Correlation
The correlation between BCSF and APO is 0.40, 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.
BCSF vs. APO
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) and Apollo Global Management, Inc. (APO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCSF or APO.
Performance
BCSF vs. APO - Performance Comparison
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Key characteristics
BCSF:
0.25
APO:
0.31
BCSF:
0.67
APO:
0.76
BCSF:
1.10
APO:
1.11
BCSF:
0.34
APO:
0.37
BCSF:
1.08
APO:
1.03
BCSF:
8.15%
APO:
14.14%
BCSF:
22.35%
APO:
44.36%
BCSF:
-62.42%
APO:
-56.98%
BCSF:
-15.28%
APO:
-26.36%
Fundamentals
BCSF:
$1.02B
APO:
$74.69B
BCSF:
$1.75
APO:
$5.72
BCSF:
8.98
APO:
22.85
BCSF:
1.07
APO:
1.37
BCSF:
3.58
APO:
3.06
BCSF:
0.89
APO:
4.54
BCSF:
$172.00M
APO:
$24.62B
BCSF:
$151.49M
APO:
$22.44B
BCSF:
$99.85M
APO:
$7.81B
Returns By Period
In the year-to-date period, BCSF achieves a -7.78% return, which is significantly higher than APO's -20.36% return.
BCSF
-7.78%
4.73%
-3.19%
4.18%
14.40%
20.01%
N/A
APO
-20.36%
-4.88%
-24.85%
14.03%
33.88%
25.54%
24.94%
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Risk-Adjusted Performance
BCSF vs. APO — Risk-Adjusted Performance Rank
BCSF
APO
BCSF vs. APO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) and Apollo Global Management, Inc. (APO). 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.
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Dividends
BCSF vs. APO - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 11.45%, more than APO's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 11.45% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
APO Apollo Global Management, Inc. | 1.45% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% |
Drawdowns
BCSF vs. APO - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.42%, which is greater than APO's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for BCSF and APO.
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Volatility
BCSF vs. APO - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 7.99%, while Apollo Global Management, Inc. (APO) has a volatility of 12.28%. This indicates that BCSF experiences smaller price fluctuations and is considered to be less risky than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BCSF vs. APO - Financials Comparison
This section allows you to compare key financial metrics between Bain Capital Specialty Finance, Inc. and Apollo Global Management, 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
BCSF vs. APO - Profitability Comparison
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Bain Capital Specialty Finance, Inc. reported a gross profit of 52.84M and revenue of 52.84M. Therefore, the gross margin over that period was 100.0%.
APO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Apollo Global Management, Inc. reported a gross profit of 5.22B and revenue of 5.55B. Therefore, the gross margin over that period was 94.1%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Bain Capital Specialty Finance, Inc. reported an operating income of 49.55M and revenue of 52.84M, resulting in an operating margin of 93.8%.
APO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Apollo Global Management, Inc. reported an operating income of 1.53B and revenue of 5.55B, resulting in an operating margin of 27.6%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Bain Capital Specialty Finance, Inc. reported a net income of 32.11M and revenue of 52.84M, resulting in a net margin of 60.8%.
APO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Apollo Global Management, Inc. reported a net income of 442.00M and revenue of 5.55B, resulting in a net margin of 8.0%.