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 Powers Up with Massive Fundraises in Credit and Data Centers, Lifting Shares.
- Raised $7.1 billion for its inaugural Credit Secondaries strategy, the largest ever, to snap up existing private loan portfolios and capitalize on market dislocations.
- Secured $2.4 billion for a new fund focused on data center development in Japan, with major backing from Canada Pension Plan Investment Board, tapping into booming AI infrastructure demand.
- Shares climbed on the news despite recent monthly pullback, as investors eye Ares' revenue of $5.4 billion and positioning in recovering real estate and maturing private credit markets.
RKT Surges on Trump's Mortgage Rate Cut Pledge, Extending 2026 Momentum
- Rocket Mortgage extended its master repurchase agreement with Bank of America to December 2027, bolstering funding capacity amid rising market optimism.
- Trading volume spiked to 73 million shares as shares hit a 52-week high, with retail sentiment flipping to 'extremely bullish' on platforms like Stocktwits.
- Analysts at Jefferies and Barclays highlight RKT's AI tools and strong positioning for loan growth in a benign credit environment, driving 10% YTD gains in 2026.
Ares Management Powers Up with Massive Fundraises in Credit and Data Centers, Lifting Shares.
- Raised $7.1 billion for its inaugural Credit Secondaries strategy, the largest ever, to snap up existing private loan portfolios and capitalize on market dislocations.
- Secured $2.4 billion for a new fund focused on data center development in Japan, with major backing from Canada Pension Plan Investment Board, tapping into booming AI infrastructure demand.
- Shares climbed on the news despite recent monthly pullback, as investors eye Ares' revenue of $5.4 billion and positioning in recovering real estate and maturing private credit markets.
RKT Surges on Trump's Mortgage Rate Cut Pledge, Extending 2026 Momentum
- Rocket Mortgage extended its master repurchase agreement with Bank of America to December 2027, bolstering funding capacity amid rising market optimism.
- Trading volume spiked to 73 million shares as shares hit a 52-week high, with retail sentiment flipping to 'extremely bullish' on platforms like Stocktwits.
- Analysts at Jefferies and Barclays highlight RKT's AI tools and strong positioning for loan growth in a benign credit environment, driving 10% YTD gains in 2026.
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 Corporation will release its fourth quarter and full-year 2025 earnings results on February 5, 2026, before the NYSE opens. The company will host a conference call at 11:00 a.m. ET on the same day to discuss financial results and business outlook. Analysts are currently estimating non-GAAP earnings per share of approximately $1.69-$1.71 for the quarter.
Rocket Companies (RKT) Next Earnings Date
Rocket Companies (RKT) next earnings date is estimated for Thursday, February 26, 2026, covering the fourth quarter of 2025 (Q4 2025). This date aligns with the company's historical reporting patterns for year-end results, typically released late February. Note that the exact date remains unconfirmed by the company.
Ares Management (ARES) Next Earnings Date
Ares Management Corporation will release its fourth quarter and full-year 2025 earnings results on February 5, 2026, before the NYSE opens. The company will host a conference call at 11:00 a.m. ET on the same day to discuss financial results and business outlook. Analysts are currently estimating non-GAAP earnings per share of approximately $1.69-$1.71 for the quarter.
Rocket Companies (RKT) Next Earnings Date
Rocket Companies (RKT) next earnings date is estimated for Thursday, February 26, 2026, covering the fourth quarter of 2025 (Q4 2025). This date aligns with the company's historical reporting patterns for year-end results, typically released late February. Note that the exact date remains unconfirmed by the company.
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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