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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 Management (ARES) and Brookfield Asset Management (BAM) are leading alternative asset managers with distinct focuses: ARES emphasizes private credit strategies, while BAM prioritizes real assets and infrastructure.
- Recent market activity shows ARES delivering stronger year-to-date total returns of approximately 25% compared to BAM’s roughly 12%, amid broader sector interest in fee growth and fundraising.
- Both firms reported solid first-quarter 2026 results, with BAM highlighting $21 billion in quarterly fundraising and fee-related earnings (FRE) growth, and ARES noting assets under management (AUM) expansion and acquisition activity.
- Relative performance reflects trade-offs in business models, with ARES exhibiting higher recent momentum and BAM demonstrating scale in fee-bearing capital and dividend stability.
- Market sentiment remains constructive for both, supported by analyst buy or hold ratings and expectations for continued alternative asset demand, though valuation multiples differ.
- Upcoming second-quarter earnings releases in late July and early August provide near-term catalysts for assessing operational trends.
Introduction
Alternative asset managers have attracted sustained investor attention as institutions seek diversified returns beyond traditional equities and fixed income. Ares Management (ARES) and Brookfield Asset Management (BAM) represent prominent players in this space, each with substantial scale and established track records. This comparison examines their business models, recent performance metrics, and market positioning to assist experienced investors evaluating relative value and traders monitoring momentum shifts. The analysis draws on verifiable financial data and sector developments to highlight contrasts relevant to portfolio allocation decisions in the current environment.
ARES Overview and Recent Performance
Ares Management (ARES) operates as a global alternative asset manager with a primary emphasis on private credit, direct lending, and related strategies. The firm manages a diversified portfolio that includes corporate credit and real estate opportunities. In recent weeks, the stock has shown resilience, posting year-to-date total returns near 25% and one-year returns around 30% as of early July 2026, outpacing broader market benchmarks in several periods. Recent market activity includes shareholder approval for a REIT acquisition and guidance for realized net performance income in the second quarter. These factors, alongside ongoing AUM growth and an upcoming earnings release scheduled for July 31, have supported sentiment. The company’s focus on credit markets provides exposure to corporate borrowing trends, which have remained active amid economic uncertainty.
BAM Overview and Recent Performance
Brookfield Asset Management (BAM) is a major alternative asset manager with significant exposure to real assets, infrastructure, renewable energy, and private equity. The firm benefits from a global platform and large-scale fee-bearing capital. Recent market activity reflects steady operational execution, including first-quarter 2026 results that showed fee-related earnings (FRE) of $772 million, up 11% year-over-year, and $21 billion raised in the quarter. Year-to-date total returns stand near 12% and one-year returns approximately 15% as of early July 2026. The company declared a quarterly dividend of $0.5025 per share and announced its second-quarter results conference call for August 5. BAM’s scale and diversified real-asset focus contribute to a stable profile, with fundraising momentum providing visibility into future fee income.
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Head-to-Head Comparison
Ares Management (ARES) and Brookfield Asset Management (BAM) share the alternative asset management sector but differ in core exposures. ARES centers on private credit and direct lending, creating sensitivity to corporate financing activity and credit spreads. BAM emphasizes real assets and infrastructure, offering greater exposure to long-term contractual cash flows and physical asset appreciation. Recent momentum favors ARES with higher year-to-date and one-year total returns, while BAM demonstrates larger absolute fee-bearing capital and consistent fundraising volumes. Risk considerations include ARES’s higher leverage profile typical of credit-focused managers versus BAM’s comparatively lower leverage and broader geographic diversification. Market sentiment reflects analyst support for both, with ARES often carrying a moderate buy consensus and BAM a hold orientation. Valuation contrasts appear in forward multiples, where ARES trades at a relatively lower price-to-earnings ratio compared with BAM’s higher price-to-sales metric. Trade-offs center on growth orientation versus scale and stability.
Tickeron AI Verdict
Based on observable factors such as stronger year-to-date returns, consistent recent momentum, and near-term catalysts including the scheduled earnings release, Tickeron’s AI would currently assign a higher probabilistic preference to Ares Management (ARES) over Brookfield Asset Management (BAM). BAM’s scale and fundraising execution provide offsetting stability that could narrow the relative positioning depending on second-quarter outcomes. The assessment remains probabilistic and reflects current data trends rather than forward guarantees.
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.
Disclaimers and LimitationsTo 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.
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 undervalued. 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 1 FA rating(s) are green whileBAM’s FA Score has 2 green FA rating(s).
- ARES’s FA Score: 1 green, 4 red.
- BAM’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while BAM’s TA Score has 4 bullish TA indicator(s).
- ARES’s TA Score: 6 bullish, 4 bearish.
- BAM’s TA Score: 4 bullish, 5 bearish.
Price Growth
ARES (@Investment Managers) experienced а -1.13% price change this week, while BAM (@Investment Managers) price change was -0.79% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.61%. For the same industry, the average monthly price growth was -2.43%, and the average quarterly price growth was -11.98%.
Reported Earning Dates
ARES is expected to report earnings on Jul 31, 2026.
Industries' Descriptions
@Investment Managers (-2.61% 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.
| ARES | BAM | ARES / BAM | |
| Capitalization | 27.2B | 74.2B | 37% |
| EBITDA | 2.23B | 3.46B | 64% |
| Gain YTD | -23.703 | -9.135 | 259% |
| P/E Ratio | 55.51 | 29.89 | 186% |
| Revenue | 5.91B | 4.77B | 124% |
| Total Cash | N/A | 1.1B | - |
| Total Debt | 14.1B | 3.83B | 369% |
ARES | BAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 58 | 98 | |
SMR RATING 1..100 | 97 | 32 | |
PRICE GROWTH RATING 1..100 | 60 | 58 | |
P/E GROWTH RATING 1..100 | 94 | 81 | |
SEASONALITY SCORE 1..100 | 85 | 90 |
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 (13) in the Investment Managers industry is in the same range as BAM (14) 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 (58) in the Investment Managers industry is somewhat better than the same rating for BAM (98) 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 (32) in the null industry is somewhat better than the same rating for ARES (97) in the Investment Managers industry. This means that BAM’s stock grew somewhat faster than ARES’s over the last 12 months.
BAM's Price Growth Rating (58) 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 (81) in the null industry is in the same range as ARES (94) 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% | N/A |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 57% |
| Momentum ODDS (%) | 1 day ago 80% | 1 day ago 65% |
| MACD ODDS (%) | 1 day ago 72% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 67% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 59% |
| Advances ODDS (%) | 4 days ago 77% | 4 days ago 59% |
| Declines ODDS (%) | 6 days ago 65% | 6 days ago 67% |
| BollingerBands ODDS (%) | 1 day ago 85% | 1 day ago 76% |
| Aroon ODDS (%) | 1 day ago 70% | 1 day ago 64% |
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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 83% 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% | -1.12% | ||
| KKR - ARES | 83% Closely correlated | -0.03% | ||
| OWL - ARES | 78% Closely correlated | -0.75% | ||
| BX - ARES | 78% Closely correlated | -0.85% | ||
| TPG - ARES | 77% Closely correlated | -0.45% | ||
| APO - ARES | 77% Closely correlated | -1.25% | ||
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 86% 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.