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Upturn AI SWOT - About
APO 
Apollo Global Management LLC Class A (APO)
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Upturn Advisory Summary
04/22/2025: 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.
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 04/22/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 72.19B USD | Price to earnings Ratio 17.26 | 1Y Target Price 154.65 |
Price to earnings Ratio 17.26 | 1Y Target Price 154.65 | ||
Volume (30-day avg) 5079585 | Beta 1.65 | 52 Weeks Range 94.18 - 188.95 | Updated Date 04/24/2025 |
52 Weeks Range 94.18 - 188.95 | Updated Date 04/24/2025 | ||
Dividends yield (FY) 1.46% | Basic EPS (TTM) 7.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-05-02 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 17.68% | Operating Margin (TTM) 21.28% |
Management Effectiveness
Return on Assets (TTM) 1.84% | Return on Equity (TTM) 22.67% |
Valuation
Trailing PE 17.26 | Forward PE 15.36 | Enterprise Value -121799697155 | Price to Sales(TTM) 2.79 |
Enterprise Value -121799697155 | Price to Sales(TTM) 2.79 | ||
Enterprise Value to Revenue 3.04 | Enterprise Value to EBITDA 14.76 | Shares Outstanding 570480000 | Shares Floating 445511014 |
Shares Outstanding 570480000 | Shares Floating 445511014 | ||
Percent Insiders 28.07 | Percent Institutions 66.93 |
Analyst Ratings
Rating 4.2 | Target Price 184.06 | Buy 6 | Strong Buy 9 |
Buy 6 | Strong Buy 9 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Apollo Global Management LLC Class A
Company Overview
History and Background
Apollo Global Management LLC was founded in 1990 by Leon Black, Joshua Harris, and Marc Rowan. Initially focused on leveraged buyouts, it has evolved into a diversified alternative asset manager with significant presence in credit, private equity, and real assets.
Core Business Areas
- Asset Management: The primary segment, generating fees from managing investments across credit, private equity, and real assets for institutional and individual clients.
- Retirement Services: Through Athene, Apollo offers retirement services, including annuities and other insurance products, generating revenue through investment spreads and fees.
Leadership and Structure
Marc Rowan serves as the Chief Executive Officer. The company has a multi-layered organizational structure with specialized teams for each asset class and geographic region. Apollo operates as a publicly traded company with a board of directors.
Top Products and Market Share
Key Offerings
- Market Share (%): 0.08
- Private Equity Funds: Apollo's private equity funds invest in a variety of industries, aiming for value creation through operational improvements and strategic repositioning. Competitors: The Carlyle Group, KKR, Blackstone.
- Credit Funds: Apollo manages credit-focused funds, investing in leveraged loans, high-yield bonds, and distressed debt. Provides current income and capital appreciation for investors. Competitors: Oaktree Capital Management, Ares Management.
- Market Share (%): 0.06
- Athene Annuities: Athene offers fixed and indexed annuities to individual and institutional clients, providing retirement income solutions. Competitors: Prudential Financial, MetLife.
- Market Share (%): 0.05
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by high growth potential, driven by increased institutional allocations to alternative investments. Growing demand for alternative products is creating a competitive landscape with new firms emerging and consolidations happening.
Positioning
Apollo is a leading player in the alternative asset management industry, with a strong track record in credit and private equity. It has expanded its presence in retirement services through Athene, diversifying its revenue streams and enhancing its long-term growth prospects.
Total Addressable Market (TAM)
The global alternative asset management market is projected to reach trillions of dollars. Apollo is positioned to capture a significant share of this TAM through its diversified product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified asset management platform
- Experienced investment team
- Proven track record
- Significant AUM growth
- Stable performance
Weaknesses
- High dependence on investment performance
- Complex organizational structure
- Potential for regulatory scrutiny
- Reliance on key personnel
Opportunities
- Further expansion into retirement services
- Geographic expansion into emerging markets
- Increased institutional allocations to alternative investments
- Launch of new investment products
Threats
- Increased competition
- Economic downturn
- Changes in regulatory environment
- Market volatility
- Rising interest rates
Competitors and Market Share
Key Competitors
- BX
- KKR
- CG
Competitive Landscape
Apollo differentiates itself through its focus on credit and its strategic partnership with Athene. Its scale and experience provide a competitive advantage, but increased competition and regulatory scrutiny pose challenges.
Major Acquisitions
Athene Holding Ltd.
- Year: 2022
- Acquisition Price (USD millions): 11000
- Strategic Rationale: Simplified corporate structure, strengthened capital base and long-term growth through its retirement services.
Growth Trajectory and Initiatives
Historical Growth: Discuss Apollo Global Management LLC Class A's growth trends over the past years.
Future Projections: Provide projections for Apollo Global Management LLC Class A's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Apollo Global Management LLC Class A.
Summary
Apollo Global Management is a strong player in the alternative asset management industry, benefiting from a diversified platform and experienced management team. The company's partnership with Athene provides a stable source of capital and growth. Increased competition and economic uncertainty pose potential risks that need to be watched out for. The management is constantly innovating to find the next area of growth to keep ahead of other competitors.
Similar Companies
BAM
Brookfield Asset Management Inc
BAM
Brookfield Asset Management Inc
BX
Blackstone Group Inc
BX
Blackstone Group Inc
CG
Carlyle Group Inc
CG
Carlyle Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company filings (10K, 10Q), Investor Presentations, Market Research Reports, SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual due diligence and consultation with a financial professional. Market share estimates are approximate and based on available data.
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 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 5108 | |
Full time employees 5108 | |||
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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