Apollo Global Management LLC Class A (APO)vsBlackstone Secured Lending Fund (BXSL)
APO
Apollo Global Management LLC Class A
$109.80
-1.30%
FINANCIAL SERVICES · Cap: $64.57B
BXSL
Blackstone Secured Lending Fund
$24.14
+0.21%
FINANCIAL SERVICES · Cap: $5.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 2141% more annual revenue ($31.79B vs $1.42B). BXSL leads profitability with a 39.7% profit margin vs 11.0%. BXSL trades at a lower P/E of 9.8x. APO earns a higher WallStSmart Score of 63/100 (C+).
APO
Buy63
out of 100
Grade: C+
BXSL
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.0%
Fair Value
$37.67
Current Price
$109.80
$72.13 premium
Margin of Safety
-51.1%
Fair Value
$16.73
Current Price
$24.14
$7.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.7% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.8B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 81.4%
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
1.5% revenue growth
Weak financial health signals
Earnings declined 27.0%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : BXSL
The strongest argument for BXSL centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 39.7% and operating margin at 81.4%.
Bear Case : APO
The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.
Bear Case : BXSL
The primary concerns for BXSL are Revenue Growth, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
APO profiles as a growth stock while BXSL is a value play — different risk/reward profiles.
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.
Bottom Line
APO scores higher overall (63/100 vs 55/100) and 87.7% revenue growth. Both earn "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.
Blackstone Secured Lending Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blackstone Secured Lending Fund (BXSL) is a closed-end investment company that primarily focuses on originating and acquiring senior secured loans for U.S. middle-market firms. Managed by Blackstone Alternative Asset Management, BXSL leverages the firm’s extensive network and investment acumen to deliver strong risk-adjusted returns while emphasizing capital preservation and consistent income generation. The fund’s disciplined underwriting standards and strategic approach within the private credit market make it an attractive option for institutional investors seeking stable cash flow and diversification in their credit portfolios. Overall, BXSL's positioning and management expertise position it well for long-term value creation for its shareholders.
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