WallStSmart

Apollo Global Management LLC Class A (APO)vsSaratoga Investment Corp (SAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 24788% more annual revenue ($31.29B vs $125.71M). SAR leads profitability with a 29.1% profit margin vs 3.7%. SAR trades at a lower P/E of 9.6x. SAR earns a higher WallStSmart Score of 54/100 (C-).

APO

Hold

46

out of 100

Grade: D+

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

SAR

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 6.7Quality: 4.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$68.20B9/10

Large-cap with strong market position

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

SAR4 strengths · Avg: 9.8/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
71.1%10/10

Strong operational efficiency at 71.1%

Profit MarginProfitability
29.1%9/10

Keeps 29 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
74.4x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

SAR4 concerns · Avg: 2.5/10
Market CapQuality
$359.52M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.843/10

Elevated debt levels

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

Free Cash FlowQuality
$-92.42M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bull Case : SAR

The strongest argument for SAR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 71.1%.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 74.4x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : SAR

The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.84 is elevated, increasing financial risk.

Key Dynamics to Monitor

APO profiles as a value stock while SAR is a declining play — different risk/reward profiles.

APO carries more volatility with a beta of 1.49 — expect wider price swings.

SAR is growing revenue faster at -0.6% — sustainability is the question.

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

Bottom Line

SAR scores higher overall (54/100 vs 46/100), backed by strong 29.1% margins. 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 leading global alternative investment firm specializing in private equity, credit, and real estate across diverse sectors such as healthcare, financial services, and technology. The firm leverages its deep industry expertise and operational insights to implement a disciplined investment strategy aimed at maximizing portfolio performance and ensuring sustainable growth. With a focus on identifying high-potential opportunities in both developed and emerging markets, Apollo is dedicated to delivering attractive risk-adjusted returns through its substantial capital base and innovative investment approaches.

Saratoga Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Saratoga Investment Corp (SAR) is a publicly traded business development company that focuses on delivering flexible debt and equity capital to middle-market enterprises across diverse sectors such as healthcare, technology, and consumer products. With a disciplined investment approach, Saratoga emphasizes thorough due diligence and rigorous risk management to protect capital while seeking to maximize shareholder returns. The firm’s proactive portfolio management and consistent track record of dividend distributions position it as an appealing opportunity for institutional investors looking to diversify within the alternative investment landscape.

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