WallStSmart

Apollo Global Management LLC Class A (APO)vsWestern Asset Diversified Income Fund (WDI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

APO leads profitability with a 3.7% profit margin vs 0.0%. WDI trades at a lower P/E of 9.5x. APO earns a higher WallStSmart Score of 46/100 (D+).

APO

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.0Quality: 3.0
Piotroski: 1/9Altman Z: 0.03

WDI

Avoid

29

out of 100

Grade: F

Growth: 4.3Profit: 4.5Value: 6.7Quality: 4.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$68.26B9/10

Large-cap with strong market position

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

WDI1 strengths · Avg: 10.0/10
P/E RatioValuation
9.5x10/10

Attractively priced relative to earnings

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
74.5x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

WDI4 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
$680.05M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bull Case : WDI

The strongest argument for WDI centers on P/E Ratio.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 74.5x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : WDI

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

Key Dynamics to Monitor

WDI is growing revenue faster at 0.0% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

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

Bottom Line

APO scores higher overall (46/100 vs 29/100). Both earn "Hold" and "Avoid" 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.

Western Asset Diversified Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Western Asset Diversified Income Fund (WDI) is a closed-end investment vehicle focused on delivering attractive current income from a diversified portfolio of U.S. and international fixed-income securities, encompassing both investment-grade and high-yield bonds. Under the stewardship of the experienced Western Asset Management Company, WDI employs disciplined investment strategies coupled with rigorous risk management to navigate market fluctuations. This fund is strategically designed for institutional investors seeking to enhance their fixed-income exposure while capitalizing on diverse opportunities to ensure stable and reliable income streams.

Want to dig deeper into these stocks?