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ARES vs MA

ARES
Ares Management Corporation
NEUTRAL
Price
$155.89
Market Cap
$51.07B
Sector
Financial Services
AI Confidence
68%
MA
Mastercard Incorporated
NEUTRAL
Price
$499.66
Market Cap
$445.92B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
ARES
68.07
MA
30.28
Forward P/E
ARES
23.77
MA
22.05
P/B Ratio
ARES
11.4
MA
57.74
P/S Ratio
ARES
9.54
MA
13.6
EV/EBITDA
ARES
38.71
MA
22.13

Profitability

Gross Margin
ARES
37.19%
MA
100.0%
Operating Margin
ARES
24.1%
MA
57.73%
Profit Margin
ARES
12.14%
MA
45.65%
ROE
ARES
17.09%
MA
209.91%
ROA
ARES
2.68%
MA
23.72%

Growth

Revenue Growth
ARES
46.7%
MA
17.6%
Earnings Growth
ARES
108.8%
MA
24.2%

Financial Health

Debt/Equity
ARES
1.47
MA
2.56
Current Ratio
ARES
0.49
MA
1.03
Quick Ratio
ARES
0.43
MA
0.68

Dividends

Dividend Yield
ARES
2.77%
MA
0.7%
Payout Ratio
ARES
181.01%
MA
18.4%

AI Verdict

ARES NEUTRAL

ARES exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating solid profitability and operational efficiency. However, the stock trades at a significant premium to both Graham's defensive value ($26.55) and intrinsic value ($67.56), currently priced at $155.89, reflecting high growth expectations. While revenue and earnings growth are robust—46.7% and 108.8% YoY respectively—the elevated valuation metrics (P/E of 68.07, P/B of 11.40) and bearish insider activity raise sustainability concerns. The technical trend is bearish, and the dividend payout ratio of 181% signals potential instability in income sustainability.

Strengths
Strong Piotroski F-Score of 7/9 indicates high financial health and consistent profitability
Exceptional year-over-year revenue (46.7%) and earnings growth (108.8%)
High return on equity (17.09%) outperforms sector average despite negative peer ROE
Risks
Extremely high P/E ratio (68.07) vs sector average (21.16) suggests overvaluation
Dividend payout ratio of 181.01% is unsustainable long-term
Insider selling of $562.11M in the last 6 months signals lack of confidence from executives
MA NEUTRAL

MA shows neutral fundamentals based on deterministic rules. Financial strength is strong (F-Score 6/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (45.6% margin)
Strong revenue growth of 17.6%
Strong ROE of 209.9%
Risks
High valuation with P/E of 30.3
Premium vs Graham Number ($56.68)
High debt burden with D/E of 2.56

Compare Another Pair

ARES vs MA: Head-to-Head Comparison

This page compares Ares Management Corporation (ARES) and Mastercard Incorporated (MA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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