WallStSmart

Apollo Global Management LLC Class A (APO)vsFranklin Resources Inc (BEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 282% more annual revenue ($35.60B vs $9.32B). BEN leads profitability with a 8.7% profit margin vs 5.3%. BEN appears more attractively valued with a PEG of 0.44. APO earns a higher WallStSmart Score of 72/100 (B).

APO

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 5.7Quality: 5.5
Piotroski: 2/9Altman Z: 0.02

BEN

Strong Buy

70

out of 100

Grade: B-

Growth: 6.7Profit: 5.0Value: 7.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.45

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO6 strengths · Avg: 8.8/10
Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

EPS GrowthGrowth
63.7%10/10

Earnings expanding 63.7% YoY

Market CapQuality
$83.12B9/10

Large-cap with strong market position

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$3.25B8/10

Generating 3.2B in free cash flow

BEN3 strengths · Avg: 10.0/10
PEG RatioValuation
0.4410/10

Growing faster than its price suggests

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
106.7%10/10

Earnings expanding 106.7% YoY

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
49.9x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.022/10

Distress zone — elevated risk

BEN3 concerns · Avg: 2.7/10
Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

Debt/EquityHealth
1.423/10

Elevated debt levels

Altman Z-ScoreHealth
1.452/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 63.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bull Case : BEN

The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 49.9x leaves little room for execution misses.

Bear Case : BEN

The primary concerns for BEN are Return on Equity, Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

APO profiles as a hypergrowth stock while BEN is a value play — different risk/reward profiles.

BEN carries more volatility with a beta of 1.57 — expect wider price swings.

APO is growing revenue faster at 63.8% — sustainability is the question.

APO generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

APO scores higher overall (72/100 vs 70/100) and 63.8% revenue growth. Both earn "Strong Buy" and "Strong 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 prominent global alternative investment firm that specializes in private equity, credit, and real estate investments across various sectors, including healthcare, financial services, and technology. With a rigorous, research-driven investment strategy and significant industry expertise, Apollo identifies and capitalizes on high-potential opportunities in both developed and emerging markets. The firm is dedicated to maximizing portfolio performance and driving sustainable growth, seeking to deliver attractive risk-adjusted returns for its investors. With a strong capital base and a proven track record, Apollo Global Management stands as a leader in the alternative investment landscape.

Franklin Resources Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

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