WallStSmart

Apollo Global Management LLC Class A (APO)vsDanaher Corporation (DHR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 29% more annual revenue ($31.79B vs $24.57B). DHR leads profitability with a 14.7% profit margin vs 11.0%. APO appears more attractively valued with a PEG of 1.21. APO earns a higher WallStSmart Score of 63/100 (C+).

APO

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 6.0Value: 7.3Quality: 2.8
Piotroski: 1/9Altman Z: 0.07

DHR

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 7.3Quality: 6.3
Piotroski: 4/9Altman Z: 2.36
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APOSignificantly Overvalued (-237.0%)

Margin of Safety

-237.0%

Fair Value

$37.67

Current Price

$109.80

$72.13 premium

UndervaluedFair: $37.67Overvalued
DHRSignificantly Overvalued (-38.6%)

Margin of Safety

-38.6%

Fair Value

$135.07

Current Price

$187.15

$52.08 premium

UndervaluedFair: $135.07Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO4 strengths · Avg: 8.8/10
Revenue GrowthGrowth
87.7%10/10

Revenue surging 87.7% year-over-year

Market CapQuality
$64.57B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.82B8/10

Generating 2.8B in free cash flow

DHR4 strengths · Avg: 8.3/10
Market CapQuality
$134.43B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Free Cash FlowQuality
$1.75B8/10

Generating 1.7B in free cash flow

Areas to Watch

APO3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-57.3%2/10

Earnings declined 57.3%

Altman Z-ScoreHealth
0.072/10

Distress zone — elevated risk

DHR3 concerns · Avg: 3.7/10
P/E RatioValuation
37.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : DHR

The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.23 suggests the stock is reasonably priced for its growth.

Bear Case : APO

The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.

Bear Case : DHR

The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

APO profiles as a growth stock while DHR 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 60/100) 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.

Danaher Corporation

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.

Want to dig deeper into these stocks?