WallStSmart

Apollo Global Management LLC Class A (APO)vsEquus Total Return Closed Fund (EQS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 2317455% more annual revenue ($31.29B vs $1.35M). APO leads profitability with a 3.7% profit margin vs 0.0%. APO earns a higher WallStSmart Score of 46/100 (D+).

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 5.0
Piotroski: 1/9Altman Z: 0.03

EQS

Avoid

21

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.0Quality: 6.0
Piotroski: 2/9Altman Z: -2.41

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO2 strengths · Avg: 8.5/10
Market CapQuality
$76.79B9/10

Large-cap with strong market position

PEG RatioValuation
0.578/10

Growing faster than its price suggests

EQS2 strengths · Avg: 9.5/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
81.2x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

EQS4 concerns · Avg: 2.8/10
Market CapQuality
$16.20M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-100.3%2/10

ROE of -100.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio. PEG of 0.57 suggests the stock is reasonably priced for its growth.

Bull Case : EQS

The strongest argument for EQS centers on Price/Book, Debt/Equity.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 81.2x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : EQS

The primary concerns for EQS are Market Cap, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

APO carries more volatility with a beta of 1.51 — expect wider price swings.

EQS is growing revenue faster at -6.8% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

APO scores higher overall (46/100 vs 21/100). Both earn "Hold" and "Avoid" 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.

Equus Total Return Closed Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Equus Total Return Closed Fund (EQS) is a closed-end investment fund dedicated to generating long-term capital appreciation by strategically investing in distressed and undervalued equity and debt securities. The Fund employs a disciplined investment approach, leveraging unique market opportunities and expert collaboration to optimize returns. With its diversified portfolio, EQS effectively navigates complex turnaround scenarios, offering institutional investors a robust platform for capital deployment while adhering to rigorous risk management practices.

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