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

Performance

APO vs. UI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apollo Global Management, Inc. (APO) and Ubiquiti Inc. (UI). 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 -6.75% return, which is significantly lower than UI's 6.65% return. Over the past 10 years, APO has underperformed UI with an annualized return of 29.16%, while UI has yielded a comparatively higher 31.83% annualized return.


APO

1D
-0.02%
1M
-0.69%
YTD
-6.75%
6M
-8.82%
1Y
2.96%
3Y*
22.69%
5Y*
20.72%
10Y*
29.16%

UI

1D
1.20%
1M
-5.42%
YTD
6.65%
6M
5.14%
1Y
54.66%
3Y*
49.97%
5Y*
14.06%
10Y*
31.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

APO vs. UI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
APO
Apollo Global Management, Inc.
-6.75%-11.12%79.87%49.44%-9.59%53.25%8.00%106.46%-22.03%85.29%
UI
Ubiquiti Inc.
6.65%67.72%141.15%-48.23%-9.99%10.83%48.49%91.65%40.69%22.87%

Correlation

The correlation between APO and UI is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.29

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

0.37

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

0.33

Correlation (All Time)
Calculated using the full available price history since Oct 14, 2011

0.29

The correlation between APO and UI shifts across timeframes, from 0.20 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

APO:

$79.66B

UI:

$35.66B

EPS

APO:

$3.58

UI:

$15.56

PE Ratio

APO:

37.38

UI:

37.84

PEG Ratio

APO:

0.10

UI:

2.45

PS Ratio

APO:

2.71

UI:

11.52

PB Ratio

APO:

4.29

UI:

29.66

Total Revenue (TTM)

APO:

$29.68B

UI:

$3.10B

Gross Profit (TTM)

APO:

$26.52B

UI:

$1.42B

EBITDA (TTM)

APO:

$9.28B

UI:

$1.12B

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Return for Risk

APO vs. UI — Risk / Return Rank

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

APO
APO Risk / Return Rank: 3939
Overall Rank
APO Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
APO Sortino Ratio Rank: 3636
Sortino Ratio Rank
APO Omega Ratio Rank: 3636
Omega Ratio Rank
APO Calmar Ratio Rank: 4242
Calmar Ratio Rank
APO Martin Ratio Rank: 4242
Martin Ratio Rank

UI
UI Risk / Return Rank: 6767
Overall Rank
UI Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
UI Sortino Ratio Rank: 6767
Sortino Ratio Rank
UI Omega Ratio Rank: 6969
Omega Ratio Rank
UI Calmar Ratio Rank: 6464
Calmar Ratio Rank
UI Martin Ratio Rank: 6565
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. UI - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


APOUIDifference
Sharpe ratioReturn per unit of total volatility

-0.83

Sortino ratioReturn per unit of downside risk

-1.27

Omega ratioGain probability vs. loss probability

1.02

1.20

-0.18

Calmar ratioReturn relative to maximum drawdown

-0.04

1.01

-1.05

Martin ratioReturn relative to average drawdown

-0.09

2.43

-2.52

APO vs. UI - Sharpe Ratio Comparison

The current APO Sharpe Ratio is -0.04, which is lower than the UI Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of APO and UI, 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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Drawdowns

APO vs. UI - Drawdown Comparison

The maximum APO drawdown since its inception was -56.99%, smaller than the maximum UI drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for APO and UI.


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Drawdown Indicators


APOUIDifference

Max Drawdown

Largest peak-to-trough decline

-56.99%

-77.49%

+20.50%

Max Drawdown (1Y)

Largest decline over 1 year

-34.97%

-48.52%

+13.55%

Max Drawdown (3Y)

Largest decline over 3 years

-42.82%

-48.52%

+5.70%

Max Drawdown (5Y)

Largest decline over 5 years

-42.82%

-69.44%

+26.62%

Max Drawdown (10Y)

Largest decline over 10 years

-53.48%

-72.21%

+18.73%

Current Drawdown

Current decline from peak

-23.36%

-45.64%

+22.28%

Average Drawdown

Average peak-to-trough decline

-16.39%

-26.55%

+10.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.70%

20.16%

-3.46%

Volatility

APO vs. UI - Volatility Comparison

The current volatility for Apollo Global Management, Inc. (APO) is 8.49%, while Ubiquiti Inc. (UI) has a volatility of 11.58%. This indicates that APO experiences smaller price fluctuations and is considered to be less risky than UI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


APOUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.49%

11.58%

-3.09%

Volatility (6M)

Calculated over the trailing 6-month period

26.89%

40.18%

-13.29%

Volatility (1Y)

Calculated over the trailing 1-year period

35.44%

62.03%

-26.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.11%

48.64%

-11.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.83%

47.98%

-10.15%

Dividends

APO vs. UI - Dividend Comparison

APO's dividend yield for the trailing twelve months is around 1.56%, more than UI's 0.54% yield.


PositionTTM20252024202320222021202020192018201720162015
APO
Apollo Global Management, Inc.
1.56%1.38%1.10%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%
UI
Ubiquiti Inc.
0.54%0.51%0.72%1.72%0.88%0.65%0.50%0.58%0.50%0.00%0.00%0.00%

Financials

APO vs. UI - Financials Comparison

This section allows you to compare key financial metrics between Apollo Global Management, Inc. and Ubiquiti 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
788.20M
(APO) Total Revenue
(UI) Total Revenue
Values in USD except per share items

APO vs. UI - Profitability Comparison

The chart below illustrates the profitability comparison between Apollo Global Management, Inc. and Ubiquiti 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%
47.0%
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%.

UI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported a gross profit of 370.71M and revenue of 788.20M. Therefore, the gross margin over that period was 47.0%.

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%.

UI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported an operating income of 290.82M and revenue of 788.20M, resulting in an operating margin of 36.9%.

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%.

UI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported a net income of 233.91M and revenue of 788.20M, resulting in a net margin of 29.7%.


Frequently Asked Questions


APO and UI have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UI has higher volatility (11.58%) compared to APO (8.49%). In terms of maximum drawdown, APO dropped -56.99% vs UI's -77.49%.

UI currently has the higher Sharpe Ratio (0.79 vs -0.04), 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.

Portfolio Optimizer

Find the right allocation for APO and UI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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