Pricing Log in Create free account

Ares Management Corporation (ARES) vs KKR & Co. Inc. (KKR)

Ares Management Corporation and KKR & Co. Inc. are both Asset Management companies. KKR & Co. Inc. is the larger, with a market value of $78.7B against $37.7B — 2.1× the size. KKR & Co. Inc. trades at the lower P/E: 25.7× against 51.5×. KKR & Co. Inc. grew revenue faster over the last twelve months: 31.1% against 24.0%. KKR & Co. Inc. has the higher net margin (14.0% vs 8.94%) and the lower return on invested capital (1.08% vs 4.88%). Both pay a dividend; Ares Management Corporation yields more (4.61% vs 0.88%). Across the 21 metrics below, Ares Management Corporation leads on 13 and KKR & Co. Inc. on 8.

Valuation

Metric ARES KKR Asset Management median
P/E 51.46 25.66 13.99
P/S 4.24 3.62 2.76
P/B 3.55 1.03 0.85
Price to free cash flow 30.36 33.00 8.32
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 1.94% 3.90% 4.72%
Free cash flow yield 3.29% 3.03% 4.44%

Profitability

Metric ARES KKR Asset Management median
Gross margin 100.00% 44.08% 100.00%
Operating margin 18.08% 8.92% 33.42%
Net margin 8.94% 14.03% 13.37%
Free cash flow margin 13.96% 10.98% 12.36%
Return on equity 7.68% 4.23% 4.79%
Return on assets 1.88% 0.75% 1.55%
Return on invested capital 4.88% 1.08% 2.97%

Growth

Metric ARES KKR Asset Management median
Revenue growth (TTM) 24.03% 31.14% 7.42%
EPS growth (last fiscal year) (16.18%) (28.66%) (6.67%)
Revenue growth, 5-year CAGR 26.00% 35.69% 12.51%
Net income growth, 5-year CAGR 26.71% 2.96% 0.00%

Health

Metric ARES KKR Asset Management median
Debt to equity 0.83 0.69 0.44
Current ratio 0.26 0.09 1.30
Net debt to EBITDA 3.98 61.23 1.02

Dividend

Metric ARES KKR Asset Management median
Dividend yield 4.61% 0.88% 6.60%
Payout ratio 2.37 0.24 0.94

Size

Metric ARES KKR Asset Management median
Market cap 37.66b 78.66b 694.86m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack