Apollo Global Management LLC Class A (APO)vsJanus Henderson Group PLC (JHG)
APO
Apollo Global Management LLC Class A
$120.37
+0.40%
FINANCIAL SERVICES · Cap: $68.26B
JHG
Janus Henderson Group PLC
$51.95
0.00%
FINANCIAL SERVICES · Cap: $8.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 888% more annual revenue ($31.29B vs $3.17B). JHG leads profitability with a 24.8% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.54. JHG earns a higher WallStSmart Score of 67/100 (B-).
APO
Hold46
out of 100
Grade: D+
JHG
Strong Buy67
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
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Earnings declined 23.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : JHG
The strongest argument for JHG centers on P/E Ratio, Debt/Equity, Profit Margin. Profitability is solid with margins at 24.8% and operating margin at 16.5%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : APO
The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 74.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : JHG
The primary concerns for JHG are EPS Growth.
Key Dynamics to Monitor
APO profiles as a value stock while JHG is a mature play — different risk/reward profiles.
APO carries more volatility with a beta of 1.50 — expect wider price swings.
JHG is growing revenue faster at 11.0% — sustainability is the question.
APO generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
JHG scores higher overall (67/100 vs 46/100), backed by strong 24.8% margins and 11.0% 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 prominent global alternative investment firm that specializes in private equity, credit, and real estate investments across various sectors, including healthcare, financial services, and technology. With a rigorous, research-driven investment strategy and significant industry expertise, Apollo identifies and capitalizes on high-potential opportunities in both developed and emerging markets. The firm is dedicated to maximizing portfolio performance and driving sustainable growth, seeking to deliver attractive risk-adjusted returns for its investors. With a strong capital base and a proven track record, Apollo Global Management stands as a leader in the alternative investment landscape.
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.
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