WallStSmart

Apollo Global Management LLC Class A (APO)vsUS Global Investors Inc (GROW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 329792% more annual revenue ($31.29B vs $9.48M). GROW leads profitability with a 33.3% profit margin vs 3.7%. GROW trades at a lower P/E of 10.7x. GROW 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

GROW

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 5.0Value: 6.7Quality: 8.5
Piotroski: 3/9Altman Z: 11.63

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$74.23B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

GROW6 strengths · Avg: 10.0/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.3%10/10

Keeps 33 of every $100 in revenue as profit

Revenue GrowthGrowth
31.3%10/10

Revenue surging 31.3% year-over-year

EPS GrowthGrowth
480.9%10/10

Earnings expanding 480.9% YoY

Debt/EquityHealth
0.0010/10

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
81.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

GROW4 concerns · Avg: 3.0/10
Market CapQuality
$33.12M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.9%3/10

ROE of 6.9% — below average capital efficiency

Operating MarginProfitability
3.3%3/10

Operating margin of 3.3%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bull Case : GROW

The strongest argument for GROW centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.3% and operating margin at 3.3%. Revenue growth of 31.3% demonstrates continued momentum.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 81.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : GROW

The primary concerns for GROW are Market Cap, Return on Equity, Operating Margin.

Key Dynamics to Monitor

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

APO carries more volatility with a beta of 1.52 — expect wider price swings.

GROW is growing revenue faster at 31.3% — sustainability is the question.

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

Bottom Line

GROW scores higher overall (61/100 vs 46/100), backed by strong 33.3% margins and 31.3% 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 premier global alternative investment firm with expertise in private equity, credit, and real estate, targeting diverse sectors including healthcare, financial services, and technology. The firm employs a rigorous investment strategy, utilizing its extensive industry knowledge and operational acumen to optimize portfolio performance and promote sustainable growth. With a strong commitment to identifying high-potential investment opportunities in both developed and emerging markets, Apollo strives to deliver attractive risk-adjusted returns, underpinned by substantial capital resources and innovative investment methodologies.

US Global Investors Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

US Global Investors, Inc. is a publicly owned investment manager. The company is headquartered in San Antonio, Texas.

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