APO vs. BCSF
Compare and contrast key facts about Apollo Global Management, Inc. (APO) and Bain Capital Specialty Finance, Inc. (BCSF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APO or BCSF.
Key characteristics
| APO | BCSF | |
|---|---|---|
| YTD Return | 20.88% | 12.45% |
| 1Y Return | 82.78% | 60.83% |
| 3Y Return (Ann) | 30.12% | 12.33% |
| 5Y Return (Ann) | 32.60% | 6.34% |
| Sharpe Ratio | 3.30 | 3.43 |
| Daily Std Dev | 26.23% | 17.79% |
| Max Drawdown | -56.98% | -62.45% |
| Current Drawdown | -3.31% | 0.00% |
Fundamentals
| APO | BCSF | |
|---|---|---|
| Market Cap | $61.15B | $1.02B |
| EPS | $8.28 | $1.91 |
| PE Ratio | 13.00 | 8.25 |
| PEG Ratio | 1.37 | 1.07 |
| Revenue (TTM) | $31.94B | $297.79M |
| Gross Profit (TTM) | $29.47B | $219.55M |
Correlation
The correlation between APO and BCSF is 0.36, 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.
Performance
APO vs. BCSF - Performance Comparison
In the year-to-date period, APO achieves a 20.88% return, which is significantly higher than BCSF's 12.45% 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. 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.
Dividends
APO vs. BCSF - Dividend Comparison
APO's dividend yield for the trailing twelve months is around 1.53%, less than BCSF's 10.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.53% | 1.81% | 2.51% | 2.88% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
BCSF Bain Capital Specialty Finance, Inc. | 10.13% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% | 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.
Volatility
APO vs. BCSF - Volatility Comparison
Apollo Global Management, Inc. (APO) has a higher volatility of 8.51% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 3.28%. 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.
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