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

Correlation

The correlation between APO and BX is 0.59, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

APO vs. BX - Performance Comparison

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

1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%NovemberDecember2025FebruaryMarchApril
1,463.55%
1,305.47%
APO
BX

Key characteristics

Sharpe Ratio

APO:

0.06

BX:

0.05

Sortino Ratio

APO:

0.35

BX:

0.29

Omega Ratio

APO:

1.05

BX:

1.04

Calmar Ratio

APO:

0.07

BX:

0.04

Martin Ratio

APO:

0.25

BX:

0.13

Ulcer Index

APO:

10.17%

BX:

11.68%

Daily Std Dev

APO:

39.56%

BX:

33.38%

Max Drawdown

APO:

-56.98%

BX:

-87.64%

Current Drawdown

APO:

-36.91%

BX:

-36.84%

Fundamentals

Market Cap

APO:

$62.00B

BX:

$152.38B

EPS

APO:

$7.33

BX:

$3.63

PE Ratio

APO:

14.83

BX:

34.45

PEG Ratio

APO:

1.37

BX:

1.56

Total Revenue (TTM)

APO:

$19.07B

BX:

$9.13B

Gross Profit (TTM)

APO:

$17.22B

BX:

$9.13B

EBITDA (TTM)

APO:

$6.24B

BX:

$4.43B

Returns By Period

In the year-to-date period, APO achieves a -31.77% return, which is significantly lower than BX's -27.09% return. Over the past 10 years, APO has outperformed BX with an annualized return of 23.93%, while BX has yielded a comparatively lower 18.02% annualized return.


APO

YTD

-31.77%

1M

-15.14%

6M

-15.81%

1Y

-0.65%

5Y*

28.21%

10Y*

23.93%

BX

YTD

-27.09%

1M

-14.12%

6M

-15.23%

1Y

0.30%

5Y*

25.99%

10Y*

18.02%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

APO vs. BX — Risk-Adjusted Performance Rank

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

APO
The Risk-Adjusted Performance Rank of APO is 5959
Overall Rank
The Sharpe Ratio Rank of APO is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of APO is 5555
Sortino Ratio Rank
The Omega Ratio Rank of APO is 5555
Omega Ratio Rank
The Calmar Ratio Rank of APO is 6262
Calmar Ratio Rank
The Martin Ratio Rank of APO is 6262
Martin Ratio Rank

BX
The Risk-Adjusted Performance Rank of BX is 5858
Overall Rank
The Sharpe Ratio Rank of BX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of BX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of BX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of BX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

APO vs. BX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and The Blackstone Group Inc. (BX). 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 0.06, compared to the broader market-2.00-1.000.001.002.00
APO: 0.06
BX: 0.05
The chart of Sortino ratio for APO, currently valued at 0.35, compared to the broader market-6.00-4.00-2.000.002.004.00
APO: 0.35
BX: 0.29
The chart of Omega ratio for APO, currently valued at 1.05, compared to the broader market0.501.001.502.00
APO: 1.05
BX: 1.04
The chart of Calmar ratio for APO, currently valued at 0.07, compared to the broader market0.001.002.003.004.00
APO: 0.07
BX: 0.04
The chart of Martin ratio for APO, currently valued at 0.25, compared to the broader market-10.00-5.000.005.0010.0015.00
APO: 0.25
BX: 0.13

The current APO Sharpe Ratio is 0.06, which is higher than the BX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of APO and BX, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.06
0.05
APO
BX

Dividends

APO vs. BX - Dividend Comparison

APO's dividend yield for the trailing twelve months is around 1.65%, less than BX's 3.17% yield.


TTM20242023202220212020201920182017201620152014
APO
Apollo Global Management, Inc.
1.65%1.10%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%13.19%
BX
The Blackstone Group Inc.
3.17%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.86%5.57%

Drawdowns

APO vs. BX - Drawdown Comparison

The maximum APO drawdown since its inception was -56.98%, smaller than the maximum BX drawdown of -87.64%. Use the drawdown chart below to compare losses from any high point for APO and BX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-36.91%
-36.84%
APO
BX

Volatility

APO vs. BX - Volatility Comparison

Apollo Global Management, Inc. (APO) has a higher volatility of 22.62% compared to The Blackstone Group Inc. (BX) at 16.54%. This indicates that APO's price experiences larger fluctuations and is considered to be riskier than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
22.62%
16.54%
APO
BX

Financials

APO vs. BX - Financials Comparison

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