Apollo Global Management LLC Class A (APO)vsMorgan Stanley (MS)
APO
Apollo Global Management LLC Class A
$133.20
+4.23%
FINANCIAL SERVICES · Cap: $73.67B
MS
Morgan Stanley
$193.09
+1.54%
FINANCIAL SERVICES · Cap: $299.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Morgan Stanley generates 134% more annual revenue ($73.17B vs $31.29B). MS leads profitability with a 24.7% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.67. MS earns a higher WallStSmart Score of 73/100 (B).
APO
Hold44
out of 100
Grade: D
MS
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.8B in free cash flow
Mega-cap, among the largest globally
Strong operational efficiency at 40.6%
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
16.3% revenue growth
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Expensive relative to growth rate
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : MS
The strongest argument for MS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 40.6%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : APO
The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 80.9x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : MS
The primary concerns for MS are PEG Ratio, Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
APO profiles as a value stock while MS is a growth play — different risk/reward profiles.
APO carries more volatility with a beta of 1.52 — expect wider price swings.
MS is growing revenue faster at 16.3% — sustainability is the question.
APO generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
MS scores higher overall (73/100 vs 44/100), backed by strong 24.7% margins and 16.3% revenue growth. Both earn "Strong 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 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.
Morgan Stanley
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.
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