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AGING Analysis Report
Jul 27, 2026
27 days ago · 100% complete
NOT DEPENDABLE This report predates a filing — its financial basis has been replaced.
Report generated: Jul 27, 2026 · Filing on record since: Aug 22, 2026 · 26 days after
For AI assistants & researchers — machine-readable summary of this page

What this page is: Delvantic's full research page for Ares Management Corporation (ARES) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.

Our current read (analysis of 2026-08-23): Designation Low · Gem Score -56 (−100…+100 Quality+Value blend) · Quality -22 · Value -83 · Sentiment -3 (timing only, not weighted) · Composite fair value $123.70 vs $126.51 at analysis

Page map (sections in order; each card carries a stable reference-name attribute you can cite):

  • profile-header / price-overview — company profile, live quote, market cap
  • extended-analysisthe core: three AI lens reads with findings, scores, and the analyst memo
  • future-predictions — our forward price-band predictions
  • market-narrative / ai-findings / gpt-critique — narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)
  • Members-only sections (render as login gates for anonymous readers): price-history, income-trend, key-metrics, financials (statement tables), insider-trading. The analysis above is public; the raw data tables require a free account.

More for machine readers: site briefing at /llms.txt · any ticker resolves at delvantic.com/stock/TICKER · raw inputs are public-company filings and market data (via licensed data feeds); every model, score, lens read, and prediction on this page is Delvantic's own analysis.

Ares Management Corporation

ARES NYSE
Financial Services · Asset Management
Los Angeles, CA 90067, United States ares.com Updated Jul 26, 10:44am
Price
$126.51
Market Cap
$41.7B
Employees
4,297
Beta
1.54
Avg Volume
2,258,530
Last Dividend
$4.94
CEO
Mr. Michael J. Arougheti

Ares Management Corporation is a global alternative investment manager specializing in private markets strategies across credit, private equity, real assets, and secondary solutions. The firm structures and manages investment vehicles that provide institutional and high-net-worth clients with access to diversified, often non-public assets and financing opportunities. Its credit platform spans direct lending, syndicated loans, and other credit strategies, while its private equity business focuses on control and growth investments in companies across multiple industries. In real assets, Ares Management Corporation manages investments in real estate and infrastructure-oriented strategies. The company also offers secondary solutions, providing liquidity and portfolio management options to existing investors in private funds. Headquartered in Los Angeles, California and founded in 1997, Ares Management Corporation operates through a broad international footprint, serving clients across North America, Europe, Asia-Pacific, and the Middle East and playing a significant role in the global alternative asset management industry.

Runs with full report Generated: Aug 4, 2026 11:25am
Price Overview
Price at report time
$126.51
as of Jul 27, 12:35am (27d ago)
Change · Jul 27
+5.23 (+4.31%)
Day Range
$120.62 – $126.58
52-Week Range
$95.80 – $195.26
50-Day MA
$123.53
200-Day MA
$134.78
Volume
1,818,200.00
Right now · live
Log in to get the live feed
Members see the real-time price and the move since this report (over 27d).
Share Structure
Outstanding 225,451,607.00
Float 215,924,782.00
Free Float 95.8%
High free float — 95.8% of shares trade freely, ~4.2% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Jul 27, 2026 12:42am (27d ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jul 27, 2026 12:42am (27d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
TD Twelve Data statement HEX SEC filing
Industry comparison last run: Jul 27, 2026 12:25am
P/E Ratio (Price per dollar of earnings)
HEX
Stock Price / EPS (Diluted)
74.42
Stock Price: $126.51
EPS (Diluted): 1.70
P/B Ratio (Price vs net asset value)
HEX
Stock Price / Book Value Per Share
9.18
Stock Price: $126.51
Total Equity: $4.28B
Shares: 310,212,941
EV/EBITDA (Total value vs operating profit)
HEX
Enterprise Value / EBITDA
27.99
Market Cap: $41.73B
Total Debt: $14.22B
Cash: $1.45B
EBITDA: $1.44B
Enterprise Value (Takeover price (cap + debt - cash))
HEX
Market Cap + Total Debt - Cash
$40.3B
Market Cap: $41.73B
Total Debt: $14.22B
Cash: $1.45B
Gross Margin (Revenue left after direct costs)
HEX
Gross Profit / Revenue
54.2%
Gross Profit: $3.04B
Revenue: $5.60B
Operating Margin (Revenue left after all operations)
HEX
Operating Income / Revenue
15.9%
Operating Income: $892.72M
Revenue: $5.60B
Net Margin (Revenue left as actual profit)
HEX
Net Income / Revenue
9.4%
Net Income: $527.36M
Revenue: $5.60B
ROE (Profit from shareholder equity)
HEX
Net Income / Total Equity
12.3%
Net Income: $527.36M
Total Equity: $4.28B
ROIC (Profit from all invested capital)
HEX
NOPAT / Invested Capital
4.4%
Operating Income: $892.72M
Tax Rate: 15.4%
Equity: $4.28B
Total Debt: $14.22B
Cash: $1.45B
Current Ratio (Can it pay short-term bills)
HEX
Current Assets / Current Liabilities
1.18
Current Assets: $8.87B
Current Liabilities: $7.49B
Debt/Equity (Leverage — debt vs equity)
HEX
Total Debt / Total Equity
3.33
Short-Term Debt: $2.25B
Long-Term Debt: $11.97B
Total Debt: $14.22B
Total Equity: $4.28B
Rev/Share (Top-line per share)
HEX
Revenue / Shares Outstanding
$18.06
Revenue: $5.60B
Shares: 310,212,941
Book Value/Share (Net assets per share)
HEX
(Total Assets - Total Liabilities) / Shares
$13.78
Total Equity: $4.28B
Shares: 310,212,941
FCF/Share (Real cash generated per share)
HEX
(Operating Cash Flow + CapEx) / Shares
$10.53
Operating CF: $3.27B
CapEx: $0.00
Shares: 310,212,941
Div Yield (Annual income from holding)
TD
Last Annual Dividend / Stock Price
3.9%
Last Dividend: $4.94
Stock Price: $126.51
Payout Ratio (Earnings paid out as dividends)
HEX
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: $527.36M
Dividends paid not available in cash flow statement
Industry Benchmarks
Last run: Jul 27, 2026 12:17am
Compares ARES against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Income Statement (Annual)
Last updated: Jul 27, 2026 12:42am (27d ago)
Metric 2021 2022 2023 2024 2025
Revenue $4.8B $3.7B $5.0B $3.9B $5.6B
Cost of Revenue $1.2B $1.5B $1.5B $1.7B $2.6B
Gross Profit $3.6B $2.2B $3.5B $2.2B $3.0B
Operating Expenses $2.2B $1.3B $1.3B $1.2B $2.1B
Operating Income $1.3B $980.4M $2.2B $946.1M $892.7M
Net Income $408.8M $167.5M $474.3M $463.7M $527.4M
EBITDA $1.5B $1.3B $2.4B $2.1B $1.4B
EPS $2.24 $0.87 $2.44 $2.04 $1.71
EPS (Diluted) $2.15 $0.87 $2.42 $2.04 $1.70
Balance Sheet (Annual)
Last updated: Jul 27, 2026 12:16am (27d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $1.4B $1.1B $1.5B $2.7B $1.4B
Total Current Assets $2.6B $2.2B $2.8B $4.2B $8.9B
Total Assets $21.6B $22.0B $24.7B $24.9B $28.6B
Current Liabilities $4.0B $3.4B $3.8B $4.3B $7.5B
Long-Term Debt $12.4B $13.2B $15.6B $12.9B $12.0B
Total Liabilities $17.8B $18.2B $20.3B $18.1B $20.0B
Total Equity $1.8B $1.6B $1.9B $3.5B $4.3B
Retained Earnings -$89.4M -$369.5M -$495.1M -$837.3M -$1.5B
Cash Flow (Annual)
Last updated: Jul 27, 2026 12:42am (27d ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow -$2.6B -$734.1M -$233.3M $2.8B $3.3B
Capital Expenditure
Free Cash Flow
Acquisitions (net)
Net Debt Issued / (Repaid)
Dividends Paid
Stock Buybacks
Net Change in Cash -$196.2M $46.3M -$41.7M $1.2B -$1.0B
Growth Trends (YoY %)
Last updated: Jul 27, 2026 12:42am (27d ago)
Metric 2022 2023 2024 2025
Revenue Growth -21.6% +33.7% -22.1% +44.2%
Gross Profit Growth -37.9% +56.9% -38.5% +41.0%
Operating Income Growth -27.2% +123.3% -56.8% -5.6%
Net Income Growth -59.0% +183.1% -2.2% +13.7%
EBITDA Growth -9.4% +81.7% -14.2% -30.9%
Dividend History (Last 20)
Last updated: Jul 25, 2026 3:23am (29d ago)
Date Dividend Declaration Record Payment
2026-06-16 $1.35
2026-03-17 $1.35
2025-12-17 $1.12
2025-09-16 $1.12
2025-06-16 $1.12
2025-03-17 $1.12
2024-12-17 $0.93
2024-09-16 $0.93
2024-06-14 $0.93
2024-03-14 $0.93
2023-12-14 $0.77
2023-09-14 $0.77
2023-06-15 $0.77
2023-03-16 $0.77
2022-12-15 $0.61
2022-09-15 $0.61
2022-06-15 $0.61
2022-03-16 $0.61
2021-12-16 $0.47
2021-09-15 $0.47
0Company Classification 1Industry Landscape 2Company Momentum 3Forward Projection 4aDCF Valuation 4bEarnings Power Value 4cAnchored PE 4dReverse DCF 4eRevenue-Based DCF 4fAnchored P/S 4gScenario Analysis 4hDividend Discount Model 4iBook Value Analysis 4jInsider Activity 4fCash Flow Quality 4gDebt Maturity Risk 4hMacro Environment 4iSector Intelligence 4jRevenue Confidence 4kSensitivity Analysis 4lSector Demand Cycle 5AI Investigation 5bThesis Evaluation 6Valuation Synthesis
computed not applicable not yet run 14 computed · 6 not applicable · 4 not yet run
Risk : Reward — if the last quarter repeats
Live · as of 2026-08-23 02:38
-0.8 : 1 recovery upside vs repeat-quarter downside
Even the bull case prices 55% below today — the ratio here measures the model-vs-market gap, not payoff odds. Another quarter like the worst recent one costs 69%. Caveat: revenue-DCF fits financials poorly (reported revenue omits net interest) — treat the legs as rough.
CaseGrowthMarginFair valuevs price ($126.51)
Bull — recovery +28% 14.2% $56.38 -55%
Base — stabilizes +18% 12.3% $38.31 -70%
Bear — keeps slipping +9% 10.5% $25.35 -80%
Stress — last quarter repeats +24% 10.4% $38.72 -69%
The next quarters keep the trajectory of the worst recent matched quarter (ending 2026-06-30) — growth stays at 24.3% and margins bend by the same profit-vs-revenue ratio (×1.00). Stress is a trajectory, not a prediction — it answers "what if the ship's current heading simply continues," which history says is the case to respect.
Why this is appearing: this company files quarterly, so its recent trajectory could be measured rather than assumed — the engine matched Jun 2026, Mar 2026 against the same quarters one year earlier and found revenue +26.8% · net income +59.2% year-over-year. That measured heading is what the stress case extends forward. Of those, the stress case extends the worst matched quarter — the one ending Jun 30, 2026 (revenue +24.3% YoY) — not the average. Data measured through Jun 30, 2026 — this card recalculates automatically when the next quarterly filing is ingested. Companies without quarterly filings (many foreign listings) never show this card: with no measured trajectory, there is nothing honest to repeat.
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ARES — it's generated by the pipeline (market-narrative step).
Claude Reading
Independent analyst synthesis · claude-opus-4-7 · generated 2026-07-27 00:42:29
Verdict I agree directionally with the Synthesis that fair value is closer to $70–$85 than $126, but I'd dissent on the severity. The composite $68 fair value under-weights the durability of management fee streams and the optionality on carry realization in a normalizing rate environment. My anchor is $80–$95 — roughly 45–55x current earnings, or ~25x a normalized FRE base, which is a defensible premium for scale in alternatives but a meaningful discount to current price. At $126.51 you're paying full narrative freight with no margin of safety, and the $14.2B debt load plus 4.4% ROIC means this is not the capital-light compounder the bulls describe. Insider activity is neutral-to-mildly-positive, not the smoking gun Market Forces claims. I'd wait for either (a) a 25–30% drawdown to the mid-$90s, (b) a clean FRE-heavy quarter showing fee resilience, or (c) evidence of accelerating fundraising in a stabilized rate regime. Owning ARES here requires believing the narrative layer holds for another 5+ years, and narratives with "moderate" durability and rate-cycle exposure don't earn a 74x multiple in my book.

Reading the raw numbers first: Ares posted $5.60B revenue in 2025 vs $3.88B in 2024 — that 44% YoY jump is real but the annual series is genuinely lumpy ($4.76B in 2021, $3.73B in 2022, $4.99B in 2023, $3.88B in 2024, $5.60B in 2025), which is exactly what you'd expect from a manager where performance fees and carry crystallization drive the tape. Net income of $527M on $5.60B gives a 9.4% net margin — thin for an "asset-light compounder." Operating margin at 15.9% is well below what pure fee-based managers like BX or BAM print in good years. ROIC of 4.4% and ROA of 1.8% are the tells: this isn't a capital-light royalty stream, it's a $14.2B-debt-financed balance sheet earning modest spreads, with $4.28B of equity supporting it (D/E 3.3x). At $126.51 the market pays 74x earnings and 7.0x sales for that. That's a narrative multiple, not a cash-flow multiple.

Where I diverge from the prior stack: the Market Forces call ("over-levered credit manager experiencing portfolio impairments … extreme insider selling") is overwritten. The insider tape shows F-InKind (tax withholding on vesting, not discretionary sales), two P-Purchases in Feb 2026, and small S-Sales of a few hundred to ~1,100 shares — this is noise, not a distress signal, and the Secondary Signals correctly tag it as Net Insider Buying. Market Forces contradicts its own data feed. The Synthesis fair value of $68–$76 is directionally right on a pure DCF basis but ignores that alt managers have traded at premium multiples for a decade — KKR, BX, APO all sit at elevated P/Es because FRE (fee-related earnings) grows at 15–20% even when GAAP EPS is choppy. The Narrative layer is the most honest read here: ~$68 of fundamentals plus ~$58 of TAM-expansion story, and the story is plausible but not in the cash flows.

The contrarian argument I'd actually make: bears are anchoring on GAAP net income, which understates the economics of a fee-earning platform where AUM growth compounds silently. Operating CF of $3.27B against a $41.7B market cap is a 7.8% cash yield — not cheap, but not the 74x P/E horror show either. If you believe management fees on ~$450B+ AUM grow at 10–12% for five years, the earnings base doubles and today's price becomes ~35x forward on realized fee earnings — expensive but defensible for a category leader. The real risk isn't insider selling or "impairments"; it's fundraising velocity in private credit as spreads compress and direct-lending competition (from every bank, BDC, and sovereign wealth fund) erodes fee rates. That's the thesis-break, and it's not in Q1 2026 numbers yet. Also worth flagging: the 2026-Q1 revenue field is blank while NI shows $223.4M — data is incomplete, and the "44.2% recent revenue YoY" is comparing lumpy carry-heavy quarters, so don't lean on it.

GPT Reading
Independent reading · gpt-5.4 · generated 2026-07-27 00:42:46
Verdict I agree with Opus on direction but not generosity — ARES is overvalued at $126.51, and I’d anchor fair value closer to $70–$85, with the low end more credible than Opus’s $80–$95 because the reported margin/ROIC profile does not earn a premium multiple.

What jumps out to me is not just that Ares is “lumpy,” but that the accounting profile is fundamentally mismatched with the valuation investors are granting it. Over five annual periods, revenue has ricocheted from $4.76B to $3.73B to $4.99B to $3.88B to $5.60B, yet net income barely moved in proportion: $408.8M, $167.5M, $474.3M, $463.7M, $527.4M. That tells me the business is scaling AUM and fee streams, but not converting reported growth into a clean earnings ramp. The 2025 rebound to $5.60B of revenue looks impressive, but operating income actually fell from $946.1M in 2024 to $892.7M in 2025, so the biggest revenue year in the set was not the best operating year. That is the core issue for me: this is a manager with meaningful embedded franchise value, but the income statement does not justify paying 74.4x earnings and 7.0x sales unless you are underwriting a lot of future monetization that still has to arrive. The balance sheet reinforces the point. With $14.22B of debt against $1.45B cash and $4.28B equity, this is not a pristine fee annuity wearing a premium multiple; it is a leveraged alternative-asset platform whose equity valuation already assumes continued fundraising, stable fee rates, and benign credit conditions.

The quarterly pattern makes the same case. Revenue stepped from $677.7M in 2023’s third quarter to $735.8M, $874.9M, $842.0M, $1.24B, and then $1.00B in 2025’s first quarter, but margins are erratic even where data exists: 17.2%, -7.8%, 19.5%, 25.7%, 6.7%, then Q1 2026 has net income of $223.4M with revenue blank. That is not the profile of a simple compounding machine; it is the profile of a business where realizations, incentive income, and timing matter a lot. I do think operating cash flow of $3.27B in 2025 is the strongest counterpoint to a pure GAAP-bear case, because it says the franchise throws off real cash even if reported earnings look mediocre. But I would not leap from that to comfort: absent capex and free cash flow disclosure, and given the known noisiness in alternative managers’ cash timing, I’m not willing to treat OCF as a clean substitute for normalized earnings power. My read is straightforward: Ares deserves a premium to average financials because scale in alternatives matters, but today’s price assumes steadier economics than the reported history shows.

I agree with Opus on the most important conclusion: $126.51 is too rich, and the stock is being priced more on the alternatives-growth narrative than on demonstrated earnings power. I also agree with Opus that the “extreme insider selling” line is wrong; the tape is dominated by F-InKind entries and tiny discretionary sales, offset by February purchases of 10,000 shares and 480 shares, which is not a distress pattern. I further agree with Opus that the blank 2026-03-31 revenue field makes any crisp near-term revenue-growth story less reliable than it looks. Where I disagree is on his willingness to anchor fair value as high as $80–$95 and to frame the downside as mostly a lack of “margin of safety.” I think that is too forgiving of the actual economics in the annual data. A company with 2025 net margin of 9.4%, operating margin of 15.9%, ROIC of 4.4%, and debt-to-equity of 3.3x should not casually command even 45–55x current earnings unless you have a far clearer bridge to materially better normalized profitability than this dataset provides. Opus says the composite $68 fair value “under-weights the durability of management fee streams”; I think he under-weights how weak the translation from revenue to operating profit has been.

I also disagree with Opus’s partial defense of the sector premium by citing peers conceptually. He argues that alt managers trade on FRE-like metrics because fee-related earnings can grow 15–20% even when GAAP EPS is choppy. That is true as a sector framing, but in this briefing we do not actually have Ares FRE, fee-paying AUM, or a clean management-fee breakout to support importing that premium with confidence. We have the opposite problem: total revenue up 44% in 2025 while operating income declines 5.6%. That gap should make an analyst more conservative, not less, about assigning a premium multiple based on normalized fee earnings that are not visible here. I do agree with his point that the real risk is fundraising velocity and fee compression in private credit rather than some near-term insider or impairment scare. But I’d state it more bluntly: if private credit becomes even modestly more competitive, a business already showing only 15.9% operating margin on $5.60B of revenue has very little valuation support at 7.2x EV/revenue and 28.0x EV/EBITDA. In other words, the thesis is not merely “the narrative may fade”; it is “the present valuation leaves no room for ordinary industry pressure.”

A careful skeptic of both my view and Opus’s would say we are over-penalizing Ares for GAAP noise and balance-sheet optics that are common in the space, while ignoring that $3.27B of operating cash flow and a 3.9% dividend yield may better represent owner economics than a 74x P/E suggests. They would add that if the missing Q1 2026 revenue data masks another strong fee quarter, today’s multiple on normalized distributable earnings could be much lower than it appears. That is fair. But based on the numbers actually in front of us, the burden of proof belongs to the bull, not the skeptic.

Grok Reading
Grok (xAI) reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No Grok reading yet for ARES — it's generated by the pipeline (grok-critique step) alongside the other Big-3 seats, when a report is run on this ticker.
Advanced Analysis Forensic deep-dive · separate lenses
Separate reads — Company Quality (is it a great business?), Valuation (is it mispriced?), and General Sentiment (how macro + narrative are pushing it), kept deliberately apart · 2026-07-27 00:54:15
Delvantic - Cairn AI
Quality - wait for a dip (pass at $126) 8/10
Elite alts franchise trading ~40% above deserved value with heavy dilution and a jittery tape - great business, wrong price.
The cruxWhether you're willing to underwrite perpetual AUM/fee growth AND absorb 13%/yr share issuance at 67% above composite fair value - I'm not.
Forensic checks Derived mechanically from ARES's filed financials — not from the AI lenses
Liquidity & RunwaySelf-Funding
DilutionHeavy Dilution
Earnings QualityPoor — Multiple Red Flags
The four lensesswitch a tab for its full read — score + evidence
Company Quality
-22
Mixed
edge √Σ 109 · risk √Σ 132 · conf 6/10

Ares is a scaled alternative asset manager showing genuine top-line strength — revenue $5.60B in the latest year vs $4.76B four years prior, and FCF has swung decisively positive to $3.27B from deeply negative prints in 2021-2022. Operating margin is volatile (28% to 44% to 16%) which for an alt manager typically reflects performance/carry timing and investment-company consolidation accounting rather than underlying deterioration in the fee business. The franchise itself — permanent-capital-heavy credit and real assets platform — is durable and cash-generative.

Strengths 3
m78
Cash generation inflected hard
FCF moved from -$2.6B (2021) and -$734M (2022) to +$2.79B and +$3.27B in the last two years — a real, sustained cash engine now.
m65
Scaled, sticky franchise
Revenue $5.60B (2025) up from $4.76B (2021) with fee-related earnings model on largely permanent/long-dated capital — classic alt-manager durability.
m40
Insider open-market buys exist
Bhutani $1.3M and Olian $60K open-market purchases in Feb 2026 are genuine P-code conviction, small but directional.
Concerns 5
m82
Severe share count growth
Diluted shares 190M to 310M in four years (~13% CAGR) — even with FCF growing, per-share compounding is heavily diluted; the 2024-to-2025 jump alone was ~36%.
m55
Earnings quality signals weak on GAAP
OCF/NI 0.2x and Altman Z 1.54 in distress zone; some of this is consolidated-fund accounting noise, but it means reported GAAP net income is not a clean proxy for owner earnings.
m50
Operating margin volatility
OpM swung 28 to 26 to 44 to 24 to 16% — makes underlying profitability hard to track and suggests carried-interest/mark-to-market swings dominate reported profit.
m55
Net debt $12.8B, short-term debt exceeds cash
$2.25B short-term debt vs $1.45B liquid cash — refinancing exposure exists, though much sits inside consolidated fund vehicles rather than at HoldCo.
m45
Insider dollar flow is net selling
$91.4M of S-code sales vs $1.3M P-code buys over 12 months; senior execs (Arougheti, deVeer) show large F-InKind tax dispositions on big awards — normal but net-of-vesting they are monetizing.
This is a high-quality franchise with a real cash engine now humming, but the equity is being printed aggressively — 13%/yr share count growth is a serious quality demerit that even a great business struggles to outrun on a per-share basis. The GAAP earnings-quality flags (Z-score, OCF/NI) look scarier than they probably are because of consolidated-fund accounting, but I cannot verify that from the derived data alone. Net-net: good business, disciplined capital allocation at the per-share level is the open question, and the insider tape is not the conviction signal the summary suggests.
Verify before trusting this (5)
  • How much of consolidated debt and OCF/NI distortion is attributable to consolidated funds/CLOs vs HoldCo — check 10-K segment/HoldCo-only financials.
  • Fee-related earnings (FRE) and fee-paying AUM growth trajectory — the real quality metric for an alt manager, not GAAP OpM.
  • Source of the 2024-to-2025 diluted share jump from 227M to 310M — was there an equity raise, GCP acquisition consideration, or AOG unit conversion?
  • Realized vs unrealized carried interest composition of net income — determines earnings quality more than accruals ratio.
  • Management fee mix and permanent-capital percentage of AUM — durability check.
Valuation / Mispricing
-83
Overvalued
edge √Σ 25 · risk √Σ 108 · conf 6/10
Price $126.51 vs deserved ~$75 composite (range $41-$86) - roughly 40% overvalued, no margin of safety. attractive below $85.00

The e2e work triangulates a deserved price in the $41 (EPV floor) to $85 (anchored PE) range, with a composite around $75 and a signal-adjusted $68 - roughly 40-46% below the $126.51 tape. Even giving full credit to the quality of the franchise (secular alts tailwind, sticky fee streams, scale moat), you have to reach well past the anchored-PE line to justify today's price, which implies the market is capitalizing near-perfect AUM growth, fee stability through a credit cycle, and no cost from the 13%/yr share issuance. That is the definition of priced-for-perfection. The earnings-quality haircut (poor, -2) and the aggressive dilution flagged by the quality lens argue for a LOWER deserved multiple, not a higher one - the per-share compounding story is materially weaker than the AUM story. I discount the $41 EPV floor as too punitive for a fee-based compounder, but I also discount any bull case that leans on the fair-value being wrong; three independent methods all land below $90. Gap is real, but alt-managers routinely trade above intrinsic on narrative, so I am cautious calling this a short - it is simply not a buy here.

Cheap signals 2
m20
EPV floor likely too harsh
$41.14 EPV assumes no growth, which is unrealistic for a scaled alts platform - the true floor is probably closer to the $85 anchored-PE, narrowing but not closing the gap.
m15
Category commands a narrative premium
Peer alt-managers (BX, KKR, APO) routinely trade above DCF/EPV on secular narrative, so some premium to composite FV is normal - but ~67% is stretched even by that standard.
Rich / priced-in 4
m70
Price 67% above composite FV
$126.51 vs $75.64 composite and $68.53 signal-adjusted implies -46% upside. Three methods (EPV, anchored PE, composite) all cluster below $86.
m55
Priced for perpetual AUM growth
Bear case is right that the premium bakes in uninterrupted fee-earning AUM growth and fee stability through a normalized-rate, turning-credit environment - heroic in combination.
m50
Dilution not in the multiple
13%/yr share count growth means AUM/fee growth has to clear a very high per-share hurdle; market appears to be valuing platform growth without netting shareholder dilution.
m35
Low earnings quality argues for discount, not premium
Earnings-quality signal is Poor (-2). Even if consolidated-fund accounting explains part of it, the deserved multiple should be haircut, not expanded.
I do not want to pay $126 for a business that three separate methods say is worth $68-$86, especially when the company is issuing 13% more shares a year and the GAAP earnings run hot. This is a genuinely great franchise, but greatness is fully in the price and then some. I would need it in the mid-$80s before the risk-reward flips - anything above $110 is me underwriting the bull narrative with no margin of safety. Fairly-valued this is not; it is rich, and I am comfortable saying so.
Verify before trusting this (5)
  • Fee-related earnings vs GAAP net income reconciliation to size the earnings-quality haircut properly
  • Fee-earning AUM growth guidance and management fee rate trajectory
  • Share count growth guidance - is 13%/yr the run-rate or a one-off from acquisitions
  • Sensitivity of anchored-PE fair value to a normalized (lower) fee-related earnings multiple
  • Realized carry vs unrealized - how much of reported earnings is durable cash
General Sentiment
-3
Balanced
tail √Σ 91 · head √Σ 94 · conf 6/10

ARES sits in a tug-of-war. The dominant narrative - a platform-monopoly toll-taker on the secular rotation into private credit and alternatives - is strong and durable enough to keep sponsor bids underneath the stock, and the Batibig financing headline reinforces the 'Ares is everywhere in private credit' story that the cult buys into. Recent momentum is real (up 44% vs a 6% long-term CAGR), and leverage coming down (D/E 8.3 to 3.3) supports the quality-compounder framing that this crowd rewards with a premium multiple.

Tailwinds 3
m68
Platform-monopoly narrative still intense
Private credit / alternatives is one of the market's favorite structural stories, and ARES is the cleanest large-cap expression. Intensity strong, durability moderate - keeps a bid under the name.
m45
Deal-flow headlines reinforce the story
The Batibig / Charterhouse financing keeps ARES visible as the go-to private credit lender, feeding the TAM-expansion narrative right into the print.
m40
Strong recent momentum
44% recent move vs 6% long-term CAGR shows the tape has been rewarding this name; trend followers and momentum funds are positioned long.
Headwinds 4
m55
High beta into a jittery tape
Beta 1.54 with VIX at an 82nd-percentile 18.6 and S&P 2.6% off highs means any risk-off flare-up hits ARES 1.5x harder than the index - and asset managers de-rate fastest when volatility spikes.
m50
Analyst tone cooling into earnings
Morgan Stanley reiterated Hold, and multiple outlets are openly framing the stock as 'pricey' with earnings-beat ingredients missing. That is a soft-negative setup into next week's print.
m45
Rates regime pressures the bull case
10y at 4.71% and market PE 26.6 is exactly the macro backdrop the bear thesis needs - normalized rates threaten LP illiquidity appetite and the perpetual-AUM-growth premium baked into the price.
m35
Narrative-vs-fundamentals gap is visible
Commentary flagging a premium to DCF / fair value means the story is running ahead of numbers; any narrative crack (credit event, redemption headline) would de-rate quickly.
Net read is roughly balanced, leaning slightly negative into the print. The platform-monopoly narrative is genuinely strong and momentum is on ARES's side, but a 1.54-beta name at a premium multiple, into a nervous tape with VIX elevated, analysts calling it pricey, and Morgan Stanley on Hold - that is not a sentiment setup that lets the stock run further without a clean beat-and-raise. I would call it Balanced with headwind risk if earnings disappoint.
Verify before trusting this (4)
  • Q2 2026 earnings tone next week - fee-related earnings and fundraising pace vs consensus
  • Any private-credit stress or default headline that cracks the platform-monopoly story
  • Analyst target revisions post-print - whether Hold ratings spread or flip to Buy
  • VIX behavior and 10y direction - a rates spike is the fastest way to compress alt-manager multiples
The market-wide tape + this name's exposure to it (beta / sector / narrative durability). Context on the non-fundamental pressure — not a call on the business or the price. processId: detail-general-sentiment
Growth Outlook
not run

This lens hasn't been run for this ticker yet.

The forward growth verdict — is the business itself likely to grow (next 2 quarters / year 1 / years 2–3), judged against its category and against printed expectations. The full horizon ladder + creme renders on the Growth Outlook card above. Not a call on the price (Valuation owns that) or the tape (Sentiment owns that).
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Lenses kept deliberately separate — Company Quality (price-agnostic), Valuation (price-conditional), General Sentiment (non-fundamental macro/narrative pressure), and Growth Outlook (the forward growth verdict). The scores are not blended. Filing-level items (convertibles, lock-ups, customer concentration) are v2 — see each lens's "verify."
Price Prediction
Lower -17.8% v0.6.0 View full prediction →

When we made this prediction on Jul 27, 2026, ARES was $126.51. We expect it to be $104.00 by Jan 2027, and we consider it great value under $85.00. This is an early model (v0.6.0) — the direction is more reliable than the exact price. Made Jul 27, 2026.

Price when predicted$126.51
Our estimate for Jan 2027$104.00-17.8%
Great value below$85.00
Price history shown (6 Months)

Blue is our prediction, starting the day we made it. Grey is a slower route to the same place — the same destination, taking longer. Black is the actual price, so you can see how we are doing.

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My Notes personal — only you see this
v1.1.562 · 9b2927c4 · 2026-08-22 16:52:06