WallStSmart

Apollo Global Management LLC Class A (APO)vsBlackRock Science and Technology Trust II (BSTZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

APO leads profitability with a 3.7% profit margin vs 0.0%. BSTZ trades at a lower P/E of 6.6x. APO earns a higher WallStSmart Score of 46/100 (D+).

APO

Hold

46

out of 100

Grade: D+

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

BSTZ

Avoid

33

out of 100

Grade: F

Growth: 4.3Profit: 5.5Value: 6.7Quality: 6.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$74.23B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

BSTZ3 strengths · Avg: 10.0/10
P/E RatioValuation
6.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.2%10/10

Every $100 of equity generates 34 in profit

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

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
81.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

BSTZ4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bull Case : BSTZ

The strongest argument for BSTZ centers on P/E Ratio, Return on Equity, Debt/Equity.

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 : BSTZ

The primary concerns for BSTZ are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

BSTZ is growing revenue faster at 0.0% — 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

APO scores higher overall (46/100 vs 33/100). Both earn "Hold" and "Avoid" 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.

BlackRock Science and Technology Trust II

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BlackRock Science and Technology Trust II (BSTZ) is a closed-end fund managed by BlackRock that focuses on high-growth investment opportunities within the science and technology sectors. By targeting innovative companies at the forefront of technological advancements and scientific research, BSTZ seeks to capitalize on the substantial growth potential inherent in these dynamic fields. Leveraging BlackRock's extensive industry expertise, the fund aims to provide institutional investors with attractive total returns through a well-balanced approach that includes both capital appreciation and income generation. This investment vehicle offers a strategic avenue for portfolio diversification while capturing enduring trends in technology and healthcare innovation.

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