WallStSmart

Apollo Global Management LLC Class A (APO)vsCapital Southwest Corporation (CSWC)

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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

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

CSWC

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 5.0Quality: 5.0
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$74.23B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

CSWC5 strengths · Avg: 9.2/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
48.7%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
75.8%10/10

Strong operational efficiency at 75.8%

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
28.7%8/10

Earnings expanding 28.7% YoY

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
81.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

CSWC4 concerns · Avg: 2.5/10
Market CapQuality
$1.44B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.123/10

Elevated debt levels

PEG RatioValuation
12.542/10

Expensive relative to growth rate

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

Comparative Analysis Report

WallStSmart Research

Bull 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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