WallStSmart

Apollo Global Management LLC Class A (APO)vsSound Point Meridian Capital, Inc. (SPMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 32953% more annual revenue ($31.79B vs $96.19M). APO leads profitability with a 11.0% profit margin vs 7.7%. SPMC trades at a lower P/E of 2.8x. 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

SPMC

Hold

45

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 8.3Quality: 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
SPMCUndervalued (+46.4%)

Margin of Safety

+46.4%

Fair Value

$21.62

Current Price

$8.59

$13.03 discount

UndervaluedFair: $21.62Overvalued

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

SPMC3 strengths · Avg: 10.0/10
P/E RatioValuation
2.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
70.4%10/10

Strong operational efficiency at 70.4%

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

SPMC4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$180.52M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

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 : SPMC

The strongest argument for SPMC centers on P/E Ratio, Price/Book, Operating Margin.

Bear Case : APO

The primary concerns for APO are Piotroski F-Score, EPS Growth, Altman Z-Score.

Bear Case : SPMC

The primary concerns for SPMC are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

APO profiles as a growth stock while SPMC is a value play — different risk/reward profiles.

APO is growing revenue faster at 87.7% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

APO scores higher overall (63/100 vs 45/100) and 87.7% revenue growth. SPMC offers better value entry with a 46.4% margin of safety. 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 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.

Sound Point Meridian Capital, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Sound Point Meridian Capital, Inc. (SPMC) is a leading alternative investment management firm that provides innovative financing solutions across various sectors, including credit, real estate, and private equity. By focusing on delivering superior risk-adjusted returns, SPMC employs a disciplined investment strategy enhanced by thorough research and experienced portfolio management teams. The firm's deep market insights and strategic partnerships allow it to identify and exploit unique investment opportunities, rendering it a trusted ally for institutional investors seeking both diversification and compelling yields. SPMC is committed to optimizing client portfolios while adeptly navigating the intricacies of the global financial landscape.

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