Apollo Global Management LLC Class A (APO)vsSixth Street Specialty Lending Inc (TSLX)
APO
Apollo Global Management LLC Class A
$128.37
+1.67%
FINANCIAL SERVICES · Cap: $74.23B
TSLX
Sixth Street Specialty Lending Inc
$17.39
-1.58%
FINANCIAL SERVICES · Cap: $1.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 7243% more annual revenue ($31.29B vs $426.10M). TSLX leads profitability with a 25.2% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.68. TSLX earns a higher WallStSmart Score of 58/100 (C).
APO
Hold46
out of 100
Grade: D+
TSLX
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.6B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 74.2%
Conservative balance sheet, low leverage
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Revenue declined 19.7%
Comparative Analysis Report
WallStSmart ResearchBull 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 : TSLX
The strongest argument for TSLX centers on Price/Book, Operating Margin, Debt/Equity. Profitability is solid with margins at 25.2% and operating margin at 74.2%. PEG of 1.28 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 : TSLX
The primary concerns for TSLX are Market Cap, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
APO profiles as a value stock while TSLX 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
TSLX scores higher overall (58/100 vs 46/100), backed by strong 25.2% 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 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.
Sixth Street Specialty Lending Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Sixth Street Specialty Lending Inc. (TSLX) is a leading provider of customized debt investments, focusing specifically on private equity-backed middle-market enterprises. Leveraging a flexible investment approach, TSLX aims to optimize returns while maintaining a disciplined risk management framework. Backed by the deep market expertise and resources of Sixth Street Partners, the company delivers innovative financing solutions that support the sustainability of income and enhance long-term shareholder value. With its strategic focus on specialized lending, TSLX is well-equipped to seize growth opportunities within its targeted sectors.
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