APOLLO GLOBAL MANAGEMENT INC (APO) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:APO • US03769M1062

132.8 USD
+5.95 (+4.69%)
At close: Feb 4, 2026
133 USD
+0.2 (+0.15%)
After Hours: 2/4/2026, 7:04:22 PM
Fundamental Rating

4

Taking everything into account, APO scores 4 out of 10 in our fundamental rating. APO was compared to 97 industry peers in the Financial Services industry. While APO is still in line with the averages on profitability rating, there are concerns on its financial health. APO has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

4

1. Profitability

1.1 Basic Checks

  • In the past year APO was profitable.
  • In the past year APO had a positive cash flow from operations.
  • Of the past 5 years APO 4 years were profitable.
  • Of the past 5 years APO 4 years had a positive operating cash flow.
APO Yearly Net Income VS EBIT VS OCF VS FCFAPO Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B 4B -4B 6B

1.2 Ratios

  • The Return On Assets of APO (0.90%) is comparable to the rest of the industry.
  • Looking at the Return On Equity, with a value of 17.56%, APO belongs to the top of the industry, outperforming 83.51% of the companies in the same industry.
  • APO has a Return On Invested Capital of 1.37%. This is comparable to the rest of the industry: APO outperforms 42.27% of its industry peers.
Industry RankSector Rank
ROA 0.9%
ROE 17.56%
ROIC 1.37%
ROA(3y)0.64%
ROA(5y)1.66%
ROE(3y)9.76%
ROE(5y)17.05%
ROIC(3y)N/A
ROIC(5y)N/A
APO Yearly ROA, ROE, ROICAPO Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40

1.3 Margins

  • With a decent Profit Margin value of 16.63%, APO is doing good in the industry, outperforming 61.86% of the companies in the same industry.
  • APO's Profit Margin has declined in the last couple of years.
  • With a decent Operating Margin value of 28.40%, APO is doing good in the industry, outperforming 73.20% of the companies in the same industry.
  • APO's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 28.4%
PM (TTM) 16.63%
GM N/A
OM growth 3Y-2.59%
OM growth 5Y-7.21%
PM growth 3Y-15.29%
PM growth 5Y-7.97%
GM growth 3YN/A
GM growth 5YN/A
APO Yearly Profit, Operating, Gross MarginsAPO Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 -40 -60

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3

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), APO is destroying value.
  • The number of shares outstanding for APO has been reduced compared to 1 year ago.
  • APO has more shares outstanding than it did 5 years ago.
  • APO has about the same debt/assets ratio as last year.
APO Yearly Shares OutstandingAPO Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M
APO Yearly Total Debt VS Total AssetsAPO Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 100B 200B 300B

2.2 Solvency

  • APO has an Altman-Z score of 0.20. This is a bad value and indicates that APO is not financially healthy and even has some risk of bankruptcy.
  • APO has a Altman-Z score of 0.20. This is comparable to the rest of the industry: APO outperforms 45.36% of its industry peers.
  • APO has a debt to FCF ratio of 4.91. This is a neutral value as APO would need 4.91 years to pay back of all of its debts.
  • APO has a Debt to FCF ratio of 4.91. This is in the better half of the industry: APO outperforms 63.92% of its industry peers.
  • APO has a Debt/Equity ratio of 0.55. This is a neutral value indicating APO is somewhat dependend on debt financing.
  • APO's Debt to Equity ratio of 0.55 is in line compared to the rest of the industry. APO outperforms 54.64% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF 4.91
Altman-Z 0.2
ROIC/WACC0.16
WACC8.48%
APO Yearly LT Debt VS Equity VS FCFAPO Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5B 10B 15B

2.3 Liquidity

  • A Current Ratio of 0.06 indicates that APO may have some problems paying its short term obligations.
  • The Current ratio of APO (0.06) is worse than 80.41% of its industry peers.
  • APO has a Quick Ratio of 0.06. This is a bad value and indicates that APO is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Quick ratio value of 0.06, APO is not doing good in the industry: 80.41% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.06
Quick Ratio 0.06
APO Yearly Current Assets VS Current LiabilitesAPO Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

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5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 14.19% over the past year.
  • APO shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 22.44% yearly.
  • Looking at the last year, APO shows a very negative growth in Revenue. The Revenue has decreased by -17.68% in the last year.
  • The Revenue has been growing by 52.06% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)14.19%
EPS 3Y17.67%
EPS 5Y22.44%
EPS Q2Q%17.3%
Revenue 1Y (TTM)-17.68%
Revenue growth 3Y58.1%
Revenue growth 5Y52.06%
Sales Q2Q%26.37%

3.2 Future

  • Based on estimates for the next years, APO will show a quite strong growth in Earnings Per Share. The EPS will grow by 14.64% on average per year.
  • Based on estimates for the next years, APO will show a very negative growth in Revenue. The Revenue will decrease by -12.07% on average per year.
EPS Next Y8.17%
EPS Next 2Y11.93%
EPS Next 3Y14.24%
EPS Next 5Y14.64%
Revenue Next Year4.05%
Revenue Next 2Y18.17%
Revenue Next 3Y14.53%
Revenue Next 5Y-12.07%

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
APO Yearly Revenue VS EstimatesAPO Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 10B 20B 30B
APO Yearly EPS VS EstimatesAPO Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2029 0 5 10

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4

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 16.33 indicates a correct valuation of APO.
  • APO's Price/Earnings is on the same level as the industry average.
  • When comparing the Price/Earnings ratio of APO to the average of the S&P500 Index (28.25), we can say APO is valued slightly cheaper.
  • A Price/Forward Earnings ratio of 14.27 indicates a correct valuation of APO.
  • APO's Price/Forward Earnings is on the same level as the industry average.
  • APO is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.50, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 16.33
Fwd PE 14.27
APO Price Earnings VS Forward Price EarningsAPO Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • 73.20% of the companies in the same industry are more expensive than APO, based on the Enterprise Value to EBITDA ratio.
  • APO's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 29.96
EV/EBITDA 8.37
APO Per share dataAPO EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates APO does not grow enough to justify the current Price/Earnings ratio.
  • APO's earnings are expected to grow with 14.24% in the coming years. This may justify a more expensive valuation.
PEG (NY)2
PEG (5Y)0.73
EPS Next 2Y11.93%
EPS Next 3Y14.24%

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4

5. Dividend

5.1 Amount

  • APO has a Yearly Dividend Yield of 1.52%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 2.00, APO pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, APO has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.52%

5.2 History

  • The dividend of APO decreases each year by -1.16%.
  • APO has been paying a dividend for at least 10 years, so it has a reliable track record.
  • APO has decreased its dividend in the last 3 years.
Dividend Growth(5Y)-1.16%
Div Incr Years2
Div Non Decr Years2
APO Yearly Dividends per shareAPO Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5 2

5.3 Sustainability

  • 31.10% of the earnings are spent on dividend by APO. This is a low number and sustainable payout ratio.
DP31.1%
EPS Next 2Y11.93%
EPS Next 3Y14.24%
APO Yearly Income VS Free CF VS DividendAPO Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B 4B 6B
APO Dividend Payout.APO Dividend Payout, showing the Payout Ratio.APO Dividend Payout.PayoutRetained Earnings

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APOLLO GLOBAL MANAGEMENT INC

NYSE:APO (2/4/2026, 7:04:22 PM)

After market: 133 +0.2 (+0.15%)

132.8

+5.95 (+4.69%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)11-04
Earnings (Next)02-09
Inst Owners65.68%
Inst Owner Change0%
Ins Owners2.57%
Ins Owner Change-3.03%
Market Cap77.08B
Revenue(TTM)24.43B
Net Income(TTM)4.06B
Analysts80
Price Target168.96 (27.23%)
Short Float %7.26%
Short Ratio10.46
Dividend
Industry RankSector Rank
Dividend Yield 1.52%
Yearly Dividend2.1
Dividend Growth(5Y)-1.16%
DP31.1%
Div Incr Years2
Div Non Decr Years2
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)7.76%
Min EPS beat(2)3.12%
Max EPS beat(2)12.41%
EPS beat(4)3
Avg EPS beat(4)7.1%
Min EPS beat(4)-3.45%
Max EPS beat(4)16.32%
EPS beat(8)5
Avg EPS beat(8)4.05%
EPS beat(12)6
Avg EPS beat(12)1.66%
EPS beat(16)8
Avg EPS beat(16)2.26%
Revenue beat(2)2
Avg Revenue beat(2)70.14%
Min Revenue beat(2)46.6%
Max Revenue beat(2)93.67%
Revenue beat(4)4
Avg Revenue beat(4)45.61%
Min Revenue beat(4)19.9%
Max Revenue beat(4)93.67%
Revenue beat(8)8
Avg Revenue beat(8)75.82%
Revenue beat(12)11
Avg Revenue beat(12)90.55%
Revenue beat(16)14
Avg Revenue beat(16)89.82%
PT rev (1m)1.21%
PT rev (3m)7.3%
EPS NQ rev (1m)-1.19%
EPS NQ rev (3m)-0.89%
EPS NY rev (1m)-0.36%
EPS NY rev (3m)3.21%
Revenue NQ rev (1m)-0.33%
Revenue NQ rev (3m)1.71%
Revenue NY rev (1m)-0.02%
Revenue NY rev (3m)-14.27%
Valuation
Industry RankSector Rank
PE 16.33
Fwd PE 14.27
P/S 3.15
P/FCF 29.96
P/OCF 29.96
P/B 3.33
P/tB 4.47
EV/EBITDA 8.37
EPS(TTM)8.13
EY6.12%
EPS(NY)9.31
Fwd EY7.01%
FCF(TTM)4.43
FCFY3.34%
OCF(TTM)4.43
OCFY3.34%
SpS42.1
BVpS39.86
TBVpS29.7
PEG (NY)2
PEG (5Y)0.73
Graham Number85.39
Profitability
Industry RankSector Rank
ROA 0.9%
ROE 17.56%
ROCE 1.6%
ROIC 1.37%
ROICexc 1.42%
ROICexgc 1.7%
OM 28.4%
PM (TTM) 16.63%
GM N/A
FCFM 10.53%
ROA(3y)0.64%
ROA(5y)1.66%
ROE(3y)9.76%
ROE(5y)17.05%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3Y-33.79%
ROICexgc growth 5Y-38.36%
ROICexc growth 3Y-35.62%
ROICexc growth 5Y-38.99%
OM growth 3Y-2.59%
OM growth 5Y-7.21%
PM growth 3Y-15.29%
PM growth 5Y-7.97%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.05
Health
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF 4.91
Debt/EBITDA 1.53
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 6.95
Cash Conversion 31.09%
Profit Quality 63.31%
Current Ratio 0.06
Quick Ratio 0.06
Altman-Z 0.2
F-Score5
WACC8.48%
ROIC/WACC0.16
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)14.19%
EPS 3Y17.67%
EPS 5Y22.44%
EPS Q2Q%17.3%
EPS Next Y8.17%
EPS Next 2Y11.93%
EPS Next 3Y14.24%
EPS Next 5Y14.64%
Revenue 1Y (TTM)-17.68%
Revenue growth 3Y58.1%
Revenue growth 5Y52.06%
Sales Q2Q%26.37%
Revenue Next Year4.05%
Revenue Next 2Y18.17%
Revenue Next 3Y14.53%
Revenue Next 5Y-12.07%
EBIT growth 1Y-20.34%
EBIT growth 3Y54.01%
EBIT growth 5Y41.09%
EBIT Next Year14.52%
EBIT Next 3Y17.15%
EBIT Next 5Y15.5%
FCF growth 1Y-55.04%
FCF growth 3Y48.2%
FCF growth 5Y25.54%
OCF growth 1Y-55.04%
OCF growth 3Y45.14%
OCF growth 5Y24.61%

APOLLO GLOBAL MANAGEMENT INC / APO FAQ

Can you provide the ChartMill fundamental rating for APOLLO GLOBAL MANAGEMENT INC?

ChartMill assigns a fundamental rating of 4 / 10 to APO.


Can you provide the valuation status for APOLLO GLOBAL MANAGEMENT INC?

ChartMill assigns a valuation rating of 4 / 10 to APOLLO GLOBAL MANAGEMENT INC (APO). This can be considered as Fairly Valued.


What is the profitability of APO stock?

APOLLO GLOBAL MANAGEMENT INC (APO) has a profitability rating of 4 / 10.


What are the PE and PB ratios of APOLLO GLOBAL MANAGEMENT INC (APO) stock?

The Price/Earnings (PE) ratio for APOLLO GLOBAL MANAGEMENT INC (APO) is 16.33 and the Price/Book (PB) ratio is 3.33.


What is the expected EPS growth for APOLLO GLOBAL MANAGEMENT INC (APO) stock?

The Earnings per Share (EPS) of APOLLO GLOBAL MANAGEMENT INC (APO) is expected to grow by 8.17% in the next year.