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 28421% more annual revenue ($31.29B vs $109.70M). PNNT leads profitability with a 12.6% profit margin vs 3.7%. PNNT appears more attractively valued with a PEG of 0.28. PNNT earns a higher WallStSmart Score of 52/100 (C-).

APO

Hold

46

out of 100

Grade: D+

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

PNNT

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.5Value: 7.0Quality: 3.8
Piotroski: 1/9

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

PNNT3 strengths · Avg: 10.0/10
PEG RatioValuation
0.2810/10

Growing faster than its price suggests

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
71.8%10/10

Strong operational efficiency at 71.8%

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%

PNNT4 concerns · Avg: 2.8/10
Market CapQuality
$259.23M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-18.7%2/10

Revenue declined 18.7%

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 : PNNT

The strongest argument for PNNT centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.28 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 : PNNT

The primary concerns for PNNT are Market Cap, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

APO profiles as a value stock while PNNT is a declining 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

PNNT scores higher overall (52/100 vs 46/100). Both earn "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 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.

PennantPark Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

PennantPark Investment Corporation (PNNT) is a publicly traded business development company specializing in tailored debt and equity financing solutions for middle-market enterprises. With a strategic focus on senior secured loans, subordinated debt, and equity investments, it targets sectors with significant growth potential while adhering to robust risk management practices. Leveraging the expertise of its seasoned investment professionals, PennantPark identifies lucrative opportunities in the private credit space. The company's commitment to delivering consistent dividend income and fostering long-term capital appreciation positions it as an attractive option for institutional investors seeking portfolio diversification in today's dynamic economic landscape.

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