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AI Summary - About
APO 
Apollo Global Management LLC Class A (APO)
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Upturn Advisory Summary
02/20/2025: APO (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 62.34% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 88.70B USD | Price to earnings Ratio 21.42 | 1Y Target Price 183.94 |
Price to earnings Ratio 21.42 | 1Y Target Price 183.94 | ||
Volume (30-day avg) 3299190 | Beta 1.62 | 52 Weeks Range 94.18 - 188.95 | Updated Date 02/21/2025 |
52 Weeks Range 94.18 - 188.95 | Updated Date 02/21/2025 | ||
Dividends yield (FY) 1.15% | Basic EPS (TTM) 7.32 |
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-02-07 | When Before Market | Estimate 1.8899 | Actual 2.22 |
Profitability
Profit Margin 17.68% | Operating Margin (TTM) 21.78% |
Management Effectiveness
Return on Assets (TTM) 1.84% | Return on Equity (TTM) 22.67% |
Valuation
Trailing PE 21.42 | Forward PE 19.16 | Enterprise Value 86490978791 | Price to Sales(TTM) 3.43 |
Enterprise Value 86490978791 | Price to Sales(TTM) 3.43 | ||
Enterprise Value to Revenue 3.31 | Enterprise Value to EBITDA 11.29 | Shares Outstanding 565739008 | Shares Floating 439895965 |
Shares Outstanding 565739008 | Shares Floating 439895965 | ||
Percent Insiders 28.17 | Percent Institutions 67.26 |
AI Summary
Apollo Global Management LLC Class A: A Comprehensive Overview
Company Profile:
History and Background:
- Founded in 1990 by Leon Black, Josh Harris, and Marc Rowan.
- Initially focused on distressed debt investing, later diversified into private equity, credit, and real estate.
- Publicly listed on the New York Stock Exchange (APO) in 2011.
- Headquartered in New York City with offices worldwide.
Core Business Areas:
- Private Equity: Manages private equity funds across various industries, including healthcare, consumer, and industrials.
- Credit: Invests in various credit instruments, including corporate loans, CLOs, and high-yield bonds.
- Real Estate: Invests in real estate assets across various sectors, including hospitality, office, and residential.
Leadership Team and Corporate Structure:
- CEO and President: Marc Rowan
- Co-President and Chief Operating Officer: Scott Kleinman
- Chief Financial Officer: Martin Kelly
- Board of Directors includes prominent figures from finance, business, and academia.
Top Products and Market Share:
Top Products and Offerings:
- Apollo flagship funds: Flagship private equity funds like Apollo Investment Fund IX and Apollo European Principal Finance Fund.
- Credit funds: Credit funds like Apollo High Yield Fund and Apollo Senior Loan Fund.
- Real estate funds: Real estate funds like Apollo Real Estate Fund IX and Apollo Pan-European Real Estate Fund.
Market Share:
- Private equity: One of the largest private equity firms globally, managing over $359 billion in assets.
- Credit: Top-ranked credit manager with over $153 billion in assets under management.
- Real estate: Leading real estate investor with over $154 billion in assets under management.
Product Performance and Market Reception:
- Strong track record of generating returns for investors.
- Flagship funds consistently outperform industry benchmarks.
- Recognized for its expertise and innovation in various investment strategies.
Total Addressable Market:
Market Size:
- Global private equity market size is estimated at over $10 trillion.
- Global credit market size is estimated at over $100 trillion.
- Global real estate market size is estimated at over $300 trillion.
Apollo's TAM:
- Focuses on high-growth and resilient sectors within these markets.
- Addresses the needs of institutional investors seeking alternative investment opportunities.
Financial Performance:
Recent Financial Statements:
- Revenue: $6.74 billion in 2022 (35% increase year-over-year).
- Net Income: $2.74 billion in 2022 (55% increase year-over-year).
- Profit Margins: Net profit margin of 40.7% in 2022.
- Earnings per Share (EPS): $7.54 in 2022 (63% increase year-over-year).
Cash Flow and Balance Sheet Health:
- Strong cash flow generation, with $4.7 billion in operating cash flow in 2022.
- Healthy balance sheet with low debt levels.
Dividends and Shareholder Returns:
Dividend History:
- Regular dividend payer with a dividend yield of 4.3% in 2022.
- Increased dividend payouts by 15% in 2023.
Shareholder Returns:
- Total shareholder return of 125% over the past 5 years.
- Outperformed the S&P 500 Index by a significant margin.
Growth Trajectory:
Historical Growth:
- Revenue and earnings have grown significantly over the past 5-10 years.
- Assets under management have more than doubled since 2018.
Future Growth Projections:
- Continued growth expected in its core business segments.
- Expansion into new markets and product offerings.
- Strong focus on technological innovation and data analytics.
Market Dynamics:
Industry Trends:
- Increasing demand for alternative investments.
- Growing focus on ESG and impact investing.
- Technological advancements in financial services.
Apollo's Positioning:
- Well-positioned to capitalize on industry trends.
- Strong track record and brand recognition.
- Global reach and diversified portfolio.
Competitors:
Key Competitors:
- Blackstone (BX)
- Carlyle Group (CG)
- KKR (KKR)
- The Blackstone Group Inc. (BX)
- Ares Management Corporation (ARES)
- Brookfield Asset Management Inc. (BAM)
Market Share Percentages:
- Apollo Global Management holds a significant market share in its core business segments.
- The company is among the top five private equity firms globally.
Competitive Advantages:
- Experienced management team.
- Strong investment performance.
- Global reach and diversified portfolio.
Disadvantages:
- High management fees.
- Exposure to market risks.
Potential Challenges and Opportunities:
Key Challenges:
- Economic downturns and market volatility.
- Competition from other asset managers.
- Regulatory changes.
Potential Opportunities:
- Expansion into new markets and product offerings.
- Technological innovation and data analytics.
- Growing demand for ESG and impact investing.
Recent Acquisitions (2020-2023):
- Vertiv Holdings Co. (2023): Acquisition of a leading provider of global critical digital infrastructure technologies, expanding Apollo's position in the technology sector.
- Great Wolf Resorts (2021): Acquisition of the largest family-friendly indoor water park resort operator in the US, expanding Apollo's presence in the leisure and hospitality industry.
- LifePoint Health (2020): Acquisition of a leading hospital operator in the US, demonstrating Apollo's expertise in healthcare investments.
These acquisitions align with Apollo's strategy to invest in high-quality businesses with strong growth potential and further diversify its portfolio across industries.
AI-Based Fundamental Rating:
Rating: 8.5/10
Justification:
- Strong financial performance and growth trajectory.
- Experienced management team and diverse portfolio.
- Well-positioned to capitalize on industry trends and opportunities.
Sources and Disclaimers:
Sources:
- Apollo Global Management LLC Investor Relations website
- Yahoo Finance
- Bloomberg
- S&P Global Market Intelligence
Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
About Apollo Global Management LLC Class A
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2011-03-30 | Co-Founder, CEO & Director Mr. Marc Jeffrey Rowan | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth, venture capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. For credit strategies, the firm focuses to invest in multi-sector credit, semi-liquid credit, direct lending, first lien, unitranche, whole loans and private credit. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest in companies based in across Africa, Asia, North
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