WallStSmart

Apollo Global Management LLC Class A (APO)vsBCP Investment Corp. (BCIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 51890% more annual revenue ($31.79B vs $61.15M). BCIC leads profitability with a 18.8% profit margin vs 11.0%. BCIC appears more attractively valued with a PEG of 0.60. BCIC earns a higher WallStSmart Score of 69/100 (B-).

APO

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 6.0Value: 7.3Quality: 2.8
Piotroski: 1/9Altman Z: 0.07

BCIC

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APOSignificantly Overvalued (-237.0%)

Margin of Safety

-237.0%

Fair Value

$37.67

Current Price

$109.80

$72.13 premium

UndervaluedFair: $37.67Overvalued
BCICSignificantly Overvalued (-71.0%)

Margin of Safety

-71.0%

Fair Value

$7.07

Current Price

$7.45

$0.38 premium

UndervaluedFair: $7.07Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Revenue surging 87.7% year-over-year

Market CapQuality
$64.57B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.82B8/10

Generating 2.8B in free cash flow

BCIC5 strengths · Avg: 9.2/10
P/E RatioValuation
7.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
79.9%10/10

Strong operational efficiency at 79.9%

PEG RatioValuation
0.608/10

Growing faster than its price suggests

Revenue GrowthGrowth
21.3%8/10

Revenue surging 21.3% year-over-year

Areas to Watch

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

BCIC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$96.02M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Free Cash FlowQuality
$-5.44M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

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 1.21 suggests the stock is reasonably priced for its growth.

Bull Case : BCIC

The strongest argument for BCIC centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 79.9%. Revenue growth of 21.3% demonstrates continued momentum.

Bear Case : APO

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

Bear Case : BCIC

The primary concerns for BCIC are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

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.

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

Bottom Line

BCIC scores higher overall (69/100 vs 63/100), backed by strong 18.8% margins and 21.3% 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.

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.

BCP Investment Corp.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BCP Investment Corp.

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