WallStSmart

Apollo Global Management LLC Class A (APO)vsOaktree Specialty Lending Corp (OCSL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 10315% more annual revenue ($31.79B vs $305.25M). APO leads profitability with a 11.0% profit margin vs 10.6%. OCSL appears more attractively valued with a PEG of 0.93. 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

OCSL

Buy

55

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 7.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.31
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
OCSLSignificantly Overvalued (-404.1%)

Margin of Safety

-404.1%

Fair Value

$2.45

Current Price

$11.33

$8.88 premium

UndervaluedFair: $2.45Overvalued

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

OCSL3 strengths · Avg: 9.3/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
84.4%10/10

Strong operational efficiency at 84.4%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

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

OCSL4 concerns · Avg: 3.3/10
P/E RatioValuation
30.8x4/10

Premium valuation, high expectations priced in

Market CapQuality
$975.11M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.2%3/10

ROE of 2.2% — below average capital efficiency

Debt/EquityHealth
1.123/10

Elevated debt levels

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 : 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 Piotroski F-Score, EPS Growth, Altman Z-Score.

Bear Case : OCSL

The primary concerns for OCSL are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

APO profiles as a growth stock while OCSL is a declining 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 55/100) 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.

Oaktree Specialty Lending Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company focused on delivering bespoke financing solutions to middle-market enterprises. As a key subsidiary of Oaktree Capital Management, OCSL employs a sophisticated investment strategy aimed at achieving attractive risk-adjusted returns for its shareholders. The firm primarily invests in secured debt instruments, ensuring a well-diversified portfolio across various industries while leveraging Oaktree’s extensive market expertise. With a strong commitment to credit quality and risk management, OCSL is strategically positioned to navigate the complexities of the specialty lending landscape, enhancing its value proposition in a competitive financial environment.

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