COMP <GO>
ARES vs BRK-A // 10Y YIELD & FRED MACRO BETA
Ares Management Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: ARES 3
— BRK-A 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: BRK-A
LAST: $128.15 (+0.53%) • MKT CAP: $42.10B
macro-sensitivity
0.87
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
macro-sensitivity
1.13
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARES VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARES | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.50% | 11.47% | -6.97 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 64.1x | 9.7x | +54.42 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 7.16% | 2.09% | +5.07 | ARES | /fcf-yield <GO> |
| Operating Margin | 9.30% | 27.80% | -18.50 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 22.30% | -14.70 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 44.20% | 3.93% | +40.27 | ARES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | ARES | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.0 | 68.1 | -6.10 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.87 | 1.13 | -0.26 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 83.0x | 24.3x | +58.66 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $42.10B | $1.20T | -$1.16T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARES REV | BRK-A REV | ARES GROSS % | BRK-A GROSS % | ARES FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.60B | $247.24B | — | — | $3.01B | $25.04B |
| FY 2024 | $3.88B | $249.71B | — | — | $2.62B | $11.62B |
| FY 2023 | $3.63B | $254.91B | — | — | -$396.7M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARES // BETA 0.87
BRK-A // BETA 1.13