Apollo Global Management LLC Class A (APO)vsInfosys Ltd ADR (INFY)
APO
Apollo Global Management LLC Class A
$133.20
+4.23%
FINANCIAL SERVICES · Cap: $73.67B
INFY
Infosys Ltd ADR
$12.83
+2.07%
TECHNOLOGY · Cap: $50.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 55% more annual revenue ($31.29B vs $20.16B). INFY leads profitability with a 16.4% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.67. INFY earns a higher WallStSmart Score of 58/100 (C).
APO
Hold44
out of 100
Grade: D
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APO.
Margin of Safety
+85.0%
Fair Value
$104.73
Current Price
$12.83
$91.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.6B in free cash flow
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Expensive relative to growth rate
Trading at 10.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.4% and operating margin at 20.9%.
Bear Case : APO
The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 80.9x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
APO profiles as a value stock while INFY is a mature play — different risk/reward profiles.
APO carries more volatility with a beta of 1.52 — expect wider price swings.
INFY is growing revenue faster at 6.6% — sustainability is the question.
APO generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
INFY scores higher overall (58/100 vs 44/100), backed by strong 16.4% 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 renowned for its strategic focus on private equity, credit, and real estate investments across diverse sectors including healthcare, financial services, and technology. The firm utilizes a rigorous investment approach, drawing on extensive industry expertise and operational insights to optimize portfolio performance and drive long-term growth. With a commitment to identifying lucrative investment opportunities in both developed and emerging markets, Apollo aims to generate attractive risk-adjusted returns for its investors, backed by its significant capital resources and innovative strategies.
Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
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