WallStSmart

Apollo Global Management LLC Class A (APO)vsVirtus Investment Partners, Inc. (VRTS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 3649% more annual revenue ($31.29B vs $834.47M). VRTS leads profitability with a 14.0% profit margin vs 3.7%. VRTS appears more attractively valued with a PEG of 0.56. VRTS earns a higher WallStSmart Score of 56/100 (C).

APO

Hold

44

out of 100

Grade: D

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

VRTS

Buy

56

out of 100

Grade: C

Growth: 2.0Profit: 5.5Value: 7.7Quality: 5.0

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
$1.62B8/10

Generating 1.6B in free cash flow

VRTS3 strengths · Avg: 9.3/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.568/10

Growing faster than its price suggests

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%

VRTS3 concerns · Avg: 2.3/10
Market CapQuality
$949.76M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-8.4%2/10

Revenue declined 8.4%

EPS GrowthGrowth
-74.1%2/10

Earnings declined 74.1%

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 : VRTS

The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.56 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 : VRTS

The primary concerns for VRTS are Market Cap, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

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

VRTS is growing revenue faster at -8.4% — sustainability is the question.

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

Bottom Line

VRTS scores higher overall (56/100 vs 44/100). 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 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.

Virtus Investment Partners, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.

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