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...

Comparison Snapshot

Key Financial Metrics

ARES

Metric

SOFI

$48.93B

Market Cap

$32.70B

27.24%

Potential Profit

4.52%

Buy

Analyst Rating

Hold

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.

Sentiment:

🐃Bullish

SoFi Stock Edges Higher Ahead of Q4 Earnings as Growth Momentum Builds

Stock rose 1.76% on recent session, beating S&P 500's 0.55% gain and signaling resilience amid sector rotation.
Q4 consensus forecasts 140% EPS surge to $0.12 and 32.85% revenue jump to $981.89M, building on prior beats.
Bullish options flow and quant setups point to potential upside breakout, countering premium valuation concerns.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

SoFi Stock Edges Higher Ahead of Q4 Earnings as Growth Momentum Builds

Stock rose 1.76% on recent session, beating S&P 500's 0.55% gain and signaling resilience amid sector rotation.
Q4 consensus forecasts 140% EPS surge to $0.12 and 32.85% revenue jump to $981.89M, building on prior beats.
Bullish options flow and quant setups point to potential upside breakout, countering premium valuation concerns.

Sentiment:

🐃Bullish

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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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.

SoFi (SOFI)

SoFi Technologies, Inc. (SOFI) is a US-based fintech platform that combines lending, deposit accounts, investing, insurance and advisory services under a consumer-focused membership model. The company targets younger, digitally native customers with streamlined loan refinancing, student loan assistance, personal loans, checking and savings accounts, and a brokerage app. Revenue comes from interest margin on loans and deposits, fees from financial products, and subscription or referral-based services. SoFi has grown rapidly and benefits from cross-selling opportunities, scale effects and a large digital distribution footprint, but it faces competition from traditional banks and specialist fintech rivals, as well as regulatory and credit-cycle risks. Recent priorities include improving profitability, expanding deposits, and maintaining prudent credit underwriting. Market cap sits around $34.12B. This summary is for general educational purposes only and is not personal financial advice; investors should assess suitability and risks before acting.

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.

SoFi (SOFI) Next Earnings Date

SoFi Technologies (SOFI) is scheduled to report its next earnings on Friday, January 30, 2026, before market open. This release will cover the Q4 2025 and full-year 2025 results. The conference call is set for 8:00 AM ET following the announcement.

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.

SoFi (SOFI) Next Earnings Date

SoFi Technologies (SOFI) is scheduled to report its next earnings on Friday, January 30, 2026, before market open. This release will cover the Q4 2025 and full-year 2025 results. The conference call is set for 8:00 AM ET following the announcement.

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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

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Comparison Snapshot

Why It's Moving

Ares Management Powers Up with Massive Fundraises in Credit and Data Centers, Lifting Shares.

SoFi Stock Edges Higher Ahead of Q4 Earnings as Growth Momentum Builds

Ares Management Powers Up with Massive Fundraises in Credit and Data Centers, Lifting Shares.

SoFi Stock Edges Higher Ahead of Q4 Earnings as Growth Momentum Builds