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

Correlation

The correlation between APO and BX is 0.58, 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.


-0.50.00.51.00.6

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.

1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%JulyAugustSeptemberOctoberNovemberDecember
2,273.21%
1,810.21%
APO
BX

Key characteristics

Sharpe Ratio

APO:

2.82

BX:

1.35

Sortino Ratio

APO:

3.35

BX:

1.90

Omega Ratio

APO:

1.49

BX:

1.23

Calmar Ratio

APO:

4.28

BX:

2.57

Martin Ratio

APO:

17.11

BX:

6.78

Ulcer Index

APO:

5.22%

BX:

5.75%

Daily Std Dev

APO:

31.73%

BX:

28.87%

Max Drawdown

APO:

-56.98%

BX:

-87.65%

Current Drawdown

APO:

-4.24%

BX:

-14.17%

Fundamentals

Market Cap

APO:

$99.76B

BX:

$228.58B

EPS

APO:

$9.47

BX:

$2.90

PE Ratio

APO:

18.62

BX:

64.99

PEG Ratio

APO:

1.37

BX:

2.34

Total Revenue (TTM)

APO:

$31.88B

BX:

$8.40B

Gross Profit (TTM)

APO:

$29.78B

BX:

$6.92B

EBITDA (TTM)

APO:

$9.18B

BX:

$3.61B

Returns By Period

In the year-to-date period, APO achieves a 86.27% return, which is significantly higher than BX's 33.83% return. Over the past 10 years, APO has outperformed BX with an annualized return of 28.42%, while BX has yielded a comparatively lower 23.97% annualized return.


APO

YTD

86.27%

1M

5.00%

6M

46.23%

1Y

89.09%

5Y*

32.78%

10Y*

28.42%

BX

YTD

33.83%

1M

-7.67%

6M

39.15%

1Y

35.68%

5Y*

29.60%

10Y*

23.97%

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Risk-Adjusted Performance

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 2.82, compared to the broader market-4.00-2.000.002.002.821.35
The chart of Sortino ratio for APO, currently valued at 3.35, compared to the broader market-4.00-2.000.002.004.003.351.90
The chart of Omega ratio for APO, currently valued at 1.49, compared to the broader market0.501.001.502.001.491.23
The chart of Calmar ratio for APO, currently valued at 4.28, compared to the broader market0.002.004.006.004.282.57
The chart of Martin ratio for APO, currently valued at 17.11, compared to the broader market-5.000.005.0010.0015.0020.0025.0017.116.78
APO
BX

The current APO Sharpe Ratio is 2.82, which is higher than the BX Sharpe Ratio of 1.35. 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 Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
2.82
1.35
APO
BX

Dividends

APO vs. BX - Dividend Comparison

APO's dividend yield for the trailing twelve months is around 1.06%, less than BX's 2.02% 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%
BX
The Blackstone Group Inc.
2.02%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.92%5.68%3.75%

Drawdowns

APO vs. BX - Drawdown Comparison

The maximum APO drawdown since its inception was -56.98%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for APO and BX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.24%
-14.17%
APO
BX

Volatility

APO vs. BX - Volatility Comparison

The current volatility for Apollo Global Management, Inc. (APO) is 8.93%, while The Blackstone Group Inc. (BX) has a volatility of 10.68%. This indicates that APO experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.93%
10.68%
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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