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ARES: Fee Strength And Credit Competitiveness Will Drive Long-Term Performance

Published
06 Aug 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-9.7%
7D
3.5%

Author's Valuation

US$18014.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Decreased 0.11%

Analysts have slightly reduced their fair value estimate for Ares Management to $180.00 from $180.20. This change reflects recent adjustments to market expectations amid credit concerns, but ongoing support comes from strong investment activity and solid fee-related earnings.

Shared on 18 Oct 25

Fair value Decreased 5.65%

Alternative Investments And Global Expansion Will Unlock Fee Potential

Ares Management's analyst price target has been revised downward from $191 to $180.20 per share. This reflects analysts' views of modest changes in growth expectations and profit margins amid ongoing industry competition and evolving market conditions.

Shared on 04 Oct 25

Fair value Decreased 1.39%

Alternative Investments And Global Expansion Will Unlock Fee Potential

Ares Management's analyst price target has shifted modestly downward from $193.69 to $191.00, as analysts cite strong fundamentals but acknowledge a slower revenue growth outlook and increased market competition. Analyst Commentary Recent analyst updates on Ares Management reflect a balance of both optimism and caution regarding the firm’s future performance and valuation drivers.

Shared on 04 Sep 25

Alternative Investments And Global Expansion Will Unlock Fee Potential

Analysts maintain a positive outlook on Ares Management, citing robust investment performance, resilient business fundamentals, and management’s ability to meet key targets, supporting a consensus price target that remains unchanged at $193.69. Analyst Commentary Bullish analysts point to strong underlying investment performance across all Ares Management’s businesses, despite some quarter-to-quarter volatility in realized performance income.

Shared on 07 May 25

Fair value Decreased 23%

Alternative Investments And Global Expansion Will Unlock Fee Potential

Shared on 30 Apr 25

Fair value Increased 0.82%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 23 Apr 25

Fair value Decreased 1.96%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 8.76%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 9.46%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.15%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.76%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.43%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 70%

Fundraising And Acquisitions Will Unlock New Alternative Markets

AnalystConsensusTarget has decreased revenue growth from 26.8% to 23.7%, increased profit margin from 25.7% to 28.4% and increased future PE multiple from 30.2x to 45.4x.