ARES
Ares Management Corporation
There isn't enough reported data to score ARES yet.
SOFI
SoFi Technologies, Inc.
SOFI's fundamentals are strong and it looks cheap: trading at 28x earnings, below its usual 43x. Analysts expect strong earnings growth.
ARES Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Stable | |
| N/A | |
| N/A |
ARES's profitability is currently stable. There isn't enough data to rate its revenue. Free cash flow and net leverage aren't meaningful measures for financial services companies like ARES.
SOFI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| N/A | |
| N/A |
SOFI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SOFI.
ARES PE Valuation
ARES has no meaningful PE right now: it lost money over the past year.
SOFI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $15.63 | — |
| Current | 28x | $15.63 | — |
| Cheap | 33x | $18.24 | +17% |
| Fair | 43x | $23.82 | +52% |
| Expensive | 53x | $29.74 | +90% |
Historical ranges are pointers, not guarantees.
SOFI's PE is in its cheap range at 28x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
ARES Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Strong growth | |
| Weakening | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for ARES, but weaker profitability.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
SOFI has the edge over ARES on the outlook, with more favorable profitability expectations.
ARES Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.53 | +220% |
| Q4 2024 | $2.04 | -16% |
| Q3 2024 | $2.20 | +1.4% |
| Q2 2024 | $1.95 | +18% |
| Q1 2024 | $2.26 | +102% |
| Q4 2023 | $2.42 | +178% |
| Q3 2023 | $2.17 | +136% |
| Q2 2023 | $1.65 | +3.8% |
| Q1 2023 | $1.12 | -46% |
SOFI has the stronger earnings trend. Trailing diluted EPS is down 16% for ARES versus SOFI flat.
SOFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.82 | +47% |
| Q3 2026 | $0.56 | 0% |
| Q2 2026 | $0.49 | -2% |
| Q1 2026 | $0.45 | +4.7% |
| Q4 2025 | $0.39 | 0% |
| Q3 2025 | $0.56 | +367% |
| Q2 2025 | $0.50 | +$0.72 |
| Q1 2025 | $0.43 | +$0.72 |
| Q4 2024 | $0.39 | +$0.75 |
SOFI earned $0.56 per share over the past year, about the same as the year before.
ARES Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q4 2024 | $1.2B | +11% |
| Q3 2024 | $842M | +24% |
| Q2 2024 | $874.9M | +11% |
| Q1 2024 | $735.8M | +13% |
| Q4 2023 | $1.1B | +0.7% |
| Q3 2023 | $677.7M | +12% |
| Q2 2023 | $785.1M | +28% |
| Q1 2023 | $653.7M | +18% |
ARES has the stronger quarterly revenue trend. Revenue is up 71% for ARES versus up 44% for SOFI.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | N/A |
| Q4 2024 | 32% | -11 points |
| Q3 2024 | 39% | +5.4 points |
| Q2 2024 | 36% | -12 points |
| Q1 2024 | 31% | -5.5 points |
| Q4 2023 | 43% | +12 points |
| Q3 2023 | 33% | +44 points |
| Q2 2023 | 49% | +38 points |
ARES's operating margin was 19% last quarter, down 12 points from the same quarter a year ago.
SOFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.2B | +43% |
| Q1 2026 | $1.1B | +43% |
| Q4 2025 | $1B | +40% |
| Q3 2025 | $961.6M | +38% |
| Q2 2025 | $854.9M | +43% |
| Q1 2025 | $771.8M | +20% |
| Q4 2024 | $734.1M | +19% |
SOFI's revenue has grown year over year every quarter since mid-2022: $1.4B last quarter, up 44% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +7.5 points |
| Q2 2026 | 17% | +3.6 points |
| Q1 2026 | 18% | +7.8 points |
| Q4 2025 | 18% | +9.9 points |
| Q3 2025 | 15% | +6.3 points |
| Q2 2025 | 13% | +11 points |
| Q1 2025 | 10% | -4.3 points |
| Q4 2024 | 8.2% | -0.2 points |
SOFI has the edge over ARES on profitability, with a higher operating margin.
ARES Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q4 2024 | $807.6M | +$1.4B |
| Q3 2024 | $841.3M | +164% |
| Q2 2024 | $432.2M | +$1.1B |
| Q1 2024 | $710M | +0.3% |
| Q4 2023 | -$560.1M | -$369.5M |
| Q3 2023 | $318.3M | +1194% |
| Q2 2023 | -$699.1M | +$93.3M |
| Q1 2023 | $707.6M | +216% |
ARES has the stronger cash trend. Its trailing FCF is up 484% versus its history, compared with SOFI at down 107%.
SOFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.1B | -$1.7B |
| Q2 2026 | -$4B | -$2.5B |
| Q1 2026 | -$2.4B | -$2.4B |
| Q4 2025 | -$1.1B | -$815.2M |
| Q3 2025 | -$1.4B | -$149M |
| Q2 2025 | -$1.5B | -$1B |
| Q1 2025 | -$31.1M | -104% |
| Q4 2024 | -$242.4M | +$39.9M |
SOFI's free cash flow was −$10.5B over the past year, against −$3.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like SOFI.
ARES Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +15% | +47.1M shares |
| 1 year | +16% | +50.6M shares |
| 3 years | +23% | +66.9M shares |
| 5 years | +46% | +113M shares |
ARES has 360M diluted shares, up 16% from a year ago.
SOFI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +5.8M shares |
| 1 year | +5.2% | +66.8M shares |
| 3 years | +43% | +407M shares |
| 5 years | +272% | +993M shares |
SOFI has the edge over ARES on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
ARES Net Leverage
SOFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.8x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -5.2x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.9x | Net Cash |
| Q4 2024 | -5.8x | Net Cash |
SOFI has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like SOFI.
ARES Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.0 | Neutral |
| Stochastic | 54.4 | Neutral |
ARES's weekly RSI is 54 (neutral) and its Stochastic is 54 (neutral).
SOFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 41.5 | Neutral |
SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).
ARES PE vs Financial Services Sector
| Metric | ARES | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 13x | — |
ARES has no meaningful PE right now: it lost money over the past year.
SOFI PE vs Financial Services Sector
| Metric | SOFI | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 114% above |
| PE % | 2 | 61 | 59 pts below |
SOFI is trading at 28x earnings, a 114% premium to the Financial Services sector's median of 13x.
ARES Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $123.3 | 8.1% above |
| 20 week MA | $128.3 | 3.9% above |
| 50 week MA | $130.7 | 2% above |
| 100 week MA | $148.9 | 10% below |
| 200 week MA | $134.3 | 0.7% below |
ARES has the edge over SOFI on trend strength, trading above more of its moving averages.
SOFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.7 | 0.7% below |
| 20 week MA | $17.0 | 7.8% below |
| 50 week MA | $18.9 | 17% below |
| 100 week MA | $18.9 | 17% below |
| 200 week MA | $13.5 | 16% above |
SOFI has fallen below most of its moving averages, though it's still 16% above its 200-week average.
ARES Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $34.8 | $49.1 | +41% |
| 2021 | $49.1 | $81.4 | +66% |
| 2022 | $81.4 | $67.7 | -17% |
| 2023 | $67.7 | $118.9 | +76% |
| 2024 | $118.9 | $179.5 | +51% |
| 2025 | $179.5 | $168.7 | -6% |
| 2026 YTD | $168.7 | $133.3 | -21% |
ARES has the edge over SOFI on returns for 2026, with the stronger performance.
SOFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.4 | $12.4 | +19% |
| 2021 | $12.4 | $15.1 | +22% |
| 2022 | $15.1 | $4.61 | -69% |
| 2023 | $4.61 | $9.95 | +116% |
| 2024 | $9.95 | $16.0 | +61% |
| 2025 | $16.0 | $27.1 | +69% |
| 2026 YTD | $27.1 | $15.6 | -42% |
SOFI's yearly returns have swung widely, from +116% in 2023 to −69% in 2022. It's down 42% so far in 2026.