WallStSmart

Apollo Global Management LLC Class A (APO)vsPennantPark Floating Rate Capital Ltd (PFLT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 11551% more annual revenue ($31.29B vs $268.52M). PFLT leads profitability with a 23.1% profit margin vs 3.7%. PFLT appears more attractively valued with a PEG of 0.26. PFLT earns a higher WallStSmart Score of 74/100 (B).

APO

Hold

46

out of 100

Grade: D+

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

PFLT

Strong Buy

74

out of 100

Grade: B

Growth: 8.7Profit: 7.0Value: 7.7Quality: 5.8
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$78.47B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

PFLT6 strengths · Avg: 9.5/10
PEG RatioValuation
0.2610/10

Growing faster than its price suggests

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
77.3%10/10

Strong operational efficiency at 77.3%

EPS GrowthGrowth
2033.0%10/10

Earnings expanding 2033.0% YoY

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
12.9x8/10

Attractively priced relative to earnings

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
85.6x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

PFLT4 concerns · Avg: 3.0/10
Market CapQuality
$804.66M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Debt/EquityHealth
1.613/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bull Case : PFLT

The strongest argument for PFLT centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 23.1% and operating margin at 77.3%. PEG of 0.26 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 85.6x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : PFLT

The primary concerns for PFLT are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

APO carries more volatility with a beta of 1.49 — expect wider price swings.

PFLT is growing revenue faster at 6.5% — sustainability is the question.

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

Bottom Line

PFLT scores higher overall (74/100 vs 46/100), backed by strong 23.1% 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 leading global alternative investment firm specializing in private equity, credit, and real estate across diverse sectors such as healthcare, financial services, and technology. The firm leverages its deep industry expertise and operational insights to implement a disciplined investment strategy aimed at maximizing portfolio performance and ensuring sustainable growth. With a focus on identifying high-potential opportunities in both developed and emerging markets, Apollo is dedicated to delivering attractive risk-adjusted returns through its substantial capital base and innovative investment approaches.

PennantPark Floating Rate Capital Ltd

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

PennantPark Floating Rate Capital Ltd (PFLT) is a leading business development company focused on providing flexible financing solutions, primarily through floating rate loans to middle-market enterprises. The firm emphasizes capital preservation and aims to generate consistent income while delivering attractive risk-adjusted returns via a diversified portfolio of debt instruments. With an experienced management team and strategic partnerships, PFLT is well-equipped to navigate market fluctuations and leverage growth opportunities within the middle-market lending landscape.

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