WallStSmart

Apollo Global Management LLC Class A (APO)vsHennessy Ad (HNNA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 94689% more annual revenue ($31.29B vs $33.01M). HNNA leads profitability with a 25.4% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.68. HNNA earns a higher WallStSmart Score of 58/100 (C).

APO

Hold

46

out of 100

Grade: D+

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

HNNA

Buy

58

out of 100

Grade: C

Growth: 3.3Profit: 8.0Value: 7.7Quality: 7.0
Piotroski: 4/9Altman Z: 2.60

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

HNNA5 strengths · Avg: 9.4/10
P/E RatioValuation
9.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

Profit MarginProfitability
25.4%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.718/10

Growing faster than its price suggests

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%

HNNA3 concerns · Avg: 2.3/10
Market CapQuality
$77.28M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-12.3%2/10

Revenue declined 12.3%

EPS GrowthGrowth
-27.3%2/10

Earnings declined 27.3%

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 : HNNA

The strongest argument for HNNA centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 25.4% and operating margin at 32.1%. PEG of 0.71 suggests the stock is reasonably priced for its growth.

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 : HNNA

The primary concerns for HNNA are Market Cap, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

APO carries more volatility with a beta of 1.52 — 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

HNNA scores higher overall (58/100 vs 46/100), backed by strong 25.4% 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 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.

Hennessy Ad

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Hennessy Advisors, Inc. is a publicly owned investment manager. The company is headquartered in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina.

Want to dig deeper into these stocks?