Apollo Global Management LLC Class A (APO)vsCalamos LongShort Equity & Dynamic Income Trust (CPZ)
APO
Apollo Global Management LLC Class A
$109.80
-1.30%
FINANCIAL SERVICES · Cap: $64.57B
CPZ
Calamos LongShort Equity & Dynamic Income Trust
$13.71
-0.65%
FINANCIAL SERVICES · Cap: $275.64M
Smart Verdict
WallStSmart Research — data-driven comparison
APO leads profitability with a 11.0% profit margin vs 0.0%. CPZ trades at a lower P/E of 14.2x. APO earns a higher WallStSmart Score of 63/100 (C+).
APO
Buy63
out of 100
Grade: C+
CPZ
Avoid31
out of 100
Grade: F
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
-123.9%
Fair Value
$6.73
Current Price
$13.71
$6.98 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
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : CPZ
The strongest argument for CPZ centers on P/E Ratio.
Bear Case : APO
The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.
Bear Case : CPZ
The primary concerns for CPZ are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
APO profiles as a growth stock while CPZ is a value play — different risk/reward profiles.
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 31/100) and 87.7% revenue growth. Both earn "Buy" and "Avoid" 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.
Calamos LongShort Equity & Dynamic Income Trust
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) is a closed-end fund focused on achieving total return through a balanced strategy of capital appreciation and income generation. By employing a long/short equity investment approach, CPZ aims to capitalize on undervalued securities while strategically utilizing short positions to mitigate risks and enhance overall income potential. Backed by Calamos Investments' extensive expertise in alternative asset management, the Trust seeks to identify and exploit market inefficiencies, thus positioning itself to thrive in varying market conditions. This multifaceted strategy strives to deliver consistent performance and superior risk-adjusted returns, making CPZ an appealing option for institutional investors.
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