Apollo Global Management LLC Class A (APO)vsSalesforce.com Inc (CRM)
APO
Apollo Global Management LLC Class A
$133.20
+4.23%
FINANCIAL SERVICES · Cap: $73.67B
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 33% more annual revenue ($41.52B vs $31.29B). CRM leads profitability with a 18.0% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.67. CRM earns a higher WallStSmart Score of 68/100 (B-).
APO
Hold44
out of 100
Grade: D
CRM
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APO.
Margin of Safety
+74.9%
Fair Value
$743.47
Current Price
$181.82
$561.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.8B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bear Case : APO
The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 80.9x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Key Dynamics to Monitor
APO profiles as a value stock while CRM is a mature play — different risk/reward profiles.
APO carries more volatility with a beta of 1.52 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (68/100 vs 44/100), backed by strong 18.0% margins and 12.1% revenue growth. 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 renowned for its strategic focus on private equity, credit, and real estate investments across diverse sectors including healthcare, financial services, and technology. The firm utilizes a rigorous investment approach, drawing on extensive industry expertise and operational insights to optimize portfolio performance and drive long-term growth. With a commitment to identifying lucrative investment opportunities in both developed and emerging markets, Apollo aims to generate attractive risk-adjusted returns for its investors, backed by its significant capital resources and innovative strategies.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
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