APO:NYE-Apollo Global Management Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 67.42

Change

0.00 (0.00)%

Market Cap

USD 29.19B

Volume

2.20M

Avg Analyst Target

USD 66.50 (-1.36%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Apollo Global Management, Inc. is a private equity firm specializing investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1.5 billion. The firm seeks to invest in companies with Enterprise value between $200 million to $2.5 billion. The firm conducts an in-house research to create its in Address: 9 West 57th Street, New York, NY, United States, 10019

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-10-17 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
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BK-PC The Bank of New York Mellon Co..

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USD41.70B 5.38 N/A
KKR KKR & Co. Inc

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USD38.60B 7.40 3.65
STT State Street Corporation

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USD33.90B 14.77 N/A
AMP Ameriprise Financial Inc

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USD32.97B 33.47 N/A
STT-PG State Street Corporation

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USD22.39B 4.64 N/A
STT-PD State Street Corporation

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USD21.77B 4.53 N/A

ETFs Containing APO

Symbol Name Weight Mer Price(Change) Market Cap
LMLP UBS ETRACS Monthly Pay 2x.. 0.00 % 0.85 %

N/A

USD0.02B
HFY:CA Hamilton Global Financial.. 0.00 % 1.15 %

N/A

USD0.06B
HFY-U:CA Hamilton Global Financial.. 0.00 % 1.20 %

N/A

N/A
IDPE:LSE iShares Listed Private Eq.. 0.00 % 0.75 %

N/A

USD0.94B
IPRV:LSE iShares II Public Limited.. 0.00 % 0.75 %

N/A

USD1.13B
XLPE:LSE Xtrackers - LPX Private E.. 0.00 % 0.70 %

N/A

USD0.31B
XS2D:LSE Xtrackers - S&P 500 2x Le.. 0.00 % 0.60 %

N/A

USD0.21B
IQQL:F iShares II Public Limited.. 0.00 % 0.75 %

N/A

USD1.14B
IQQL:XETRA iShares Listed Private Eq.. 0.00 % 0.75 %

N/A

USD1.14B
NGPE:CA NBI Global Private Equity.. 0.00 % 0.63 %

N/A

USD0.26B
HFG:CA Hamilton Global Financial.. 0.00 % 0.90 %

N/A

N/A
FORH ETF Opportunities Trust -.. 0.00 % 1.20 %

N/A

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 37.65% 91% A- 83% B
Dividend Return 3.27% 18% F 63% D
Total Return 40.91% 90% A- 84% B
Trailing 12 Months  
Capital Gain 66.63% 92% A- 82% B-
Dividend Return 5.22% 32% F 70% C-
Total Return 71.85% 92% A- 82% B-
Trailing 5 Years  
Capital Gain 282.85% 99% A+ 95% A
Dividend Return 57.13% 97% A+ 99% A+
Total Return 339.98% 99% A+ 96% A
Average Annual (5 Year Horizon)  
Capital Gain 24.06% 98% A+ 84% B
Dividend Return 6.44% 52% F 89% B+
Total Return 30.50% 98% A+ 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 28.05% 16% F 40% F
Risk Adjusted Return 108.75% 96% A 93% A
Market Capitalization 29.19B 98% A+ 91% A-
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 7.93 59% F 81% B-
Price/Book Ratio 8.51 4% F 11% F
Price / Cash Flow Ratio -18.06 91% A- 90% A-
EV/EBITDA 4.40 81% B- 87% B+
Management Effectiveness  
Return on Equity 68.86% 97% A+ 96% A
Return on Invested Capital 9.24% 79% C+ 74% C
Return on Assets 20.99% 98% A+ 98% A+
Debt to Equity Ratio 102.07% 11% F 36% F
Technical Ratios  
Short Ratio 9.67 1% F 5% F
Short Percent 11.34% 2% F 26% F
Beta 1.56 6% F 22% 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

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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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive free cash flow

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

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow 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.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Negative cashflow

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

Low Earnings Growth

This stock has shown below median earnings 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.