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ARES vs BX
Which Stock Would AI Choose? Ares Management (ARES) vs. Blackstone (BX) Stock Comparison
Key Takeaways
- Both ARES and BX are leading alternative asset managers that have faced significant share-price pressure in recent months, with each stock down roughly 30% or more on a year-to-date basis.
- ARES is a credit-heavy franchise best known for private credit, while BX is the world's largest alternative asset manager with a broader footprint spanning real estate, private equity, credit, and infrastructure.
- Blackstone's scale (about $1.3 trillion in assets under management) is far larger than Ares' roughly $671 billion, but Ares has delivered comparatively faster asset and fee growth.
- Recent sentiment across the sector has been pressured by rising-rate concerns, softer monetization activity, and increased scrutiny of data-center financing.
- Both firms carry Buy-rated consensus analyst outlooks, but valuation and near-term realization risks differ meaningfully between the two.
Introduction
Investors weighing exposure to the alternative-asset-management sector often find themselves choosing between two distinct profiles: Ares Management (ARES) and Blackstone (BX). One is a credit-focused growth story that has compounded its assets rapidly; the other is a diversified, global leader with unmatched scale and deep exposure to themes such as artificial-intelligence infrastructure. This stock comparison is relevant for traders and long-term investors who want to understand how relative performance, growth drivers, and risk factors diverge between two high-profile names in the same industry.
ARES Overview and Recent Performance
Ares Management Corporation is a leading global alternative investment manager with a heavy emphasis on credit, complemented by private equity, real assets, and secondaries. The firm has grown rapidly, with total assets under management (AUM) rising to roughly $671 billion as of mid-2026 and fee-paying AUM reaching about $410 billion. This scale has been built partly through acquisitions, including GCP International and the systematic fixed-income manager BlueCove, which broadened its real-estate and digital-infrastructure capabilities.
Despite record fundraising in recent quarters—including roughly $36 billion of capital raised in its latest reported quarter—ARES has seen its share price decline by roughly a third on a year-to-date basis. The pullback reflects broad negative sentiment toward alternative asset managers, concerns about rising short-term rates, and softer near-term monetization expectations. Analysts have generally maintained favorable ratings, with a consensus price target well above recent trading levels, even as some firms trimmed targets ahead of quarterly results. Ares' large pool of undeployed capital—reported in the range of $150 billion to $170 billion—is viewed as a key driver of future fee-related earnings.
BX Overview and Recent Performance
Blackstone is the world's largest alternative asset manager, with approximately $1.3 trillion in AUM across real estate, private equity, credit and insurance, infrastructure, and secondaries. Its diversified platform and private-wealth distribution network give it exposure to broad institutional and retail demand. In recent months, Blackstone has leaned further into thematic areas such as artificial-intelligence infrastructure, defense technology, and credit, including a reported involvement in large-scale AI chip-financing arrangements and a new defense technology platform.
Like ARES, BX has experienced notable share-price weakness, with the stock down roughly 25% to 30% year to date and more than 30% over the trailing year. The decline has coincided with sector-wide concerns about monetization and realizations, redemption activity in certain wealth products, and scrutiny of data-center financing. Still, Blackstone continues to generate substantial fee-related earnings, and its consensus analyst rating remains Buy, with a price target implying meaningful upside from recent levels.
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Head-to-Head Comparison
The most fundamental contrast is focus versus diversification. ARES derives much of its identity and growth from private credit, a segment that has attracted substantial institutional demand but also drawn heightened regulatory and media scrutiny. BX, by contrast, spans a much wider set of strategies, which can smooth performance but also exposes it to different cyclical pressures across real estate, private equity, and credit.
On growth, Ares has expanded AUM and fee-paying AUM at a faster pace in percentage terms, supported by a deep pipeline of fundraising. Blackstone's absolute scale, however, remains far larger, giving it advantages in distribution and deal sourcing. Sector exposure also differs: Blackstone carries significant AI-infrastructure and data-center exposure alongside its traditional real-estate book, while Ares emphasizes credit and real assets.
Risk factors diverge as well. Both firms face sector-wide headwinds around rising rates, delayed realizations, and data-center-financing scrutiny. Ares trades at a higher earnings multiple, while Blackstone faces its own pressures around wealth-channel redemptions and realization timing. In terms of market sentiment, both names have been derated in tandem, suggesting that relative positioning depends heavily on the pace of each firm's fundraising, deployment, and monetization.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor ARES in the current environment. Ares has demonstrated more consistent momentum in fee-related earnings and asset growth, supported by record fundraising and a large undeployed capital base that provides clearer visibility into future management fees. While Blackstone's diversification and thematic optionality are strengths, its near-term earnings remain more exposed to realization timing and redemption dynamics. Given trend consistency and the relative durability of Ares' fee engine, the AI would lean toward Ares—though both stocks warrant monitoring as sector sentiment stabilizes.
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 Hold and BX is a StrongBuy.
ARES in upward trend: price rose above 50-day moving average on October 29, 2026
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. In 34 of 40 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 85%.
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 81 of 97 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 84%.
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 +3.50% 3-day Advance, the price is estimated to grow further. Considering data from situations where ARES advanced for three days, in 254 of 334 cases, the price rose further within the following month. The odds of a continued upward trend are 76%.
Bearish Trend Analysis
The RSI Indicator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 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 46 (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 Profit vs. Risk Rating rating for this company is 57 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 79 (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 (11.622) is slightly higher than the industry average of (2.410). P/E Ratio (58.784) is within average values for comparable stocks, (-3.016). Projected Growth (PEG Ratio) (0.879) is also within normal values, averaging (1.319). Dividend Yield (0.042) settles around the average of (0.272) 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.
Momentum Indicator for BX turns positive, indicating new upward trend
BX saw its Momentum Indicator move above the 0 level on October 22, 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 78 similar instances where the indicator turned positive. In 67 of the 78 cases, the stock moved higher in the following days. The odds of a move higher are at 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where BX's RSI Indicator exited the oversold zone, 24 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 80%.
The Moving Average Convergence Divergence (MACD) for BX just turned positive on October 19, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in 30 of 37 cases over the following month. The odds of a continued upward trend are 81%.
Following a +3.34% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 199 of 293 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 5 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BX moved below the 200-day moving average on October 30, 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 BX 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 69%.
BX 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 BX entered a downward trend on October 23, 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 32 (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 56 (best 1 - 100 worst), indicating steady price growth. BX’s price grows at a higher 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 79 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BX’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 81, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 83 (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: BX's P/B Ratio (9.868) is slightly higher than the industry average of (2.410). P/E Ratio (26.512) is within average values for comparable stocks, (-3.016). Projected Growth (PEG Ratio) (1.048) 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 (7.148) is also within normal values, averaging (15.694).
ARES | BX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 57 | 79 | |
SMR RATING 1..100 | 95 | 32 | |
PRICE GROWTH RATING 1..100 | 46 | 56 | |
P/E GROWTH RATING 1..100 | 79 | 83 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 BX (91). This means that ARES’s stock grew similarly to BX’s over the last 12 months.
ARES's Profit vs Risk Rating (57) in the Investment Managers industry is in the same range as BX (79). This means that ARES’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (32) in the Investment Managers industry is somewhat better than the same rating for ARES (95). This means that BX’s stock grew somewhat faster than ARES’s over the last 12 months.
ARES's Price Growth Rating (46) in the Investment Managers industry is in the same range as BX (56). This means that ARES’s stock grew similarly to BX’s over the last 12 months.
ARES's P/E Growth Rating (79) in the Investment Managers industry is in the same range as BX (83). This means that ARES’s stock grew similarly to BX’s over the last 12 months.
| ARES | BX | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 55% | 4 days ago 80% |
| Stochastic ODDS (%) | 4 days ago 63% | 4 days ago 57% |
| Momentum ODDS (%) | 4 days ago 84% | 4 days ago 86% |
| MACD ODDS (%) | 4 days ago 72% | 4 days ago 81% |
| TrendWeek ODDS (%) | 4 days ago 76% | 4 days ago 69% |
| TrendMonth ODDS (%) | 4 days ago 72% | 4 days ago 65% |
| Advances ODDS (%) | 4 days ago 76% | 5 days ago 68% |
| Declines ODDS (%) | 8 days ago 66% | 20 days ago 69% |
| BollingerBands ODDS (%) | 4 days ago 61% | 4 days ago 61% |
| Aroon ODDS (%) | 4 days ago 63% | 4 days ago 66% |
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 BX’s FA Score has 1 green FA rating(s).
- ARES’s FA Score: 0 green, 5 red.
- BX’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 BX’s TA Score has 4 bullish TA indicator(s).
- ARES’s TA Score: 4 bullish, 5 bearish.
- BX’s TA Score: 4 bullish, 5 bearish.
Price Growth
ARES (@Investment Managers) experienced а +4.97% price change this week, while BX (@Investment Managers) price change was +0.46% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.34%. For the same industry, the average monthly price growth was -6.05%, and the average quarterly price growth was -3.42%.
Reported Earning Dates
ARES is expected to report earnings on Feb 11, 2027.
BX is expected to report earnings on Jan 28, 2027.
Industries' Descriptions
@Investment Managers (+0.34% 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 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% | +0.53% | ||
| KKR - ARES | 83% Closely correlated | -1.49% | ||
| BX - ARES | 80% Closely correlated | -1.73% | ||
| TPG - ARES | 79% Closely correlated | -2.63% | ||
| OWL - ARES | 77% Closely correlated | -0.77% | ||
| APO - ARES | 77% Closely correlated | -2.29% | ||
More | ||||
BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX 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 BX jumps, then KKR could also see price increases.