
Which Stock Would AI Choose? Ares Management Corporation (ARES) vs. Brookfield Asset Management (BAM) Stock Comparison
Key Takeaways
- ARES is a private-credit-led alternative asset manager that reported a record of roughly $36 billion in quarterly fundraising, lifting assets under management (AUM) to about $671 billion.
- BAM is a diversified real-assets manager with a larger weighting toward infrastructure, renewables, and credit (including Oaktree), and fee-bearing capital of around $614 billion.
- Both stocks have underperformed the broader market year to date, but BAM has shown firmer recent momentum, aided by AI-linked infrastructure demand.
- ARES offers a higher dividend yield and faster headline AUM growth, while BAM emphasizes recurring fee-related earnings and long-duration contracted assets.
- Relative performance hinges on contrasting sector exposure: private credit and secondaries for ARES, versus infrastructure, power, and real estate for BAM.
Introduction
Investors comparing alternative asset managers frequently weigh ARES and BAM because both convert long-duration, institutional capital into recurring fee streams, yet they do so through meaningfully different portfolios. Ares Management Corporation is widely regarded as a private-credit powerhouse, while Brookfield Asset Management leans toward real assets, infrastructure, and renewable power. This stock comparison is most relevant to traders and investors assessing how market positioning, growth drivers, and sector exposure influence relative performance. Understanding where each firm's earnings, fundraising momentum, and sentiment diverge can help clarify which profile better aligns with a given risk tolerance and market outlook.
ARES Overview and Recent Performance
ARES is a global alternative investment manager with complementary strategies across credit, real estate, private equity, and infrastructure, though its reputation is built on direct lending and other credit solutions. In recent weeks the firm reported its second-quarter results, highlighting a record fundraising quarter with more than $36 billion of inflows and AUM (assets under management) surpassing $671 billion. Fee-related earnings (FRE) reached roughly $491 million, and after-tax realized income came in near $468 million.
Despite these operating strengths, ARES shares have traded down sharply in 2026, pressured by broader concerns about private credit and, more specifically, an uptick in underperforming borrowers tied partly to artificial-intelligence disruption within software-heavy loan portfolios. The company retains a sizable cushion of uninvested capital—about $170 billion of dry powder—and has continued raising its dividend, factors that support the long-term growth narrative even as near-term sentiment has been mixed.
BAM Overview and Recent Performance
BAM is a diversified asset manager operating across infrastructure, renewable power and transition, real estate, private equity, and credit through its Oaktree business. Recent quarters have been defined by an accelerating fundraising engine, with fee-bearing capital rising to around $614 billion and uncalled fund commitments of roughly $137 billion providing visibility into future fees. Fee-related earnings grew to about $772 million in the most recent quarter, and distributable earnings rose to approximately $702 million.
Sentiment toward BAM has improved in recent weeks, driven by its co-lead role in a major AI deployment initiative and strong positioning in AI-related infrastructure and power. The firm has also expanded its insurance-linked capital base through a $40 billion mandate to manage newly acquired retirement assets. While the stock also posted a negative year-to-date return earlier in 2026, its recent price action has been firmer, reflecting renewed investor interest in its long-duration, contracted real-asset portfolio.
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Head-to-Head Comparison
The clearest contrast between these two names is business-model composition. ARES generates the bulk of its earnings from credit strategies and earns a substantial portion of revenue from performance fees tied to fund returns, which can make results more sensitive to credit cycles. BAM places greater emphasis on long-duration infrastructure and renewable assets with contracted cash flows, producing a steadier base of recurring management fees, complemented by its Oaktree credit franchise.
On growth drivers, ARES benefits from a record fundraising pace and a large deployment pipeline, while BAM is levered to structural demand for power, data centers, and decarbonization—themes amplified by the AI buildout. Risk factors also diverge: ARES faces questions around credit quality and AI-related borrower disruption, whereas BAM carries valuation and execution risk tied to integrating Oaktree and deploying its large uncalled commitments. In terms of market sentiment, BAM has enjoyed a relative tailwind from AI-linked infrastructure headlines, while ARES has contended with more defensive positioning in the private-credit segment.
Tickeron AI Verdict
Based on observable trend consistency, stability, and catalyst momentum, Tickeron's AI would likely tilt modestly toward BAM in the current environment. Its firmer recent price trend, more visible tailwind from AI-driven infrastructure demand, and steadier recurring fee base offer a more favorable combination of momentum and stability. ARES presents compelling fundamentals—record fundraising, faster AUM growth, and a higher dividend—but its near-term price action and credit-quality concerns create comparatively less trend consistency. This assessment is probabilistic rather than definitive, reflecting current market positioning rather than a forecast of guaranteed outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ARES is a StrongBuy and BAM is a StrongBuy.
Momentum Indicator for ARES turns positive, indicating new upward trend
ARES saw its Momentum Indicator move above the 0 level on October 21, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 98 similar instances where the indicator turned positive. In 75 of the 98 cases, the stock moved higher in the following days. The odds of a move higher are at 77%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where ARES's RSI Indicator exited the oversold zone, 15 of 20 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 75%.
The Moving Average Convergence Divergence (MACD) for ARES just turned positive on October 12, 2026. Looking at past instances where ARES's MACD turned positive, the stock continued to rise in 33 of 46 cases over the following month. The odds of a continued upward trend are 72%.
Following a +6.37% 3-day Advance, the price is estimated to grow further. Considering data from situations where ARES advanced for three days, in 255 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 76%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
The 10-day moving average for ARES crossed bearishly below the 50-day moving average on September 17, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 64%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ARES declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
ARES broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for ARES entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 60 (best 1 - 100 worst), indicating fairly steady price growth. ARES’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 62 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 82 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 91 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: ARES's P/B Ratio (10.611) is slightly higher than the industry average of (2.404). P/E Ratio (53.674) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.879) is also within normal values, averaging (1.319). Dividend Yield (0.046) settles around the average of (0.272) among similar stocks. P/S Ratio (4.623) is also within normal values, averaging (15.798).
The Tickeron SMR rating for this company is 95 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
BAM's RSI Oscillator ascends from oversold territory
The RSI Indicator for BAM moved out of oversold territory on October 02, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 25 similar instances when the indicator left oversold territory. In 19 of the 25 cases the stock moved higher. This puts the odds of a move higher at 76%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BAM as a result. In 56 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 67%.
The Moving Average Convergence Divergence (MACD) for BAM just turned positive on October 05, 2026. Looking at past instances where BAM's MACD turned positive, the stock continued to rise in 28 of 45 cases over the following month. The odds of a continued upward trend are 62%.
Following a +3.72% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BAM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
BAM broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for BAM entered a downward trend on October 07, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 38 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. BAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 77 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 94 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BAM's P/B Ratio (9.790) is slightly higher than the industry average of (2.404). P/E Ratio (26.314) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.044) settles around the average of (0.272) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.798).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BAM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
ARES | BAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 37 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 94 Overvalued | |
PROFIT vs RISK RATING 1..100 | 62 | 100 | |
SMR RATING 1..100 | 95 | 29 | |
PRICE GROWTH RATING 1..100 | 60 | 57 | |
P/E GROWTH RATING 1..100 | 82 | 77 | |
SEASONALITY SCORE 1..100 | 90 | 38 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ARES's Valuation (91) in the Investment Managers industry is in the same range as BAM (94) in the null industry. This means that ARES’s stock grew similarly to BAM’s over the last 12 months.
ARES's Profit vs Risk Rating (62) in the Investment Managers industry is somewhat better than the same rating for BAM (100) in the null industry. This means that ARES’s stock grew somewhat faster than BAM’s over the last 12 months.
BAM's SMR Rating (29) in the null industry is significantly better than the same rating for ARES (95) in the Investment Managers industry. This means that BAM’s stock grew significantly faster than ARES’s over the last 12 months.
BAM's Price Growth Rating (57) in the null industry is in the same range as ARES (60) in the Investment Managers industry. This means that BAM’s stock grew similarly to ARES’s over the last 12 months.
BAM's P/E Growth Rating (77) in the null industry is in the same range as ARES (82) in the Investment Managers industry. This means that BAM’s stock grew similarly to ARES’s over the last 12 months.
| ARES | BAM | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 75% | 1 day ago 76% |
| Stochastic ODDS (%) | 1 day ago 58% | 1 day ago 55% |
| Momentum ODDS (%) | 1 day ago 77% | 1 day ago 67% |
| MACD ODDS (%) | 1 day ago 72% | 1 day ago 62% |
| TrendWeek ODDS (%) | 1 day ago 76% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 67% | 1 day ago 57% |
| Advances ODDS (%) | 1 day ago 76% | 1 day ago 59% |
| Declines ODDS (%) | 9 days ago 66% | 4 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 58% | 1 day ago 54% |
| Aroon ODDS (%) | 1 day ago 65% | 1 day ago 62% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ARES’s FA Score shows that 0 FA rating(s) are green while BAM’s FA Score has 1 green FA rating(s).
- ARES’s FA Score: 0 green, 5 red.
- BAM’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ARES’s TA Score shows that 4 TA indicator(s) are bullish while BAM’s TA Score has 4 bullish TA indicator(s).
- ARES’s TA Score: 4 bullish, 5 bearish.
- BAM’s TA Score: 4 bullish, 4 bearish.
Price Growth
ARES (@Investment Managers) experienced а +8.48% price change this week, while BAM (@Investment Managers) price change was +3.61% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
Reported Earning Dates
ARES is expected to report earnings on Oct 29, 2026.
BAM is expected to report earnings on Nov 06, 2026.
Industries' Descriptions
@Investment Managers (-1.39% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
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