WallStSmart

Apollo Global Management LLC Class A (APO)vsMSC Income Fund, Inc. (MSIF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 22246% more annual revenue ($31.29B vs $140.01M). MSIF leads profitability with a 61.5% profit margin vs 3.7%. MSIF trades at a lower P/E of 6.4x. MSIF earns a higher WallStSmart Score of 55/100 (C).

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

MSIF

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 8.0Value: 6.7Quality: 4.8
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$78.47B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

MSIF4 strengths · Avg: 10.0/10
P/E RatioValuation
6.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Profit MarginProfitability
61.5%10/10

Keeps 62 of every $100 in revenue as profit

Operating MarginProfitability
76.7%10/10

Strong operational efficiency at 76.7%

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
85.6x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

MSIF3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Market CapQuality
$535.07M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-19.3%2/10

Earnings declined 19.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bull Case : MSIF

The strongest argument for MSIF centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 61.5% and operating margin at 76.7%.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 85.6x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : MSIF

The primary concerns for MSIF are Revenue Growth, Market Cap, EPS Growth.

Key Dynamics to Monitor

APO carries more volatility with a beta of 1.49 — expect wider price swings.

MSIF is growing revenue faster at 2.6% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MSIF scores higher overall (55/100 vs 46/100), backed by strong 61.5% margins. 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 diverse sectors such as healthcare, financial services, and technology. The firm leverages its deep industry expertise and operational insights to implement a disciplined investment strategy aimed at maximizing portfolio performance and ensuring sustainable growth. With a focus on identifying high-potential opportunities in both developed and emerging markets, Apollo is dedicated to delivering attractive risk-adjusted returns through its substantial capital base and innovative investment approaches.

MSC Income Fund, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

MSC Income Fund, Inc. (MSIF) is a closed-end management investment company dedicated to generating consistent income through a diversified portfolio of income-producing securities. With a strong emphasis on fixed-income investments such as corporate bonds and mortgage-backed securities, the fund prioritizes capital preservation while strategically identifying growth opportunities. Led by a seasoned management team, MSIF employs a disciplined investment approach enhanced by thorough credit analysis, ensuring optimal risk-adjusted returns. This positions the fund as a reliable option for investors seeking stability and income in fluctuating market conditions.

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