Apollo Global Management LLC Class A (APO)vsBlue Owl Capital Inc (OWL)
APO
Apollo Global Management LLC Class A
$109.80
-1.30%
FINANCIAL SERVICES · Cap: $64.57B
OWL
Blue Owl Capital Inc
$9.03
+0.78%
FINANCIAL SERVICES · Cap: $13.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 1008% more annual revenue ($31.79B vs $2.87B). APO leads profitability with a 11.0% profit margin vs 2.8%. OWL appears more attractively valued with a PEG of 0.14. OWL earns a higher WallStSmart Score of 68/100 (B-).
APO
Buy63
out of 100
Grade: C+
OWL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.0%
Fair Value
$37.67
Current Price
$109.80
$72.13 premium
Margin of Safety
-169.4%
Fair Value
$4.68
Current Price
$9.03
$4.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.7% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.8B in free cash flow
Growing faster than its price suggests
Strong operational efficiency at 32.4%
Earnings expanding 57.4% YoY
Reasonable price relative to book value
19.7% revenue growth
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
ROE of 5.1% — below average capital efficiency
2.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 87.7% demonstrates continued momentum. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull Case : OWL
The strongest argument for OWL centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 19.7% demonstrates continued momentum. PEG of 0.14 suggests the stock is reasonably priced for its growth.
Bear Case : APO
The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.
Bear Case : OWL
The primary concerns for OWL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 89.6x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
APO carries more volatility with a beta of 1.64 — expect wider price swings.
APO is growing revenue faster at 87.7% — sustainability is the question.
APO generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OWL scores higher overall (68/100 vs 63/100) and 19.7% revenue growth. Both earn "Strong Buy" and "Buy" 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 a wide array of sectors such as healthcare, financial services, and technology. The firm employs a disciplined investment strategy that leverages deep industry expertise and operational insight to enhance portfolio value. With a strong commitment to long-term growth, Apollo seeks to identify and capitalize on strategic investment opportunities in both developed and emerging markets. As a publicly traded entity, it aims to deliver attractive risk-adjusted returns to investors through its substantial capital resources and strategic initiatives.
Blue Owl Capital Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blue Owl Capital Inc. is an asset manager. The company is headquartered in New York, New York.
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