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Upturn AI Summary - About
Ares Management LP(ARES)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ARES
09/25/2026: ARES (1-star) is currently NOT-A-BUY. Pass it for now.
Ares Management is a leading global alternative asset manager with a deep focus on private credit, private equity, and real estate. The company is known for its strong, recurring management fee revenue and its leading position in the middle-market direct lending space. Its primary investment story centers on the growing demand for private market solutions from both institutional and wealth investors. Investors should monitor competitive pressure from larger peers and potential regulatory changes in the private credit sector, as well as the successful integration of its recent major real estate acquisitions. Ares may best suit investors looking for exposure to the private markets sector with an established track record.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Ares exhibits consistent long-term AUM growth and expansion in fee-generating assets. |
| Momentum investor | Strong fit while signal remains positive | The stock often follows broad market trends and sector-specific momentum in financial services. |
| Value investor | Mixed fit | The company's premium valuation often reflects high growth expectations, which may not satisfy deep-value criteria. |
| Dividend investor | Strong fit | Ares provides reliable quarterly dividends backed by predictable management fee revenue. |
| Low-risk investor | Mixed fit | While established, the firm is subject to market volatility inherent in the asset management and alternative investment sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price can fluctuate significantly with broader market sentiment and interest rate expectations. |
| Valuation risk | Medium | Ares often trades at a premium multiple, leaving less margin of safety for investors. |
| Competition risk (Alternative Asset Managers) | High | Intense rivalry with giants like Blackstone and KKR pressures margins and asset gathering. |
| Business quality | Strong | The firm benefits from high-margin management fees and a scalable, diversified business model. |
| Dividend income | Medium | Dividends are reliable but represent only one component of total expected shareholder returns. |
| Execution risk | Medium | Successful integration of large acquisitions is critical to maintaining long-term growth targets. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 19.3% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 40.48B USD | Price to earnings Ratio 55.71 | 1Y Target Price 147.89 |
Price to earnings Ratio 55.71 | 1Y Target Price 147.89 | ||
Volume (30-day avg) 2.1M shares | Beta 1.52 | 52 Weeks Range 92.59 - 173.15 | Updated Date 09/26/2026 |
52 Weeks Range 92.59 - 173.15 | Updated Date 09/26/2026 | ||
Dividends yield (FY) 4.11% | Basic EPS (TTM) 2.19 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management Fees | Recurring fees charged on AUM for credit, equity, and real estate strategies. | This is the 'bread and butter' revenue that provides stability and predictability. |
| Performance/Carried Interest | Profit sharing from investment gains exceeding certain thresholds. | This creates high-upside potential during bull markets but is inherently volatile. |
| Geography | Operations in North America, Europe, and Asia-Pacific markets. | Global diversification helps mitigate local economic downturns. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 55.71 | Forward PE 16.98 | Enterprise Value 42.11B | Price to Sales(TTM) 6.76 |
Enterprise Value 42.11B | Price to Sales(TTM) 6.76 | ||
Enterprise Value to Revenue 7.03 | Enterprise Value to EBITDA 18.37 | Shares Outstanding 223.96M | Shares Floating 219.76M |
Shares Outstanding 223.96M | Shares Floating 219.76M | ||
Percent Insiders 11.16 | Percent Institutions 93.55 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Ares Management LP
Exchange NYSE | Headquarters Los Angeles, CA, United States | ||
IPO Launch date 2014-05-02 | Co-Founder, Partner, CEO & Director Mr. Michael J. Arougheti | ||
Sector Financial Services | Industry Asset Management | Full time employees 4343 | Website https://www.ares.com |
Full time employees 4343 | Website https://www.ares.com | ||
Ares Management Corporation operates as an alternative asset manager. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment specializes in early venture, turnaround, mid venture, late venture, recapitalization, growth capital, middle market, mezzanine, distressed and growth buyouts. The firm seeks to invest in healthcare, services, energy, industrials and consumer. The firm seeks to takes majority, minority and shared-control investments primarily in under-capitalized companies in North America, Europe, Asia Pacific, Southeast Asia and Australia. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm prefers to invest between $1 million and $500 million in companies having EBITDA between $10 million and $250 million and debt investment value between $10 million and $100 million. Ares Management Corporation was founded in 1997 and is based in Los Angeles, California with additional offices in North America, Europe and Asia.
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