ARES
Price
$187.98
Change
-$0.57 (-0.30%)
Updated
Aug 5, 04:59 PM (EDT)
Capitalization
25.71B
79 days until earnings call
IVZ
Price
$21.18
Change
+$0.17 (+0.81%)
Updated
Aug 5, 04:59 PM (EDT)
Capitalization
7.41B
84 days until earnings call
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ARES vs IVZ

Header iconARES vs IVZ Comparison
Open Charts ARES vs IVZBanner chart's image
Ares Management
Price$187.98
Change-$0.57 (-0.30%)
Volume$8.08K
Capitalization25.71B
Inves
Price$21.18
Change+$0.17 (+0.81%)
Volume$108.61K
Capitalization7.41B
ARES vs IVZ Comparison Chart in %
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ARES
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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ARES vs. IVZ commentary
Aug 06, 2025

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 IVZ is a StrongBuy.

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COMPARISON
Comparison
Aug 06, 2025
Stock price -- (ARES: $187.98 vs. IVZ: $21.17)
Brand notoriety: ARES and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: ARES: 111% vs. IVZ: 97%
Market capitalization -- ARES: $25.71B vs. IVZ: $7.41B
ARES [@Investment Managers] is valued at $25.71B. IVZ’s [@Investment Managers] market capitalization is $7.41B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.22B.

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 2 FA rating(s) are green whileIVZ’s FA Score has 2 green FA rating(s).

  • ARES’s FA Score: 2 green, 3 red.
  • IVZ’s FA Score: 2 green, 3 red.
According to our system of comparison, both ARES and IVZ are a good buy in the long-term.

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 IVZ’s TA Score has 3 bullish TA indicator(s).

  • ARES’s TA Score: 5 bullish, 4 bearish.
  • IVZ’s TA Score: 3 bullish, 5 bearish.
According to our system of comparison, ARES is a better buy in the short-term than IVZ.

Price Growth

ARES (@Investment Managers) experienced а +0.03% price change this week, while IVZ (@Investment Managers) price change was -2.53% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.88%. For the same industry, the average monthly price growth was +3.07%, and the average quarterly price growth was +12.72%.

Reported Earning Dates

ARES is expected to report earnings on Oct 23, 2025.

IVZ is expected to report earnings on Oct 28, 2025.

Industries' Descriptions

@Investment Managers (-0.88% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
ARES($25.7B) has a higher market cap than IVZ($7.41B). ARES has higher P/E ratio than IVZ: ARES (54.71) vs IVZ (12.27). IVZ YTD gains are higher at: 23.142 vs. ARES (8.067). ARES has higher annual earnings (EBITDA): 2.43B vs. IVZ (1.13B). IVZ has more cash in the bank: 1.93B vs. ARES (1.5B). IVZ has less debt than ARES: IVZ (9.05B) vs ARES (15.8B). IVZ has higher revenues than ARES: IVZ (5.72B) vs ARES (4.99B).
ARESIVZARES / IVZ
Capitalization25.7B7.41B347%
EBITDA2.43B1.13B215%
Gain YTD8.06723.14235%
P/E Ratio54.7112.27446%
Revenue4.99B5.72B87%
Total Cash1.5B1.93B78%
Total Debt15.8B9.05B175%
FUNDAMENTALS RATINGS
ARES vs IVZ: Fundamental Ratings
ARES
IVZ
OUTLOOK RATING
1..100
7782
VALUATION
overvalued / fair valued / undervalued
1..100
50
Fair valued
50
Fair valued
PROFIT vs RISK RATING
1..100
2044
SMR RATING
1..100
100100
PRICE GROWTH RATING
1..100
486
P/E GROWTH RATING
1..100
1523
SEASONALITY SCORE
1..100
n/an/a

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 (50) in the Investment Managers industry is in the same range as IVZ (50). This means that ARES’s stock grew similarly to IVZ’s over the last 12 months.

ARES's Profit vs Risk Rating (20) in the Investment Managers industry is in the same range as IVZ (44). This means that ARES’s stock grew similarly to IVZ’s over the last 12 months.

ARES's SMR Rating (100) in the Investment Managers industry is in the same range as IVZ (100). This means that ARES’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's Price Growth Rating (6) in the Investment Managers industry is somewhat better than the same rating for ARES (48). This means that IVZ’s stock grew somewhat faster than ARES’s over the last 12 months.

ARES's P/E Growth Rating (15) in the Investment Managers industry is in the same range as IVZ (23). This means that ARES’s stock grew similarly to IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ARESIVZ
RSI
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
48%
Bearish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
80%
N/A
MACD
ODDS (%)
Bullish Trend 2 days ago
82%
Bearish Trend 2 days ago
54%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
78%
Bearish Trend 2 days ago
67%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
70%
Advances
ODDS (%)
Bullish Trend 8 days ago
77%
Bullish Trend 14 days ago
70%
Declines
ODDS (%)
Bearish Trend 5 days ago
58%
Bearish Trend 5 days ago
66%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
61%
Aroon
ODDS (%)
Bullish Trend 2 days ago
68%
Bullish Trend 2 days ago
71%
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ARES
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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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 88% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARES
1D Price
Change %
ARES100%
+3.13%
KKR - ARES
88%
Closely correlated
+1.81%
OWL - ARES
86%
Closely correlated
+2.71%
CG - ARES
85%
Closely correlated
+2.93%
TPG - ARES
84%
Closely correlated
+2.33%
APO - ARES
82%
Closely correlated
+2.70%
More

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+1.89%
JHG - IVZ
79%
Closely correlated
+2.06%
CG - IVZ
74%
Closely correlated
+2.93%
KKR - IVZ
73%
Closely correlated
+1.81%
TROW - IVZ
71%
Closely correlated
+2.79%
ARES - IVZ
71%
Closely correlated
+3.13%
More