Apollo Global Management LLC Class A (APO)vsCapital Southwest Corporation (CSWC)
APO
Apollo Global Management LLC Class A
$128.37
+1.67%
FINANCIAL SERVICES · Cap: $74.23B
CSWC
Capital Southwest Corporation
$23.21
-1.44%
FINANCIAL SERVICES · Cap: $1.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 13380% more annual revenue ($31.29B vs $232.10M). CSWC leads profitability with a 48.7% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.68. CSWC earns a higher WallStSmart Score of 57/100 (C).
APO
Hold46
out of 100
Grade: D+
CSWC
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.6B in free cash flow
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 75.8%
Attractively priced relative to earnings
Earnings expanding 28.7% YoY
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Smaller company, higher risk/reward
Elevated debt levels
Expensive relative to growth rate
Revenue declined 4.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : CSWC
The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 48.7% and operating margin at 75.8%.
Bear Case : APO
The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 81.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : CSWC
The primary concerns for CSWC are Market Cap, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
APO profiles as a value stock while CSWC is a declining play — different risk/reward profiles.
APO carries more volatility with a beta of 1.52 — expect wider price swings.
CSWC is growing revenue faster at -4.0% — sustainability is the question.
APO generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
CSWC scores higher overall (57/100 vs 46/100), backed by strong 48.7% margins. Both earn "Buy" and "Hold" 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 premier global alternative investment firm with expertise in private equity, credit, and real estate, targeting diverse sectors including healthcare, financial services, and technology. The firm employs a rigorous investment strategy, utilizing its extensive industry knowledge and operational acumen to optimize portfolio performance and promote sustainable growth. With a strong commitment to identifying high-potential investment opportunities in both developed and emerging markets, Apollo strives to deliver attractive risk-adjusted returns, underpinned by substantial capital resources and innovative investment methodologies.
Capital Southwest Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Capital Southwest Corporation (CSWC) is a leading publicly traded business development company that provides customized financing solutions to middle-market businesses. The firm strategically invests in debt and equity across dynamic sectors, including healthcare, technology, and manufacturing, with the objective of generating strong risk-adjusted returns for its investors. By leveraging its deep industry relationships and proficiency in private equity, CSWC enhances operational performance and cultivates long-term value in its portfolio, solidifying its role as a vital partner in the growth of its investee companies.
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