WallStSmart

Affiliated Managers Group Inc (AMG)vsApollo Global Management LLC Class A (APO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 1433% more annual revenue ($31.79B vs $2.07B). AMG leads profitability with a 34.5% profit margin vs 11.0%. AMG appears more attractively valued with a PEG of 0.46. AMG earns a higher WallStSmart Score of 73/100 (B).

AMG

Strong Buy

73

out of 100

Grade: B

Growth: 6.7Profit: 7.0Value: 10.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.64

APO

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 6.0Value: 7.3Quality: 2.8
Piotroski: 1/9Altman Z: 0.07
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMGUndervalued (+71.0%)

Margin of Safety

+71.0%

Fair Value

$1063.76

Current Price

$280.66

$783.10 discount

UndervaluedFair: $1063.76Overvalued
APOSignificantly Overvalued (-237.0%)

Margin of Safety

-237.0%

Fair Value

$37.67

Current Price

$109.80

$72.13 premium

UndervaluedFair: $37.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG5 strengths · Avg: 9.2/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Profit MarginProfitability
34.5%10/10

Keeps 35 of every $100 in revenue as profit

EPS GrowthGrowth
122.1%10/10

Earnings expanding 122.1% YoY

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

APO4 strengths · Avg: 8.8/10
Revenue GrowthGrowth
87.7%10/10

Revenue surging 87.7% year-over-year

Market CapQuality
$64.57B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.82B8/10

Generating 2.8B in free cash flow

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

APO3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-57.3%2/10

Earnings declined 57.3%

Altman Z-ScoreHealth
0.072/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AMG

The strongest argument for AMG centers on PEG Ratio, Profit Margin, EPS Growth. Profitability is solid with margins at 34.5% and operating margin at 11.6%. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bull Case : APO

The strongest argument for APO centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 87.7% demonstrates continued momentum. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bear Case : AMG

No major red flags identified for AMG, but monitor valuation.

Bear Case : APO

The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

AMG profiles as a mature stock while APO is a growth play — different risk/reward profiles.

APO carries more volatility with a beta of 1.64 — expect wider price swings.

APO is growing revenue faster at 87.7% — sustainability is the question.

APO generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

AMG scores higher overall (73/100 vs 63/100), backed by strong 34.5% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Affiliated Managers Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

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 a wide array of sectors such as healthcare, financial services, and technology. The firm employs a disciplined investment strategy that leverages deep industry expertise and operational insight to enhance portfolio value. With a strong commitment to long-term growth, Apollo seeks to identify and capitalize on strategic investment opportunities in both developed and emerging markets. As a publicly traded entity, it aims to deliver attractive risk-adjusted returns to investors through its substantial capital resources and strategic initiatives.

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