Ares Management vs AIG

This page compares Ares Management and AIG, examining their business models, financial performance, and market context to help readers understand how the two organisations operate. The analysis stays neutral and accessible, highlighting governance, strategy, and competitive positioning across relevant markets. Educational content, not financial advice.

This page compares Ares Management and AIG, examining their business models, financial performance, and market context to help readers understand how the two organisations operate. The analysis stays ...

Comparison Snapshot

Key Financial Metrics

ARES

Metric

AIG

$47.88B

Market Cap

$39.89B

46.72%

Potential Profit

17.11%

Buy

Analyst Rating

Hold

Why It's Moving

Ares Management gears up for Q4 earnings as analysts spotlight its robust growth trajectory.

Three analysts raised fiscal 2025 earnings estimates in the last 60 days, lifting the consensus to $5.08 per share with 28% year-over-year growth projected.
ARES earns top A grades in Growth and VGM Style Scores, backed by a 2.1% average earnings surprise history.
Upcoming earnings release and call for Q4 and full-year ending December 31, 2025, scheduled imminently, could underscore resilience in alternative investments.

Sentiment:

🐃Bullish

AIG Faces Leadership Shakeup as CEO Zaffino Steps Aside Amid Institutional Selling Pressure.

CEO Peter Zaffino's planned exit to Executive Chair triggered a 7.5% stock plunge, underscoring market jitters over leadership stability during a critical transition.
New strategic tie-up with CVC injects up to $1.5B in legacy private equity and $2B in credit mandates, aiming to sharpen capital efficiency and bolster returns.
Federated Hermes sold off AIG shares this week, adding to downward pressure amid upcoming Q4 earnings on February 10 that could sway sentiment.

Sentiment:

🌋Volatile

Ares Management gears up for Q4 earnings as analysts spotlight its robust growth trajectory.

Three analysts raised fiscal 2025 earnings estimates in the last 60 days, lifting the consensus to $5.08 per share with 28% year-over-year growth projected.
ARES earns top A grades in Growth and VGM Style Scores, backed by a 2.1% average earnings surprise history.
Upcoming earnings release and call for Q4 and full-year ending December 31, 2025, scheduled imminently, could underscore resilience in alternative investments.

Sentiment:

🐃Bullish

AIG Faces Leadership Shakeup as CEO Zaffino Steps Aside Amid Institutional Selling Pressure.

CEO Peter Zaffino's planned exit to Executive Chair triggered a 7.5% stock plunge, underscoring market jitters over leadership stability during a critical transition.
New strategic tie-up with CVC injects up to $1.5B in legacy private equity and $2B in credit mandates, aiming to sharpen capital efficiency and bolster returns.
Federated Hermes sold off AIG shares this week, adding to downward pressure amid upcoming Q4 earnings on February 10 that could sway sentiment.

Sentiment:

🌋Volatile

Investment Analysis

Ares Management

ARES

Pros

Ares Management benefits from a diversified global platform with strong capabilities in credit, private equity, real estate, and infrastructure, providing resilience across market cycles.
The company demonstrates consistent revenue growth and profitability, supported by a large and expanding assets under management base, which recently approached $400 billion.
Ares Management offers an attractive recurring management fee stream, reducing earnings volatility and supporting shareholder returns through a meaningful dividend yield.

Considerations

Elevated price-to-earnings ratio reflects a rich valuation, potentially limiting upside and increasing sensitivity to earnings disappointment or market shifts.
Dependence on fundraising and capital markets activity introduces cyclical risks, with performance closely tied to investor appetite for alternative assets.
Ares Management’s credit-heavy portfolio may face headwinds in rising rate environments or during periods of increased loan defaults.

AIG

Pros

AIG maintains a leading position in global insurance and reinsurance markets, benefiting from scale and a well-established client base across commercial and personal lines.
The company has made significant progress in simplifying its business and improving underwriting discipline, contributing to a stronger, more stable earnings profile.
AIG’s balance sheet reflects robust capital adequacy and liquidity, supporting resilience during periods of stress and enabling investment in growth initiatives.

Considerations

AIG remains exposed to significant catastrophic risk in its property and casualty segments, which can lead to volatility in underwriting results during major disasters.
The insurance industry’s competitive landscape and pricing pressures may limit AIG’s ability to sustain premium growth without further operational improvements.
Regulatory scrutiny remains high given the systemic importance of large insurers, potentially increasing compliance costs or constraints on business activities.

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About The Companies

Ares Management (ARES)

Ares Management Corporation (ARES) is a global alternative asset manager that invests across credit, private equity and real estate. It earns recurring management fees and performance-related fees from assets under management (AUM), and its operating model blends fee-related earnings with capital appreciation from co-investments. With a market capitalisation of about $49.04 billion, Ares has grown through fundraising, acquisitions and product diversification into listed investment vehicles and private funds. Key considerations for investors include sensitivity to credit and economic cycles, the illiquid nature of many alternative investments, and reliance on continued fundraising and fee compression dynamics. Financial results are driven by AUM trends, realised investment performance and capital markets activity. This summary is educational and not personal investment advice; values can rise or fall and past performance is not a guide to the future. Consider your financial situation and consult a qualified adviser before investing.

AIG (AIG)

American International Group (AIG) is a large, global insurer offering property & casualty coverages along with specialty and legacy life exposures. With a market capitalisation of about $43.42 billion, AIG operates across commercial and consumer lines and manages investment assets that support underwriting results. Investors should note AIG has undergone significant restructuring since the financial crisis and focuses on capital strength, underwriting discipline and returning capital to shareholders. Key drivers include underwriting performance, catastrophe losses, interest rates and investment returns, as well as regulatory and reinsurance dynamics. As with any insurer, balance-sheet metrics and reserve adequacy are important to monitor. This summary is educational only — not personal financial advice. Insurance stocks can be volatile and past performance is no guarantee of future returns; investors should assess suitability in light of their objectives, risk tolerance and time horizon.

Ares Management (ARES) Next Earnings Date

Ares Management (ARES) is scheduled to report its next earnings on Thursday, February 5, 2026. This release will cover the fourth quarter and full year ending December 31, 2025, with a conference call anticipated shortly thereafter. The prior quarter's results, released October 31, 2025, showed $1.19 EPS and $1.66 billion in revenue, surpassing estimates. Investors should monitor for official confirmation as the date approaches.

AIG (AIG) Next Earnings Date

AIG's next earnings date is estimated for Tuesday, February 10, 2026, after market close. This report will cover the fiscal fourth quarter of 2025 (ending December 2025), following the company's historical pattern of early-February releases for Q4 results. While not yet officially confirmed, this date aligns with consensus estimates from multiple analyst sources.

Ares Management (ARES) Next Earnings Date

Ares Management (ARES) is scheduled to report its next earnings on Thursday, February 5, 2026. This release will cover the fourth quarter and full year ending December 31, 2025, with a conference call anticipated shortly thereafter. The prior quarter's results, released October 31, 2025, showed $1.19 EPS and $1.66 billion in revenue, surpassing estimates. Investors should monitor for official confirmation as the date approaches.

AIG (AIG) Next Earnings Date

AIG's next earnings date is estimated for Tuesday, February 10, 2026, after market close. This report will cover the fiscal fourth quarter of 2025 (ending December 2025), following the company's historical pattern of early-February releases for Q4 results. While not yet officially confirmed, this date aligns with consensus estimates from multiple analyst sources.

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Which Baskets Do They Appear In?

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Comparison Snapshot

Why It's Moving

Ares Management gears up for Q4 earnings as analysts spotlight its robust growth trajectory.

AIG Faces Leadership Shakeup as CEO Zaffino Steps Aside Amid Institutional Selling Pressure.

Ares Management gears up for Q4 earnings as analysts spotlight its robust growth trajectory.

AIG Faces Leadership Shakeup as CEO Zaffino Steps Aside Amid Institutional Selling Pressure.