Apollo Global Management LLC Class A (APO)vsBlue Owl Technology Finance Corp. (OTF)
APO
Apollo Global Management LLC Class A
$109.80
-1.30%
FINANCIAL SERVICES · Cap: $64.57B
OTF
Blue Owl Technology Finance Corp.
$12.65
+2.02%
FINANCIAL SERVICES · Cap: $5.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 2676% more annual revenue ($31.79B vs $1.15B). OTF leads profitability with a 62.9% profit margin vs 11.0%. OTF trades at a lower P/E of 7.0x. APO earns a higher WallStSmart Score of 63/100 (C+).
APO
Buy63
out of 100
Grade: C+
OTF
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.0%
Fair Value
$37.67
Current Price
$109.80
$72.13 premium
Margin of Safety
-8.3%
Fair Value
$11.97
Current Price
$12.65
$0.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 87.7% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.8B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 63 of every $100 in revenue as profit
Strong operational efficiency at 69.4%
Revenue surging 92.3% year-over-year
Areas to Watch
Weak financial health signals
Earnings declined 57.3%
Distress zone — elevated risk
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull 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 : OTF
The strongest argument for OTF centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 62.9% and operating margin at 69.4%. Revenue growth of 92.3% demonstrates continued momentum.
Bear Case : APO
The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.
Bear Case : OTF
The primary concerns for OTF are EPS Growth.
Key Dynamics to Monitor
OTF is growing revenue faster at 92.3% — sustainability is the question.
APO generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APO scores higher overall (63/100 vs 61/100) 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.
Blue Owl Technology Finance Corp.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blue Owl Technology Finance Corp. The company is headquartered in New York, New York.
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