Apollo Global Management LLC Class A (APO)vsBlackstone Secured Lending Fund (BXSL)
APO
Apollo Global Management LLC Class A
$130.61
-3.40%
FINANCIAL SERVICES · Cap: $78.47B
BXSL
Blackstone Secured Lending Fund
$23.57
-0.97%
FINANCIAL SERVICES · Cap: $5.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 2156% more annual revenue ($31.29B vs $1.39B). BXSL leads profitability with a 31.7% profit margin vs 3.7%. BXSL trades at a lower P/E of 12.5x. BXSL earns a higher WallStSmart Score of 50/100 (C-).
APO
Hold46
out of 100
Grade: D+
BXSL
Buy50
out of 100
Grade: C-
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
Reasonable price relative to book value
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 87.0%
Attractively priced relative to earnings
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
ROE of 7.2% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Revenue declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull 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 : BXSL
The strongest argument for BXSL centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.7% and operating margin at 87.0%.
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 : BXSL
The primary concerns for BXSL are Return on Equity, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
APO profiles as a value stock while BXSL is a declining play — different risk/reward profiles.
APO carries more volatility with a beta of 1.49 — expect wider price swings.
BXSL is growing revenue faster at -9.0% — sustainability is the question.
APO generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
BXSL scores higher overall (50/100 vs 46/100), backed by strong 31.7% margins. Both earn "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.
Blackstone Secured Lending Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blackstone Secured Lending Fund (BXSL) is a closed-end investment fund that specializes in originating and acquiring senior secured loans primarily for U.S. middle-market companies. Affiliated with the prestigious Blackstone Group, BXSL leverages extensive market insights and a vast network to deliver strong risk-adjusted returns while prioritizing capital preservation and reliable income. With a disciplined investment approach, rigorous underwriting standards, and a seasoned management team, BXSL offers institutional investors an attractive opportunity for portfolio diversification and consistent cash flow, positioning itself as a vital player in the private credit market.
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