Apollo Global Management LLC Class A (APO)vsMcKesson Corporation (MCK)
APO
Apollo Global Management LLC Class A
$133.20
+4.23%
FINANCIAL SERVICES · Cap: $73.67B
MCK
McKesson Corporation
$736.09
-2.47%
HEALTHCARE · Cap: $92.45B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 1172% more annual revenue ($397.96B vs $31.29B). APO leads profitability with a 3.7% profit margin vs 1.1%. APO appears more attractively valued with a PEG of 0.67. MCK earns a higher WallStSmart Score of 62/100 (C+).
APO
Hold44
out of 100
Grade: D
MCK
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APO.
Margin of Safety
+63.8%
Fair Value
$2633.47
Current Price
$736.09
$1897.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.8B in free cash flow
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 38.0% YoY
Generating 3.4B in free cash flow
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
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 : MCK
The strongest argument for MCK centers on Debt/Equity, Market Cap, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.90 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 80.9x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
APO carries more volatility with a beta of 1.52 — expect wider price swings.
MCK is growing revenue faster at 11.4% — sustainability is the question.
MCK generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MCK scores higher overall (62/100 vs 44/100) and 11.4% revenue growth. 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.
McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
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