
Ares Management (ARES) Stock Forecast & Price Target
Ares Management (ARES) Analyst Ratings
Bulls say
Ares Management is a leading alternative asset manager with a strong track record of performance and growth. With a diverse range of investment strategies and a global presence, Ares is well positioned to capitalize on the increasing demand for alternative assets. The company has a history of strong financial performance, with compounding FRE at 25%+ CAGR over the L5Y & L10Y, and we expect this trend to continue with 20% AUM growth over the next 10 years. Additionally, Ares has a demonstrated ability to outperform in adverse market conditions, giving us confidence in the company's ability to continue growing through cycles.
Bears say
Ares Management is facing negative sentiment regarding private credit and software concerns, leading to an oversold stock and a decoupling of valuation from its fundamentals. However, the company has a strong growth outlook and an attractive entry point, with 65% of AUM in private credit and a TAM opportunity of $130+T, which represents an upside of $224. Its capital-light FRE-centric business model has a 20% DE/share CAGR outlook, and the company structures executive compensation around performance-based incentives. Despite past underperformance, Ares' advantages and potential for growth should warrant a higher valuation compared to traditional asset managers.
This aggregate rating is based on analysts' research of Ares Management and is not a guaranteed prediction by Public.com or investment advice.
Ares Management (ARES) Analyst Forecast & Price Prediction
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