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Upturn AI SWOT - About
APO 
Apollo Global Management LLC Class A (APO)
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Upturn Advisory Summary
09/12/2025: 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 $162.48
1 Year Target Price $162.48
| 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 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 78.96B USD | Price to earnings Ratio 25.75 | 1Y Target Price 162.48 |
Price to earnings Ratio 25.75 | 1Y Target Price 162.48 | ||
Volume (30-day avg) 19 | Beta 1.68 | 52 Weeks Range 101.84 - 187.59 | Updated Date 09/13/2025 |
52 Weeks Range 101.84 - 187.59 | Updated Date 09/13/2025 | ||
Dividends yield (FY) 1.43% | 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 25.75 | Forward PE 15.06 | Enterprise Value -138967149768 | Price to Sales(TTM) 3.14 |
Enterprise Value -138967149768 | Price to Sales(TTM) 3.14 | ||
Enterprise Value to Revenue 3.04 | Enterprise Value to EBITDA 14.76 | Shares Outstanding 572027008 | Shares Floating 448789295 |
Shares Outstanding 572027008 | Shares Floating 448789295 | ||
Percent Insiders 27.02 | Percent Institutions 63.78 |
Upturn AI SWOT
Apollo Global Management LLC Class A
Company Overview
History and Background
Apollo Global Management was founded in 1990 by Leon Black, Joshua Harris, and Marc Rowan. It has grown from a boutique investment firm to a global alternative investment manager with significant assets under management.
Core Business Areas
- Private Equity: Invests in established companies across various industries, seeking to improve operations and create value.
- Credit: Offers a range of credit-related investments, including leveraged loans, distressed debt, and direct lending.
- Real Assets: Focuses on investments in real estate, infrastructure, and natural resources.
- Insurance Solutions: Provides retirement services and insurance solutions through Athene.
Leadership and Structure
Marc Rowan serves as the Chief Executive Officer. The organizational structure includes various investment teams focusing on specific sectors and asset classes, reporting to senior management.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Apollo's flagship private equity funds invest in large, established companies. Competitors include Blackstone, KKR, and Carlyle. Market share data for specific funds is not publicly available, but Apollo is a major player in the PE space. Revenue from this segment varies widely by year.
- Credit Funds: Offer a wide range of credit strategies, including direct lending, distressed debt, and structured credit. Competitors include Ares Management, Oaktree Capital Management, and Blackstone Credit. Specific market share data for credit funds is unavailable, but Apollo holds a significant position. Revenue varies.
- Athene: Provides retirement services and fixed annuities to individuals and institutions. Competitors include Prudential, MetLife, and Lincoln Financial. Athene is a major player in the fixed annuity market.
Market Dynamics
Industry Overview
The alternative investment industry is characterized by high growth and increasing investor demand for differentiated returns. The space is competitive with established players and new entrants seeking to capitalize on market opportunities.
Positioning
Apollo is a leading alternative asset manager with a strong track record and diverse investment capabilities. Its competitive advantages include a large and experienced team, a global platform, and a flexible investment approach.
Total Addressable Market (TAM)
The TAM for alternative investments is estimated to be in the trillions of dollars and growing. Apollo is well positioned to capture a significant share of this market through its diverse investment strategies and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced management team
- Diverse investment platform
- Disciplined investment approach
- Significant AUM
Weaknesses
- Dependence on market conditions
- Potential for reputational risk
- Complexity of investment strategies
- Regulatory scrutiny
- High management fees can deter investors
Opportunities
- Growth in alternative asset demand
- Expansion into new markets and asset classes
- Increased regulatory flexibility
- Strategic acquisitions
- Growing individual investor interest
Threats
- Increased competition
- Economic downturns
- Rising interest rates
- Geopolitical risks
- Changes in regulations
Competitors and Market Share
Key Competitors
- BX
- KKR
- CG
Competitive Landscape
Apollo's competitive advantages include its scale, expertise, and diverse investment platform. However, it faces intense competition from other large alternative asset managers with similar capabilities.
Major Acquisitions
Atlas Air Worldwide
- Year: 2022
- Acquisition Price (USD millions): 5200
- Strategic Rationale: Acquisition of Atlas Air Worldwide to expand capabilities in air freight and related logistics.
Aldar Properties' portfolio of income-producing real estate assets
- Year: 2024
- Acquisition Price (USD millions): 400
- Strategic Rationale: Acquisition of Aldar portfolio to expand real estate holdings in Middle East and related investment and logistic services.
Growth Trajectory and Initiatives
Historical Growth: Apollo has demonstrated significant growth in AUM and profitability over the past decade, driven by strong investment performance and strategic acquisitions.
Future Projections: Future growth is projected to be driven by continued demand for alternative investments and Apollo's ability to generate attractive returns for its investors. Analyst estimates vary.
Recent Initiatives: Recent initiatives include expansion into new asset classes, strategic acquisitions (see below), and continued investment in technology and infrastructure.
Summary
Apollo Global Management is a strong player in the alternative asset management industry with a diversified investment platform and a solid track record. Its ability to generate consistent returns and expand into new markets is crucial for future success. Competition and market volatility are potential challenges that the company needs to carefully navigate. The company should be cognizant of the need to keep improving operational efficiencies, improving investor experience, and managing regulatory scrutiny.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Market Research Reports
- Public Information
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor. Market share data are estimates and may not be precise.
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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