WallStSmart

Apollo Global Management LLC Class A (APO)vsNorthern Trust Corporation (NTRS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 274% more annual revenue ($31.29B vs $8.36B). NTRS leads profitability with a 22.4% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.54. NTRS earns a higher WallStSmart Score of 76/100 (B+).

APO

Hold

46

out of 100

Grade: D+

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

NTRS

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 5.7Quality: 5.0
Piotroski: 3/9Altman Z: -0.32

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$68.26B9/10

Large-cap with strong market position

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

NTRS4 strengths · Avg: 8.8/10
Operating MarginProfitability
31.7%10/10

Strong operational efficiency at 31.7%

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
42.6%8/10

Earnings expanding 42.6% YoY

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
74.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

NTRS4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.183/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-539.50M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.322/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bull Case : NTRS

The strongest argument for NTRS centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.4% and operating margin at 31.7%. Revenue growth of 13.9% demonstrates continued momentum.

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 : NTRS

The primary concerns for NTRS are Debt/Equity, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

APO profiles as a value stock while NTRS is a mature play — different risk/reward profiles.

APO carries more volatility with a beta of 1.50 — expect wider price swings.

NTRS is growing revenue faster at 13.9% — sustainability is the question.

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

Bottom Line

NTRS scores higher overall (76/100 vs 46/100), backed by strong 22.4% margins and 13.9% 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 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.

Northern Trust Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Northern Trust Corporation is a financial services company headquartered in Chicago, Illinois that caters to corporations, institutional investors, and ultra high net worth individuals.

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