WallStSmart

AMTD IDEA Group (AMTD)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 47330% more annual revenue ($31.79B vs $67.03M). AMTD leads profitability with a 76.1% profit margin vs 11.0%. AMTD trades at a lower P/E of 1.4x. APO earns a higher WallStSmart Score of 63/100 (C+).

AMTD

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 8.3Quality: 5.0

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

AMTDUndervalued (+79.6%)

Margin of Safety

+79.6%

Fair Value

$4.90

Current Price

$0.99

$3.91 discount

UndervaluedFair: $4.90Overvalued
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

AMTD4 strengths · Avg: 10.0/10
P/E RatioValuation
1.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
76.1%10/10

Keeps 76 of every $100 in revenue as profit

Revenue GrowthGrowth
116.8%10/10

Revenue surging 116.8% year-over-year

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

AMTD3 concerns · Avg: 2.7/10
Market CapQuality
$81.83M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

EPS GrowthGrowth
-73.8%2/10

Earnings declined 73.8%

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 : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 76.1% and operating margin at 15.7%. Revenue growth of 116.8% demonstrates continued momentum.

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 : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, EPS Growth.

Bear Case : APO

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

Key Dynamics to Monitor

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

AMTD is growing revenue faster at 116.8% — sustainability is the question.

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

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

Bottom Line

APO scores higher overall (63/100 vs 56/100) and 87.7% revenue growth. AMTD offers better value entry with a 79.6% margin of safety. Both earn "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.

AMTD IDEA Group

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TD Ameritrade Holding Corporation provides securities brokerage and technology-related financial services to retail investors and traders and Registered Independent Investment Advisers (RIAs) in the United States. The company is headquartered in Omaha, Nebraska.

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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