WallStSmart

Apollo Global Management LLC Class A (APO)vsPennantPark Investment Corporation (PNNT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 27445% more annual revenue ($31.79B vs $115.42M). PNNT leads profitability with a 22.2% profit margin vs 11.0%. PNNT appears more attractively valued with a PEG of 0.28. 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

PNNT

Buy

58

out of 100

Grade: C

Growth: 2.0Profit: 7.0Value: 7.3Quality: 5.0
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
PNNTSignificantly Overvalued (-101.5%)

Margin of Safety

-101.5%

Fair Value

$2.65

Current Price

$4.59

$1.94 premium

UndervaluedFair: $2.65Overvalued

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

PNNT5 strengths · Avg: 9.8/10
PEG RatioValuation
0.2810/10

Growing faster than its price suggests

P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
80.9%10/10

Strong operational efficiency at 80.9%

Profit MarginProfitability
22.2%9/10

Keeps 22 of every $100 in revenue as profit

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

PNNT4 concerns · Avg: 2.5/10
Market CapQuality
$295.14M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Revenue GrowthGrowth
-20.3%2/10

Revenue declined 20.3%

EPS GrowthGrowth
-44.3%2/10

Earnings declined 44.3%

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 : PNNT

The strongest argument for PNNT centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 22.2% and operating margin at 80.9%. PEG of 0.28 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 : PNNT

The primary concerns for PNNT are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

APO profiles as a growth stock while PNNT 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 58/100) 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.

PennantPark Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

PennantPark Investment Corporation (PNNT) is a publicly traded business development company focused on providing tailored debt and equity financing solutions to middle-market companies. By emphasizing senior secured loans, subordinated debt, and equity investments, the firm targets sectors with significant growth potential while employing a disciplined approach to risk management. Leveraging a team of experienced investment professionals, PennantPark strategically identifies and pursues lucrative opportunities within the private credit market. The company's commitment to generating consistent dividend income and long-term capital appreciation positions it as an attractive option for institutional investors seeking to diversify their portfolios in a dynamic economic landscape.

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