WallStSmart

Apollo Global Management LLC Class A (APO)vsEagle Point Income Company Inc (EIC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 52810% more annual revenue ($31.79B vs $60.09M). APO leads profitability with a 11.0% profit margin vs -1.9%. 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

EIC

Hold

47

out of 100

Grade: D+

Growth: 7.3Profit: 5.0Value: 5.0Quality: 5.0
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 EIC.

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

EIC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
83.6%10/10

Strong operational efficiency at 83.6%

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

EIC3 concerns · Avg: 2.0/10
Market CapQuality
$253.21M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-0.4%2/10

ROE of -0.4% — below average capital efficiency

Profit MarginProfitability
-1.9%1/10

Currently unprofitable

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 : EIC

The strongest argument for EIC centers on Price/Book, Operating Margin.

Bear Case : APO

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

Bear Case : EIC

The primary concerns for EIC are Market Cap, Return on Equity, Profit Margin.

Key Dynamics to Monitor

APO profiles as a growth stock while EIC 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 47/100) and 87.7% revenue growth. 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 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.

Eagle Point Income Company Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Eagle Point Income Company Inc. (EIC) is a specialized investment firm focused on generating current income through an extensive portfolio mainly consisting of equity tranches of collateralized loan obligations (CLOs). The firm capitalizes on its deep expertise in the credit markets to offer strong risk-adjusted returns to its shareholders. EIC is led by a seasoned management team that excels in navigating market complexities while prioritizing transparency and shareholder value. With a strategic emphasis on consistent income generation, EIC presents an appealing opportunity for institutional investors looking for dependable yields in the evolving financial landscape.

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