Apollo Global Management LLC Class A (APO)vsCohen & Steers Inc (CNS)
APO
Apollo Global Management LLC Class A
$109.80
-1.30%
FINANCIAL SERVICES · Cap: $64.57B
CNS
Cohen & Steers Inc
$61.90
-1.89%
FINANCIAL SERVICES · Cap: $3.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 5617% more annual revenue ($31.79B vs $556.12M). CNS leads profitability with a 27.6% profit margin vs 11.0%. CNS appears more attractively valued with a PEG of 0.98. APO earns a higher WallStSmart Score of 63/100 (C+).
APO
Buy63
out of 100
Grade: C+
CNS
Buy59
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
-220.9%
Fair Value
$20.20
Current Price
$61.90
$41.70 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
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.0%
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
2.9% revenue growth
Weak financial health signals
Earnings declined 24.5%
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 : CNS
The strongest argument for CNS centers on Return on Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 27.6% and operating margin at 28.0%. PEG of 0.98 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 : CNS
The primary concerns for CNS are Revenue Growth, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
APO profiles as a growth stock while CNS is a value play — different risk/reward profiles.
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.
Bottom Line
APO scores higher overall (63/100 vs 59/100) 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.
Cohen & Steers Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Cohen & Steers, Inc. is a publicly owned asset management portfolio company. The company is headquartered in New York, with additional offices in London, United Kingdom; Central, Hong Kong; Tokyo, Japan; and Seattle, Washington.
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