WallStSmart

Apollo Global Management LLC Class A (APO)vsNuveen Variable Rate Preferred & Income Fund (NPFD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 68165% more annual revenue ($31.79B vs $46.57M). NPFD leads profitability with a 100.6% profit margin vs 11.0%. NPFD trades at a lower P/E of 9.8x. 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

NPFD

Buy

50

out of 100

Grade: C-

Growth: 4.3Profit: 8.0Value: 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
NPFDSignificantly Overvalued (-50.0%)

Margin of Safety

-50.0%

Fair Value

$13.19

Current Price

$18.83

$5.64 premium

UndervaluedFair: $13.19Overvalued

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

NPFD4 strengths · Avg: 10.0/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
100.6%10/10

Keeps 101 of every $100 in revenue as profit

Operating MarginProfitability
83.1%10/10

Strong operational efficiency at 83.1%

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

NPFD2 concerns · Avg: 2.5/10
Market CapQuality
$458.63M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-15.7%2/10

Earnings declined 15.7%

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 : NPFD

The strongest argument for NPFD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 100.6% and operating margin at 83.1%.

Bear Case : APO

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

Bear Case : NPFD

The primary concerns for NPFD are Market Cap, EPS Growth.

Key Dynamics to Monitor

APO profiles as a growth stock while NPFD is a mature 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 50/100) and 87.7% revenue growth. Both earn "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.

Nuveen Variable Rate Preferred & Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The Nuveen Variable Rate Preferred & Income Fund (NPFD) is a closed-end fund focused on providing substantial current income through strategic investments in variable-rate preferred and income-generating securities. Managed by Nuveen, a prominent name in the investment management sector, NPFD aims to achieve attractive risk-adjusted returns while ensuring income stability amid varying interest rate environments. With a disciplined portfolio construction approach and an emphasis on high-quality assets, NPFD offers institutional investors a valuable opportunity to engage with the preferred securities market, effectively addressing the nuances of income generation.

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