WallStSmart

AllianceBernstein Holding L.P. (AB)vsApollo Global Management LLC Class A (APO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 9302% more annual revenue ($31.29B vs $332.76M). APO leads profitability with a 3.7% profit margin vs 0.0%. AB appears more attractively valued with a PEG of 0.63. AB earns a higher WallStSmart Score of 47/100 (D+).

AB

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 4.5Value: 7.7Quality: 5.3
Piotroski: 4/9

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AB5 strengths · Avg: 8.6/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
37.7%8/10

Earnings expanding 37.7% YoY

APO3 strengths · Avg: 8.3/10
Market CapQuality
$78.47B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

Areas to Watch

AB3 concerns · Avg: 2.7/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Revenue GrowthGrowth
-40.3%2/10

Revenue declined 40.3%

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
85.6x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : AB

The strongest argument for AB centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bear Case : AB

The primary concerns for AB are Profit Margin, Operating Margin, Revenue Growth.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 85.6x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

APO carries more volatility with a beta of 1.49 — expect wider price swings.

APO is growing revenue faster at -9.2% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AB scores higher overall (47/100 vs 46/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

AllianceBernstein Holding L.P.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

AllianceBernstein Holding LP is a publicly owned investment manager. The company is headquartered in New York, New York.

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Apollo Global Management LLC Class A

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Apollo Global Management LLC Class A (APO) is a leading global alternative investment firm specializing in private equity, credit, and real estate across diverse sectors such as healthcare, financial services, and technology. The firm leverages its deep industry expertise and operational insights to implement a disciplined investment strategy aimed at maximizing portfolio performance and ensuring sustainable growth. With a focus on identifying high-potential opportunities in both developed and emerging markets, Apollo is dedicated to delivering attractive risk-adjusted returns through its substantial capital base and innovative investment approaches.

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