WallStSmart

Apollo Global Management LLC Class A (APO)vsInvesco Plc (IVZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 416% more annual revenue ($35.60B vs $6.90B). APO leads profitability with a 5.3% profit margin vs -0.9%. APO appears more attractively valued with a PEG of 0.65. APO earns a higher WallStSmart Score of 72/100 (B).

APO

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 5.7Quality: 5.5
Piotroski: 2/9Altman Z: 0.02

IVZ

Strong Buy

70

out of 100

Grade: B

Growth: 7.3Profit: 4.0Value: 6.0Quality: 5.5
Piotroski: 5/9Altman Z: 1.15

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO6 strengths · Avg: 8.8/10
Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

EPS GrowthGrowth
63.7%10/10

Earnings expanding 63.7% YoY

Market CapQuality
$83.12B9/10

Large-cap with strong market position

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$3.25B8/10

Generating 3.2B in free cash flow

IVZ6 strengths · Avg: 8.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Revenue GrowthGrowth
20.5%8/10

Revenue surging 20.5% year-over-year

EPS GrowthGrowth
35.0%8/10

Earnings expanding 35.0% YoY

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
49.9x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.022/10

Distress zone — elevated risk

IVZ3 concerns · Avg: 1.7/10
Return on EquityProfitability
-0.5%2/10

ROE of -0.5% — below average capital efficiency

Altman Z-ScoreHealth
1.152/10

Distress zone — elevated risk

Profit MarginProfitability
-0.9%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 63.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bull Case : IVZ

The strongest argument for IVZ centers on Price/Book, Debt/Equity, PEG Ratio. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 49.9x leaves little room for execution misses.

Bear Case : IVZ

The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.

Key Dynamics to Monitor

APO profiles as a hypergrowth stock while IVZ is a growth play — different risk/reward profiles.

IVZ carries more volatility with a beta of 1.60 — expect wider price swings.

APO is growing revenue faster at 63.8% — sustainability is the question.

APO generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

APO scores higher overall (72/100 vs 70/100) and 63.8% revenue growth. Both earn "Strong Buy" and "Strong 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 prominent global alternative investment firm that specializes in private equity, credit, and real estate investments across various sectors, including healthcare, financial services, and technology. With a rigorous, research-driven investment strategy and significant industry expertise, Apollo identifies and capitalizes on high-potential opportunities in both developed and emerging markets. The firm is dedicated to maximizing portfolio performance and driving sustainable growth, seeking to deliver attractive risk-adjusted returns for its investors. With a strong capital base and a proven track record, Apollo Global Management stands as a leader in the alternative investment landscape.

Invesco Plc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.

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