WallStSmart

Apollo Global Management LLC Class A (APO)vsPrincipal Financial Group Inc (PFG)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 103% more annual revenue ($31.79B vs $15.63B). APO leads profitability with a 11.0% profit margin vs 7.6%. PFG appears more attractively valued with a PEG of 1.06. 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

PFG

Buy

55

out of 100

Grade: C

Growth: 2.0Profit: 5.0Value: 7.3Quality: 3.3
Piotroski: 2/9Altman Z: 0.21
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
PFGSignificantly Overvalued (-160.0%)

Margin of Safety

-160.0%

Fair Value

$35.70

Current Price

$88.72

$53.02 premium

UndervaluedFair: $35.70Overvalued

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

PFG3 strengths · Avg: 8.0/10
P/E RatioValuation
16.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.71B8/10

Generating 1.7B in free cash flow

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

PFG4 concerns · Avg: 2.5/10
Profit MarginProfitability
7.6%3/10

7.6% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.7%2/10

Revenue declined 3.7%

EPS GrowthGrowth
-40.9%2/10

Earnings declined 40.9%

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 : PFG

The strongest argument for PFG centers on P/E Ratio, Price/Book, Free Cash Flow. PEG of 1.06 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 : PFG

The primary concerns for PFG are Profit Margin, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

APO profiles as a growth stock while PFG is a value 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.

Principal Financial Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.

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