Ares Management (MEX:ARES) 3-Year RORE % : 2.92% (As of Mar. 2026)

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MEX:ARES Ares Management Corp MEX:ARES
56 GF Score
Price MXN2,115.00
GF Value MXN2,993.54
Valuation Modestly Undervalued
! 7 Warning Signs
View Full Analysis

What is Ares Management 3-Year RORE %?

Ares Management MEX:ARES 56 3-Year RORE % is 2.92 as of Mar. 2026. GuruFocus rates MEX:ARES with a GF Score™ of 56/100 and a GF Value™ of MXN2,993.54 (Modestly Undervalued). The stock has 7 warning signs investors should review. Among 1,536 Asset Management companies, Ares Management ranks worse than 56.97% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Ares Management's 3-Year RORE % for the quarter that ended in Mar. 2026 was 2.92%.

The industry rank for Ares Management's 3-Year RORE % or its related term are showing as below:

MEX:ARES's 3-Year RORE % is ranked worse than
56.97% of 1536 companies
in the Asset Management industry
Industry Median: 12.015 vs MEX:ARES: 2.92

Ares Management  (MEX:ARES) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Ares Management 3-Year RORE % Related Terms


Ares Management 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Ares Management's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Ares Management 3-Year RORE % Chart

Ares Management Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 28.45 1.32 -1.71 21.95 -14.51

Ares Management Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 12.76 4.32 4.96 -14.51 2.92

MEX:ARES vs TROW, PFG, RJF: 3-Year RORE % Comparison

For the Asset Management subindustry, Ares Management's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Ares Management 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Ares Management's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Ares Management's 3-Year RORE % falls into.


MEX:ARES
56GF Score
Ares Management Corp MEX:ARES
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Ares Management 3-Year RORE % Calculation

Ares Management's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 39.492-37.987 )/( 111.203-65.056 )
=1.505/46.147
=3.26 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 2.92 mean?
Ares Management (MEX:ARES) has a 3-Year RORE % of 2.92 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Ares Management and its competitors. According to the industry distribution chart, Ares Management ranks #875 out of 1536 companies in the Asset Management industry, placing it in the top 57%.
Is Ares Management's 3-Year RORE % too high?
Ares Management's current 3-Year RORE % is 2.92. The Asset Management industry median 3-Year RORE % is 12.02. Ares Management's value of 2.92 is 75.7% below this industry median. Based on the distribution chart, Ares Management ranks #875 out of 1536 companies in the Asset Management industry, which is below the industry midpoint. Overall, Ares Management has a GF Score™ of 56/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ares Management's 3-Year RORE % compare to TROW and PFG?
According to the Asset Management industry distribution chart, Ares Management ranks #875 out of 1536 companies for 3-Year RORE %. This places Ares Management in the lower half of its industry. The industry median 3-Year RORE % is 12.02. Ares Management's value of 2.92 is 75.7% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.02, based on 1,536 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Ares Management's current 3-Year RORE % of 2.92 is 75.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Ares Management and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ares Management's current 3-Year RORE % is 2.92. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ares Management stock overvalued right now?
Based on GuruFocus' analysis, Ares Management (MEX:ARES) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN2,993.54, compared to a current price of MXN2,115.00 — trading 29.3% below its estimated fair value. The current 3-Year RORE % is 2.92 and 75.7% below the Asset Management industry median of 12.02. Ares Management's overall GF Score™ is 56/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Ares Management (MEX:ARES), the current 3-Year RORE % is 2.92 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ares Management (MEX:ARES) Overvalued in 2026?

Based on GuruFocus' analysis, Ares Management stock appears to be undervalued. The current stock price of MXN2,115.00 is trading 29.3% below its estimated GF Value™ of MXN2,993.54. GuruFocus considers Ares Management to be Modestly Undervalued.

Key valuation signals for MEX:ARES:

  • 3-Year RORE %: 2.92
  • GF Value™: MXN2,993.54 vs. price of MXN2,115.00 (29.3% below fair value)
  • GF Score™: 56/100 with 7 warning signs
  • Industry Position: 75.7% below the Asset Management median (#875 of 1536)

No single metric tells the full story. See the MEX:ARES stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Ares Management Business Description

Address 1800 Avenue of the Stars, Suite 1400, Los Angeles, CA, USA, 90067
Ares Management is one of the world's largest alternative-asset managers, with $622.5 billion in total assets under management, or AUM, including $384.9 billion in fee-earning AUM, at the end of 2025. The company has four main business segments: credit strategies ($406.9 billion in total AUM and $249.8 billion in fee-earning AUM), private equity, ($25.3 billion/$14.4 billion), real estate/real assets ($139.1 billion/$84.1 billion), and other alternatives ($51.2 billion/$36.6 billion). The firm primarily serves institutional investors (80% of AUM) and high-net-worth individuals (20%). Ares operates through more than 35 offices in over 15 countries around the globe.
56GF Score

Get the complete analysis for MEX:ARES

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN2,115.00
Price
MXN2,993.54
GF Value