Mulya.ai
Ticker
ARES
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?11.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.516
Beta (levered) ?1.992
Terminal OM% ?29.1%
Segment conc. ?64% dominant
Terminal growth ?4.1%
Bond rating ?BB · 2.75%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

ARES · Ares Management Corporation

$109.132026-07-21
Sector: Financial Services; Industry: Asset Management; Sub-Industry: Asset Management & Custody Banks

Intrinsic Value Range Comparison · Mulya.ai

Bull
$78
-28.4% vs market
Base · active
$31
-71.7% vs market
Bear
$25
-76.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $25
Base $31
Bull $78
Market $109
Median $164
Market Price $109
Mulya.ai Base $31
Analysts Median $164
Mulya.ai IV range ($25 · $78)
Analysts Range ($140 · $215)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$3.6B23.0%12.6%$729MM−$416MM$313MM11.7%4.8%$15.3B$2.12
2024.Q4$3.6B0.0%23.0%12.9%$726MM$699MM$1.4B11.9%5.1%$13.3B$2.12
2025.Q1$3.9B7.0%24.4%13.1%$822MM−$496MM$326MM12.2%5.7%$15.3B$2.07
2025.Q4$3.9B0.0%24.4%15.4%$800MM−$1.5B−$666MM11.7%4.9%$17.0B$2.07
2026.Q1$6.3B62.3%22.9%16.5%$1.2B−$72MM$1.1B11.5%7.3%$16.1B$2.7816.9
italics below = DCF projection · 10yr Rev CAGR: 9.7%
2027.Q1$6.1B+-3.0%38.4%16.9%$2.0B$0MM$2.0B11.1%$1.8B12.2%$16.1B$8.7212.5
2028.Q1$7.2B+18.0%39.8%17.2%$2.4B−$2.9B−$551MM10.8%−$448MM13.6%$19.0B$10.6310.3
2029.Q1$9.2B+27.6%35.7%17.6%$2.7B−$5.4B−$2.7B10.6%−$2.0B12.5%$24.4B$12.119.0
2030.Q1$10.6B+14.8%35.7%17.9%$3.1B−$3.8B−$689MM10.3%−$459MM11.8%$28.2B$13.847.9
2031.Q1$11.6B+9.9%35.7%18.3%$3.4B−$3.0B$402MM10.1%$243MM11.4%$31.2B$15.157.2
Term. Yr+$16.5B4.1%29.1%20.0%$3.8B−$1.8B$2.0B8.6%$17.3B8.6%
Active scenario IV: $31 (-71.7% vs market)