WallStSmart

Apollo Global Management LLC Class A (APO)vsBrookfield Asset Management Ltd. (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 517% more annual revenue ($31.29B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.72. BAM earns a higher WallStSmart Score of 68/100 (B-).

APO

Hold

46

out of 100

Grade: D+

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

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$78.47B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$76.95B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

Areas to Watch

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
85.6x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bull Case : BAM

The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 85.6x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.

Key Dynamics to Monitor

APO profiles as a value stock while BAM is a growth play — different risk/reward profiles.

APO carries more volatility with a beta of 1.49 — expect wider price swings.

BAM is growing revenue faster at 23.8% — sustainability is the question.

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

Bottom Line

BAM scores higher overall (68/100 vs 46/100), backed by strong 49.7% margins and 23.8% 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.

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 diverse sectors such as healthcare, financial services, and technology. The firm leverages its deep industry expertise and operational insights to implement a disciplined investment strategy aimed at maximizing portfolio performance and ensuring sustainable growth. With a focus on identifying high-potential opportunities in both developed and emerging markets, Apollo is dedicated to delivering attractive risk-adjusted returns through its substantial capital base and innovative investment approaches.

Brookfield Asset Management Ltd.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets.

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