ARES vs CODI
ARES: A $622 billion alternative asset manager operating four complementary investment groups across credit, private equity, real assets, and secondaries with a disciplined, collaborative platform and strong institutional and retail distribution channels. CODI: A permanent capital holding company acquiring and actively managing a diversified portfolio of profitable middle-market businesses in branded consumer and industrial sectors, but currently facing significant operational and financial headwinds from internal control failures and a major subsidiary bankruptcy.
Side-by-side fundamentals
| Metric | ARES | CODI | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $119.57 | $10.34 | |
| Market cap as of 2026-07-23 | $26.5B | $778M | |
| P/E as of 2026-07-23 | 42.55 | n/a | |
| PEG as of 2026-07-23 | 2.85 | -1.59 | CODI lower |
| Net margin as of 2026-07-23 | +10.5% | -12.3% | ARES higher |
| Gross margin as of 2026-07-23 | n/a | +43.7% | |
| Operating margin as of 2026-07-23 | +17.7% | -5.9% | ARES higher |
| ROE as of 2026-07-23 | +14.5% | -46.3% | ARES higher |
| ROA as of 2026-07-23 | +2.2% | -7.3% | ARES higher |
| Debt / equity as of 2026-07-23 | 3.33 | 4.66 | ARES lower |
| Revenue growth (YoY) as of 2026-07-23 | +38.5% | -13.2% | ARES higher |
| Revenue CAGR (3y) SEC XBRL | +18.2% | +2.2% | ARES higher |
| Dividend yield as of 2026-07-23 | +4.5% | +4.9% | CODI higher |
| Dividend streak (yrs) SEC XBRL | 4 | 1 | ARES higher |
| Beta as of 2026-07-23 | 1.54 | 1.26 | |
| 1-year return as of 2026-07-22 close | -32.9% | +60.6% | CODI higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.