WallStSmart

Apollo Global Management LLC Class A (APO)vsCapital Southwest Corporation (CSWC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 14907% more annual revenue ($35.60B vs $237.21M). CSWC leads profitability with a 46.7% profit margin vs 5.3%. APO appears more attractively valued with a PEG of 0.47. APO earns a higher WallStSmart Score of 75/100 (B).

APO

Strong Buy

75

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 6.3Quality: 5.5
Piotroski: 2/9Altman Z: 0.02

CSWC

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 5.0Quality: 5.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO6 strengths · Avg: 9.2/10
PEG RatioValuation
0.4710/10

Growing faster than its price suggests

Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

EPS GrowthGrowth
63.7%10/10

Earnings expanding 63.7% YoY

Market CapQuality
$65.42B9/10

Large-cap with strong market position

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$3.25B8/10

Generating 3.2B in free cash flow

CSWC4 strengths · Avg: 9.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
46.7%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
87.6%10/10

Strong operational efficiency at 87.6%

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Areas to Watch

APO4 concerns · Avg: 3.0/10
P/E RatioValuation
39.7x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.022/10

Distress zone — elevated risk

CSWC4 concerns · Avg: 2.3/10
Market CapQuality
$1.48B3/10

Smaller company, higher risk/reward

PEG RatioValuation
12.542/10

Expensive relative to growth rate

EPS GrowthGrowth
-17.8%2/10

Earnings declined 17.8%

Free Cash FlowQuality
$-80.87M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 63.8% demonstrates continued momentum. PEG of 0.47 suggests the stock is reasonably priced for its growth.

Bull Case : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 46.7% and operating margin at 87.6%.

Bear Case : APO

The primary concerns for APO are P/E Ratio, Profit Margin, Piotroski F-Score.

Bear Case : CSWC

The primary concerns for CSWC are Market Cap, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

APO profiles as a hypergrowth stock while CSWC is a mature play — different risk/reward profiles.

APO carries more volatility with a beta of 1.58 — expect wider price swings.

APO is growing revenue faster at 63.8% — sustainability is the question.

APO generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

APO scores higher overall (75/100 vs 53/100) and 63.8% revenue growth. Both earn "Strong 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 prominent global alternative investment firm that specializes in private equity, credit, and real estate investments across various sectors, including healthcare, financial services, and technology. With a rigorous, research-driven investment strategy and significant industry expertise, Apollo identifies and capitalizes on high-potential opportunities in both developed and emerging markets. The firm is dedicated to maximizing portfolio performance and driving sustainable growth, seeking to deliver attractive risk-adjusted returns for its investors. With a strong capital base and a proven track record, Apollo Global Management stands as a leader in the alternative investment landscape.

Capital Southwest Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Capital Southwest Corporation (CSWC) is a leading publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. With a diversified investment portfolio that spans debt and equity across critical sectors including healthcare, technology, and manufacturing, CSWC aims to deliver attractive risk-adjusted returns to its investors. The company leverages its extensive industry knowledge and strategic networks to not only foster operational efficiencies within its portfolio but also drive sustainable growth, positioning itself as a vital partner in the dynamic business environment.

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