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...

Comparison Snapshot

Key Financial Metrics

ARES

Metric

RKT

$53.33B

Market Cap

$62.09B

16.59%

Potential Profit

2.33%

Buy

Analyst Rating

Buy

Why It's Moving

Ares Management Lands Record $7.1B for Private Credit Secondaries Fund, Eyeing Liquidity Boom

Fund pulled in $4B from limited partner equity plus a $1B joint venture with Mubadala, marking Ares' biggest-ever inaugural institutional raise.
Leaders like Co-President Blair Jacobson touted the fund's early-mover edge, leveraging Ares' global platform for diversified, downside-protected credit portfolios.
The launch signals private credit secondaries maturing into a core strategy, promising better price discovery and liquidity for institutions amid multi-trillion-dollar market growth.

Sentiment:

🐃Bullish

RKT Surges on $200B Government Mortgage Boost Igniting Refinance Frenzy

Government's $200B MBS buy sent mortgage rates tumbling, fueling a surge in refinancing activity that directly benefits RKT's origination pipeline.
Stock rocketed 3.51% intraday, hitting a high of $23.60 as investors bet on sustained momentum from lower rates.
Robust Q4 revenue topped $4.9B, highlighting RKT's adaptability despite softer long-term forecasts, with a solid 15.09 price-to-sales ratio.

Sentiment:

🐃Bullish

Ares Management Lands Record $7.1B for Private Credit Secondaries Fund, Eyeing Liquidity Boom

Fund pulled in $4B from limited partner equity plus a $1B joint venture with Mubadala, marking Ares' biggest-ever inaugural institutional raise.
Leaders like Co-President Blair Jacobson touted the fund's early-mover edge, leveraging Ares' global platform for diversified, downside-protected credit portfolios.
The launch signals private credit secondaries maturing into a core strategy, promising better price discovery and liquidity for institutions amid multi-trillion-dollar market growth.

Sentiment:

🐃Bullish

RKT Surges on $200B Government Mortgage Boost Igniting Refinance Frenzy

Government's $200B MBS buy sent mortgage rates tumbling, fueling a surge in refinancing activity that directly benefits RKT's origination pipeline.
Stock rocketed 3.51% intraday, hitting a high of $23.60 as investors bet on sustained momentum from lower rates.
Robust Q4 revenue topped $4.9B, highlighting RKT's adaptability despite softer long-term forecasts, with a solid 15.09 price-to-sales ratio.

Sentiment:

🐃Bullish

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.

Rocket Companies

RKT

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.

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.

Rocket Companies (RKT)

Rocket Companies, Inc. (RKT) is a US-based financial services group best known for Rocket Mortgage, an online mortgage lender, alongside complementary businesses such as real-estate services and title insurance. With a market capitalisation of about $47.9bn, Rocket’s revenue depends heavily on mortgage origination volumes and refinancing activity, both sensitive to interest rates and housing market conditions. The company has invested in digital platforms and lead-generation channels to scale originations and cross-sell services, but earnings can be cyclical as rates, home sales and credit conditions change. Key risks include interest-rate sensitivity, regulatory oversight, competition from banks and fintechs, and housing-market volatility. This summary is for educational purposes only, not personalised financial advice; investments can fall as well as rise and past performance is not a guide to the future. Consider your own objectives and seek independent advice about suitability before investing.

Ares Management (ARES) Next Earnings Date

Ares Management (ARES) is scheduled to report its next earnings on Thursday, February 5, 2026, before the NYSE opens. This release will cover the fourth quarter and full-year 2025 results, ending December 31, 2025. A conference call and webcast are set for 11:00 a.m. ET on the same day.

Rocket Companies (RKT) Next Earnings Date

Rocket Companies (RKT) next earnings date is estimated for Thursday, February 26, 2026, covering the Q4 2025 quarter. This projection aligns with the company's historical late-February reporting pattern for year-end results, though the date remains unconfirmed by the company. Investors should monitor official announcements for any updates.

Ares Management (ARES) Next Earnings Date

Ares Management (ARES) is scheduled to report its next earnings on Thursday, February 5, 2026, before the NYSE opens. This release will cover the fourth quarter and full-year 2025 results, ending December 31, 2025. A conference call and webcast are set for 11:00 a.m. ET on the same day.

Rocket Companies (RKT) Next Earnings Date

Rocket Companies (RKT) next earnings date is estimated for Thursday, February 26, 2026, covering the Q4 2025 quarter. This projection aligns with the company's historical late-February reporting pattern for year-end results, though the date remains unconfirmed by the company. Investors should monitor official announcements for any updates.

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 Basket

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 Basket

Discover More Comparisons

Ares Management vs The Hartford

Ares Management vs Prudential

Ares Management vs Prudential: stock overview

Ares Management vs Ameriprise Financial

Ares Management vs Rocket Companies

Comparison Snapshot

Why It's Moving

Ares Management Lands Record $7.1B for Private Credit Secondaries Fund, Eyeing Liquidity Boom

RKT Surges on $200B Government Mortgage Boost Igniting Refinance Frenzy

Ares Management Lands Record $7.1B for Private Credit Secondaries Fund, Eyeing Liquidity Boom

RKT Surges on $200B Government Mortgage Boost Igniting Refinance Frenzy