WallStSmart

Apollo Global Management LLC Class A (APO)vsCaliberCos Inc. Class A Common Stock (CWD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 128841% more annual revenue ($31.79B vs $24.66M). APO leads profitability with a 11.0% profit margin vs -103.3%. APO earns a higher WallStSmart Score of 63/100 (C+).

APO

Buy

63

out of 100

Grade: C+

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

CWD

Avoid

28

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 3.0
Piotroski: 4/9Altman Z: -0.51
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

Intrinsic value data unavailable for CWD.

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

CWD1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

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

CWD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$8.08M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-74.6%2/10

ROE of -74.6% — below average capital efficiency

Revenue GrowthGrowth
-67.8%2/10

Revenue declined 67.8%

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 : CWD

The strongest argument for CWD centers on Price/Book.

Bear Case : APO

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

Bear Case : CWD

The primary concerns for CWD are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 8.49 is elevated, increasing financial risk.

Key Dynamics to Monitor

APO profiles as a growth stock while CWD is a turnaround 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 28/100) 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.

CaliberCos Inc. Class A Common Stock

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

CaliberCos Inc. (CWD) is a prominent diversified real estate investment firm focused on the development, management, and investment of commercial and residential properties across the United States. Leveraging a strong network of subsidiaries and deep industry expertise, the company is dedicated to delivering innovative solutions that enhance investor returns while prioritizing sustainability and community impact. CaliberCos strategically positions itself for long-term growth by forming partnerships and adhering to exemplary asset management standards, enabling it to adeptly navigate market fluctuations and adapt to evolving consumer demands within the real estate sector.

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