ARES
Price
$177.31
Change
-$2.74 (-1.52%)
Updated
Sep 5 closing price
Capitalization
38.91B
46 days until earnings call
JBAXY
Price
$14.28
Change
+$0.09 (+0.63%)
Updated
Sep 5 closing price
Capitalization
14.51B
77 days until earnings call
Interact to see
Advertisement

ARES vs JBAXY

Header iconARES vs JBAXY Comparison
Open Charts ARES vs JBAXYBanner chart's image
Ares Management
Price$177.31
Change-$2.74 (-1.52%)
Volume$1.64M
Capitalization38.91B
Julius Baer Group
Price$14.28
Change+$0.09 (+0.63%)
Volume$23.94K
Capitalization14.51B
ARES vs JBAXY Comparison Chart in %
Loading...
ARES
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
ARES vs. JBAXY commentary
Sep 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ARES is a StrongBuy and JBAXY is a StrongBuy.

Interact to see
Advertisement
COMPARISON
Comparison
Sep 08, 2025
Stock price -- (ARES: $177.31 vs. JBAXY: $14.28)
Brand notoriety: ARES and JBAXY are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: ARES: 120% vs. JBAXY: 14%
Market capitalization -- ARES: $38.91B vs. JBAXY: $14.51B
ARES [@Investment Managers] is valued at $38.91B. JBAXY’s [@Investment Managers] market capitalization is $14.51B. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.56B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

ARES’s FA Score shows that 3 FA rating(s) are green whileJBAXY’s FA Score has 3 green FA rating(s).

  • ARES’s FA Score: 3 green, 2 red.
  • JBAXY’s FA Score: 3 green, 2 red.
According to our system of comparison, JBAXY is a better buy in the long-term than ARES.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

ARES’s TA Score shows that 4 TA indicator(s) are bullish while JBAXY’s TA Score has 3 bullish TA indicator(s).

  • ARES’s TA Score: 4 bullish, 5 bearish.
  • JBAXY’s TA Score: 3 bullish, 4 bearish.
According to our system of comparison, ARES is a better buy in the short-term than JBAXY.

Price Growth

ARES (@Investment Managers) experienced а -1.05% price change this week, while JBAXY (@Investment Managers) price change was -0.70% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.76%, and the average quarterly price growth was +38.68%.

Reported Earning Dates

ARES is expected to report earnings on Oct 23, 2025.

JBAXY is expected to report earnings on Nov 24, 2025.

Industries' Descriptions

@Investment Managers (-0.32% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
ARES($38.9B) has a higher market cap than JBAXY($14.5B). ARES has higher P/E ratio than JBAXY: ARES (100.74) vs JBAXY (13.63). JBAXY YTD gains are higher at: 16.899 vs. ARES (1.625). JBAXY has less debt than ARES: JBAXY (3.92B) vs ARES (13.5B). ARES has higher revenues than JBAXY: ARES (4.83B) vs JBAXY (3.89B).
ARESJBAXYARES / JBAXY
Capitalization38.9B14.5B268%
EBITDA2.01BN/A-
Gain YTD1.62516.89910%
P/E Ratio100.7413.63739%
Revenue4.83B3.89B124%
Total Cash1.53BN/A-
Total Debt13.5B3.92B345%
FUNDAMENTALS RATINGS
ARES vs JBAXY: Fundamental Ratings
ARES
JBAXY
OUTLOOK RATING
1..100
7650
VALUATION
overvalued / fair valued / undervalued
1..100
24
Undervalued
15
Undervalued
PROFIT vs RISK RATING
1..100
2532
SMR RATING
1..100
9524
PRICE GROWTH RATING
1..100
5348
P/E GROWTH RATING
1..100
2094
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

JBAXY's Valuation (15) in the null industry is in the same range as ARES (24) in the Investment Managers industry. This means that JBAXY’s stock grew similarly to ARES’s over the last 12 months.

ARES's Profit vs Risk Rating (25) in the Investment Managers industry is in the same range as JBAXY (32) in the null industry. This means that ARES’s stock grew similarly to JBAXY’s over the last 12 months.

JBAXY's SMR Rating (24) in the null industry is significantly better than the same rating for ARES (95) in the Investment Managers industry. This means that JBAXY’s stock grew significantly faster than ARES’s over the last 12 months.

JBAXY's Price Growth Rating (48) in the null industry is in the same range as ARES (53) in the Investment Managers industry. This means that JBAXY’s stock grew similarly to ARES’s over the last 12 months.

ARES's P/E Growth Rating (20) in the Investment Managers industry is significantly better than the same rating for JBAXY (94) in the null industry. This means that ARES’s stock grew significantly faster than JBAXY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ARESJBAXY
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
60%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
61%
Momentum
ODDS (%)
Bearish Trend 3 days ago
58%
Bearish Trend 3 days ago
46%
MACD
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
49%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
56%
Bearish Trend 3 days ago
55%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
54%
Bullish Trend 3 days ago
52%
Advances
ODDS (%)
Bullish Trend 11 days ago
78%
Bullish Trend 3 days ago
64%
Declines
ODDS (%)
Bearish Trend 18 days ago
58%
Bearish Trend 5 days ago
56%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
90%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
43%
View a ticker or compare two or three
Interact to see
Advertisement
ARES
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BTCI59.020.71
+1.22%
NEOS Bitcoin High Income ETF
HKND34.500.17
+0.49%
Humankind US Stock ETF
AOK39.720.10
+0.25%
iShares Core 30/70 Cnsrv Allc ETF
NRES26.64N/A
N/A
Xtrackers RREEF Global Natrl Res ETF
VPU181.07-0.41
-0.23%
Vanguard Utilities ETF

ARES and

Correlation & Price change

A.I.dvisor indicates that over the last year, ARES has been closely correlated with OWL. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARES jumps, then OWL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARES
1D Price
Change %
ARES100%
-1.52%
OWL - ARES
87%
Closely correlated
-1.44%
KKR - ARES
87%
Closely correlated
-1.33%
CG - ARES
84%
Closely correlated
-1.82%
TPG - ARES
83%
Closely correlated
-0.85%
APO - ARES
82%
Closely correlated
-2.38%
More

JBAXY and

Correlation & Price change

A.I.dvisor tells us that JBAXY and TGOPY have been poorly correlated (+29% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that JBAXY and TGOPY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBAXY
1D Price
Change %
JBAXY100%
+0.60%
TGOPY - JBAXY
29%
Poorly correlated
+1.44%
PGPHF - JBAXY
27%
Poorly correlated
+3.99%
JBARF - JBAXY
27%
Poorly correlated
N/A
ARES - JBAXY
22%
Poorly correlated
-1.52%
IGIFF - JBAXY
21%
Poorly correlated
N/A
More