WallStSmart

Apollo Global Management LLC Class A (APO)vsSRH Total Return Fund Inc. (STEW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 107616% more annual revenue ($35.60B vs $33.05M). STEW leads profitability with a 446.8% profit margin vs 5.3%. STEW trades at a lower P/E of 12.1x. APO earns a higher WallStSmart Score of 72/100 (B).

APO

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 5.5Value: 5.7Quality: 5.5
Piotroski: 2/9Altman Z: 0.02

STEW

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 8.5Value: 6.0Quality: 7.8
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO6 strengths · Avg: 8.8/10
Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

EPS GrowthGrowth
63.7%10/10

Earnings expanding 63.7% YoY

Market CapQuality
$83.12B9/10

Large-cap with strong market position

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$3.25B8/10

Generating 3.2B in free cash flow

STEW6 strengths · Avg: 9.5/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Return on EquityProfitability
32.4%10/10

Every $100 of equity generates 32 in profit

Profit MarginProfitability
446.8%10/10

Keeps 447 of every $100 in revenue as profit

Operating MarginProfitability
33.6%10/10

Strong operational efficiency at 33.6%

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
49.9x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.022/10

Distress zone — elevated risk

STEW3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Market CapQuality
$1.78B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-44.1%2/10

Earnings declined 44.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 63.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bull Case : STEW

The strongest argument for STEW centers on Price/Book, Return on Equity, Profit Margin. Profitability is solid with margins at 446.8% and operating margin at 33.6%.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 49.9x leaves little room for execution misses.

Bear Case : STEW

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

Key Dynamics to Monitor

APO profiles as a hypergrowth stock while STEW is a value play — different risk/reward profiles.

APO carries more volatility with a beta of 1.51 — expect wider price swings.

APO is growing revenue faster at 63.8% — sustainability is the question.

APO generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

APO scores higher overall (72/100 vs 47/100) and 63.8% revenue growth. 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.

SRH Total Return Fund Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SRH Total Return Fund Inc. (STEW) is a closed-end management investment company dedicated to achieving total returns through a balanced strategy encompassing capital appreciation and income generation. With a diversified portfolio that includes equities, fixed income, and hybrid instruments, the fund is adept at navigating varying market conditions, thereby positioning itself for sustainable long-term growth. Led by an experienced management team, STEW employs disciplined risk management strategies to capitalize on emerging investment opportunities, making it an attractive proposition for investors seeking a strong risk-adjusted return profile while maximizing shareholder value across diverse economic landscapes.

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