APO:NYE-Apollo Global Management, Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 50.38

Change

+0.92 (+1.86)%

Market Cap

USD 11.47B

Volume

0.76M

Average Target Price

USD 54.00 (+7.19%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Apollo Global Management, Inc. is a publicly owned investment manager. The firm primarily 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 alternative investments include investment in 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. 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 conduct 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)

Compare
Relative Returns (From:    To: 2021-03-01 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BLK BlackRock, Inc

+24.70 (+3.56%)

USD105.93B 21.81 15.60
BAM Brookfield Asset Management In..

+0.94 (+2.33%)

USD61.53B 42.28 14.03
BX The Blackstone Group Inc

+1.50 (+2.17%)

USD48.04B 46.15 N/A
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
BK The Bank of New York Mellon Co..

+1.52 (+3.61%)

USD37.39B 11.01 N/A
KKR KKR & Co. Inc

+0.74 (+1.62%)

USD26.27B 13.50 8.21
AMP Ameriprise Financial, Inc

+7.84 (+3.54%)

USD25.83B 18.13 N/A
STT State Street Corporation

+3.97 (+5.46%)

USD25.60B 11.51 N/A
STT-PG State Street Corporation

-0.03 (-0.11%)

USD21.49B 4.42 N/A
STT-PD State Street Corporation

-0.23 (-0.83%)

USD21.17B 4.38 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
PFFR InfraCap REIT Preferred E.. 0.00 % 0.45 %

+0.06 (+0.26%)

USD0.06B
SFYX SoFi Next 500 ETF 0.00 % 0.00 %

+0.33 (+2.48%)

USD0.02B
HFY-U:CA Hamilton Global Financial.. 0.00 % 1.20 %

N/A

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

+0.58 (+2.28%)

USD0.62B
IPRV:LSE iShares Listed Private Eq.. 0.00 % 0.75 %

+39.00 (+2.14%)

USD0.50B
IQQL:F iShares Listed Private Eq.. 0.00 % 0.75 %

+0.37 (+1.76%)

USD0.62B
IQQL:XETRA iShares Listed Private Eq.. 0.00 % 0.75 %

+0.51 (+2.40%)

USD0.62B

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 2.86% 56% F 44% F
Dividend Return 1.22% 68% D+ 70% C-
Total Return 4.08% 59% F 48% F
Trailing 12 Months  
Capital Gain 16.11% 84% B 57% F
Dividend Return 4.66% 36% F 73% C
Total Return 20.77% 82% B- 59% F
Trailing 5 Years  
Capital Gain 217.05% 99% A+ 92% A-
Dividend Return 60.92% 95% A 98% A+
Total Return 277.97% 99% A+ 94% A
Average Annual (5 Year Horizon)  
Capital Gain 28.92% 100% A+ 94% A
Dividend Return 7.20% 64% D 92% A-
Total Return 36.12% 100% A+ 95% A
Risk Return Profile  
Volatility (Standard Deviation) 31.44% 4% F 20% F
Risk Adjusted Return 114.89% 97% A+ 94% A
Market Capitalization 11.47B 98% A+ 84% B
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 112.41 4% F 7% F
Price/Book Ratio 13.11 2% F 8% F
Price / Cash Flow Ratio -7.10 89% B+ 88% B+
EV/EBITDA 25.38 19% F 22% F
Management Effectiveness  
Return on Equity 10.00% 61% D- 67% D+
Return on Invested Capital 10.97% 78% C+ 79% C+
Return on Assets 2.90% 75% C 62% D-
Debt to Equity Ratio 393.70% 4% F 6% F
Technical Ratios  
Short Ratio 3.53 5% F 25% F
Short Percent 2.94% 11% F 58% F
Beta 1.63 4% F 21% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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 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.

Positive free cash flow

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

Superior Revenue Growth

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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 earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

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