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.
Key characteristics
| BCSF | APO | |
|---|---|---|
| YTD Return | 6.65% | 16.15% |
| 1Y Return | 44.45% | 68.74% |
| 3Y Return (Ann) | 10.80% | 31.38% |
| 5Y Return (Ann) | 5.84% | 32.65% |
| Sharpe Ratio | 2.45 | 2.64 |
| Daily Std Dev | 18.22% | 26.26% |
| Max Drawdown | -62.45% | -56.98% |
| Current Drawdown | -0.89% | -7.09% |
Fundamentals
| BCSF | APO | |
|---|---|---|
| Market Cap | $1.01B | $63.89B |
| EPS | $1.91 | $8.28 |
| PE Ratio | 8.21 | 13.58 |
| PEG Ratio | 1.07 | 1.37 |
| Revenue (TTM) | $297.79M | $31.94B |
| Gross Profit (TTM) | $219.55M | $29.47B |
Correlation
The correlation between BCSF and APO is 0.36, 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.
Performance
BCSF vs. APO - Performance Comparison
In the year-to-date period, BCSF achieves a 6.65% return, which is significantly lower than APO's 16.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
BCSF vs. APO - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 10.68%, more than APO's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 10.68% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APO Apollo Global Management, Inc. | 1.60% | 1.81% | 2.51% | 2.88% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
Drawdowns
BCSF vs. APO - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.45%, 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. For additional features, visit the drawdowns tool.
Volatility
BCSF vs. APO - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 2.79%, while Apollo Global Management, Inc. (APO) has a volatility of 8.01%. 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.