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Apollo Global Management Inc (APO)

Sopravvalutato
Financial ServicesAsset ManagementUnited States

Fondamentale

55

Prezzo

$112.89

Capitalizzazione

$70.27B

Parte 1 · Quanto vale l'azienda

Panoramica

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 America with a focus on United States, Western Europe and Europe. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $75 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia, Africa and Europe.

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Generato il 18 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti

P/E: 25.1Punteggio: 71Capitalizzazione: $85.99B

È il più grande gestore di attivi alternativi e si contende con Apollo gli stessi capitali, quelli degli investitori istituzionali e dei patrimoni privati, su credito, private equity e attivi reali.

P/E: 26.6Punteggio: 59Capitalizzazione: $83.70B

Segue lo stesso doppio modello di Apollo, fondi di buyout e di credito affiancati da una compagnia assicurativa di proprietà (Global Atlantic), e compete sia sulle stesse operazioni sia sugli stessi risparmiatori che comprano rendite.

P/E: 41.5Punteggio: 58Capitalizzazione: $37.06B

È il rivale più vicino ad Apollo nel credito privato e nel direct lending: i due si disputano gli stessi prestiti alle imprese, dalla ricerca dell'operazione fino al finanziamento.

P/E: 75.8Punteggio: 56Capitalizzazione: —

Si scontra direttamente con Apollo nel direct lending e nella raccolta di veicoli di credito privato a capitale permanente, venduti ai risparmiatori tramite le reti di consulenza patrimoniale.

P/E: 41.3Punteggio: 58Capitalizzazione: $14.05B

È una casa di private equity globale che insegue le stesse grandi acquisizioni aziendali e gli stessi impegni di capitale dagli investitori nei fondi.

P/E: 26.0Punteggio: 60Capitalizzazione: —

Si contende con Apollo gli stessi mandati su infrastrutture, immobili e transizione energetica, e come Apollo li finanzia in parte attraverso un'attività collegata di rendite e pensioni.

Stato Patrimoniale e Liquidità

Ricavi

$35.90B

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$1.88B

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

-

Patrimonio Netto Totale

$23.34B

Passività Totali

$418.43B

Rapporto di Liquidità

0.04

Copertura Interessi

-

Debito/EBITDA

-

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

Caso generaleSopravvalutato

Fair Value

$93.16

Prezzo Attuale

$112.89

Margine di Sicurezza

-21.2%

Range Fair Value

$60.55 - $125.76

Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.

Metodi di Stima

Target degli analisti:$153.47
Flussi di cassa scontati (DCF):$48.71
Multiplo sugli utili (P/E):$34.16
Formula di Graham:$87.34
Valore della capacità di reddito (EPV):$82.07
P/B giustificato:$20.86
Sconto dei dividendi (Gordon):$26.65
P/FFO, i fondi da operazioni:$133.38
Utili di mezzo ciclo:Dati insufficienti per calcolarlo
Multiplo sui ricavi:$137.03
Consenso Analisti:Buy (19B / 7H / 0S)
Ultima Sorpresa Utili:-3.90%

Metriche di Valutazione

Rapporto P/E

42.20

ROE

15.0%

Rapporto P/B

3.26

P/FCF

-

Margine Lordo

-

ROIC

-

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

-

WACC

11.3%

ROIC − WACC

-

Criteri di Analisi Fondamentale

Superati (11)

  • EPS shows upward trend
  • EPS CAGR 65.96%
  • Price CAGR 20.89%
  • Low reliance on intangibles
  • ROE 8.6%
  • Revenue Growth 5Y 52.1%
  • Analyst Consensus 73% Buy
  • Earnings Surprise avg 6.8%
  • Earnings Quality (OCF/NI) 5.05
  • Share Dilution 0.9%
  • Piotroski F-Score 6/9

Non superati (7)

  • P/B Ratio 3.26
  • Debt/Equity ratio
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Unknown)
  • PEG Ratio 2.79
  • Net Margin Trend 5.2% vs 13.3%

Non disponibili (10)

  • ROIC NaN%
  • Gross Margin NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA

Piotroski F-Score

6/9

Segnali misti: alcune aree necessitano attenzione

score
criteria

Qualità degli Utili

5.05

Alta qualità: utili supportati da cash

Diluizione Azionaria

0.9%

Numero di azioni stabile

Partecipazioni istituzionali

Governance

Team Dirigenziale

NomeRuoloEtà
Mr. Marc Jeffrey RowanCo-Founder, CEO & Chairman of the Board63
Mr. James Richard BelardiCo- Founder, Executive Chairman, Chief Investment Officer of Athene, Partner & Director68
Mr. Martin Bernard KellyPartner & CFO57
Ms. Whitney A ChatterjeePartner & Chief Legal Officer50
Mr. John T. Zito C.F.A.Co-President of Apollo Asset Management43
Mr. James Charles ZelterPresident & Director63
Ms. Kristiane KinahanMD of Finance in New York & Chief Accounting Officer46
Mr. Jamey LamannaPartner & Chief Information Officer-
Mr. Noah GunnMD of Finance & Global Head of Investor Relations in New York-
Ms. Yael Kenan Levy J.D.Chief Compliance Officer and Partner of Legal, Compliance & Tax in New York-

Rischio Audit

9

Rischio CdA

9

Rischio Compensi

10

Rischio Diritti Azionisti

5

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Documenti

  • Relazione annuale (10-K)

    Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.

    Depositato il 2026-02-25

    Vedi documento
  • Relazione trimestrale (10-Q)

    Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.

    Depositato il 2026-08-10

    Vedi documento
  • Comunicazione price-sensitive (8-K)

    Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.

    Depositato il 2026-09-21

    Vedi documento

via SEC EDGAR

Storico Ricavi

via SEC EDGAR

Ultime Notizie

Ultime notizie per APO, da Markets Gazette.

  • 3d agoNEGATIVE
    How Muse and other AI agents could spark a bank run, according to an economist

    The chief economist at Apollo Global Management has warned that agentic Artificial Intelligence (AI) could potentially trigger a bank run. This concern stems from the idea that advanced AI agents could rapidly move large sums of money, overwhelming traditional banking systems and liquidity management. While the specific AI agent 'Muse' is mentioned, the broader implication is that sophisticated AI could destabilize financial markets by creating sudden, large-scale withdrawals. Investors should monitor developments in AI regulation and its potential impact on financial stability.

  • 8d agoNEUTRAL
    Apollo’s Rowan Blasts Regulators for Handling of Walter Insurers

    Marc Rowan, CEO of Apollo Global Management, has publicly criticized Delaware's insurance regulators regarding their oversight of Mark Walter's insurance entities. These companies are currently under federal investigation. While this news highlights potential regulatory scrutiny and governance concerns within the insurance sector, it does not directly impact Apollo's financial performance or operational outlook at this stage. Investors will monitor the developments of the federal probe and any potential repercussions for companies associated with Mark Walter.

  • 8d agoNEGATIVE
    Apollo Global a rischio mentre proseguono i riscatti nel credito privato

    Apollo Global Management LLC (APO) shares have underperformed the market, declining 13.60% from their August high to $124.15. The company has imposed limits on redemptions in its private credit funds during the third quarter. Investors in Apollo Debt Solutions BDC sought to redeem approximately 14.7% of shares in the latest offering, a slight improvement from the 16.8% in the prior quarter. This ongoing redemption pressure and the company's stock performance suggest potential headwinds and investor concerns regarding liquidity and asset management in its private credit operations.

  • 14d agoNEUTRAL
    Apollo Weighs Boosting SoftBank Loan to $9 Billion for OpenAI Investments

    Apollo Global Management is reportedly in discussions to increase a loan facility for SoftBank Group to $9 billion, up from $5.4 billion. This expanded financing is intended to support SoftBank's investment in OpenAI, the artificial intelligence company. While the news highlights Apollo's significant role in facilitating large-scale tech investments and SoftBank's strategic moves in AI, the direct impact on Apollo's stock is neutral as it represents a potential loan arrangement rather than a direct equity investment or a change in Apollo's core business operations. Investors will monitor the finalization and terms of the loan.

  • 16d agoPOSITIVE
    Apollo Gives $585 Million of Financing to The Executive Centre

    Apollo Global Management has committed $585 million in financing to The Executive Centre, a flexible workspace provider. This significant hybrid debt and equity deal marks Apollo's largest such transaction in Asia. The financing is expected to bolster The Executive Centre's operations and expansion plans, potentially enhancing its market position. For Apollo, this represents a strategic deployment of capital in a key growth region, signaling confidence in the Asian flexible workspace sector and offering a substantial return opportunity.

  • 22d agoNEGATIVE
    Apollo's Kleinman Says Legacy Portfolio Firms Have a Valuation Issue

    Scott Kleinman, co-President of Apollo Asset Management, highlighted a significant valuation challenge within Apollo's legacy portfolio companies. He cited the rising cost of capital as a key factor exacerbating these issues, which could negatively impact future returns for investors. This commentary, made at the IPEM conference in Paris, suggests potential headwinds for a portion of Apollo's managed assets, raising concerns about the performance of older investments in the current economic climate.

  • 22d agoPOSITIVE
    Apollo’s Kleinman Sees Golden Age of Capital as Firms Spend

    Scott Kleinman, a top executive at Apollo Global Management Inc., has declared the private capital industry is experiencing a "golden age of capital deployment." This optimistic outlook suggests robust investment activity and opportunities within the private markets, even as the era of historically low interest rates concludes. For investors, this implies a potentially favorable environment for private equity and alternative asset strategies, with significant capital available for deployment into promising ventures and companies. The sentiment points towards strong deal-making and growth prospects within the sector.

  • 22d agoNEUTRAL
    Apollo’s Kleinman Sees Golden Age of Capital as Corporates Spend

    Scott Kleinman, a top executive at Apollo Global Management Inc., has declared that the private capital industry is experiencing a "golden age of capital deployment." This optimistic outlook persists despite the conclusion of an era characterized by cheap funding. Kleinman's statement suggests robust activity and significant investment opportunities within the private capital markets, indicating a strong environment for capital allocation and growth, even as financing costs are expected to rise. Investors may find this environment conducive to seeking alternative investment strategies.

  • 8/4/2026POSITIVE
    Apollo’s Deal Spree Drives Fee-Related Revenue to a Record

    Apollo Global Management Inc. announced record fee-related revenue, underscoring its aggressive expansion strategy to become a dominant force in institutional lending. The firm's deal-making momentum has translated directly into enhanced fee income, a key metric for alternative asset managers. This performance highlights Apollo's operational efficiency and its ability to capitalize on market opportunities. For investors, this signals robust underlying business growth and a potential for sustained profitability, reinforcing its position as a leading alternative investment manager.

via Markets Gazette