Apollo Global Management vs Ares Management
APO and ARES side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How APO and ARES compare
Apollo Global Management is the larger company, worth 1.5 times as much as Ares Management ($72.9B against $48.5B).
Ares Management grew revenue faster over the last twelve months (21.9% versus 12.2% for Apollo Global Management).
Ares Management keeps more of each dollar of sales as profit, with a net margin of 8.0% compared with −3.0% at Apollo Global Management.
Both pay dividends: Apollo Global Management yields 1.7% and Ares Management 3.8%.
Ares Management scores higher on the StockData Score (11 against 8 for Apollo Global Management), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | APO | ARES |
|---|---|---|
| Size and price | ||
| Market cap | $72.9B | $48.5B |
| Share price | $123.47 | $134.61 |
| Change, 1 year | −7.6% | −12.4% |
| Change, 5 years | 64.7% | 52.4% |
| Beta (5Y) | 1.47 | 1.59 |
| Employees | 4,130 | 4,250 |
| StockData Score | ||
| Total score | 8 | 11 (better) |
| Valuation score | 0 | 0 |
| Growth score | 2 | 2 |
| Performance score | 1 | 1 |
| Health score | 4 | 4 |
| Dividend score | 1 | 4 (better) |
| Valuation | ||
| P/S | 2.4× (better) | 9.0× |
| P/B | 4.6× (better) | 12.7× |
| EV/EBITDA | 12.7× | – |
| Fair value | $116.20 | $66.27 |
| Margin of safety | −6.3% (better) | −103% |
| Growth | ||
| Revenue growth (TTM) | 12.2% | 21.9% (better) |
| Revenue growth, 5Y average | 68.6% (better) | 22.1% |
| Net income growth (TTM) | −121% | −33.5% (better) |
| EPS growth (TTM) | −127% | – |
| EPS growth, 5Y average | 66.0% | – |
| Profitability | ||
| Net margin | −3.0% | 8.0% (better) |
| Return on equity | −4.7% | 10.4% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Altman Z-score | 0.17 | 1.44 (better) |
| Piotroski F-score | 6 | – |
| Dividends and buybacks | ||
| Dividend yield | 1.7% | 3.8% (better) |
| Payout ratio | – | 22.2% |
| Years of dividend growth | 3 | – |
| Dividend growth, 5Y average | −2.9% | – |
| Buyback yield | 1.5% | – |
| Shareholder yield | 3.2% | 3.8% (better) |
| Ownership | ||
| Held by institutions | 65.6% | 61.0% |
| Held by insiders | 23.9% | 61.8% |
| Insider net buying, 12 months | −$10.6M | −$8.3M (better) |
| Superinvestors holding | 4 (better) | 1 |
| Short interest, % of float | – | 11.0% |
Go deeper
- APO stock overview
- APO income statement
- APO valuation and score
- ARES stock overview
- ARES income statement
- ARES valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.