Apollo Global Management LLC Class A (APO)vsNoah Holdings Ltd (NOAH)
APO
Apollo Global Management LLC Class A
$120.37
+0.40%
FINANCIAL SERVICES · Cap: $68.26B
NOAH
Noah Holdings Ltd
$8.60
-0.58%
FINANCIAL SERVICES · Cap: $595.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 1094% more annual revenue ($31.29B vs $2.62B). NOAH leads profitability with a 20.4% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.54. NOAH earns a higher WallStSmart Score of 68/100 (B-).
APO
Hold46
out of 100
Grade: D+
NOAH
Strong Buy68
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 1.6B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 37.8%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
1.8% revenue growth
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
Earnings declined 14.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : NOAH
The strongest argument for NOAH centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 20.4% and operating margin at 37.8%. PEG of 0.75 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 74.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : NOAH
The primary concerns for NOAH are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
APO carries more volatility with a beta of 1.50 — expect wider price swings.
NOAH is growing revenue faster at 1.8% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOAH scores higher overall (68/100 vs 46/100), backed by strong 20.4% margins. 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 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.
Noah Holdings Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · China
Noah Holdings Limited, is a provider of wealth and asset management services with a focus on investment and asset allocation services for high-net-worth individuals and companies in mainland China, Hong Kong and internationally. The company is headquartered in Shanghai, the People's Republic of China.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?