WallStSmart

Apollo Global Management LLC Class A (APO)vsPennantPark Floating Rate Capital Ltd (PFLT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 11551% more annual revenue ($31.29B vs $268.52M). PFLT leads profitability with a 23.1% profit margin vs 3.7%. PFLT appears more attractively valued with a PEG of 0.26. PFLT earns a higher WallStSmart Score of 74/100 (B).

APO

Hold

46

out of 100

Grade: D+

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

PFLT

Strong Buy

74

out of 100

Grade: B

Growth: 8.7Profit: 7.0Value: 8.3Quality: 5.8
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$68.26B9/10

Large-cap with strong market position

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

PFLT6 strengths · Avg: 9.8/10
PEG RatioValuation
0.2610/10

Growing faster than its price suggests

P/E RatioValuation
11.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
77.3%10/10

Strong operational efficiency at 77.3%

EPS GrowthGrowth
2030.0%10/10

Earnings expanding 2030.0% YoY

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

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
74.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

PFLT4 concerns · Avg: 3.0/10
Market CapQuality
$705.44M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Debt/EquityHealth
1.613/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bull Case : PFLT

The strongest argument for PFLT centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 23.1% and operating margin at 77.3%. PEG of 0.26 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 74.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : PFLT

The primary concerns for PFLT are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Key Dynamics to Monitor

APO profiles as a value stock while PFLT is a mature play — different risk/reward profiles.

APO carries more volatility with a beta of 1.50 — expect wider price swings.

PFLT is growing revenue faster at 6.5% — sustainability is the question.

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

Bottom Line

PFLT scores higher overall (74/100 vs 46/100), backed by strong 23.1% margins. Both earn "Strong 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 prominent global alternative investment firm that specializes in private equity, credit, and real estate investments across various sectors, including healthcare, financial services, and technology. With a rigorous, research-driven investment strategy and significant industry expertise, Apollo identifies and capitalizes on high-potential opportunities in both developed and emerging markets. The firm is dedicated to maximizing portfolio performance and driving sustainable growth, seeking to deliver attractive risk-adjusted returns for its investors. With a strong capital base and a proven track record, Apollo Global Management stands as a leader in the alternative investment landscape.

PennantPark Floating Rate Capital Ltd

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

PennantPark Floating Rate Capital Ltd (PFLT) is a distinguished business development company focused on providing flexible financing primarily through floating rate loans to middle-market businesses. The company emphasizes capital preservation alongside consistent income and attractive risk-adjusted returns, achieved through a well-diversified portfolio of debt instruments. With a seasoned management team and robust strategic partnerships, PFLT is well-positioned to navigate market fluctuations and seize growth opportunities within the middle-market lending landscape, making it an appealing investment option for institutional investors seeking stability and performance.

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