COMP <GO>
ARES vs JPM // 10Y YIELD & FRED MACRO BETA
Ares Management Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: ARES 5
— JPM 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: JPM
LAST: $128.15 (+0.53%) • MKT CAP: $42.10B
macro-sensitivity
0.87
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARES VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARES | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.50% | 17.37% | -12.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 64.1x | 9.7x | +54.43 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.16% | -18.14% | +25.30 | ARES | /fcf-yield <GO> |
| Operating Margin | 9.30% | 42.07% | -32.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 32.63% | -25.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 44.20% | 13.53% | +30.67 | ARES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.63 | 0.37 | +1.26 | ARES | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | ARES | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 4.84% | +1.66 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 49.0 | +14.68 | ARES | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.87 | 1.00 | -0.13 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 83.0x | 13.6x | +69.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $42.10B | $895.92B | -$853.81B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARES REV | JPM REV | ARES GROSS % | JPM GROSS % | ARES FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.60B | $182.45B | 44.0% | — | $3.01B | -$147.78B |
| FY 2024 | $3.88B | $177.56B | 44.0% | — | $2.62B | -$42.01B |
| FY 2023 | $3.63B | $158.10B | 44.0% | — | -$396.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARES // BETA 0.87
JPM // BETA 1.00