WallStSmart

Affiliated Managers Group, Inc. (AMG)vsApollo Global Management LLC Class A (APO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 1374% more annual revenue ($31.29B vs $2.12B). AMG leads profitability with a 35.5% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.68. AMG earns a higher WallStSmart Score of 72/100 (B).

AMG

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 6.3Quality: 6.0
Piotroski: 5/9Altman Z: 2.49

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG6 strengths · Avg: 8.8/10
Profit MarginProfitability
35.5%10/10

Keeps 36 of every $100 in revenue as profit

EPS GrowthGrowth
73.6%10/10

Earnings expanding 73.6% YoY

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.1%8/10

Strong operational efficiency at 22.1%

APO3 strengths · Avg: 8.3/10
Market CapQuality
$74.23B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
81.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : AMG

The strongest argument for AMG centers on Profit Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 35.5% and operating margin at 22.1%. PEG of 1.07 suggests the stock is reasonably priced for its growth.

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bear Case : AMG

No major red flags identified for AMG, but monitor valuation.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 81.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

AMG profiles as a mature stock while APO is a value play — different risk/reward profiles.

APO carries more volatility with a beta of 1.52 — expect wider price swings.

AMG is growing revenue faster at 9.7% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

AMG scores higher overall (72/100 vs 46/100), backed by strong 35.5% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Affiliated Managers Group, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

Apollo Global Management LLC Class A

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Apollo Global Management LLC Class A (APO) is a premier global alternative investment firm with expertise in private equity, credit, and real estate, targeting diverse sectors including healthcare, financial services, and technology. The firm employs a rigorous investment strategy, utilizing its extensive industry knowledge and operational acumen to optimize portfolio performance and promote sustainable growth. With a strong commitment to identifying high-potential investment opportunities in both developed and emerging markets, Apollo strives to deliver attractive risk-adjusted returns, underpinned by substantial capital resources and innovative investment methodologies.

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