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APO vs. BLK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

APO vs. BLK - Performance Comparison

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

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Returns By Period

In the year-to-date period, APO achieves a -11.14% return, which is significantly lower than BLK's -6.02% return. Over the past 10 years, APO has outperformed BLK with an annualized return of 28.04%, while BLK has yielded a comparatively lower 13.89% annualized return.


APO

1D
-0.36%
1M
-3.82%
YTD
-11.14%
6M
-6.37%
1Y
-2.88%
3Y*
22.38%
5Y*
19.80%
10Y*
28.04%

BLK

1D
-0.08%
1M
-7.79%
YTD
-6.02%
6M
-5.28%
1Y
2.69%
3Y*
15.91%
5Y*
5.20%
10Y*
13.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

APO vs. BLK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
APO
Apollo Global Management, Inc.
-11.14%-11.12%79.87%49.44%-9.59%53.25%8.00%106.46%-22.03%85.29%
BLK
BlackRock, Inc.
-6.02%6.55%29.29%17.86%-20.40%29.39%47.21%31.87%-21.59%38.20%

Correlation

The correlation between APO and BLK is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.50

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (10Y)
Calculated over the trailing 10-year period

0.52

Correlation (All Time)
Calculated using the full available price history since Mar 30, 2011

0.49

The correlation between APO and BLK has been stable across timeframes, ranging from 0.49 to 0.58 - a consistent structural relationship.

Fundamentals

Market Cap

APO:

$75.90B

BLK:

$164.14B

EPS

APO:

$3.58

BLK:

$38.89

PE Ratio

APO:

35.61

BLK:

25.58

PS Ratio

APO:

2.58

BLK:

6.22

PB Ratio

APO:

4.09

BLK:

2.90

Total Revenue (TTM)

APO:

$29.68B

BLK:

$25.71B

Gross Profit (TTM)

APO:

$26.52B

BLK:

$15.21B

EBITDA (TTM)

APO:

$9.28B

BLK:

$9.79B

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Return for Risk

APO vs. BLK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APO
APO Risk / Return Rank: 3737
Overall Rank
APO Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
APO Sortino Ratio Rank: 3434
Sortino Ratio Rank
APO Omega Ratio Rank: 3333
Omega Ratio Rank
APO Calmar Ratio Rank: 4040
Calmar Ratio Rank
APO Martin Ratio Rank: 3939
Martin Ratio Rank

BLK
BLK Risk / Return Rank: 4242
Overall Rank
BLK Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
BLK Sortino Ratio Rank: 3838
Sortino Ratio Rank
BLK Omega Ratio Rank: 3838
Omega Ratio Rank
BLK Calmar Ratio Rank: 4545
Calmar Ratio Rank
BLK Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APO vs. BLK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and BlackRock, Inc. (BLK). 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.


APOBLKDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.02

1.04

-0.03

Calmar ratioReturn relative to maximum drawdown

-0.08

0.12

-0.20

Martin ratioReturn relative to average drawdown

-0.17

0.27

-0.45

APO vs. BLK - Sharpe Ratio Comparison

The current APO Sharpe Ratio is -0.08, which is lower than the BLK Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of APO and BLK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


APOBLKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.08

0.10

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.20

+0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.50

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.59

-0.01

Drawdowns

APO vs. BLK - Drawdown Comparison

The maximum APO drawdown since its inception was -56.99%, smaller than the maximum BLK drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for APO and BLK.


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Drawdown Indicators


APOBLKDifference

Max Drawdown

Largest peak-to-trough decline

-56.99%

-60.36%

+3.37%

Max Drawdown (1Y)

Largest decline over 1 year

-34.97%

-22.45%

-12.52%

Max Drawdown (3Y)

Largest decline over 3 years

-42.82%

-23.74%

-19.08%

Max Drawdown (5Y)

Largest decline over 5 years

-42.82%

-43.90%

+1.08%

Max Drawdown (10Y)

Largest decline over 10 years

-53.48%

-43.90%

-9.58%

Current Drawdown

Current decline from peak

-26.97%

-15.94%

-11.03%

Average Drawdown

Average peak-to-trough decline

-16.37%

-11.93%

-4.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.62%

9.90%

+6.72%

Volatility

APO vs. BLK - Volatility Comparison

Apollo Global Management, Inc. (APO) and BlackRock, Inc. (BLK) have volatilities of 8.60% and 8.39%, 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.


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Volatility by Period


APOBLKDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.60%

8.39%

+0.21%

Volatility (6M)

Calculated over the trailing 6-month period

27.16%

20.52%

+6.64%

Volatility (1Y)

Calculated over the trailing 1-year period

35.27%

25.84%

+9.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.07%

26.77%

+10.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.82%

27.77%

+10.05%

Dividends

APO vs. BLK - Dividend Comparison

APO's dividend yield for the trailing twelve months is around 1.64%, less than BLK's 2.20% yield.


PositionTTM20252024202320222021202020192018201720162015
APO
Apollo Global Management, Inc.
1.64%1.38%1.10%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%
BLK
BlackRock, Inc.
2.20%1.95%1.99%2.46%2.75%1.80%2.01%2.63%3.08%1.95%2.41%2.56%

Financials

APO vs. BLK - Financials Comparison

This section allows you to compare key financial metrics between Apollo Global Management, Inc. and BlackRock, 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


0.002.00B4.00B6.00B8.00B10.00B12.00B14.00B20222023202420252026
4.93B
6.77B
(APO) Total Revenue
(BLK) Total Revenue
Values in USD except per share items

APO vs. BLK - Profitability Comparison

The chart below illustrates the profitability comparison between Apollo Global Management, Inc. and BlackRock, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20222023202420252026
100.0%
81.4%
Portfolio components
APO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

BLK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a gross profit of 5.51B and revenue of 6.77B. Therefore, the gross margin over that period was 81.4%.

APO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.

BLK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported an operating income of 2.33B and revenue of 6.77B, resulting in an operating margin of 34.5%.

APO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.

BLK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a net income of 2.21B and revenue of 6.77B, resulting in a net margin of 32.7%.


Frequently Asked Questions


APO and BLK have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

APO has higher volatility (8.60%) compared to BLK (8.39%). In terms of maximum drawdown, APO dropped -56.99% vs BLK's -60.36%.

BLK currently has the higher Sharpe Ratio (0.10 vs -0.08), 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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