Ares Management LP (ARES)vsBlackstone Group Inc (BX)
ARES
Ares Management LP
$126.67
-1.54%
FINANCIAL SERVICES · Cap: $41.07B
BX
Blackstone Group Inc
$124.05
-1.90%
FINANCIAL SERVICES · Cap: $149.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 159% more annual revenue ($15.48B vs $5.99B). BX leads profitability with a 22.7% profit margin vs 10.6%. ARES appears more attractively valued with a PEG of 0.92. BX earns a higher WallStSmart Score of 75/100 (B+).
ARES
Buy57
out of 100
Grade: C
BX
Strong Buy75
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 39 in profit
Strong operational efficiency at 54.4%
Earnings expanding 57.3% YoY
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Revenue surging 28.6% year-over-year
Areas to Watch
Trading at 11.4x book value
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Distress zone — elevated risk
Moderate valuation
Trading at 11.0x book value
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ARES
The strongest argument for ARES centers on PEG Ratio. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : BX
The strongest argument for BX centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 22.7% and operating margin at 54.4%. Revenue growth of 28.6% demonstrates continued momentum.
Bear Case : ARES
The primary concerns for ARES are Price/Book, P/E Ratio, Free Cash Flow. A P/E of 56.8x leaves little room for execution misses. Debt-to-equity of 3.75 is elevated, increasing financial risk.
Bear Case : BX
The primary concerns for BX are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.56 is elevated, increasing financial risk.
Key Dynamics to Monitor
ARES profiles as a value stock while BX is a growth play — different risk/reward profiles.
BX carries more volatility with a beta of 1.56 — expect wider price swings.
BX is growing revenue faster at 28.6% — sustainability is the question.
BX generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
BX scores higher overall (75/100 vs 57/100), backed by strong 22.7% margins and 28.6% 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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