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APO vs. BCSF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between APO and BCSF is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

APO vs. BCSF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apollo Global Management, Inc. (APO) and Bain Capital Specialty Finance, Inc. (BCSF). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%700.00%JulyAugustSeptemberOctoberNovemberDecember
659.16%
78.07%
APO
BCSF

Key characteristics

Sharpe Ratio

APO:

2.82

BCSF:

1.65

Sortino Ratio

APO:

3.35

BCSF:

2.23

Omega Ratio

APO:

1.49

BCSF:

1.30

Calmar Ratio

APO:

4.28

BCSF:

2.59

Martin Ratio

APO:

17.11

BCSF:

10.46

Ulcer Index

APO:

5.22%

BCSF:

2.26%

Daily Std Dev

APO:

31.73%

BCSF:

14.36%

Max Drawdown

APO:

-56.98%

BCSF:

-62.45%

Current Drawdown

APO:

-4.24%

BCSF:

-0.35%

Fundamentals

Market Cap

APO:

$99.76B

BCSF:

$1.10B

EPS

APO:

$9.47

BCSF:

$1.99

PE Ratio

APO:

18.62

BCSF:

8.58

PEG Ratio

APO:

1.37

BCSF:

1.07

Total Revenue (TTM)

APO:

$31.88B

BCSF:

$297.41M

Gross Profit (TTM)

APO:

$29.78B

BCSF:

$230.49M

EBITDA (TTM)

APO:

$9.18B

BCSF:

$205.01M

Returns By Period

In the year-to-date period, APO achieves a 86.27% return, which is significantly higher than BCSF's 24.15% return.


APO

YTD

86.27%

1M

5.00%

6M

46.23%

1Y

89.09%

5Y*

32.78%

10Y*

28.42%

BCSF

YTD

24.15%

1M

3.73%

6M

11.15%

1Y

24.21%

5Y*

8.00%

10Y*

N/A

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

APO vs. BCSF - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for APO, currently valued at 2.82, compared to the broader market-4.00-2.000.002.002.821.65
The chart of Sortino ratio for APO, currently valued at 3.35, compared to the broader market-4.00-2.000.002.004.003.352.23
The chart of Omega ratio for APO, currently valued at 1.49, compared to the broader market0.501.001.502.001.491.30
The chart of Calmar ratio for APO, currently valued at 4.28, compared to the broader market0.002.004.006.004.282.59
The chart of Martin ratio for APO, currently valued at 17.11, compared to the broader market-5.000.005.0010.0015.0020.0025.0017.1110.46
APO
BCSF

The current APO Sharpe Ratio is 2.82, which is higher than the BCSF Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of APO and BCSF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
2.82
1.65
APO
BCSF

Dividends

APO vs. BCSF - Dividend Comparison

APO's dividend yield for the trailing twelve months is around 1.06%, less than BCSF's 10.27% yield.


TTM20232022202120202019201820172016201520142013
APO
Apollo Global Management, Inc.
1.06%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%13.19%12.50%
BCSF
Bain Capital Specialty Finance, Inc.
10.27%10.62%11.60%8.94%11.73%8.14%2.40%0.00%0.00%0.00%0.00%0.00%

Drawdowns

APO vs. BCSF - Drawdown Comparison

The maximum APO drawdown since its inception was -56.98%, smaller than the maximum BCSF drawdown of -62.45%. Use the drawdown chart below to compare losses from any high point for APO and BCSF. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.24%
-0.35%
APO
BCSF

Volatility

APO vs. BCSF - Volatility Comparison

Apollo Global Management, Inc. (APO) has a higher volatility of 8.93% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 3.45%. 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.


5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
8.93%
3.45%
APO
BCSF

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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