WallStSmart

Apollo Global Management LLC Class A (APO)vsPrincipal Financial Group Inc (PFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 102% more annual revenue ($31.29B vs $15.46B). PFG leads profitability with a 10.1% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.67. PFG earns a higher WallStSmart Score of 67/100 (B-).

APO

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 5.0Value: 5.0Quality: 2.8
Piotroski: 1/9Altman Z: 0.07

PFG

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 5.5Value: 6.3Quality: 3.3
Piotroski: 2/9Altman Z: 0.21

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$73.67B9/10

Large-cap with strong market position

PEG RatioValuation
0.678/10

Growing faster than its price suggests

Free Cash FlowQuality
$2.82B8/10

Generating 2.8B in free cash flow

PFG3 strengths · Avg: 8.7/10
EPS GrowthGrowth
819.0%10/10

Earnings expanding 819.0% YoY

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

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
80.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

PFG3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.5%2/10

Revenue declined 4.5%

Altman Z-ScoreHealth
0.212/10

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 0.67 suggests the stock is reasonably priced for its growth.

Bull Case : PFG

The strongest argument for PFG centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.06 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 80.9x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : PFG

The primary concerns for PFG are Piotroski F-Score, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

APO profiles as a value stock while PFG is a declining play — different risk/reward profiles.

APO carries more volatility with a beta of 1.52 — expect wider price swings.

PFG is growing revenue faster at -4.5% — sustainability is the question.

APO generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

PFG scores higher overall (67/100 vs 44/100). 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 premier global alternative investment firm renowned for its strategic focus on private equity, credit, and real estate investments across diverse sectors including healthcare, financial services, and technology. The firm utilizes a rigorous investment approach, drawing on extensive industry expertise and operational insights to optimize portfolio performance and drive long-term growth. With a commitment to identifying lucrative investment opportunities in both developed and emerging markets, Apollo aims to generate attractive risk-adjusted returns for its investors, backed by its significant capital resources and innovative strategies.

Principal Financial Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.

Want to dig deeper into these stocks?