APO
Apollo Global Management
Financials · Asset Management & Custody Banks · US
$133.20
✗ ETHICAL FAIL

WEAK MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$76.8B
Trailing P/E
83.80
Forward P/E
12.50
Rev Growth
-9.2%
Profit Margin
3.7%
ROE
8.5%
Analyst Target
$150.18
Recommendation
BUY
About Apollo Global Management

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public 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, venture capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. For credit strategies, the firm focuses to invest in multi-sector credit, semi-liquid credit, direct lending, first lien, unitranche, whole loans and private credit. 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 also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest

Opportunity Summary
Trading at $133 against a fair value of $214, a 38% discount. Fails ethical screen (Business activity screen). Ranks better than 64% of screened stocks.
Ethical Screen
Business ActivityFAIL
Debt Ratio
Cash Ratio
Receivables Ratio
Revenue Ratio
OverallFAIL
Score Ethical: 10.0
Score Valuation: 88.0
Score Quality: 28.0
Score Combined: 41.5
Fair Value Est: $214.00 · Margin of Safety: +60.7% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation70.0
Quality12.9
Cash Flow50.0
Moat25.0
Balance Sheet93.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: SILVER · Score: 68.3 · Rank: #319
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-042.20Pending--
2026-05-061.881.94+2.9%
2026-02-092.042.47+21.3%
2025-11-041.262.78+120.6%
2025-08-051.540.99-35.9%
2025-05-021.841.82-1.3%
2025-02-041.892.22+17.5%
2024-11-051.721.85+7.3%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$5.1B-$1.9B$815.0M$4.6B$794.0M-3.27
2025-12-31$9.9B$684.0M$2.3B$9.5B$2.1B
2025-09-30$9.8B$1.7B$3.4B$9.4B$3.2B2.82
2025-06-30$6.8B$630.0M$1.3B$6.5B$1.4B1.00
2025-03-31$5.6B$442.0M$1.6B$5.2B$1.5B0.68
2024-12-312.42
Insider Transactions
DateNameRoleSharesValue
2026-05-15KELLY MARTIN BChief Financial Officer570--
2026-05-14KELLY MARTIN BChief Financial Officer7,000$942.5K
2026-05-07O'NEILL MITRADirector1,771--
2026-02-17KLEINMAN SCOTT MPresident2,048$264.7K
2026-02-13BELARDI JAMES RICHARDOfficer and Director147,813$4.4M
2026-02-10CHATTERJEE WHITNEY AOfficer96,046--
2026-02-10ZITO JOHN P.Officer167,252--
2026-02-10KINAHAN KRISTIANE ELAINEOfficer10,912--
2026-02-10KELLY MARTIN BChief Financial Officer116,087--
2026-02-10BELARDI JAMES RICHARDOfficer and Director41,892--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.34.5M$4.4B0.1%
Vanguard Capital Management LLC28.2M$3.6B0.0%
Capital Research Global Investors26.2M$3.4B0.0%
FMR, LLC22.0M$2.8B0.0%
State Street Corporation19.6M$2.5B0.0%
Capital World Investors18.9M$2.4B0.0%
Vanguard Portfolio Management LLC15.1M$1.9B0.0%
Geode Capital Management, LLC10.5M$1.3B0.0%
Capital International Investors9.9M$1.3B0.0%
Franklin Resources, Inc.9.9M$1.3B0.0%
Analyst Recommendations
3 Months Ago
4
10
6
20 analysts
2 Months Ago
5
10
5
20 analysts
Last Month
5
10
5
20 analysts
Current
3
10
6
19 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$93.2B
Price/Book
3.99
Beta
1.519
Analysts
17
Total Revenue (TTM)
$31.3B
Total Debt
$40.0B
Dividend Yield
169.0%
Rec. Mean
1.79
Short Ratio
7.37
Short % Float
0.1%
Employees
6,140

Elite Intelligence

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Trade Consideration
The Opportunity
Score 41.5 (P48 — top 51.7% of scored tickers). Weak Moat. Ethical FAIL. 16 analysts at Buy.
Price: $133.20 | Target: $149.56 (+12%) | Fair Value: $214.00 (+61%)
Score
42
Moat
WEAK
Conviction
Standard
Upside
+12%
The Fundamentals
Revenue Growth-9.2%
Profit Margin0.0%
ROE8.5%
Forward P/E12.5
Market Cap$76.8B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-04$2.20Pending
2026-05-06$1.88$1.94+2.9%
2026-02-09$2.04$2.47+21.3%
2025-11-04$1.26$2.78+120.6%
2025-08-05$1.54$0.99-35.9%
2025-05-02$1.84$1.82-1.3%
Position Sizing Scenarios
Stop: $113.22 (-15%) | Entry: $133.20
SharesCostProfit to TargetR:R
To Consensus ($149.56, 16 analysts)
10$1,332.00+$163.60 (12%)0.8R
50$6,660.00+$818.00 (12%)0.8R
100$13,320.00+$1,636.00 (12%)0.8R
To Fair Value ($214.00)
10$1,332.00+$808.00 (61%)4.0R
50$6,660.00+$4,040.00 (61%)4.0R
100$13,320.00+$8,080.00 (61%)4.0R
Risk Factors
  • High beta (1.52) — amplifies market moves by 1.52x
  • Elevated short interest (7.37 days to cover)
The Verdict
Apollo Global Management holds a weak competitive moat and trades at a 60.7% discount to fair value.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
56.2
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.2%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.2%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.23
above 1.0 is good
Max Drawdown
-42.8%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
0.5x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
62.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
SUKOON.AE-0.234
AWK-0.207
ED-0.178
BAES.L-0.175
CBOE-0.173
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Tuesday
Worst Day
Thursday
Best Month
Nov
Worst Month
Feb
Fri-Mon Effect
-0.20872952760547112
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-2.9%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+5.0%
3M Return
+14.3%
6M Return
+3.3%
12M Return
+0.9%
Momentum Rank
#1770
Momentum Signal
UP

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