WallStSmart

Apollo Global Management LLC Class A (APO)vsFidus Investment Corp (FDUS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 18646% more annual revenue ($31.29B vs $166.90M). FDUS leads profitability with a 49.5% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.72. FDUS earns a higher WallStSmart Score of 61/100 (C+).

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

FDUS

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.7Quality: 5.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$78.47B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

FDUS5 strengths · Avg: 10.0/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.5%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
72.5%10/10

Strong operational efficiency at 72.5%

Revenue GrowthGrowth
30.2%10/10

Revenue surging 30.2% year-over-year

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
85.6x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

FDUS4 concerns · Avg: 2.5/10
Market CapQuality
$696.46M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.522/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.2%2/10

Earnings declined 9.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bull Case : FDUS

The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.5% and operating margin at 72.5%. Revenue growth of 30.2% demonstrates continued momentum.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 85.6x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : FDUS

The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

APO profiles as a value stock while FDUS is a growth play — different risk/reward profiles.

APO carries more volatility with a beta of 1.49 — expect wider price swings.

FDUS is growing revenue faster at 30.2% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

FDUS scores higher overall (61/100 vs 46/100), backed by strong 49.5% margins and 30.2% revenue growth. Both earn "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 leading global alternative investment firm specializing in private equity, credit, and real estate across diverse sectors such as healthcare, financial services, and technology. The firm leverages its deep industry expertise and operational insights to implement a disciplined investment strategy aimed at maximizing portfolio performance and ensuring sustainable growth. With a focus on identifying high-potential opportunities in both developed and emerging markets, Apollo is dedicated to delivering attractive risk-adjusted returns through its substantial capital base and innovative investment approaches.

Fidus Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Fidus Investment Corp (FDUS) is a publicly-traded business development company specializing in tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. Driven by a disciplined investment strategy, FDUS aims to generate high current income and capital appreciation while maintaining a strong emphasis on credit quality and proactive portfolio management. As a regulated investment company, it emphasizes transparency and compliance, establishing itself as a trusted partner for growth-oriented businesses. With a strategic focus on delivering consistent returns, FDUS presents institutional investors with an attractive opportunity to enhance yield in today’s competitive market.

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