COMP <GO>
ARES vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Ares Management Corporation (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: ARES 6
— BAC 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: ARES
LAST: $128.15 (+0.53%) • MKT CAP: $42.10B
roic
4.50%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARES VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARES | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.50% | 2.50% | +2.00 | ARES | /roic <GO> |
| EV/EBITDA & P/E Valuation | 64.1x | 30.2x | +33.90 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 7.16% | 2.10% | +5.06 | ARES | /fcf-yield <GO> |
| Operating Margin | 9.30% | 32.90% | -23.60 | BAC | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 27.00% | -19.40 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 44.20% | 6.80% | +37.40 | ARES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.63 | 0.45 | +1.18 | ARES | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | ARES | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 27.7 | +36.06 | ARES | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 0.90 | -0.03 | BAC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 83.0x | 10.9x | +72.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $42.10B | $357.61B | -$315.51B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARES REV | BAC REV | ARES GROSS % | BAC GROSS % | ARES FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.60B | $113.10B | 44.0% | 44.0% | $3.01B | $7.52B |
| FY 2024 | $3.88B | $105.86B | 44.0% | 44.0% | $2.62B | -$13.57B |
| FY 2023 | $3.63B | $102.77B | 44.0% | 44.0% | -$396.7M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARES // BETA 0.87
BAC // BETA 0.90