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

Correlation

The correlation between CBZ and APO is 0.49, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

CBZ vs. APO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CBIZ, Inc. (CBZ) and Apollo Global Management, Inc. (APO). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
816.76%
1,756.34%
CBZ
APO

Key characteristics

Sharpe Ratio

CBZ:

-0.41

APO:

0.44

Sortino Ratio

CBZ:

-0.31

APO:

0.88

Omega Ratio

CBZ:

0.95

APO:

1.13

Calmar Ratio

CBZ:

-0.59

APO:

0.48

Martin Ratio

CBZ:

-1.13

APO:

1.56

Ulcer Index

CBZ:

13.42%

APO:

12.12%

Daily Std Dev

CBZ:

36.94%

APO:

43.44%

Max Drawdown

CBZ:

-96.16%

APO:

-56.98%

Current Drawdown

CBZ:

-25.34%

APO:

-25.10%

Fundamentals

Market Cap

CBZ:

$3.58B

APO:

$76.10B

EPS

CBZ:

$0.78

APO:

$7.32

PE Ratio

CBZ:

84.86

APO:

18.22

PEG Ratio

CBZ:

1.30

APO:

1.37

PS Ratio

CBZ:

1.66

APO:

2.94

PB Ratio

CBZ:

2.02

APO:

4.80

Total Revenue (TTM)

CBZ:

$2.16B

APO:

$19.07B

Gross Profit (TTM)

CBZ:

$292.96M

APO:

$17.22B

EBITDA (TTM)

CBZ:

$220.10M

APO:

$6.24B

Returns By Period

The year-to-date returns for both investments are quite close, with CBZ having a -19.11% return and APO slightly higher at -19.00%. Over the past 10 years, CBZ has underperformed APO with an annualized return of 22.36%, while APO has yielded a comparatively higher 25.33% annualized return.


CBZ

YTD

-19.11%

1M

-11.97%

6M

-0.30%

1Y

-9.03%

5Y*

24.13%

10Y*

22.36%

APO

YTD

-19.00%

1M

-6.08%

6M

-6.24%

1Y

20.53%

5Y*

29.92%

10Y*

25.33%

*Annualized

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Risk-Adjusted Performance

CBZ vs. APO — Risk-Adjusted Performance Rank

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

CBZ
The Risk-Adjusted Performance Rank of CBZ is 2424
Overall Rank
The Sharpe Ratio Rank of CBZ is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of CBZ is 2929
Sortino Ratio Rank
The Omega Ratio Rank of CBZ is 2626
Omega Ratio Rank
The Calmar Ratio Rank of CBZ is 1515
Calmar Ratio Rank
The Martin Ratio Rank of CBZ is 2323
Martin Ratio Rank

APO
The Risk-Adjusted Performance Rank of APO is 6868
Overall Rank
The Sharpe Ratio Rank of APO is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of APO is 6363
Sortino Ratio Rank
The Omega Ratio Rank of APO is 6565
Omega Ratio Rank
The Calmar Ratio Rank of APO is 7373
Calmar Ratio Rank
The Martin Ratio Rank of APO is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CBZ vs. APO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CBIZ, Inc. (CBZ) 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.


The chart of Sharpe ratio for CBZ, currently valued at -0.41, compared to the broader market-2.00-1.000.001.002.003.00
CBZ: -0.41
APO: 0.44
The chart of Sortino ratio for CBZ, currently valued at -0.31, compared to the broader market-6.00-4.00-2.000.002.004.00
CBZ: -0.31
APO: 0.88
The chart of Omega ratio for CBZ, currently valued at 0.95, compared to the broader market0.501.001.502.00
CBZ: 0.95
APO: 1.13
The chart of Calmar ratio for CBZ, currently valued at -0.59, compared to the broader market0.001.002.003.004.005.00
CBZ: -0.59
APO: 0.48
The chart of Martin ratio for CBZ, currently valued at -1.13, compared to the broader market-5.000.005.0010.0015.0020.00
CBZ: -1.13
APO: 1.56

The current CBZ Sharpe Ratio is -0.41, which is lower than the APO Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of CBZ and APO, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.41
0.44
CBZ
APO

Dividends

CBZ vs. APO - Dividend Comparison

CBZ has not paid dividends to shareholders, while APO's dividend yield for the trailing twelve months is around 1.39%.


TTM20242023202220212020201920182017201620152014
CBZ
CBIZ, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
APO
Apollo Global Management, Inc.
1.39%1.10%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%13.19%

Drawdowns

CBZ vs. APO - Drawdown Comparison

The maximum CBZ drawdown since its inception was -96.16%, which is greater than APO's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for CBZ and APO. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-25.34%
-25.10%
CBZ
APO

Volatility

CBZ vs. APO - Volatility Comparison

The current volatility for CBIZ, Inc. (CBZ) is 19.33%, while Apollo Global Management, Inc. (APO) has a volatility of 27.37%. This indicates that CBZ 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.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
19.33%
27.37%
CBZ
APO

Financials

CBZ vs. APO - Financials Comparison

This section allows you to compare key financial metrics between CBIZ, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items