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ARES vs BAM
Which Stock Would AI Choose? Ares Management (ARES) vs. Brookfield Asset Management (BAM) Stock Comparison
Key Takeaways
- ARES is a credit-centric alternative asset manager with roughly $691 billion in assets under management (AUM), while BAM is a real-asset and infrastructure leader with about $1.27 trillion in total managed assets.
- Both stocks have retreated from their 52-week highs in recent months, but BAM's drawdown has been more moderate, supported by durable AI-linked infrastructure catalysts.
- Tickeron AI Verdict: Between the two, the AI currently favors BAM for its steadier relative positioning, more moderate valuation, and diversified growth drivers.
- For more detail, explore ARES Major News and ARES Today's Price Move, as well as BAM Major News and BAM Today's Price Move.
- To see how algorithmic strategies are positioning across these and other names, visit Trending AI Robots.
Introduction
Alternative asset managers have become a focal point for investors seeking exposure to private credit, real assets, and infrastructure without holding illiquid fund stakes directly. This stock comparison evaluates two of the sector's largest publicly traded franchises: ARES (Ares Management) and BAM (Brookfield Asset Management). Both generate earnings largely from management fees and carried interest, yet they differ sharply in strategy mix, market positioning, and recent momentum. Growth-oriented and income-focused investors, as well as traders monitoring relative performance in financial services, may find this head-to-head useful for understanding where each name stands in the current market environment.
ARES Overview and Recent Performance
ARES (Ares Management Corporation) is a leading global alternative investment manager built primarily around credit, complemented by real estate, private equity, and infrastructure. As of its third-quarter 2026 report, the firm had approximately $691 billion in AUM and raised more than $31 billion in gross capital commitments during the quarter, with management citing record fundraising visibility. Fee-related earnings remained solid, though its fee-related earnings margin held in the low-40% range, prompting some investors to question operating leverage. The shares have pulled back notably from their 52-week high and trade down roughly 20% or more year-to-date, underperforming the broader market even as sell-side analysts maintain a broadly constructive consensus. Recent deal activity, including bidding for power infrastructure assets, underscores the firm's push into fee-rich strategies, but its premium valuation and margin scrutiny have tempered sentiment.
BAM Overview and Recent Performance
BAM (Brookfield Asset Management Ltd.) is one of the world's largest alternative asset managers, with roughly $1.27 trillion in total managed assets and about $672 billion in fee-earning AUM. Its platform skews toward real estate, infrastructure, renewable power, and alternative credit, and it is a co-lead founding partner in OpenAI's new Deployment Company. Recent weeks have featured high-profile AI and digital infrastructure developments, including an expansion of its Bloom Energy partnership to as much as $25 billion. The stock has also retreated from its highs, though its decline has been more moderate than ARES's, and analysts maintain a consensus "Buy" with a double-digit average price target. Income investors note a dividend yield near 4%, while the firm's diversified real-asset and infrastructure base offers a different growth profile than a credit-heavy peer.
Trending AI Robots
Tickeron maintains hundreds of AI trading bots that monitor thousands of tickers, but only a curated subset earns a place in the Trending AI Robots section. These selections are refreshed to reflect the strategies best suited to prevailing market conditions, and each bot carries its own trading style, timeframe, performance statistics, and universe of tickers. Many featured robots operate in 15-minute to daily timeframes with varied risk profiles, allowing traders to compare signal frequency, win rates, and drawdown characteristics before engaging. Because the bots differ in how they size positions and when they trade, the page serves as a practical screening tool rather than a one-size-fits-all recommendation. For investors seeking an algorithmic perspective on names like ARES and BAM, exploring Trending AI Robots offers a data-driven starting point.
Head-to-Head Comparison
The two firms diverge most clearly on business mix and growth drivers. ARES is anchored in credit, where scale in direct lending and private credit provides recurring fee income but also ties results to credit spreads and deployment pace. BAM is anchored in long-duration real assets and infrastructure, where AI-driven demand for data centers and power has emerged as a durable catalyst. On valuation, ARES trades at a premium price-to-earnings (P/E) multiple versus BAM's more moderate level, reflecting the market's historical willingness to pay up for its fee-earning growth. On momentum, BAM has shown greater relative resilience, supported by concrete AI infrastructure mandates. Risk factors differ as well: ARES faces margin and valuation sensitivity, while BAM carries exposure to project execution, interest-rate cycles affecting deployment and monetization, and currency considerations given its Canadian domicile.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative stability, valuation, and the presence of near-term catalysts, Tickeron's AI would currently lean toward BAM. The stock has demonstrated comparatively steadier price behavior, trades at a more moderate earnings multiple, and benefits from a diversified real-asset platform with clear AI-linked infrastructure momentum. That said, the preference is probabilistic rather than definitive; ARES retains a powerful fundraising engine and franchise strength in credit that could reassert leadership if margin concerns ease and deployment accelerates. Traders should weigh each name's distinct risk profile before acting.
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 Buy and BAM is a Hold.
ARES's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for ARES turned positive on October 12, 2026. Looking at past instances where ARES's MACD turned positive, the stock continued to rise in 36 of 45 cases over the following month. The odds of a continued upward trend are 80%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on ARES as a result. In 74 of 97 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 76%.
ARES moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for ARES crossed bullishly above the 50-day moving average on November 04, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 80%.
Following a +4.38% 3-day Advance, the price is estimated to grow further. Considering data from situations where ARES advanced for three days, in 254 of 333 cases, the price rose further within the following month. The odds of a continued upward trend are 76%.
Bearish Trend Analysis
The 10-day RSI Indicator for ARES moved out of overbought territory on November 11, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 43 similar instances where the indicator moved out of overbought territory. In 25 of the 43 cases, the stock moved lower in the following days. This puts the odds of a move lower at 58%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 14 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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 26, 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 44 (best 1 - 100 worst), indicating steady price growth. ARES’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 52 (best 1 - 100 worst), pointing to consistent 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 Profit vs. Risk Rating rating for this company is 54 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.
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 (12.150) is slightly higher than the industry average of (2.412). P/E Ratio (61.459) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.879) is also within normal values, averaging (1.319). Dividend Yield (0.040) settles around the average of (0.270) among similar stocks. P/S Ratio (4.623) is also within normal values, averaging (15.694).
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.
BAM in upward trend: price rose above 50-day moving average on October 28, 2026
BAM moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend. In 36 of 49 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 73%.
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 58 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 70%.
The 10-day moving average for BAM crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 62%.
Following a +3.28% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 316 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 129 of 242 cases where BAM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 53%.
Bearish Trend Analysis
The 10-day RSI Indicator for BAM moved out of overbought territory on November 10, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 38 similar instances where the indicator moved out of overbought territory. In 28 of the 38 cases, the stock moved lower in the following days. This puts the odds of a move lower at 74%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 14 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BAM moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
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 65%.
BAM broke above its upper Bollinger Band on November 04, 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.
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 Price Growth Rating for this company is 44 (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 61 (best 1 - 100 worst), pointing to 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 95 (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 (11.257) is slightly higher than the industry average of (2.412). P/E Ratio (30.257) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.038) settles around the average of (0.270) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.694).
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 80, placing this stock worse than average.
ARES | BAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 54 | 100 | |
SMR RATING 1..100 | 95 | 29 | |
PRICE GROWTH RATING 1..100 | 44 | 44 | |
P/E GROWTH RATING 1..100 | 52 | 61 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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 (95) 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 (54) 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 (44) in the null industry is in the same range as ARES (44) in the Investment Managers industry. This means that BAM’s stock grew similarly to ARES’s over the last 12 months.
ARES's P/E Growth Rating (52) in the Investment Managers industry is in the same range as BAM (61) in the null industry. This means that ARES’s stock grew similarly to BAM’s over the last 12 months.
| ARES | BAM | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 58% | 1 day ago 74% |
| Stochastic ODDS (%) | 1 day ago 67% | 1 day ago 64% |
| Momentum ODDS (%) | 1 day ago 76% | 3 days ago 70% |
| MACD ODDS (%) | 1 day ago 80% | N/A |
| TrendWeek ODDS (%) | 1 day ago 76% | 1 day ago 66% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 57% |
| Advances ODDS (%) | 3 days ago 76% | 3 days ago 59% |
| Declines ODDS (%) | 1 day ago 66% | 1 day ago 65% |
| BollingerBands ODDS (%) | 1 day ago 67% | 1 day ago 61% |
| Aroon ODDS (%) | 1 day ago 75% | 1 day ago 53% |
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 5 TA indicator(s) are bullish while BAM’s TA Score has 5 bullish TA indicator(s).
- ARES’s TA Score: 5 bullish, 5 bearish.
- BAM’s TA Score: 5 bullish, 5 bearish.
Price Growth
ARES (@Investment Managers) experienced а +0.76% price change this week, while BAM (@Investment Managers) price change was -2.86% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.51%. For the same industry, the average monthly price growth was -2.71%, and the average quarterly price growth was -1.65%.
Reported Earning Dates
ARES is expected to report earnings on Feb 11, 2027.
Industries' Descriptions
@Investment Managers (-2.51% 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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ARES and
Correlation & Price change
A.I.dvisor indicates that over the last year, ARES has been closely correlated with KKR. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARES jumps, then KKR could also see price increases.
| Ticker / NAME | Correlation To ARES | 1D Price Change % | ||
|---|---|---|---|---|
| ARES | 100% | -1.09% | ||
| KKR - ARES | 84% Closely correlated | -0.79% | ||
| BX - ARES | 82% Closely correlated | -0.42% | ||
| APO - ARES | 79% Closely correlated | +0.17% | ||
| TPG - ARES | 79% Closely correlated | +0.49% | ||
| OWL - ARES | 78% Closely correlated | -0.20% | ||
More | ||||
BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.