Ares Management vs Rocket Companies
This page compares Ares Management Corp and Rocket Companies, Inc. It presents an impartial view of their business models, financial performance, and market context to help readers understand how each organisation operates within its sector. Information is structured for clarity and accessibility. Educational content, not financial advice.
This page compares Ares Management Corp and Rocket Companies, Inc. It presents an impartial view of their business models, financial performance, and market context to help readers understand how each...
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.
RKT surges 5.8% amid fintech buzz and falling rates fueling mortgage optimism.
- Flagged as a top fintech stock on February 1 due to surging dollar trading volume, signaling fresh investor interest.
- Lower rates from 7% peaks are sparking refinancing boom—Rocket's specialty—while purchase activity firms up with better affordability.
- Anticipation builds for Q4 earnings beat with +16.28% Earnings ESP, following a pattern of 35%+ surprises and supportive policy tailwinds.
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.
RKT surges 5.8% amid fintech buzz and falling rates fueling mortgage optimism.
- Flagged as a top fintech stock on February 1 due to surging dollar trading volume, signaling fresh investor interest.
- Lower rates from 7% peaks are sparking refinancing boom—Rocket's specialty—while purchase activity firms up with better affordability.
- Anticipation builds for Q4 earnings beat with +16.28% Earnings ESP, following a pattern of 35%+ surprises and supportive policy tailwinds.
Investment Analysis
Ares Management
ARES
Pros
- Ares Management reported strong Q3 2025 financial results, with EPS significantly exceeding expectations and robust revenue growth.
- The company has a diversified business model spanning credit, real estate, private equity, and infrastructure with substantial new investment commitments.
- Ares maintains a healthy balance sheet with reduced net debt-to-equity ratio and strong liquidity, supporting future growth opportunities.
Considerations
- Ares Management's valuation metrics, including a forward P/E ratio above 25, may indicate relatively high valuation compared to earnings.
- The firm's stock exhibits a beta of 1.55, suggesting higher volatility relative to the overall market which could increase investment risk.
- Exposure to cyclical sectors like real estate and private equity may present risks during economic downturns or value resets in these markets.
Pros
- Rocket Companies operates a leading platform in mortgage lending that benefits from technology-driven efficiencies and scale.
- The company has shown resilience in navigating fluctuating interest rates environments impacting mortgage originations.
- Rocket Companies continues to invest in digital innovation enhancing customer experience and driving potential market share gains.
Considerations
- Rocket Companies is highly sensitive to interest rate volatility, which can negatively affect mortgage refinancing volumes and profitability.
- The mortgage sector’s regulatory and macroeconomic uncertainties pose execution risks and could pressure future earnings.
- Competitive mortgage lending industry dynamics require continuous investment, leading to margin compression and operational challenges.
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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.
Rocket Companies (RKT) Next Earnings Date
Rocket Companies (RKT) has not confirmed its next earnings date, but estimates point to Thursday, February 26, 2026, based on historical patterns and analyst projections. This report will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor official company announcements for any updates to this estimated timeline.
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.
Rocket Companies (RKT) Next Earnings Date
Rocket Companies (RKT) has not confirmed its next earnings date, but estimates point to Thursday, February 26, 2026, based on historical patterns and analyst projections. This report will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor official company announcements for any updates to this estimated timeline.
Which Baskets Do They Appear In?
The Dealmakers: M&A Boom
A carefully selected group of financial institutions driving today's surge in mergers and acquisitions. These companies are the architects behind billion-dollar deals, earning significant fees as corporate dealmaking accelerates.
Published: June 30, 2025
Explore BasketWhich Baskets Do They Appear In?
The Dealmakers: M&A Boom
A carefully selected group of financial institutions driving today's surge in mergers and acquisitions. These companies are the architects behind billion-dollar deals, earning significant fees as corporate dealmaking accelerates.
Published: June 30, 2025
Explore BasketBuy ARES or RKT in Nemo
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