Ares Management LP (ARES)vsBlackstone Group Inc (BX)
ARES
Ares Management LP
$126.25
+2.52%
FINANCIAL SERVICES · Cap: $40.95B
BX
Blackstone Group Inc
$123.77
+1.18%
FINANCIAL SERVICES · Cap: $149.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 144% more annual revenue ($14.40B vs $5.91B). BX leads profitability with a 21.2% profit margin vs 10.5%. ARES appears more attractively valued with a PEG of 0.97. ARES earns a higher WallStSmart Score of 67/100 (B-).
ARES
Strong Buy67
out of 100
Grade: B-
BX
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 771.0% YoY
Growing faster than its price suggests
Revenue surging 28.3% year-over-year
Strong operational efficiency at 38.0%
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Keeps 21 of every $100 in revenue as profit
Areas to Watch
Trading at 9.9x book value
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
3.9% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : ARES
The strongest argument for ARES centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 28.3% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bull Case : BX
The strongest argument for BX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.2% and operating margin at 38.0%.
Bear Case : ARES
The primary concerns for ARES are Price/Book, P/E Ratio, Free Cash Flow. A P/E of 72.4x leaves little room for execution misses.
Bear Case : BX
The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARES profiles as a growth stock while BX is a mature play — different risk/reward profiles.
BX carries more volatility with a beta of 1.63 — expect wider price swings.
ARES is growing revenue faster at 28.3% — sustainability is the question.
BX generates stronger free cash flow (958M), providing more financial flexibility.
Bottom Line
ARES scores higher overall (67/100 vs 61/100) and 28.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ares Management LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Ares Management Corporation is an alternative asset manager in the United States, Europe, and Asia.
Blackstone Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.
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