Apollo Global Management LLC Class A (APO)vsDell Technologies Inc (DELL)
APO
Apollo Global Management LLC Class A
$129.19
-0.97%
FINANCIAL SERVICES · Cap: $75.21B
DELL
Dell Technologies Inc
$211.64
+0.70%
TECHNOLOGY · Cap: $136.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 257% more annual revenue ($113.54B vs $31.79B). APO leads profitability with a 11.0% profit margin vs 5.2%. APO appears more attractively valued with a PEG of 0.68. DELL earns a higher WallStSmart Score of 75/100 (B+).
APO
Buy62
out of 100
Grade: C+
DELL
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APO.
Margin of Safety
+80.8%
Fair Value
$644.85
Current Price
$211.64
$433.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.7% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.8B in free cash flow
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
Distress zone — elevated risk
5.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 87.7% demonstrates continued momentum. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.87 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 : DELL
The primary concerns for DELL are Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
APO profiles as a growth stock while DELL is a hypergrowth play — different risk/reward profiles.
APO carries more volatility with a beta of 1.52 — expect wider price swings.
APO is growing revenue faster at 87.7% — sustainability is the question.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (75/100 vs 62/100) and 39.5% revenue growth. Both earn "Strong 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 premier global alternative investment firm renowned for its strategic focus on private equity, credit, and real estate investments across diverse sectors including healthcare, financial services, and technology. The firm utilizes a rigorous investment approach, drawing on extensive industry expertise and operational insights to optimize portfolio performance and drive long-term growth. With a commitment to identifying lucrative investment opportunities in both developed and emerging markets, Apollo aims to generate attractive risk-adjusted returns for its investors, backed by its significant capital resources and innovative strategies.
Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
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