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 surges on S&P 500 entry and bold $350M tech bet.
- S&P 500 inclusion on Dec 11 signals market trust, sparking a 6.91%-7.32% stock rally as investors pile in[1][2].
- $350M infusion catapults MGT to unicorn status, highlighting Ares' confidence in its SLED tech expansion potential[1][2].
- Goldman Sachs slaps a Buy rating, forecasting over 20% earnings growth ahead, with shares trading at a peer discount[1].
Rocket Companies Director Loads Up on RSUs Amid Modest Share Sales, Signaling Board Confidence.
- Director awarded 110,352 Class A RSUs on Dec 7 at $0 grant price, vesting in six semi-annual installments starting June 2026, contingent on service.
- Same director sold 2,500 shares each on Dec 8 ($18.78 avg) and Dec 9 ($18.81 avg) under a pre-set Rule 10b5-1 plan, with minimal impact on large holdings.
- Additional 73,568 cash-settled RSUs granted Dec 7, payable based on stock's fair market value, highlighting compensation linked to RKT's future upside.
Ares Management surges on S&P 500 entry and bold $350M tech bet.
- S&P 500 inclusion on Dec 11 signals market trust, sparking a 6.91%-7.32% stock rally as investors pile in[1][2].
- $350M infusion catapults MGT to unicorn status, highlighting Ares' confidence in its SLED tech expansion potential[1][2].
- Goldman Sachs slaps a Buy rating, forecasting over 20% earnings growth ahead, with shares trading at a peer discount[1].
Rocket Companies Director Loads Up on RSUs Amid Modest Share Sales, Signaling Board Confidence.
- Director awarded 110,352 Class A RSUs on Dec 7 at $0 grant price, vesting in six semi-annual installments starting June 2026, contingent on service.
- Same director sold 2,500 shares each on Dec 8 ($18.78 avg) and Dec 9 ($18.81 avg) under a pre-set Rule 10b5-1 plan, with minimal impact on large holdings.
- Additional 73,568 cash-settled RSUs granted Dec 7, payable based on stock's fair market value, highlighting compensation linked to RKT's future upside.
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 BasketInvestment 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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