WallStSmart

Apollo Global Management LLC Class A (APO)vsMonroe Capital Corp (MRCC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 82506% more annual revenue ($31.29B vs $37.88M). APO leads profitability with a 3.7% profit margin vs -13.5%. APO appears more attractively valued with a PEG of 0.68. APO earns a higher WallStSmart Score of 46/100 (D+).

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

MRCC

Hold

39

out of 100

Grade: F

Growth: 4.7Profit: 5.0Value: 4.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$74.23B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

MRCC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
69.0%10/10

Strong operational efficiency at 69.0%

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
81.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

MRCC4 concerns · Avg: 2.8/10
PEG RatioValuation
2.054/10

Expensive relative to growth rate

Market CapQuality
$110.06M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.9%2/10

ROE of -2.9% — below average capital efficiency

Revenue GrowthGrowth
-41.8%2/10

Revenue declined 41.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bull Case : MRCC

The strongest argument for MRCC centers on Price/Book, Operating Margin.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 81.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : MRCC

The primary concerns for MRCC are PEG Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

APO profiles as a value stock while MRCC is a turnaround play — different risk/reward profiles.

APO carries more volatility with a beta of 1.52 — expect wider price swings.

APO is growing revenue faster at -9.2% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

APO scores higher overall (46/100 vs 39/100). Both earn "Hold" 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 with expertise in private equity, credit, and real estate, targeting diverse sectors including healthcare, financial services, and technology. The firm employs a rigorous investment strategy, utilizing its extensive industry knowledge and operational acumen to optimize portfolio performance and promote sustainable growth. With a strong commitment to identifying high-potential investment opportunities in both developed and emerging markets, Apollo strives to deliver attractive risk-adjusted returns, underpinned by substantial capital resources and innovative investment methodologies.

Monroe Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Monroe Capital Corporation is a business development company specializing in customized financing solutions in senior, unitranche, and junior secured debt and, to a lesser extent, unsecured debt and equity, including equity joint ventures in preferred and common stocks and warrants.

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