Apollo Global Management LLC Class A (APO)vsOaktree Specialty Lending Corp (OCSL)
APO
Apollo Global Management LLC Class A
$133.20
+4.23%
FINANCIAL SERVICES · Cap: $73.67B
OCSL
Oaktree Specialty Lending Corp
$12.15
-0.49%
FINANCIAL SERVICES · Cap: $1.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 10150% more annual revenue ($31.29B vs $305.25M). OCSL leads profitability with a 10.6% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.67. OCSL earns a higher WallStSmart Score of 57/100 (C).
APO
Hold44
out of 100
Grade: D
OCSL
Buy57
out of 100
Grade: C
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
Reasonable price relative to book value
Strong operational efficiency at 84.4%
Growing faster than its price suggests
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Smaller company, higher risk/reward
ROE of 2.2% — below average capital efficiency
Elevated debt levels
Revenue declined 13.3%
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 : OCSL
The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 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 : OCSL
The primary concerns for OCSL are Market Cap, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
APO profiles as a value stock while OCSL is a declining 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.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OCSL scores higher overall (57/100 vs 44/100). 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.
Oaktree Specialty Lending Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company dedicated to providing tailored financing solutions to middle-market businesses. As a prominent subsidiary of Oaktree Capital Management, OCSL employs a disciplined investment strategy focused on delivering attractive risk-adjusted returns through investments primarily in secured debt instruments. Leveraging Oaktree's extensive industry expertise, the firm maintains a well-diversified portfolio across various sectors, complemented by a strong emphasis on credit quality and risk management. This strategic positioning enables OCSL to adeptly navigate the complex specialty lending landscape and enhance its appeal to institutional investors seeking solid returns in a competitive financial environment.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?