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ARES or BX or CG
Which Stock Would AI Choose? Ares Management (ARES) vs. Blackstone (BX) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- Ares Management (ARES), Blackstone (BX), and The Carlyle Group (CG) are leading alternative asset managers with substantial assets under management (AUM) focused on private equity, credit, and real assets.
- In recent market activity, ARES has shown stronger year-to-date (YTD) total returns compared to BX, while CG has faced relatively softer momentum amid sector-wide pressures.
- All three firms benefit from growth in private credit and alternatives, but differ in scale, with BX holding the largest AUM at approximately $1.3 trillion.
- Recent weeks have featured consolidation in stock prices across the group, with performance influenced by broader market volatility and upcoming earnings reports.
- Valuation sensitivity to interest rates and fundraising cycles remains a key shared factor, alongside exposure to institutional investor sentiment.
- Relative positioning highlights trade-offs in growth drivers, with ARES demonstrating resilience in certain performance metrics during the period.
Introduction
Alternative asset managers Ares Management (ARES), Blackstone (BX), and The Carlyle Group (CG) represent prominent publicly traded players in the private markets sector. This comparison examines their stock performance, business models, and recent market positioning to assist institutional investors, portfolio managers, and traders evaluating relative opportunities within the alternatives space. The analysis draws on observable market data and developments to highlight contrasts in scale, momentum, and risk factors relevant to diversified equity strategies.
Ares Management (ARES) Overview and Recent Performance
Ares Management (ARES) operates as a global alternative asset manager specializing in credit, private equity, and real estate strategies. In recent market activity, the stock has exhibited resilience with positive year-to-date total returns exceeding broader market benchmarks. Key influences include steady AUM expansion, reported at $644 billion in recent updates, and ongoing demand for its credit-focused offerings. Sentiment has been supported by institutional inflows into private credit, though the shares have traded within a defined range amid overall sector volatility. Performance reflects a balance between growth in fee-earning assets and sensitivity to macroeconomic conditions affecting deployment rates.
Blackstone (BX) Overview and Recent Performance
Blackstone (BX) is the largest of the three by AUM, managing approximately $1.3 trillion across private equity, real estate, credit, and infrastructure. Recent market activity shows the stock trading in a relatively contained range, with performance roughly flat over trailing periods while remaining below prior highs. Influences include its scale and diversified platform, which provide stability, alongside anticipation of upcoming quarterly results. Sentiment has been shaped by continued fundraising success and exposure to institutional capital, tempered by broader market fluctuations impacting alternative asset valuations.
The Carlyle Group (CG) Overview and Recent Performance
The Carlyle Group (CG) focuses on private equity, credit, and real assets with AUM of approximately $477 billion. In recent market activity, the stock has experienced comparatively muted momentum relative to peers, consistent with sector-wide pressures on alternative managers. Key developments center on its established franchise in buyouts and credit strategies, with performance influenced by capital deployment cycles and investor allocation trends. Sentiment reflects ongoing adaptation to evolving market conditions, including interest rate dynamics affecting exit opportunities and valuations.
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Head-to-Head Comparison
Across business models, Blackstone (BX) emphasizes multi-strategy scale with the broadest AUM, while Ares Management (ARES) maintains a credit-centric approach and The Carlyle Group (CG) focuses on traditional private equity strengths. Growth drivers differ, with private credit expansion benefiting ARES and BX more prominently in recent periods. Recent momentum has favored ARES in relative total returns, whereas BX offers greater liquidity and institutional recognition, and CG contends with more pronounced year-to-date softness. Risk factors include shared exposure to fundraising cycles and valuation mark-to-market volatility, though BX’s diversification provides a buffer. Sector exposure to alternatives positions all three as sensitive to interest rate shifts and economic growth, with ARES showing potentially lower volatility in certain metrics. Market sentiment remains constructive on long-term alternatives demand but cautious on near-term deployment amid elevated valuations in private markets.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent performance, relative stability in AUM growth, and positioning within private credit tailwinds, Tickeron’s AI would currently assign a probabilistic edge to Ares Management (ARES) among the three. This assessment reflects stronger year-to-date metrics and resilience in sentiment indicators compared to peers, though outcomes remain subject to evolving market conditions and upcoming earnings data.
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.
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 whileBX’s FA Score has 2 green FA rating(s), and CG’s FA Score reflects 2 green FA rating(s).
- ARES’s FA Score: 1 green, 4 red.
- BX’s FA Score: 2 green, 3 red.
- CG’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 7 TA indicator(s) are bullish while BX’s TA Score has 6 bullish TA indicator(s), and CG’s TA Score reflects 8 bullish TA indicator(s).
- ARES’s TA Score: 7 bullish, 3 bearish.
- BX’s TA Score: 6 bullish, 3 bearish.
- CG’s TA Score: 8 bullish, 1 bearish.
Price Growth
ARES (@Investment Managers) experienced а +0.66% price change this week, while BX (@Investment Managers) price change was +2.43% , and CG (@Investment Managers) price fluctuated -1.45% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.16%. For the same industry, the average monthly price growth was -0.29%, and the average quarterly price growth was -12.08%.
Reported Earning Dates
ARES is expected to report earnings on Jul 31, 2026.
BX is expected to report earnings on Oct 15, 2026.
CG is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Investment Managers (-3.16% 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 | BX | CG | |
| Capitalization | 28.5B | 104B | 16.3B |
| EBITDA | 2.23B | N/A | N/A |
| Gain YTD | -19.864 | -13.890 | -22.130 |
| P/E Ratio | 58.30 | 29.08 | 31.10 |
| Revenue | 5.91B | 12.6B | 2.9B |
| Total Cash | N/A | N/A | N/A |
| Total Debt | 14.1B | 14.2B | 14.6B |
ARES | BX | CG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 40 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 14 Undervalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 58 | 69 | 87 | |
SMR RATING 1..100 | 97 | 29 | 70 | |
PRICE GROWTH RATING 1..100 | 53 | 49 | 59 | |
P/E GROWTH RATING 1..100 | 92 | 88 | 20 | |
SEASONALITY SCORE 1..100 | 75 | 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 (13) in the Investment Managers industry is in the same range as CG (13) and is in the same range as BX (14). This means that ARES's stock grew similarly to CG’s and similarly to BX’s over the last 12 months.
ARES's Profit vs Risk Rating (58) in the Investment Managers industry is in the same range as BX (69) and is in the same range as CG (87). This means that ARES's stock grew similarly to BX’s and similarly to CG’s over the last 12 months.
BX's SMR Rating (29) in the Investment Managers industry is somewhat better than the same rating for CG (70) and is significantly better than the same rating for ARES (97). This means that BX's stock grew somewhat faster than CG’s and significantly faster than ARES’s over the last 12 months.
BX's Price Growth Rating (49) in the Investment Managers industry is in the same range as ARES (53) and is in the same range as CG (59). This means that BX's stock grew similarly to ARES’s and similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (20) in the Investment Managers industry is significantly better than the same rating for BX (88) and is significantly better than the same rating for ARES (92). This means that CG's stock grew significantly faster than BX’s and significantly faster than ARES’s over the last 12 months.
| ARES | BX | CG | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 85% | N/A | 3 days ago 81% |
| Stochastic ODDS (%) | 3 days ago 61% | 3 days ago 63% | 3 days ago 62% |
| Momentum ODDS (%) | 3 days ago 78% | 3 days ago 68% | 3 days ago 75% |
| MACD ODDS (%) | 3 days ago 72% | 3 days ago 72% | 3 days ago 70% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 70% | 3 days ago 73% |
| TrendMonth ODDS (%) | 3 days ago 72% | 3 days ago 65% | 3 days ago 67% |
| Advances ODDS (%) | 3 days ago 77% | 3 days ago 70% | 3 days ago 68% |
| Declines ODDS (%) | 5 days ago 66% | 7 days ago 69% | 5 days ago 71% |
| BollingerBands ODDS (%) | 3 days ago 79% | 7 days ago 71% | 3 days ago 79% |
| Aroon ODDS (%) | 4 days ago 79% | 3 days ago 59% | N/A |
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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% | +4.31% | ||
| KKR - ARES | 83% Closely correlated | +3.53% | ||
| BX - ARES | 78% Closely correlated | +4.42% | ||
| OWL - ARES | 78% Closely correlated | +2.61% | ||
| TPG - ARES | 77% Closely correlated | +1.90% | ||
| APO - ARES | 77% Closely correlated | +3.03% | ||
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.