WallStSmart

Apollo Global Management LLC Class A (APO)vsGladstone Investment Corporation (GAIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 31478% more annual revenue ($31.29B vs $99.08M). GAIN leads profitability with a 186.5% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.72. GAIN earns a higher WallStSmart Score of 59/100 (C).

APO

Hold

46

out of 100

Grade: D+

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

GAIN

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 5.7Quality: 4.3
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

GAIN5 strengths · Avg: 9.8/10
P/E RatioValuation
3.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
186.5%10/10

Keeps 187 of every $100 in revenue as profit

EPS GrowthGrowth
326.5%10/10

Earnings expanding 326.5% YoY

Return on EquityProfitability
29.2%9/10

Every $100 of equity generates 29 in profit

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%

GAIN4 concerns · Avg: 2.5/10
Market CapQuality
$588.57M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.412/10

Expensive relative to growth rate

Revenue GrowthGrowth
-8.6%2/10

Revenue declined 8.6%

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 : GAIN

The strongest argument for GAIN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 186.5% and operating margin at -0.0%.

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 : GAIN

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

Key Dynamics to Monitor

APO profiles as a value stock while GAIN is a declining play — different risk/reward profiles.

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

GAIN is growing revenue faster at -8.6% — sustainability is the question.

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

Bottom Line

GAIN scores higher overall (59/100 vs 46/100), backed by strong 186.5% margins. 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.

Gladstone Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Gladstone Investment Corporation (GAIN) is a publicly traded business development company that focuses on offering tailored financing solutions to small and mid-sized private enterprises via a strategic mix of debt and equity investments. With a diverse portfolio across multiple sectors, GAIN aims to provide both stable income and long-term capital appreciation for its shareholders. Backed by the reputable Gladstone family of funds, the firm is committed to rigorous risk management practices and aligns closely with investor interests, bolstered by an experienced management team and strong industry networks, thus establishing itself as a key participant in the alternative investment sector.

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