WallStSmart

Apollo Global Management LLC Class A (APO)vsRaymond James Financial Inc. (RJF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 113% more annual revenue ($31.29B vs $14.72B). RJF leads profitability with a 14.6% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.68. RJF earns a higher WallStSmart Score of 70/100 (B).

APO

Hold

46

out of 100

Grade: D+

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

RJF

Strong Buy

70

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 7.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.06

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$74.23B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

RJF4 strengths · Avg: 8.0/10
PEG RatioValuation
0.848/10

Growing faster than its price suggests

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.05B8/10

Generating 1.1B in free cash flow

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
81.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

RJF1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.062/10

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 0.68 suggests the stock is reasonably priced for its growth.

Bull Case : RJF

The strongest argument for RJF centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 13.1% demonstrates continued momentum. PEG of 0.84 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 81.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : RJF

The primary concerns for RJF are Altman Z-Score.

Key Dynamics to Monitor

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

RJF is growing revenue faster at 13.1% — 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

RJF scores higher overall (70/100 vs 46/100) and 13.1% 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 premier global alternative investment firm with expertise in private equity, credit, and real estate, targeting diverse sectors including healthcare, financial services, and technology. The firm employs a rigorous investment strategy, utilizing its extensive industry knowledge and operational acumen to optimize portfolio performance and promote sustainable growth. With a strong commitment to identifying high-potential investment opportunities in both developed and emerging markets, Apollo strives to deliver attractive risk-adjusted returns, underpinned by substantial capital resources and innovative investment methodologies.

Raymond James Financial Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.

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