CG vs. APO
Compare and contrast key facts about The Carlyle Group Inc. (CG) and Apollo Global Management, Inc. (APO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or APO.
Correlation
The correlation between CG and APO is 0.57, 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.
Performance
CG vs. APO - Performance Comparison
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Key characteristics
CG:
0.05
APO:
0.46
CG:
0.40
APO:
0.87
CG:
1.05
APO:
1.12
CG:
0.08
APO:
0.48
CG:
0.21
APO:
1.43
CG:
15.48%
APO:
13.07%
CG:
44.38%
APO:
43.43%
CG:
-62.70%
APO:
-56.98%
CG:
-25.69%
APO:
-25.63%
Fundamentals
CG:
$15.17B
APO:
$75.70B
CG:
$2.77
APO:
$5.74
CG:
15.18
APO:
23.08
CG:
0.97
APO:
1.37
CG:
3.01
APO:
3.10
CG:
2.71
APO:
4.57
CG:
$3.50B
APO:
$24.62B
CG:
$1.31B
APO:
$22.44B
CG:
$573.80M
APO:
$6.24B
Returns By Period
In the year-to-date period, CG achieves a -16.17% return, which is significantly higher than APO's -19.57% return. Over the past 10 years, CG has underperformed APO with an annualized return of 9.21%, while APO has yielded a comparatively higher 25.76% annualized return.
CG
-16.17%
16.04%
-18.55%
1.97%
15.15%
9.21%
APO
-19.57%
5.19%
-17.77%
19.86%
28.08%
25.76%
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Risk-Adjusted Performance
CG vs. APO — Risk-Adjusted Performance Rank
CG
APO
CG vs. APO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) 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
CG vs. APO - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.33%, more than APO's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.33% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
APO Apollo Global Management, Inc. | 1.40% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% |
Drawdowns
CG vs. APO - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, which is greater than APO's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for CG and APO. For additional features, visit the drawdowns tool.
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Volatility
CG vs. APO - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 13.67% compared to Apollo Global Management, Inc. (APO) at 11.89%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CG vs. APO - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group 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
CG vs. APO - Profitability Comparison
CG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported a gross profit of 771.30M and revenue of 927.00M. Therefore, the gross margin over that period was 83.2%.
APO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.
CG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported an operating income of 265.40M and revenue of 927.00M, resulting in an operating margin of 28.6%.
APO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 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%.
CG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported a net income of 210.90M and revenue of 927.00M, resulting in a net margin of 22.8%.
APO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 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%.