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Apollo Global Management, Inc. (APO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Apollo Global Management, Inc. (APO)

Equity · Currency in USD · Last updated Oct 19, 2024

Company Info

ISINUS03768E1055
CUSIP03768E105
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$84.05B
EPS (TTM)$9.26
PE Ratio15.68
PEG Ratio1.37
Total Revenue (TTM)$24.10B
Gross Profit (TTM)$23.28B
EBITDA (TTM)$7.11B
Year Range$75.82 - $146.83
Target Price$145.56
Short %4.12%
Short Ratio7.19

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons: APO vs. KKR, APO vs. ARES, APO vs. MKL, APO vs. OWL, APO vs. BCSF, APO vs. SPY, APO vs. BX, APO vs. SCHD, APO vs. VOO, APO vs. QQQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Apollo Global Management, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

-10.00%0.00%10.00%20.00%30.00%MayJuneJulyAugustSeptemberOctober
32.19%
17.05%
APO (Apollo Global Management, Inc.)
Benchmark (^GSPC)

Returns By Period

Apollo Global Management, Inc. had a return of 57.48% year-to-date (YTD) and 76.88% in the last 12 months. Over the past 10 years, Apollo Global Management, Inc. had an annualized return of 26.63%, outperforming the S&P 500 benchmark which had an annualized return of 11.71%.

PeriodReturnBenchmark
Year-To-Date57.48%22.95%
1 month23.36%4.39%
6 months35.84%18.07%
1 year76.88%37.09%
5 years (annualized)33.63%14.48%
10 years (annualized)26.63%11.71%

Monthly Returns

The table below presents the monthly returns of APO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20247.74%11.78%0.58%-3.62%7.61%1.64%6.13%-7.26%7.93%57.48%
202310.96%0.73%-10.92%0.36%6.17%14.90%6.38%7.47%2.77%-13.73%19.39%1.29%49.44%
2022-3.35%-6.22%-5.01%-19.73%16.71%-15.89%17.78%-2.02%-16.34%19.05%26.12%-8.07%-9.59%
2021-6.21%8.92%-4.95%17.78%4.47%8.48%-5.37%2.44%3.03%24.94%-7.41%2.33%53.25%
2020-0.82%-10.27%-19.59%20.87%18.75%4.87%-1.64%-3.55%-4.52%-17.63%19.68%12.29%8.00%
201919.32%1.97%-3.58%15.72%-8.75%16.63%-3.79%16.14%0.24%8.83%7.65%8.93%106.46%
20186.81%-6.44%-9.70%-2.63%9.99%1.76%11.39%-1.49%0.06%-14.85%-2.59%-12.95%-22.03%
20179.71%9.19%6.95%10.07%2.81%-2.15%6.24%7.01%1.93%4.92%0.48%6.90%85.29%
2016-10.54%16.82%10.10%-1.23%-1.40%-7.73%13.20%10.77%-3.54%1.78%7.32%0.52%37.31%
20155.47%-2.75%-7.38%5.83%-1.40%-0.23%-7.13%-7.83%-7.53%6.34%-8.70%-7.04%-29.34%
20142.66%2.68%-1.21%-14.69%-5.33%11.64%-5.27%-5.27%-2.29%-4.57%10.88%-3.52%-15.96%
201328.28%10.79%-7.95%24.40%-8.58%0.21%10.87%-0.27%11.30%14.15%-3.16%4.70%112.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of APO is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of APO is 9090
Combined Rank
The Sharpe Ratio Rank of APO is 9191Sharpe Ratio Rank
The Sortino Ratio Rank of APO is 8585Sortino Ratio Rank
The Omega Ratio Rank of APO is 8888Omega Ratio Rank
The Calmar Ratio Rank of APO is 9595Calmar Ratio Rank
The Martin Ratio Rank of APO is 9191Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

APO
Sharpe ratio
The chart of Sharpe ratio for APO, currently valued at 2.29, compared to the broader market-4.00-2.000.002.004.002.29
Sortino ratio
The chart of Sortino ratio for APO, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for APO, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for APO, currently valued at 3.31, compared to the broader market0.002.004.006.003.31
Martin ratio
The chart of Martin ratio for APO, currently valued at 13.20, compared to the broader market-10.000.0010.0020.0030.0013.20
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.89, compared to the broader market-4.00-2.000.002.004.002.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.84, compared to the broader market-4.00-2.000.002.004.006.003.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.53, compared to the broader market0.501.001.502.001.53
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.54, compared to the broader market0.002.004.006.002.54
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.73, compared to the broader market-10.000.0010.0020.0030.0018.73

Sharpe Ratio

The current Apollo Global Management, Inc. Sharpe ratio is 2.29. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Apollo Global Management, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00MayJuneJulyAugustSeptemberOctober
2.29
2.89
APO (Apollo Global Management, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Apollo Global Management, Inc. granted a 1.23% dividend yield in the last twelve months. The annual payout for that period amounted to $1.79 per share.

$0.00$1.00$2.00$3.00$4.0020232022202120202019201820172016201520142013
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.79$1.69$1.60$2.10$2.31$2.02$1.93$1.85$1.25$1.96$3.11$3.95

Dividend yield

1.23%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%13.19%12.50%

Monthly Dividends

The table displays the monthly dividend distributions for Apollo Global Management, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.43$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$1.36
2023$0.00$0.40$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$1.69
2022$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$1.60
2021$0.00$0.60$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$2.10
2020$0.00$0.89$0.00$0.00$0.42$0.00$0.00$0.49$0.00$0.00$0.51$0.00$2.31
2019$0.00$0.56$0.00$0.00$0.46$0.00$0.00$0.50$0.00$0.00$0.50$0.00$2.02
2018$0.00$0.66$0.00$0.00$0.38$0.00$0.00$0.43$0.00$0.00$0.46$0.00$1.93
2017$0.00$0.45$0.00$0.00$0.49$0.00$0.00$0.52$0.00$0.00$0.39$0.00$1.85
2016$0.00$0.28$0.00$0.00$0.25$0.00$0.00$0.37$0.00$0.00$0.35$0.00$1.25
2015$0.00$0.86$0.00$0.00$0.33$0.00$0.00$0.42$0.00$0.00$0.35$0.00$1.96
2014$0.00$1.08$0.00$0.00$0.84$0.00$0.00$0.46$0.00$0.00$0.73$0.00$3.11
2013$1.05$0.00$0.00$0.57$0.00$0.00$1.32$0.00$0.00$1.01$0.00$3.95

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%1.2%
Apollo Global Management, Inc. has a dividend yield of 1.23%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%25.6%
Apollo Global Management, Inc. has a payout ratio of 25.57%, which is quite average when compared to the overall market. This suggests that Apollo Global Management, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptemberOctober
-0.12%
0
APO (Apollo Global Management, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Apollo Global Management, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Apollo Global Management, Inc. was 56.98%, occurring on Feb 11, 2016. Recovery took 304 trading sessions.

The current Apollo Global Management, Inc. drawdown is 0.12%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.98%Jan 15, 2014523Feb 11, 2016304Apr 27, 2017827
-53.48%Jan 24, 202041Mar 23, 202050Jun 3, 202091
-47.12%May 11, 2011101Oct 3, 2011296Dec 6, 2012397
-40.31%Oct 26, 2021162Jun 16, 2022250Jun 15, 2023412
-35.76%Oct 4, 201854Dec 20, 2018131Jul 1, 2019185

Volatility

Volatility Chart

The current Apollo Global Management, Inc. volatility is 6.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

0.00%5.00%10.00%15.00%MayJuneJulyAugustSeptemberOctober
6.85%
2.56%
APO (Apollo Global Management, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Apollo Global Management, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Valuation

The Valuation section provides an assessment of the market value of Apollo Global Management, Inc. compared to its peers in the Asset Management industry.

PE Ratio
100.0200.0300.0400.015.7
The chart displays the price to earnings (P/E) ratio for APO in comparison to other companies of the Asset Management industry. Currently, APO has a PE value of 15.7. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.01.4
The chart displays the price to earnings to growth (PEG) ratio for APO in comparison to other companies of the Asset Management industry. Currently, APO has a PEG value of 1.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Apollo Global Management, Inc..

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Income Statement

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Values in undefined except per share items