WallStSmart

Apollo Global Management LLC Class A (APO)vsGoldman Sachs BDC Inc (GSBD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 8906% more annual revenue ($31.29B vs $347.42M). GSBD leads profitability with a 21.3% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.72. GSBD earns a higher WallStSmart Score of 55/100 (C).

APO

Hold

46

out of 100

Grade: D+

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

GSBD

Buy

55

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 5.7Quality: 4.8
Piotroski: 4/9

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

GSBD4 strengths · Avg: 9.3/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
70.8%10/10

Strong operational efficiency at 70.8%

Profit MarginProfitability
21.3%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

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%

GSBD4 concerns · Avg: 3.3/10
PEG RatioValuation
2.154/10

Expensive relative to growth rate

Market CapQuality
$1.05B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Debt/EquityHealth
1.393/10

Elevated debt levels

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 : GSBD

The strongest argument for GSBD centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 21.3% and operating margin at 70.8%.

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 : GSBD

The primary concerns for GSBD are PEG Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

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

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

APO is growing revenue faster at -9.2% — sustainability is the question.

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

Bottom Line

GSBD scores higher overall (55/100 vs 46/100), backed by strong 21.3% 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.

Goldman Sachs BDC Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Goldman Sachs BDC Inc. (GSBD) is a closed-end management investment company that specializes in offering customized debt and equity solutions to U.S. middle-market enterprises. Leveraging the profound resources and expertise of Goldman Sachs, GSBD seeks to foster shareholder value through a diversified investment portfolio that effectively balances risk and return. The firm underscores its commitment to delivering stable income via a robust distribution policy while actively pursuing growth opportunities, all grounded in a disciplined risk management strategy and the development of strategic industry partnerships.

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