WallStSmart

Apollo Global Management LLC Class A (APO)vsNew Mountain Finance Corporation (NMFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 9620% more annual revenue ($31.79B vs $327.08M). APO leads profitability with a 11.0% profit margin vs 5.0%. APO trades at a lower P/E of 20.1x. APO earns a higher WallStSmart Score of 63/100 (C+).

APO

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 6.0Value: 7.3Quality: 2.8
Piotroski: 1/9Altman Z: 0.07

NMFC

Hold

43

out of 100

Grade: D

Growth: 2.7Profit: 6.0Value: 5.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APOSignificantly Overvalued (-237.0%)

Margin of Safety

-237.0%

Fair Value

$37.67

Current Price

$109.80

$72.13 premium

UndervaluedFair: $37.67Overvalued
NMFCSignificantly Overvalued (-677.1%)

Margin of Safety

-677.1%

Fair Value

$1.09

Current Price

$7.72

$6.63 premium

UndervaluedFair: $1.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO4 strengths · Avg: 8.8/10
Revenue GrowthGrowth
87.7%10/10

Revenue surging 87.7% year-over-year

Market CapQuality
$64.57B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.82B8/10

Generating 2.8B in free cash flow

NMFC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
80.8%10/10

Strong operational efficiency at 80.8%

Areas to Watch

APO3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-57.3%2/10

Earnings declined 57.3%

Altman Z-ScoreHealth
0.072/10

Distress zone — elevated risk

NMFC4 concerns · Avg: 2.8/10
Market CapQuality
$786.29M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.3%3/10

ROE of 1.3% — below average capital efficiency

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

P/E RatioValuation
48.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : NMFC

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

Bear Case : APO

The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.

Bear Case : NMFC

The primary concerns for NMFC are Market Cap, Return on Equity, Profit Margin. A P/E of 48.8x leaves little room for execution misses.

Key Dynamics to Monitor

APO profiles as a growth stock while NMFC is a value play — different risk/reward profiles.

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.

Bottom Line

APO scores higher overall (63/100 vs 43/100) and 87.7% 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 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.

New Mountain Finance Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

New Mountain Finance Corporation (NMFC) is a leading business development company dedicated to providing tailored debt and equity financing solutions to private middle-market enterprises across various industries. Managed by New Mountain Capital, NMFC employs a disciplined investment strategy that emphasizes capital preservation and sustainable income generation, aiming to deliver attractive risk-adjusted returns. The firm’s robust investment approach, underpinned by extensive industry expertise, facilitates informed decision-making that fosters growth and value creation for its shareholders. Committed to long-term shareholder value, NMFC focuses on prudent capital allocation and ongoing operational enhancements to strengthen its market position.

Want to dig deeper into these stocks?