Apollo Global Management LLC Class A (APO)vsAres Management LP (ARES)
APO
Apollo Global Management LLC Class A
$109.80
-1.30%
FINANCIAL SERVICES · Cap: $64.57B
ARES
Ares Management LP
$106.50
+0.43%
FINANCIAL SERVICES · Cap: $35.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 468% more annual revenue ($31.79B vs $5.60B). APO leads profitability with a 11.0% profit margin vs 9.4%. ARES appears more attractively valued with a PEG of 0.81. APO earns a higher WallStSmart Score of 63/100 (C+).
APO
Buy63
out of 100
Grade: C+
ARES
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.0%
Fair Value
$37.67
Current Price
$109.80
$72.13 premium
Margin of Safety
-1081.3%
Fair Value
$11.63
Current Price
$106.50
$94.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.7% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.8B in free cash flow
Growing faster than its price suggests
19.5% revenue growth
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
Trading at 8.4x book value
Premium valuation, high expectations priced in
Earnings declined 81.4%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : ARES
The strongest argument for ARES centers on PEG Ratio, Revenue Growth. Revenue growth of 19.5% demonstrates continued momentum. PEG of 0.81 suggests the stock is reasonably priced for its growth.
Bear Case : APO
The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.
Bear Case : ARES
The primary concerns for ARES are Price/Book, P/E Ratio, EPS Growth. A P/E of 62.0x leaves little room for execution misses.
Key Dynamics to Monitor
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.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APO scores higher overall (63/100 vs 51/100) and 87.7% revenue growth. 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.
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.
Ares Management LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Ares Management Corporation is an alternative asset manager in the United States, Europe, and Asia.
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