Apollo Global Management LLC Class A (APO)vsSixth Street Specialty Lending Inc (TSLX)
APO
Apollo Global Management LLC Class A
$126.99
-1.02%
FINANCIAL SERVICES · Cap: $83.12B
TSLX
Sixth Street Specialty Lending Inc
$17.86
-2.14%
FINANCIAL SERVICES · Cap: $1.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 8605% more annual revenue ($35.60B vs $408.93M). TSLX leads profitability with a 21.8% profit margin vs 5.3%. APO appears more attractively valued with a PEG of 0.65. APO earns a higher WallStSmart Score of 72/100 (B).
APO
Strong Buy72
out of 100
Grade: B
TSLX
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 63.8% year-over-year
Earnings expanding 63.7% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 22.0%
Generating 3.2B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 73.9%
Keeps 22 of every $100 in revenue as profit
Areas to Watch
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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 : TSLX
The strongest argument for TSLX centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 21.8% and operating margin at 73.9%. 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 49.9x leaves little room for execution misses.
Bear Case : TSLX
The primary concerns for TSLX are Market Cap, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
APO profiles as a hypergrowth stock while TSLX is a declining 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 56/100) and 63.8% revenue growth. Both earn "Strong Buy" and "Buy" 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.
Sixth Street Specialty Lending Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Sixth Street Specialty Lending Inc. (TSLX) is a premier provider of tailored debt investments, strategically concentrating on private equity-backed middle-market companies. The firm utilizes a flexible investment strategy to maximize returns while adhering to robust risk management principles, ensuring stability in income generation. Supported by the extensive resources and market expertise of Sixth Street Partners, TSLX is adept at delivering innovative financing solutions that reinforce long-term shareholder value and capitalize on growth opportunities in its focus sectors. With a commitment to sustainability and meticulous evaluation, TSLX stands as a key player in the specialty lending landscape.
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