AINV:NSD-Apollo Investment Corporation (USD)

COMMON STOCK | Asset Management | NSD

Last Closing Price

USD 13.33

Change

-0.14 (-1.04)%

Market Cap

USD 0.85B

Volume

0.32M

Avg Analyst Target

USD 13.25 (-0.60%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


Apollo Investment Corporation (AINV) Stock Analysis:
Based on the Apollo Investment Corporation stock forecasts from 1 analysts, the average analyst target price for Apollo Investment Corporation is USD 13.25 over the next 12 months. Apollo Investment Corporation’s average analyst rating is Hold . Stock Target Advisor’s own stock analysis of Apollo Investment Corporation is Bearish, which is based on 3 positive signals and 8 negative signals. At the last closing, Apollo Investment Corporation’s stock price was USD 13.33. Apollo Investment Corporation’s stock price has changed by -0.17% over the past week, +1.08% over the past month and +10.44% over the last year.

About

Apollo Investment Corporation is a closed-end, externally managed, non-diversified management investment company that has elected to be treated as a business development company (?BDC?) under the Investment Company Act of 1940 (the ?1940 Act?) specializing in private equity inves ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-01-19 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
TROW T. Rowe Price Group Inc

-2.97 (-1.74%)

USD38.98B 12.82 10.74
NTRS Northern Trust Corporation

-6.40 (-4.84%)

USD27.75B 21.08 N/A
CG The Carlyle Group Inc

-0.54 (-1.06%)

USD18.25B 6.62 8.60
ARCC Ares Capital Corporation

N/A

USD10.02B 5.98 10.19
SEIC SEI Investments Company

-1.37 (-2.24%)

USD8.74B 17.16 10.02
FOCS Focus Financial Partners Inc

-1.35 (-2.50%)

USD3.57B 493.15 25.19
HLNE Hamilton Lane Incorporated

-0.48 (-0.53%)

USD3.52B 22.78 13.75
PSEC Prospect Capital Corporation

+0.05 (+0.57%)

USD3.42B 3.43 9.42
GBDC Golub Capital BDC Inc

-0.02 (-0.13%)

USD2.64B 7.67 18.93
VCTR Victory Capital Holdings Inc

-0.31 (-0.95%)

USD2.28B 9.44 7.70

ETFs Containing AINV

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.22% 90% A- 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.22% 90% A- 90% A-
Trailing 12 Months  
Capital Gain 10.44% 44% F 72% C-
Dividend Return 10.69% 70% C- 96% A
Total Return 21.13% 51% F 79% C+
Trailing 5 Years  
Capital Gain -25.20% 18% F 24% F
Dividend Return 46.63% 68% D+ 97% A+
Total Return 21.44% 27% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain -2.18% 11% F 19% F
Dividend Return 11.53% 91% A- 98% A+
Total Return 9.34% 32% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 35.75% 42% F 49% F
Risk Adjusted Return 26.12% 24% F 43% F
Market Capitalization 0.85B 74% C 65% D
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 6.48 61% D- 82% B-
Price/Book Ratio 0.82 75% C 91% A-
Price / Cash Flow Ratio 1.81 55% F 52% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 13.01% 41% F 75% C
Return on Invested Capital 0.01% 34% F 52% F
Return on Assets 3.59% 42% F 73% C
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio 2.58 25% F 46% F
Short Percent 2.27% 21% F 54% F
Beta 2.01 7% F 11% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.