Apollo Global Management LLC Class A (APO)vsInvesco Plc (IVZ)
APO
Apollo Global Management LLC Class A
$130.61
-3.40%
FINANCIAL SERVICES · Cap: $78.47B
IVZ
Invesco Plc
$28.78
-2.91%
FINANCIAL SERVICES · Cap: $12.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 375% more annual revenue ($31.29B vs $6.59B). APO leads profitability with a 3.7% profit margin vs -3.7%. IVZ appears more attractively valued with a PEG of 0.38. IVZ earns a higher WallStSmart Score of 66/100 (B-).
APO
Hold46
out of 100
Grade: D+
IVZ
Strong Buy66
out of 100
Grade: B-
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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.0% YoY
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
ROE of -2.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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 : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.38 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 85.6x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : IVZ
The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
APO profiles as a value stock while IVZ is a turnaround play — different risk/reward profiles.
IVZ carries more volatility with a beta of 1.59 — expect wider price swings.
IVZ is growing revenue faster at 14.1% — sustainability is the question.
APO generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
IVZ scores higher overall (66/100 vs 46/100) and 14.1% revenue growth. Both earn "Strong 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.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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