WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 4213% more annual revenue ($35.60B vs $825.30M). VRTS leads profitability with a 14.5% profit margin vs 5.3%. APO appears more attractively valued with a PEG of 0.47. APO earns a higher WallStSmart Score of 72/100 (B).

APO

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 6.3Quality: 5.5
Piotroski: 2/9Altman Z: 0.02

VRTS

Buy

63

out of 100

Grade: C+

Growth: 3.3Profit: 5.5Value: 7.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.88

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO6 strengths · Avg: 9.2/10
PEG RatioValuation
0.4710/10

Growing faster than its price suggests

Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

EPS GrowthGrowth
63.7%10/10

Earnings expanding 63.7% YoY

Market CapQuality
$73.44B9/10

Large-cap with strong market position

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$3.25B8/10

Generating 3.2B in free cash flow

VRTS3 strengths · Avg: 9.3/10
P/E RatioValuation
7.4x10/10

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
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
44.3x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.022/10

Distress zone — elevated risk

VRTS4 concerns · Avg: 2.0/10
Market CapQuality
$863.00M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-4.4%2/10

Revenue declined 4.4%

Altman Z-ScoreHealth
0.882/10

Distress zone — elevated risk

Debt/EquityHealth
2.991/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 63.8% demonstrates continued momentum. PEG of 0.47 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 44.3x leaves little room for execution misses.

Bear Case : VRTS

The primary concerns for VRTS are Market Cap, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

APO carries more volatility with a beta of 1.51 — expect wider price swings.

APO is growing revenue faster at 63.8% — sustainability is the question.

APO generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

APO scores higher overall (72/100 vs 63/100) and 63.8% 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 prominent global alternative investment firm that specializes in private equity, credit, and real estate investments across various sectors, including healthcare, financial services, and technology. With a rigorous, research-driven investment strategy and significant industry expertise, Apollo identifies and capitalizes on high-potential opportunities in both developed and emerging markets. The firm is dedicated to maximizing portfolio performance and driving sustainable growth, seeking to deliver attractive risk-adjusted returns for its investors. With a strong capital base and a proven track record, Apollo Global Management stands as a leader in the alternative investment landscape.

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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