APO vs. ARES
Compare and contrast key facts about Apollo Global Management, Inc. (APO) and Ares Management Corporation (ARES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APO or ARES.
Key characteristics
| APO | ARES | |
|---|---|---|
| YTD Return | 22.29% | 23.29% |
| 1Y Return | 81.88% | 80.39% |
| 3Y Return (Ann) | 29.13% | 45.88% |
| 5Y Return (Ann) | 32.94% | 46.36% |
| 10Y Return (Ann) | 23.31% | 29.00% |
| Sharpe Ratio | 3.21 | 3.22 |
| Daily Std Dev | 25.76% | 24.93% |
| Max Drawdown | -56.98% | -45.85% |
| Current Drawdown | -2.18% | -2.82% |
Fundamentals
| APO | ARES | |
|---|---|---|
| Market Cap | $63.76B | $44.08B |
| EPS | $8.90 | $2.26 |
| PE Ratio | 12.59 | 62.95 |
| PEG Ratio | 1.37 | 0.63 |
| Revenue (TTM) | $33.66B | $3.53B |
| Gross Profit (TTM) | $29.47B | $1.24B |
Correlation
The correlation between APO and ARES is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APO vs. ARES - Performance Comparison
The year-to-date returns for both investments are quite close, with APO having a 22.29% return and ARES slightly higher at 23.29%. Over the past 10 years, APO has underperformed ARES with an annualized return of 23.31%, while ARES has yielded a comparatively higher 29.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
APO vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and Ares Management Corporation (ARES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
APO vs. ARES - Dividend Comparison
APO's dividend yield for the trailing twelve months is around 1.93%, less than ARES's 2.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.55% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
ARES Ares Management Corporation | 2.23% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% | 0.00% |
Drawdowns
APO vs. ARES - Drawdown Comparison
The maximum APO drawdown since its inception was -56.98%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for APO and ARES. For additional features, visit the drawdowns tool.
Volatility
APO vs. ARES - Volatility Comparison
Apollo Global Management, Inc. (APO) and Ares Management Corporation (ARES) have volatilities of 8.83% and 8.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
APO vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Apollo Global Management, Inc. and Ares Management Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities