WallStSmart

AMTD IDEA Group (AMTD)vsApollo Global Management LLC Class A (APO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 40136% more annual revenue ($35.60B vs $88.47M). AMTD leads profitability with a 49.3% profit margin vs 5.3%. AMTD trades at a lower P/E of 1.6x. APO earns a higher WallStSmart Score of 72/100 (B).

AMTD

Hold

40

out of 100

Grade: F

Growth: 2.0Profit: 5.5Value: 6.7Quality: 8.5
Piotroski: 2/9Altman Z: 4.36

APO

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 5.7Quality: 5.5
Piotroski: 2/9Altman Z: 0.02

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMTD5 strengths · Avg: 9.8/10
P/E RatioValuation
1.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.3%10/10

Keeps 49 of every $100 in revenue as profit

Altman Z-ScoreHealth
4.3610/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

APO6 strengths · Avg: 8.8/10
Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

EPS GrowthGrowth
63.7%10/10

Earnings expanding 63.7% YoY

Market CapQuality
$83.12B9/10

Large-cap with strong market position

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$3.25B8/10

Generating 3.2B in free cash flow

Areas to Watch

AMTD4 concerns · Avg: 2.8/10
Market CapQuality
$72.99M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-82.6%2/10

Revenue declined 82.6%

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
49.9x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.022/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.3% and operating margin at -336.4%.

Bull Case : APO

The strongest argument for APO centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 63.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bear Case : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, Piotroski F-Score.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 49.9x leaves little room for execution misses.

Key Dynamics to Monitor

AMTD profiles as a declining stock while APO is a hypergrowth play — different risk/reward profiles.

APO carries more volatility with a beta of 1.51 — expect wider price swings.

APO is growing revenue faster at 63.8% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

APO scores higher overall (72/100 vs 40/100) and 63.8% revenue growth. 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.

AMTD IDEA Group

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TD Ameritrade Holding Corporation provides securities brokerage and technology-related financial services to retail investors and traders and Registered Independent Investment Advisers (RIAs) in the United States. The company is headquartered in Omaha, Nebraska.

Apollo Global Management LLC Class A

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Apollo Global Management LLC Class A (APO) is a prominent global alternative investment firm that specializes in private equity, credit, and real estate investments across various sectors, including healthcare, financial services, and technology. With a rigorous, research-driven investment strategy and significant industry expertise, Apollo identifies and capitalizes on high-potential opportunities in both developed and emerging markets. The firm is dedicated to maximizing portfolio performance and driving sustainable growth, seeking to deliver attractive risk-adjusted returns for its investors. With a strong capital base and a proven track record, Apollo Global Management stands as a leader in the alternative investment landscape.

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