Apollo Global Management LLC Class A (APO)vsFranklin Resources Inc (BEN)
APO
Apollo Global Management LLC Class A
$128.37
+1.72%
FINANCIAL SERVICES · Cap: $74.23B
BEN
Franklin Resources Inc
$31.33
-2.00%
FINANCIAL SERVICES · Cap: $16.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 246% more annual revenue ($31.29B vs $9.03B). BEN leads profitability with a 8.1% profit margin vs 3.7%. BEN appears more attractively valued with a PEG of 0.40. BEN earns a higher WallStSmart Score of 70/100 (B-).
APO
Hold46
out of 100
Grade: D+
BEN
Strong Buy70
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.6B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 87.2% YoY
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
ROE of 6.7% — below average capital efficiency
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : BEN
The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.40 suggests the stock is reasonably priced for its growth.
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.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Debt/Equity, Free Cash Flow.
Key Dynamics to Monitor
BEN carries more volatility with a beta of 1.59 — expect wider price swings.
BEN is growing revenue faster at 8.7% — sustainability is the question.
APO generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEN scores higher overall (70/100 vs 46/100). 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 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.
Franklin Resources Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.
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