Apollo Global Management LLC Class A (APO)vsBlue Owl Technology Finance Corp. (OTF)
APO
Apollo Global Management LLC Class A
$127.97
-1.35%
FINANCIAL SERVICES · Cap: $76.79B
OTF
Blue Owl Technology Finance Corp.
$11.33
+8.73%
FINANCIAL SERVICES · Cap: $4.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 2328% more annual revenue ($31.29B vs $1.29B). OTF leads profitability with a 32.8% profit margin vs 3.7%. OTF trades at a lower P/E of 10.3x. OTF earns a higher WallStSmart Score of 63/100 (C+).
APO
Hold46
out of 100
Grade: D+
OTF
Buy63
out of 100
Grade: C+
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
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 84.8%
Revenue surging 78.3% year-over-year
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Earnings declined 7.6%
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 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : OTF
The strongest argument for OTF centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 84.8%. Revenue growth of 78.3% demonstrates continued momentum.
Bear Case : APO
The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 81.2x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : OTF
The primary concerns for OTF are Return on Equity, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
APO profiles as a value stock while OTF is a growth play — different risk/reward profiles.
OTF is growing revenue faster at 78.3% — 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
OTF scores higher overall (63/100 vs 46/100), backed by strong 32.8% margins and 78.3% revenue growth. 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 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.
Blue Owl Technology Finance Corp.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blue Owl Technology Finance Corp. The company is headquartered in New York, New York.
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