ARES
Price
$163.05
Change
-$0.27 (-0.17%)
Updated
Sep 26 closing price
Capitalization
35.78B
26 days until earnings call
JBAXY
Price
$13.42
Change
+$0.10 (+0.75%)
Updated
Sep 26 closing price
Capitalization
13.83B
58 days until earnings call
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ARES vs JBAXY

Header iconARES vs JBAXY Comparison
Open Charts ARES vs JBAXYBanner chart's image
Ares Management
Price$163.05
Change-$0.27 (-0.17%)
Volume$2.62M
Capitalization35.78B
Julius Baer Group
Price$13.42
Change+$0.10 (+0.75%)
Volume$38.04K
Capitalization13.83B
ARES vs JBAXY Comparison Chart in %
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ARES
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY
Daily Signalchanged days ago
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ARES vs. JBAXY commentary
Sep 28, 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 Hold.

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COMPARISON
Comparison
Sep 28, 2025
Stock price -- (ARES: $163.05 vs. JBAXY: $13.42)
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: 189% vs. JBAXY: 38%
Market capitalization -- ARES: $35.78B vs. JBAXY: $13.83B
ARES [@Investment Managers] is valued at $35.78B. JBAXY’s [@Investment Managers] market capitalization is $13.83B. The market cap for tickers in the [@Investment Managers] industry ranges from $179.08B to $0. The average market capitalization across the [@Investment Managers] industry is $7.43B.

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 2 green FA rating(s).

  • ARES’s FA Score: 3 green, 2 red.
  • JBAXY’s FA Score: 2 green, 3 red.
According to our system of comparison, both ARES and JBAXY are a good buy in the long-term.

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 4 bullish TA indicator(s).

  • ARES’s TA Score: 4 bullish, 6 bearish.
  • JBAXY’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, JBAXY is a better buy in the short-term than ARES.

Price Growth

ARES (@Investment Managers) experienced а -10.90% price change this week, while JBAXY (@Investment Managers) price change was -3.59% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.95%. For the same industry, the average monthly price growth was +2.07%, and the average quarterly price growth was +39.07%.

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 (-1.95% 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
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FUNDAMENTALS
Fundamentals
ARES($35.8B) has a higher market cap than JBAXY($13.8B). ARES has higher P/E ratio than JBAXY: ARES (92.64) vs JBAXY (12.67). JBAXY YTD gains are higher at: 9.867 vs. ARES (-5.963). JBAXY has less debt than ARES: JBAXY (3.92B) vs ARES (13.5B).
ARESJBAXYARES / JBAXY
Capitalization35.8B13.8B259%
EBITDAN/AN/A-
Gain YTD-5.9639.867-60%
P/E Ratio92.6412.67731%
RevenueN/A3.89B-
Total CashN/AN/A-
Total Debt13.5B3.92B345%
FUNDAMENTALS RATINGS
ARES vs JBAXY: Fundamental Ratings
ARES
JBAXY
OUTLOOK RATING
1..100
5970
VALUATION
overvalued / fair valued / undervalued
1..100
22
Undervalued
22
Undervalued
PROFIT vs RISK RATING
1..100
2839
SMR RATING
1..100
9524
PRICE GROWTH RATING
1..100
5959
P/E GROWTH RATING
1..100
3296
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.

ARES's Valuation (22) in the Investment Managers industry is in the same range as JBAXY (22) in the null industry. This means that ARES’s stock grew similarly to JBAXY’s over the last 12 months.

ARES's Profit vs Risk Rating (28) in the Investment Managers industry is in the same range as JBAXY (39) 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 (59) in the null industry is in the same range as ARES (59) 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 (32) in the Investment Managers industry is somewhat better than the same rating for JBAXY (96) in the null industry. This means that ARES’s stock grew somewhat faster than JBAXY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ARESJBAXY
RSI
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
85%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
68%
Momentum
ODDS (%)
Bearish Trend 3 days ago
46%
Bearish Trend 3 days ago
45%
MACD
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
39%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
55%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
54%
Bearish Trend 3 days ago
49%
Advances
ODDS (%)
Bullish Trend 11 days ago
78%
Bullish Trend 18 days ago
65%
Declines
ODDS (%)
Bearish Trend 3 days ago
59%
Bearish Trend 4 days ago
56%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 3 days ago
75%
Aroon
ODDS (%)
Bearish Trend 3 days ago
50%
Bearish Trend 3 days ago
53%
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ARES
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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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%
+0.75%
TGOPY - JBAXY
29%
Poorly correlated
+2.54%
PGPHF - JBAXY
27%
Poorly correlated
-0.02%
JBARF - JBAXY
27%
Poorly correlated
-3.67%
ARES - JBAXY
22%
Poorly correlated
-0.17%
IGIFF - JBAXY
21%
Poorly correlated
-0.88%
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