WallStSmart

Apollo Global Management LLC Class A (APO)vsOxford Square Capital Corp (OXSQ)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 79876% more annual revenue ($31.29B vs $39.12M). APO leads profitability with a 3.7% profit margin vs -92.4%. APO appears more attractively valued with a PEG of 0.68. APO earns a higher WallStSmart Score of 46/100 (D+).

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

OXSQ

Hold

42

out of 100

Grade: D

Growth: 3.0Profit: 5.0Value: 5.3Quality: 5.8
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$74.23B9/10

Large-cap with strong market position

PEG RatioValuation
0.688/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

OXSQ2 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
77.6%10/10

Strong operational efficiency at 77.6%

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
81.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

OXSQ4 concerns · Avg: 2.8/10
Market CapQuality
$123.46M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.233/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-29.3%2/10

ROE of -29.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bull Case : OXSQ

The strongest argument for OXSQ centers on Price/Book, Operating Margin. PEG of 1.12 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 81.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : OXSQ

The primary concerns for OXSQ are Market Cap, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

APO profiles as a value stock while OXSQ is a turnaround 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.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

APO scores higher overall (46/100 vs 42/100). Both earn "Hold" 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 with expertise in private equity, credit, and real estate, targeting diverse sectors including healthcare, financial services, and technology. The firm employs a rigorous investment strategy, utilizing its extensive industry knowledge and operational acumen to optimize portfolio performance and promote sustainable growth. With a strong commitment to identifying high-potential investment opportunities in both developed and emerging markets, Apollo strives to deliver attractive risk-adjusted returns, underpinned by substantial capital resources and innovative investment methodologies.

Oxford Square Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oxford Square Capital Corp (OXSQ) is a distinguished business development company that provides customized financing solutions to private middle-market businesses across various industries. The firm focuses on debt securities to generate consistent income, while also engaging in selective equity investments to enhance portfolio growth. Leveraging a robust investment strategy backed by deep industry knowledge, Oxford Square seeks to identify high-quality investment opportunities that prioritize portfolio diversification and sustainable shareholder value, all while adeptly managing risks in an evolving financial landscape.

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