WallStSmart

Ameriprise Financial Inc (AMP)vsApollo Global Management LLC Class A (APO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 68% more annual revenue ($31.79B vs $18.91B). AMP leads profitability with a 18.8% profit margin vs 11.0%. APO appears more attractively valued with a PEG of 1.12. APO earns a higher WallStSmart Score of 65/100 (B-).

AMP

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 4/9

APO

Strong Buy

65

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 7.3Quality: 2.8
Piotroski: 1/9Altman Z: 0.07
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMPSignificantly Overvalued (-97.1%)

Margin of Safety

-97.1%

Fair Value

$246.57

Current Price

$438.94

$192.37 premium

UndervaluedFair: $246.57Overvalued
APOSignificantly Overvalued (-237.0%)

Margin of Safety

-237.0%

Fair Value

$37.67

Current Price

$112.00

$74.33 premium

UndervaluedFair: $37.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP3 strengths · Avg: 9.3/10
Return on EquityProfitability
60.5%10/10

Every $100 of equity generates 61 in profit

Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

APO4 strengths · Avg: 8.8/10
Revenue GrowthGrowth
87.7%10/10

Revenue surging 87.7% year-over-year

Market CapQuality
$60.04B9/10

Large-cap with strong market position

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.82B8/10

Generating 2.8B in free cash flow

Areas to Watch

AMP2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-110.0%2/10

Earnings declined 110.0%

Free Cash FlowQuality
$-2.88B2/10

Negative free cash flow — burning cash

APO3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-57.3%2/10

Earnings declined 57.3%

Altman Z-ScoreHealth
0.072/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AMP

The strongest argument for AMP centers on Return on Equity, Operating Margin, P/E Ratio. Profitability is solid with margins at 18.8% and operating margin at 35.3%.

Bull Case : APO

The strongest argument for APO centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 87.7% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bear Case : AMP

The primary concerns for AMP are EPS Growth, Free Cash Flow.

Bear Case : APO

The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

AMP profiles as a mature stock while APO is a growth play — different risk/reward profiles.

APO carries more volatility with a beta of 1.64 — expect wider price swings.

APO is growing revenue faster at 87.7% — sustainability is the question.

APO generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

APO scores higher overall (65/100 vs 64/100) and 87.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Ameriprise Financial Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

Apollo Global Management LLC Class A

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Apollo Global Management LLC Class A (APO) is a leading global alternative investment firm, specializing in private equity, credit, and real estate across a wide array of sectors such as healthcare, financial services, and technology. The firm employs a disciplined investment strategy that leverages deep industry expertise and operational insight to enhance portfolio value. With a strong commitment to long-term growth, Apollo seeks to identify and capitalize on strategic investment opportunities in both developed and emerging markets. As a publicly traded entity, it aims to deliver attractive risk-adjusted returns to investors through its substantial capital resources and strategic initiatives.

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