APO vs. BCSF
APO (Apollo Global Management, Inc.) and BCSF (Bain Capital Specialty Finance, Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 5 years, APO returned 18.75%/yr vs 7.70%/yr for BCSF. Their 0.36 correlation means their historical movements had little consistent relationship.
Performance
APO vs. BCSF - Performance Comparison
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Returns By Period
In the year-to-date period, APO achieves a -12.52% return, which is significantly lower than BCSF's -4.45% return.
APO
- 1D
- 4.44%
- 1M
- 5.88%
- 6M
- -5.88%
- YTD
- -12.52%
- 1Y
- -7.73%
- 3Y*
- 17.12%
- 5Y*
- 18.75%
- 10Y*
- 27.17%
- ALL TIME*
- 20.44%
BCSF
- 1D
- -0.56%
- 1M
- -1.74%
- 6M
- 0.92%
- YTD
- -4.45%
- 1Y
- -2.89%
- 3Y*
- 6.11%
- 5Y*
- 7.70%
- 10Y*
- —
- ALL TIME*
- 6.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $435.36M | $496.01M | $510.65M | |
| $2.80M | $3.37M | $4.30M |
APO vs. BCSF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | -12.52% | -11.12% | 79.87% | 49.44% | -9.59% | 53.25% | 8.00% | 106.46% | -11.66% |
BCSF Bain Capital Specialty Finance, Inc. | -4.45% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
Correlation
The correlation between APO and BCSF is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2018 | 0.36 |
Fundamentals
APO:
$72.40B
BCSF:
$805.67M
APO:
$3.56
BCSF:
$1.50
APO:
35.26
BCSF:
8.26
APO:
2.55
BCSF:
3.39
APO:
4.03
BCSF:
0.74
APO:
$29.68B
BCSF:
$237.34M
APO:
$26.52B
BCSF:
$150.81M
APO:
$9.28B
BCSF:
-$29.62M
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Return for Risk
APO vs. BCSF — Risk / Return Rank
APO
BCSF
APO vs. BCSF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and Bain Capital Specialty Finance, Inc. (BCSF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APO | BCSF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.98 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.36 | -0.29 | -0.07 |
| Martin ratioReturn relative to average drawdown | -0.76 | -0.56 | -0.20 |
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Drawdowns
APO vs. BCSF - Drawdown Comparison
The maximum APO drawdown since its inception was -56.99%, smaller than the maximum BCSF drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for APO and BCSF.
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Drawdown Indicators
| APO | BCSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.99% | -62.42% | +5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -34.05% | -16.17% | -17.88% |
Max Drawdown (3Y)Largest decline over 3 years | -42.82% | -26.38% | -16.44% |
Max Drawdown (5Y)Largest decline over 5 years | -42.82% | -26.38% | -16.44% |
Max Drawdown (10Y)Largest decline over 10 years | -53.48% | — | — |
Current DrawdownCurrent decline from peak | -28.10% | -20.65% | -7.45% |
Average DrawdownAverage peak-to-trough decline | -16.50% | -12.42% | -4.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.05% | 8.42% | +7.63% |
Volatility
APO vs. BCSF - Volatility Comparison
Apollo Global Management, Inc. (APO) has a higher volatility of 9.03% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 6.11%. This indicates that APO's price experiences larger fluctuations and is considered to be riskier than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APO | BCSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.03% | 6.11% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 28.28% | 17.66% | +10.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.03% | 22.30% | +13.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.31% | 20.48% | +16.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.93% | 30.85% | +7.08% |
Dividends
APO vs. BCSF - Dividend Comparison
APO's dividend yield for the trailing twelve months is around 1.67%, less than BCSF's 15.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.67% | 1.38% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% |
BCSF Bain Capital Specialty Finance, Inc. | 15.22% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% |
Financials
APO vs. BCSF - Financials Comparison
This section allows you to compare key financial metrics between Apollo Global Management, Inc. and Bain Capital Specialty Finance, Inc.. 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
APO vs. BCSF - Profitability Comparison
APO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported a gross profit of 4.93B and revenue of 4.93B. Therefore, the gross margin over that period was 100.0%.
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Bain Capital Specialty Finance, Inc. reported a gross profit of 0.00 and revenue of 50.13M. Therefore, the gross margin over that period was 0.0%.
APO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported an operating income of 330.00M and revenue of 4.93B, resulting in an operating margin of 6.7%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Bain Capital Specialty Finance, Inc. reported an operating income of 0.00 and revenue of 50.13M, resulting in an operating margin of 0.0%.
APO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported a net income of -1.91B and revenue of 4.93B, resulting in a net margin of -38.7%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Bain Capital Specialty Finance, Inc. reported a net income of 27.36M and revenue of 50.13M, resulting in a net margin of 54.6%.
Frequently Asked Questions
APO and BCSF have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APO has higher volatility (9.03%) compared to BCSF (6.11%). In terms of maximum drawdown, APO dropped -56.99% vs BCSF's -62.42%.
BCSF currently has the higher Sharpe Ratio (-0.21 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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