WallStSmart

Ameriprise Financial Inc (AMP)vsApollo Global Management LLC Class A (APO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 65% more annual revenue ($31.79B vs $19.32B). AMP leads profitability with a 20.2% profit margin vs 11.0%. APO appears more attractively valued with a PEG of 0.68. AMP earns a higher WallStSmart Score of 74/100 (B).

AMP

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 6.3Quality: 5.3
Piotroski: 4/9

APO

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 6.0Value: 6.3Quality: 2.8
Piotroski: 1/9Altman Z: 0.07

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP5 strengths · Avg: 9.8/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
66.9%10/10

Every $100 of equity generates 67 in profit

Operating MarginProfitability
37.2%10/10

Strong operational efficiency at 37.2%

EPS GrowthGrowth
66.0%10/10

Earnings expanding 66.0% YoY

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

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

Revenue surging 87.7% year-over-year

Market CapQuality
$75.21B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$2.82B8/10

Generating 2.8B in free cash flow

Areas to Watch

AMP2 concerns · Avg: 3.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.88B2/10

Negative free cash flow — burning cash

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 : AMP

The strongest argument for AMP centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 20.2% and operating margin at 37.2%.

Bull Case : APO

The strongest argument for APO centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 87.7% demonstrates continued momentum. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bear Case : AMP

The primary concerns for AMP are PEG Ratio, Free Cash Flow.

Bear Case : APO

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

Key Dynamics to Monitor

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

APO carries more volatility with a beta of 1.52 — 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

AMP scores higher overall (74/100 vs 62/100), backed by strong 20.2% 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.

Ameriprise Financial Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

Apollo Global Management LLC Class A

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Apollo Global Management LLC Class A (APO) is a premier global alternative investment firm renowned for its strategic focus on private equity, credit, and real estate investments across diverse sectors including healthcare, financial services, and technology. The firm utilizes a rigorous investment approach, drawing on extensive industry expertise and operational insights to optimize portfolio performance and drive long-term growth. With a commitment to identifying lucrative investment opportunities in both developed and emerging markets, Apollo aims to generate attractive risk-adjusted returns for its investors, backed by its significant capital resources and innovative strategies.

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