WallStSmart

Apollo Global Management LLC Class A (APO)vsCarlyle Group Inc (CG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 689% more annual revenue ($31.79B vs $4.03B). CG leads profitability with a 20.1% profit margin vs 11.0%. CG appears more attractively valued with a PEG of 0.66. CG earns a higher WallStSmart Score of 80/100 (A-).

APO

Buy

63

out of 100

Grade: C+

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

CG

Exceptional Buy

80

out of 100

Grade: A-

Growth: 9.3Profit: 7.5Value: 10.0Quality: 3.3
Piotroski: 3/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APOSignificantly Overvalued (-237.0%)

Margin of Safety

-237.0%

Fair Value

$37.67

Current Price

$109.80

$72.13 premium

UndervaluedFair: $37.67Overvalued
CGUndervalued (+47.5%)

Margin of Safety

+47.5%

Fair Value

$102.02

Current Price

$47.01

$55.01 discount

UndervaluedFair: $102.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

CG6 strengths · Avg: 9.2/10
Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Revenue GrowthGrowth
93.9%10/10

Revenue surging 93.9% year-over-year

EPS GrowthGrowth
70.2%10/10

Earnings expanding 70.2% YoY

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.668/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

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

CG2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : CG

The strongest argument for CG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 20.1% and operating margin at 30.6%. Revenue growth of 93.9% demonstrates continued momentum.

Bear Case : APO

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

Bear Case : CG

The primary concerns for CG are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

CG carries more volatility with a beta of 2.06 — expect wider price swings.

CG is growing revenue faster at 93.9% — 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

CG scores higher overall (80/100 vs 63/100), backed by strong 20.1% margins and 93.9% revenue growth. Both earn "Exceptional 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.

Carlyle Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Carlyle Group Inc (CG) is a prominent global investment firm specializing in private equity, alternative asset management, and a wide range of innovative investment solutions across various industries. With a robust presence in North America, Europe, and Asia, Carlyle leverages its deep sector expertise and strategic relationships to drive superior returns for its clients. Known for its disciplined operational approach and a strong commitment to value creation, Carlyle is a leading option for institutional investors seeking resilient and diverse exposure within the alternative asset space.

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