BCSF vs. APO
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) and Apollo Global Management, Inc. (APO).
Performance
BCSF vs. APO - Performance Comparison
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BCSF vs. APO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | -7.71% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
APO Apollo Global Management, Inc. | -22.72% | -11.12% | 79.87% | 49.44% | -9.59% | 53.25% | 8.00% | 106.46% | -11.72% |
Fundamentals
BCSF:
$803.78M
APO:
$66.63B
BCSF:
$1.87K
APO:
$5.80
BCSF:
0.01
APO:
19.20
BCSF:
0.01
APO:
0.05
BCSF:
0.00
APO:
2.08
BCSF:
0.00
APO:
3.04
BCSF:
$217.36B
APO:
$32.06B
BCSF:
$0.00
APO:
$31.03B
BCSF:
$0.00
APO:
$8.01B
Returns By Period
In the year-to-date period, BCSF achieves a -7.71% return, which is significantly higher than APO's -22.72% return.
BCSF
- 1D
- 1.31%
- 1M
- -0.56%
- YTD
- -7.71%
- 6M
- -5.98%
- 1Y
- -14.33%
- 3Y*
- 14.05%
- 5Y*
- 7.63%
- 10Y*
- —
APO
- 1D
- 1.34%
- 1M
- 6.52%
- YTD
- -22.72%
- 6M
- -15.72%
- 1Y
- -17.39%
- 3Y*
- 22.86%
- 5Y*
- 20.87%
- 10Y*
- 25.51%
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Return for Risk
BCSF vs. APO — Risk / Return Rank
BCSF
APO
BCSF vs. APO - Risk-Adjusted Trends 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.
| BCSF | APO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | -0.40 | -0.16 |
Sortino ratioReturn per unit of downside risk | -0.64 | -0.31 | -0.34 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.96 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | -0.50 | -0.33 |
Martin ratioReturn relative to average drawdown | -1.53 | -1.17 | -0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCSF | APO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | -0.40 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.57 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.56 | -0.35 |
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.
Dividends
BCSF vs. APO - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 15.48%, more than APO's 1.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 15.48% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% |
APO Apollo Global Management, Inc. | 1.83% | 1.38% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% |
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 -56.99%. Use the drawdown chart below to compare losses from any high point for BCSF and APO.
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Drawdown Indicators
| BCSF | APO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.42% | -56.99% | -5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -18.06% | -34.97% | +16.91% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -42.82% | +16.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.48% | — |
Current DrawdownCurrent decline from peak | -23.35% | -36.48% | +13.13% |
Average DrawdownAverage peak-to-trough decline | -12.13% | -16.21% | +4.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 14.85% | -5.09% |
Volatility
BCSF vs. APO - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 7.25%, while Apollo Global Management, Inc. (APO) has a volatility of 10.58%. 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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Volatility by Period
| BCSF | APO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 10.58% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 17.11% | 27.55% | -10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.74% | 43.23% | -17.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.07% | 36.72% | -16.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.20% | 37.70% | -6.50% |
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 Apr 2026, Bain Capital Specialty Finance, Inc. reported a gross profit of -83.07M and revenue of 217.22B. Therefore, the gross margin over that period was -0.0%.
APO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Apollo Global Management, Inc. reported a gross profit of 9.88B and revenue of 9.88B. Therefore, the gross margin over that period was 100.0%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Bain Capital Specialty Finance, Inc. reported an operating income of -73.93M and revenue of 217.22B, resulting in an operating margin of -0.0%.
APO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Apollo Global Management, Inc. reported an operating income of 916.00M and revenue of 9.88B, resulting in an operating margin of 9.3%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Bain Capital Specialty Finance, Inc. reported a net income of 121.53B and revenue of 217.22B, resulting in a net margin of 56.0%.
APO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Apollo Global Management, Inc. reported a net income of 684.00M and revenue of 9.88B, resulting in a net margin of 6.9%.