Apollo Global Management LLC Class A (APO)vsUbiquiti Networks Inc (UI)
APO
Apollo Global Management LLC Class A
$133.20
+4.23%
FINANCIAL SERVICES · Cap: $73.67B
UI
Ubiquiti Networks Inc
$842.10
-9.13%
TECHNOLOGY · Cap: $56.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Apollo Global Management LLC Class A generates 953% more annual revenue ($31.29B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 3.7%. APO appears more attractively valued with a PEG of 0.67. UI earns a higher WallStSmart Score of 71/100 (B).
APO
Hold44
out of 100
Grade: D
UI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APO.
Margin of Safety
-85.1%
Fair Value
$385.30
Current Price
$842.10
$456.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.8B in free cash flow
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 9.2%
Premium valuation, high expectations priced in
Trading at 50.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : APO
The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : APO
The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 80.9x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.
Key Dynamics to Monitor
APO profiles as a value stock while UI is a growth play — different risk/reward profiles.
APO carries more volatility with a beta of 1.52 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
APO generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 44/100), backed by strong 29.9% margins and 35.8% 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 premier global alternative investment firm renowned for its strategic focus on private equity, credit, and real estate investments across diverse sectors including healthcare, financial services, and technology. The firm utilizes a rigorous investment approach, drawing on extensive industry expertise and operational insights to optimize portfolio performance and drive long-term growth. With a commitment to identifying lucrative investment opportunities in both developed and emerging markets, Apollo aims to generate attractive risk-adjusted returns for its investors, backed by its significant capital resources and innovative strategies.
Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?