Apollo Global Management LLC Class A (APO)vsJanus Henderson Group PLC (JHG)
APO
Apollo Global Management LLC Class A
$109.80
-1.30%
FINANCIAL SERVICES · Cap: $64.57B
JHG
Janus Henderson Group PLC
$51.42
-1.31%
FINANCIAL SERVICES · Cap: $8.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 926% more annual revenue ($31.79B vs $3.10B). JHG leads profitability with a 26.3% profit margin vs 11.0%. JHG appears more attractively valued with a PEG of 1.05. JHG earns a higher WallStSmart Score of 85/100 (A).
APO
Buy63
out of 100
Grade: C+
JHG
Exceptional Buy85
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.0%
Fair Value
$37.67
Current Price
$109.80
$72.13 premium
Margin of Safety
+80.3%
Fair Value
$244.76
Current Price
$51.42
$193.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.7% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.8B in free cash flow
Attractively priced relative to earnings
Strong operational efficiency at 42.7%
Revenue surging 61.3% year-over-year
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
2.4% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 87.7% demonstrates continued momentum. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull Case : JHG
The strongest argument for JHG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.3% and operating margin at 42.7%. Revenue growth of 61.3% demonstrates continued momentum.
Bear Case : APO
The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.
Bear Case : JHG
The primary concerns for JHG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
APO carries more volatility with a beta of 1.64 — expect wider price swings.
APO is growing revenue faster at 87.7% — sustainability is the question.
APO generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JHG scores higher overall (85/100 vs 63/100), backed by strong 26.3% margins and 61.3% revenue growth. Both earn "Exceptional Buy" and "Buy" 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 a wide array of sectors such as healthcare, financial services, and technology. The firm employs a disciplined investment strategy that leverages deep industry expertise and operational insight to enhance portfolio value. With a strong commitment to long-term growth, Apollo seeks to identify and capitalize on strategic investment opportunities in both developed and emerging markets. As a publicly traded entity, it aims to deliver attractive risk-adjusted returns to investors through its substantial capital resources and strategic initiatives.
Janus Henderson Group PLC
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Janus Henderson Group plc is an asset management portfolio entity. The company is headquartered in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?