Compare · ARES vs MORN
ARES vs MORN
Side-by-side comparison of Ares Management Corporation (ARES) and Morningstar Inc. (MORN): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ARES and MORN operate in Investment Managers (Finance), so they compete in similar markets.
- ARES is the larger of the two at $47.15B, about 5.8x MORN ($8.07B).
- Both names hit the wire about 12 times in the past 4 weeks.
- ARES has more recent analyst coverage (25 ratings vs 6 for MORN).
Ares Management Corporation
Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.
Morningstar Inc.
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Latest ARES
- Co-President Jacobson Blair gifted 8,000 shares, decreasing direct ownership by 0.73% to 1,095,221 units (SEC Form 4)
- Ares Acquisition Corporation III Announces the Separate Trading of its Class A Ordinary Shares and Warrants Commencing August 20, 2026
- Amendment: SEC Form SCHEDULE 13G/A filed by Ares Management Corporation
- Amendment: SEC Form SCHEDULE 13G/A filed by Ares Management Corporation
- SEC Form 10-Q filed by Ares Management Corporation
- Director Bush Antoinette Cook was granted 1,728 shares, increasing direct ownership by 8% to 24,168 units (SEC Form 4)
- Director Bhutani Ashish was granted 1,728 shares, increasing direct ownership by 5% to 35,799 units (SEC Form 4)
- Director Naughton Eileen was granted 1,728 shares, increasing direct ownership by 25% to 8,586 units (SEC Form 4)
- Director Olian Judy D. was granted 1,728 shares, increasing direct ownership by 6% to 31,462 units (SEC Form 4)
- Director Lynton Michael was granted 1,728 shares, increasing direct ownership by 5% to 34,196 units (SEC Form 4)
Latest MORN
- Morningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Morningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI Ecosystems
- Executive Chairman Mansueto Joseph D sold $1,238,394 worth of shares (5,659 units at $218.84) as part of a pre-agreed trading plan, decreasing direct ownership by 0.07% to 7,938,192 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $2,440,238 worth of shares (11,345 units at $215.09) as part of a pre-agreed trading plan, decreasing direct ownership by 0.14% to 7,943,851 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $4,572,830 worth of shares (21,750 units at $210.25) as part of a pre-agreed trading plan, decreasing direct ownership by 0.27% to 7,955,196 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $2,934,808 worth of shares (14,500 units at $202.40) as part of a pre-agreed trading plan, decreasing direct ownership by 0.18% to 7,976,946 units (SEC Form 4)
- SEC Form SCHEDULE 13G filed by Morningstar Inc.
- Executive Chairman Mansueto Joseph D sold $3,074,151 worth of shares (15,474 units at $198.67) as part of a pre-agreed trading plan, decreasing direct ownership by 0.19% to 7,991,446 units (SEC Form 4)
- Executive Chairman Mansueto Joseph D sold $1,898,023 worth of shares (9,522 units at $199.33) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,006,920 units (SEC Form 4)
- New insider Mansueto Daniel claimed ownership of 3,932,046 shares (SEC Form 3)