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Upturn AI SWOT - About
APO 
Apollo Global Management LLC Class A (APO)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/14/2025: APO (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $153.28
1 Year Target Price $153.28
| 10 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 56.81% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 70.04B USD | Price to earnings Ratio 22.84 | 1Y Target Price 153.28 |
Price to earnings Ratio 22.84 | 1Y Target Price 153.28 | ||
Volume (30-day avg) 19 | Beta 1.67 | 52 Weeks Range 101.84 - 187.59 | Updated Date 10/14/2025 |
52 Weeks Range 101.84 - 187.59 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 1.65% | Basic EPS (TTM) 5.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.41% | Operating Margin (TTM) 15.25% |
Management Effectiveness
Return on Assets (TTM) 1.36% | Return on Equity (TTM) 16.74% |
Valuation
Trailing PE 22.84 | Forward PE 13.87 | Enterprise Value -145145038506 | Price to Sales(TTM) 2.79 |
Enterprise Value -145145038506 | Price to Sales(TTM) 2.79 | ||
Enterprise Value to Revenue 3.04 | Enterprise Value to EBITDA 14.76 | Shares Outstanding 572026735 | Shares Floating 448915141 |
Shares Outstanding 572026735 | Shares Floating 448915141 | ||
Percent Insiders 26.52 | Percent Institutions 63.73 |
Upturn AI SWOT
Apollo Global Management LLC Class A
Company Overview
History and Background
Apollo Global Management, Inc. was founded in 1990 by Leon Black, Joshua Harris, and Marc Rowan. It began as an alternative asset manager specializing in distressed debt and leveraged buyouts. Over time, it expanded into credit, private equity, and real estate, becoming a leading global alternative investment manager.
Core Business Areas
- Asset Management: Apollo's core business involves managing assets on behalf of institutional and individual investors, including pension funds, sovereign wealth funds, and high-net-worth individuals.
- Retirement Services: Through Athene, Apollo offers retirement services products, primarily fixed annuities, to individuals and institutions.
- Insurance Solutions: Apollo manages assets for insurance companies, offering customized investment strategies.
Leadership and Structure
Marc Rowan serves as the Chief Executive Officer. The organizational structure includes investment teams focused on specific asset classes and a management committee overseeing the overall strategy and operations.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Apollo manages private equity funds that invest in a variety of industries, aiming to improve operational performance and drive value. Market share is difficult to pinpoint directly due to the variability of deal flow. Competitors include Blackstone, KKR, and Carlyle Group.
- Credit Funds: Apollo offers credit funds that invest in corporate debt, structured credit, and other fixed-income securities. These funds aim to generate attractive risk-adjusted returns for investors. Market share is spread across many players, with no single dominant entity. Competitors include Oaktree Capital Management and Ares Management.
- Athene Annuities: Athene offers fixed annuities, providing retirement income solutions to individuals and institutions. Athene is a leading player in the fixed annuity market, with a significant market share. Competitors include Pacific Life, MassMutual, and New York Life.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by institutional investors seeking higher returns in a low-interest-rate environment. Increased allocations to private equity, credit, and real estate are fueling industry expansion.
Positioning
Apollo is a leading player in the alternative asset management industry, known for its expertise in credit, private equity, and insurance solutions. Its competitive advantage lies in its scale, investment expertise, and ability to source and execute complex transactions.
Total Addressable Market (TAM)
The total addressable market (TAM) for alternative investments is estimated to be in the trillions of dollars. Apollo is well-positioned to capture a significant portion of this market due to its diversified investment platform and strong track record.
Upturn SWOT Analysis
Strengths
- Strong track record of investment performance
- Diversified investment platform
- Experienced management team
- Significant scale and resources
- Strong relationships with institutional investors
Weaknesses
- Dependence on key personnel
- Complexity of investment strategies
- Regulatory scrutiny
- Potential for conflicts of interest
- Exposure to market volatility
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes and geographies
- Strategic acquisitions and partnerships
- Increasing adoption of technology
- Growth in the retirement services market
Threats
- Increased competition
- Economic downturn
- Rising interest rates
- Regulatory changes
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BX
- KKR
- CG
- ARES
- TPG
Competitive Landscape
Apollo's competitive advantages include its scale, investment expertise, and integrated platform. Its disadvantages include its complexity and regulatory scrutiny.
Major Acquisitions
Great Western Life & Annuity Insurance Company
- Year: 2021
- Acquisition Price (USD millions): 1550
- Strategic Rationale: Enhanced Athene's platform by adding a block of fixed annuities and diversifying its funding sources. Expanded geographical reach and customer base, contributing to Athene's growth and market position.
Old Republic International Corp. - Title Insurance Operations
- Year: 2022
- Acquisition Price (USD millions): 3750
- Strategic Rationale: Expanded Apollo's portfolio of insurance-related businesses. Aligns with Apollo's long-term strategy of growing its presence in the insurance industry and generating stable returns.
Growth Trajectory and Initiatives
Historical Growth: Apollo has experienced significant growth in assets under management (AUM) over the past several years, driven by strong investment performance and capital raising.
Future Projections: Analysts project continued growth in Apollo's AUM and earnings, driven by favorable industry trends and the company's strategic initiatives.
Recent Initiatives: Recent initiatives include expanding its insurance solutions business, investing in technology, and pursuing strategic acquisitions.
Summary
Apollo is a strong alternative asset manager with diversified business across various industries. Its strength lies in its experience and AUM. Rising interest rates and market volatility could pose challenges. Expanding into new asset classes and strategic acquisitions are key for growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports (e.g., Bloomberg, Reuters)
- Industry publications
- Apollo Global Management Investor Relations
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Market data and financial metrics are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Apollo Global Management LLC Class A
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2011-03-30 | Co-Founder, CEO & Chairman of the Board Mr. Marc Jeffrey Rowan | ||
Sector Financial Services | Industry Asset Management | Full time employees 5333 | |
Full time employees 5333 | |||
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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