{ "schema": "theclaudetrader.research_packet.v1", "generated_at": "2026-10-31T18:13:02+00:00", "snapshot_date": "2026-10-31", "about": { "site": "The Claude Trader", "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).", "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.", "how_to_answer": [ "State the snapshot date and each score's data_as_of.", "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).", "Cite the source URL for any number you repeat.", "Say what is missing; never present holdings or targets as this site's (it has none).", "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns." ] }, "company": { "ticker": "ARES", "name": "Ares Management Corp", "legal_name": "Ares Management Corp", "cik": "0001176948", "exchange": "NYSE", "industry": "Investment Advice", "sic": "6282", "fiscal_year_end": "1231", "is_financial": false, "is_utility": false }, "price": { "value": 128.15, "as_of": "2026-10-30", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": null, "as_of": "2026-10-30", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": "SEC cover page (10-Q 0001628280-26-054538, as of 2026-08-03): multiple classes on cover (Class A Common Stock: 223,957,742; Non-voting Common Stock: 3,489,911; Class B Common Stock: 1,000; Class C Common Stock: 102,828,576; Series B Mandatory Convertible Preferred Stock: 30,000,000); economic equivalence not verified, total withheld", "inputs": { "traded_price": { "value": 128.15, "as_of": "2026-10-30", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": null, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used", "split_adjustment": null, "share_count_as_of": null, "share_count_age_days_at_price_date": null, "warning": null } }, "scores": { "graham": { "score": 29.0, "status": "partial: 2, 5, 6, 7", "complete": false, "passes_all": false, "summary": "Graham Defensive: 29 of 100 (partial: 2, 5, 6, 7). Adequate size: 4.76 revenue $B \u2192 5.0/5; Debt <= equity (unclassified balance sheet fallback): insufficient (no long-term debt or total liabilities reported in the last 18 months; no AssetsCurrent/LiabilitiesCurrent in any filing); Positive earnings each of 10 years: 10 of 10 \u2192 15.0/15; Dividends every year for 20 years: 12 of 20 \u2192 9.0/15; EPS growth, 3-yr avg now vs 10 yrs ago: insufficient (missing input); P/E on 3-year average EPS: insufficient (needs the last three fiscal years of EPS); P/B <= 1.5, or P/E x P/B <= 22.5: insufficient (equity or share count not fresh)", "data_as_of": "2025-12-31", "history": [ "2014", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 8, "mismatch": 0, "unverified": 12, "not_cross_checked": 1 }, "warnings": [ "partial score: tests 2, 5, 6, 7 could not be computed; not comparable with complete scores", "stale (warning, input still used): current-period inputs older than 120 days: Revenue, equity; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Adequate size", "value": 4.76, "unit": "revenue $B", "threshold": ">= 1", "points": 5.0, "max": 5 }, { "test": "2", "name": "Debt <= equity (unclassified balance sheet fallback)", "value": null, "threshold": "<= 1.0", "points": null, "max": 30, "note": "no long-term debt or total liabilities reported in the last 18 months; no AssetsCurrent/LiabilitiesCurrent in any filing" }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "10 of 10", "threshold": "10 of 10", "points": 15.0, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "12 of 20", "threshold": "20 of 20", "points": 9.0, "max": 15, "missing_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013 ], "cross_check": { "verified_years": [ 2014, 2015, 2016, 2017, 2018, 2019, 2021 ], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2020, 2022, 2023, 2024, 2025 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": null, "threshold": ">= +33%", "points": null, "max": 10, "missing_years": [ 2023, 2024, 2025, 2014, 2015, 2016 ] }, { "test": "6", "name": "P/E on 3-year average EPS", "value": null, "threshold": "<= 15", "points": null, "max": 15, "note": "needs the last three fiscal years of EPS" }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": null, "threshold": "<= 1.5 or <= 22.5", "points": null, "max": 10, "note": "equity or share count not fresh" } ], "rules_url": "https://theclaudetrader.com/p/graham" }, "magic_formula": { "score": null, "status": "insufficient data (no operating income in XBRL)", "summary": "Not scored: insufficient data (no operating income in XBRL).", "warnings": [], "components": [] }, "momentum": { "score": 38.5, "status": "ok", "complete": true, "passes_all": null, "summary": "Momentum: 38 of 100 (ok). 12-1 month return: -17.9 % \u2192 8.5/50; 6 month return: 11.4 % \u2192 12.8/20; Price / 52-week high: 0.749 \u2192 11.2/15; Volatility penalty (60d annualised): 31.2 % \u2192 5.9/15", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": "2026-10-30", "coverage": null, "verification": null, "warnings": [], "components": [ { "name": "12-1 month return", "value": -17.9, "unit": "%", "percentile": 16.9, "points": 8.5, "max": 50 }, { "name": "6 month return", "value": 11.4, "unit": "%", "percentile": 64.2, "points": 12.8, "max": 20 }, { "name": "Price / 52-week high", "value": 0.749, "points": 11.2, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 31.2, "unit": "%", "points": 5.9, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/momentum" }, "insider": { "score": 0.0, "status": "no open-market transactions in window", "complete": true, "passes_all": null, "summary": "Insider: 0 of 100 (no open-market transactions in window). Open-market buy value / market cap (percentile among buyers): None bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): None bp \u2192 -0.0/0", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": null, "coverage": { "window_start": "2026-08-02", "through": "2026-10-30", "missing_days": 1, "note": "Form 4 data loaded through 2026-10-30" }, "verification": null, "warnings": [], "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": null, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": null, "unit": "bp", "points": -0.0, "max": 0 } ], "rules_url": "https://theclaudetrader.com/p/insider" }, "buffett": { "score": 50.0, "status": "partial: 4, 5, 6, 7", "complete": false, "passes_all": false, "summary": "Buffett Quality: 50 of 100 (partial: 4, 5, 6, 7). Average return on equity (net income / year-end equity): 15.7% over 8 yrs \u2192 25.0/25; Profitable every year: 10 of 10 \u2192 15.0/15; Net income growth, 3-yr average now vs start of window: +29.1% a year \u2192 10.0/10; Borrowings / 3-yr average earnings (years to repay): insufficient (debt unknown: no debt concept reported in the last 18 months); Operating margin, 5-yr average: insufficient (needs at least 4 of the last 5 years); Free cash flow / net income, 5-yr (operating cash flow minus capex): insufficient (needs operating cash flow and capex for at least 4 of the last 5 years); Owner-earnings yield (3-yr avg free cash flow / market cap): insufficient (SEC cover page (10-Q 0001628280-26-054538, as of 2026-08-03): multiple classes on cover (Class A Common Stock: 223,957,742; Non-voting Common Stock: 3,489,911; Class B Common Stock: 1,000; Class C Common Stock: 102,828,576; Series B Mandatory Convertible Preferred Stock: 30,000,000); economic equivalence not verified, total withheld)", "data_as_of": null, "history": [ "2016", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 26, "not_cross_checked": 1 }, "warnings": [ "partial score: tests 4, 5, 6, 7 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "15.7% over 8 yrs", "threshold": ">= 15%", "points": 25.0, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "10 of 10", "threshold": "all years", "points": 15.0, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "+29.1% a year", "threshold": ">= +10%", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": null, "threshold": "<= 4", "points": null, "max": 15, "note": "debt unknown: no debt concept reported in the last 18 months" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "0 years with operating income and revenue", "threshold": ">= 20%", "points": null, "max": 10, "note": "needs at least 4 of the last 5 years" }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": "0 years", "threshold": ">= 1.0", "points": null, "max": 10, "note": "needs operating cash flow and capex for at least 4 of the last 5 years" }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": null, "threshold": ">= 7%", "points": null, "max": 15, "note": "SEC cover page (10-Q 0001628280-26-054538, as of 2026-08-03): multiple classes on cover (Class A Common Stock: 223,957,742; Non-voting Common Stock: 3,489,911; Class B Common Stock: 1,000; Class C Common Stock: 102,828,576; Series B Mandatory Convertible Preferred Stock: 30,000,000); economic equivalence not verified, total withheld" } ], "rules_url": "https://theclaudetrader.com/p/buffett" }, "lynch": { "score": 0.0, "status": "partial: 1, 2, 3, 4, 5, 6", "complete": false, "passes_all": false, "summary": "Lynch GARP: 0 of 100 (partial: 1, 2, 3, 4, 5, 6). PEG: P/E divided by 5-yr EPS growth (in % points): insufficient (needs diluted EPS for the last fiscal year and five years earlier); EPS growth, 5-yr compound rate: insufficient (needs diluted EPS for the last fiscal year and five years earlier); P/E on latest annual EPS: insufficient (no usable diluted EPS for the latest fiscal year); Borrowings / equity: insufficient (debt unknown: no debt concept reported in the last 18 months); Years of the last 5 in which EPS rose: insufficient (needs six consecutive fiscal years of diluted EPS); Net cash (cash minus borrowings) / market cap: insufficient (SEC cover page (10-Q 0001628280-26-054538, as of 2026-08-03): multiple classes on cover (Class A Common Stock: 223,957,742; Non-voting Common Stock: 3,489,911; Class B Common Stock: 1,000; Class C Common Stock: 102,828,576; Series B Mandatory Convertible Preferred Stock: 30,000,000); economic equivalence not verified, total withheld)", "data_as_of": null, "history": [ null, null ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 0, "not_cross_checked": 1 }, "warnings": [ "partial score: tests 1, 2, 3, 4, 5, 6 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": null, "threshold": "<= 1.0", "points": null, "max": 30, "note": "needs diluted EPS for the last fiscal year and five years earlier" }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": null, "threshold": "12% to 35% a year", "points": null, "max": 20, "note": "needs diluted EPS for the last fiscal year and five years earlier" }, { "test": "3", "name": "P/E on latest annual EPS", "value": null, "threshold": "<= 25", "points": null, "max": 10, "note": "no usable diluted EPS for the latest fiscal year" }, { "test": "4", "name": "Borrowings / equity", "value": null, "threshold": "<= 0.5", "points": null, "max": 15, "note": "debt unknown: no debt concept reported in the last 18 months" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": null, "threshold": "5 of 5", "points": null, "max": 15, "note": "needs six consecutive fiscal years of diluted EPS" }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": null, "threshold": ">= +10%", "points": null, "max": 10, "note": "SEC cover page (10-Q 0001628280-26-054538, as of 2026-08-03): multiple classes on cover (Class A Common Stock: 223,957,742; Non-voting Common Stock: 3,489,911; Class B Common Stock: 1,000; Class C Common Stock: 102,828,576; Series B Mandatory Convertible Preferred Stock: 30,000,000); economic equivalence not verified, total withheld" } ], "rules_url": "https://theclaudetrader.com/p/lynch" }, "graham_enterprising": { "score": 25.0, "status": "partial: 1, 2, 5, 6, 7", "complete": false, "passes_all": false, "summary": "Graham Enterprising: 25 of 100 (partial: 1, 2, 5, 6, 7). Current ratio: insufficient (no fresh current assets/liabilities (unclassified balance sheet)); Borrowings vs working capital: insufficient (debt unknown: no debt concept reported in the last 18 months); No earnings deficit in the last 5 years: 5 of 5 profitable \u2192 15.0/15; Pays a current dividend: yes \u2192 10.0/10; EPS higher than five years earlier: insufficient (needs diluted EPS for the last fiscal year and five years earlier); Price / book value per share: insufficient (equity or share count not fresh); Price / net current asset value per share (current assets minus all liabilities): insufficient (needs fresh current assets, total liabilities (or assets and equity of the same date) and share count)", "data_as_of": null, "history": [ "2021", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 5, "not_cross_checked": 2 }, "warnings": [ "partial score: tests 1, 2, 5, 6, 7 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Current ratio", "value": null, "threshold": ">= 1.5", "points": null, "max": 15, "note": "no fresh current assets/liabilities (unclassified balance sheet)" }, { "test": "2", "name": "Borrowings vs working capital", "value": null, "threshold": "<= 1.1x", "points": null, "max": 15, "note": "debt unknown: no debt concept reported in the last 18 months" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "5 of 5 profitable", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "yes", "threshold": "yes", "points": 10.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": null, "threshold": "higher", "points": null, "max": 10, "note": "needs diluted EPS for the last fiscal year and five years earlier" }, { "test": "6", "name": "Price / book value per share", "value": null, "threshold": "<= 1.2", "points": null, "max": 20, "note": "equity or share count not fresh" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": null, "threshold": "<= 0.67", "points": null, "max": 15, "note": "needs fresh current assets, total liabilities (or assets and equity of the same date) and share count" } ], "rules_url": "https://theclaudetrader.com/p/graham_enterprising" }, "piotroski": { "score": 44.4, "status": "partial: 5, 6, 8", "complete": false, "passes_all": false, "summary": "Piotroski F-Score: 44 of 100 (partial: 5, 6, 8). Return on assets is positive: 1.8% \u2192 11.11111111111111/11.11111111111111; Operating cash flow is positive: 3,267M \u2192 11.11111111111111/11.11111111111111; Return on assets improved on the prior year: 1.9% -> 1.8% \u2192 0.0/11.11111111111111; Operating cash flow exceeds net income (accruals): 3,267M vs 527M \u2192 11.11111111111111/11.11111111111111; Long-term debt / assets fell: insufficient (an input is not reported for one of the two years); Current ratio improved: insufficient (an input is not reported for one of the two years); No new shares issued (share count did not rise): 308M -> 313M \u2192 0.0/11.11111111111111; Operating margin improved (stand-in for gross margin, which the dataset does not carry): insufficient (an input is not reported for one of the two years); Asset turnover (revenue / assets) improved: 0.15 -> 0.17 \u2192 11.11111111111111/11.11111111111111", "data_as_of": null, "history": [ "2023", "2025" ], "price_as_of": null, "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 15, "not_cross_checked": 0 }, "warnings": [ "partial score: tests 5, 6, 8 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Return on assets is positive", "value": "1.8%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "3,267M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "1.9% -> 1.8%", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "3,267M vs 527M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "6", "name": "Current ratio improved", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "308M -> 313M", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": "0.15 -> 0.17", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 } ], "rules_url": "https://theclaudetrader.com/p/piotroski" } }, "inputs_by_philosophy": { "graham": [ { "name": "Price (close, per traded unit)", "value": 128.15, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "Revenue", "value": 4755618000.0, "kind": "current", "source": "SEC XBRL Revenues", "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828026011413/", "period": "2025-12-31", "accession": "0001628280-26-011413", "fact_id": 25856285, "verified": "unverified", "age_days": 304, "stale": true }, { "name": "equity", "value": 3968073000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828026054538/", "period": "2026-06-30", "accession": "0001628280-26-054538", "fact_id": 18403439, "verified": "unverified", "age_days": 123, "stale": true }, { "name": "Net income FY2016", "value": 111808000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828019001988/", "period": "2016-12-31", "accession": "0001628280-19-001988", "fact_id": 20688894, "verified": "unverified", "age_days": 3591 }, { "name": "Net income FY2017", "value": 76178000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828020002489/", "period": "2017-12-31", "accession": "0001628280-20-002489", "fact_id": 20695497, "verified": "unverified", "age_days": 3226 }, { "name": "Net income FY2018", "value": 57020000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828021003314/", "period": "2018-12-31", "accession": "0001628280-21-003314", "fact_id": 20701905, "verified": "unverified", "age_days": 2861 }, { "name": "Net income FY2019", "value": 148884000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": 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20655106, "verified": "unverified", "age_days": 669 }, { "name": "total_assets 2025-12-31", "value": 28633369000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828026054538/", "period": "2025-12-31", "accession": "0001628280-26-054538", "fact_id": 25945590, "verified": "unverified", "age_days": 304 }, { "name": "total_assets 2024-12-31", "value": 24884308000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828026011413/", "period": "2024-12-31", "accession": "0001628280-26-011413", "fact_id": 21929911, "verified": "unverified", "age_days": 669 } ] }, "earnings_record": { "net_income_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 813378000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000155837016003647/", "accession": "0001558370-16-003647" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", 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"https://www.sec.gov/Archives/edgar/data/1176948/000162828018002576/", "accession": "0001628280-18-002576" }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 964800000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828019001988/", "accession": "0001628280-19-001988" }, { "fy": 2017, "period_end": "2017-12-31", "sec_frame": "CY2017", "value": 1085043000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828020002489/", "accession": "0001628280-20-002489" }, { "fy": 2018, "period_end": "2018-12-31", "sec_frame": "CY2018", "value": 1218239000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828021003314/", "accession": "0001628280-21-003314" }, { "fy": 2019, "period_end": "2019-12-31", "sec_frame": "CY2019", "value": 1433126000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828022004289/", "accession": "0001628280-22-004289" }, { "fy": 2020, "period_end": "2020-12-31", "sec_frame": "CY2020", "value": 1753729000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828023005081/", "accession": "0001628280-23-005081" }, { "fy": 2021, "period_end": "2021-12-31", "sec_frame": "CY2021", "value": 2288876000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828024007014/", "accession": "0001628280-24-007014" }, { "fy": 2022, "period_end": "2022-12-31", "sec_frame": "CY2022", "value": 2880007000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828025008665/", "accession": "0001628280-25-008665" }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 3236285000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828026011413/", "accession": "0001628280-26-011413" }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 3690668000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828026011413/", "accession": "0001628280-26-011413" }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 4755618000.0, "url": "https://www.sec.gov/Archives/edgar/data/1176948/000162828026011413/", "accession": "0001628280-26-011413" } ], "dividend_years": [ 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ] }, "insider_activity": { "coverage_through": "2026-10-30", "window_start": "2026-08-02", "missing_days": 1, "recent_transactions": [] }, "filings_and_news": { "sec_filing_index": "https://www.sec.gov/edgar/browse/?CIK=0001176948", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001176948&type=8-K", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001176948&type=4", "xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001176948.json", "news_items": [], "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates." }, "peer_context": { "graham": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null }, "magic_formula": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null }, "momentum": { "industry": "Investment Advice", "scored_peers": 8, "rank": 5, "median": 49.5, "top_peers": [ { "ticker": "BEN", "score": 81.3 }, { "ticker": "IVZ", "score": 72.2 }, { "ticker": "TROW", "score": 62.3 }, { "ticker": "AMP", "score": 60.5 }, { "ticker": "ARES", "score": 38.5 } ] }, "insider": { "industry": "Investment Advice", "scored_peers": 8, "rank": 2, "median": 0.0, "top_peers": [ { "ticker": "BX", "score": 14.4 }, { "ticker": "AMP", "score": 0.0 }, { "ticker": "APO", "score": 0.0 }, { "ticker": "ARES", "score": 0.0 }, { "ticker": "BEN", "score": 0.0 } ] }, "buffett": { "industry": "Investment Advice", "scored_peers": 2, "rank": null, "median": null }, "lynch": { "industry": "Investment Advice", "scored_peers": 4, "rank": null, "median": null }, "graham_enterprising": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null }, "piotroski": { "industry": "Investment Advice", "scored_peers": 0, "rank": null, "median": null } }, "dossier": null, "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=ARES", "finviz": "https://finviz.com/quote.ashx?t=ARES", "stockanalysis": "https://stockanalysis.com/stocks/ares/", "seeking_alpha": "https://seekingalpha.com/symbol/ARES", "openinsider": "http://openinsider.com/search?q=ARES", "google_news": "https://news.google.com/rss/search?q=ARES+stock" }, "limits": [ "Graham Defensive: partial, missing tests 2, 5, 6, 7", "Magic Formula: insufficient data (no operating income in XBRL)", "Buffett Quality: partial, missing tests 4, 5, 6, 7", "Lynch GARP: partial, missing tests 1, 2, 3, 4, 5, 6", "Graham Enterprising: partial, missing tests 1, 2, 5, 6, 7", "Piotroski F-Score: partial, missing tests 5, 6, 8", "Market value unavailable: SEC cover page (10-Q 0001628280-26-054538, as of 2026-08-03): multiple classes on cover (Class A Common Stock: 223,957,742; Non-voting Common Stock: 3,489,911; Class B Common Stock: 1,000; Class C Common Stock: 102,828,576; Series B Mandatory Convertible Preferred Stock: 30,000,000); economic equivalence not verified, total withheld; inputs that exist are in market_cap.inputs", "News is not collected for this ticker; use the SEC 8-K and press-release links below" ], "machine_readable": { "stock_json": "https://theclaudetrader.com/s/ARES.json", "stock_md": "https://theclaudetrader.com/s/ARES.md", "packet": "https://theclaudetrader.com/r/ARES.json", "grid": "https://theclaudetrader.com/grid.json", "openapi": "https://theclaudetrader.com/openapi.json", "index": "https://theclaudetrader.com/llms.txt" }, "cite_as": "The Claude Trader snapshot 2026-10-31, https://theclaudetrader.com/s/ARES; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-30.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation." }