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 ...
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.
AIG Accelerates Growth with Strategic CVC Partnership
- The tie-up targets wider market reach, potentially enhancing AIG's earnings profile through diversified revenue streams.
- Investors eye the collaboration as a catalyst for long-term margin recovery in a competitive insurance landscape.
- AIG also set its Q4 and full-year 2025 earnings release for February 10, keeping focus on upcoming financials.
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.
AIG Accelerates Growth with Strategic CVC Partnership
- The tie-up targets wider market reach, potentially enhancing AIG's earnings profile through diversified revenue streams.
- Investors eye the collaboration as a catalyst for long-term margin recovery in a competitive insurance landscape.
- AIG also set its Q4 and full-year 2025 earnings release for February 10, keeping focus on upcoming financials.
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
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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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.
AIG (AIG) Next Earnings Date
AIG's next earnings date is estimated for Tuesday, February 10, 2026, after market close, covering the fiscal quarter ending December 2025. This date aligns with the company's historical pattern of reporting Q4 results in early to mid-February. Confirmation from AIG is pending, with a conference call likely to follow.
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.
AIG (AIG) Next Earnings Date
AIG's next earnings date is estimated for Tuesday, February 10, 2026, after market close, covering the fiscal quarter ending December 2025. This date aligns with the company's historical pattern of reporting Q4 results in early to mid-February. Confirmation from AIG is pending, with a conference call likely to follow.
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 AIG in Nemo
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