Ares Management vs SoFi
This page compares Ares Management Corp and SoFi Technologies, Inc., examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Ares Management Corp and SoFi Technologies, Inc., examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not f...
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.
Needham Slashes SoFi Price Target Amid Mixed Analyst Signals Post-Earnings Strength.
- Q4 revenue surged to $1.01B, smashing estimates by over $25M and up 39.6% year-over-year, underscoring robust demand for lending and tech platform services.
- Earnings hit $0.13 per share, beating expectations by $0.01, while adding 1 million members signals accelerating user adoption and profitability path.
- Analyst actions mixed: Needham cuts target to $33 but maintains Buy vibe, contrasting Hold consensus around $26 average for 2026.
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.
Needham Slashes SoFi Price Target Amid Mixed Analyst Signals Post-Earnings Strength.
- Q4 revenue surged to $1.01B, smashing estimates by over $25M and up 39.6% year-over-year, underscoring robust demand for lending and tech platform services.
- Earnings hit $0.13 per share, beating expectations by $0.01, while adding 1 million members signals accelerating user adoption and profitability path.
- Analyst actions mixed: Needham cuts target to $33 but maintains Buy vibe, contrasting Hold consensus around $26 average for 2026.
Investment Analysis
Ares Management
ARES
Pros
- Ares Management reported strong third quarter 2025 GAAP net income of $288.9 million, reflecting robust profitability.
- The company manages approximately $395 billion in assets, demonstrating scale and global reach across multiple asset classes.
- Ares offers diversified investment solutions in credit, private equity, real estate, and infrastructure, reducing reliance on any single sector.
Considerations
- Ares Management's price-to-earnings ratio is significantly higher than many peers, suggesting a premium valuation.
- The business is exposed to market cycles and may face headwinds during periods of economic downturn or rising interest rates.
- Ares relies on external management for certain funds, which could introduce operational and reputational risks.
SoFi
SOFI
Pros
- SoFi Technologies has expanded its product suite beyond student loans into banking, investing, and personal finance, broadening its revenue base.
- The company continues to grow its active member base, indicating strong customer acquisition and retention trends.
- SoFi has demonstrated improving profitability and operational efficiency in recent quarters.
Considerations
- SoFi's stock trades at a high price-to-earnings ratio compared to traditional financial institutions, reflecting elevated market expectations.
- The company's growth is sensitive to interest rates and macroeconomic conditions, particularly in lending and deposit margins.
- SoFi faces intense competition from both fintech startups and established financial services firms, which could pressure margins.
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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.
SoFi (SOFI) Next Earnings Date
SoFi Technologies (SOFI) is expected to report its next earnings for Q1 2026 on or around May 4-5, 2026. This follows the company's recent Q4 2025 earnings release on January 30, 2026, aligning with its historical pattern of late April or early May announcements for the first quarter. Consensus estimates point to this timeframe based on analyst projections and prior reporting cycles.
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.
SoFi (SOFI) Next Earnings Date
SoFi Technologies (SOFI) is expected to report its next earnings for Q1 2026 on or around May 4-5, 2026. This follows the company's recent Q4 2025 earnings release on January 30, 2026, aligning with its historical pattern of late April or early May announcements for the first quarter. Consensus estimates point to this timeframe based on analyst projections and prior reporting cycles.
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 SOFI in Nemo
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