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.
Key characteristics
| CG | APO | |
|---|---|---|
| YTD Return | 1.71% | 17.90% |
| 1Y Return | 66.65% | 92.57% |
| 3Y Return (Ann) | 1.77% | 29.09% |
| 5Y Return (Ann) | 18.63% | 31.50% |
| 10Y Return (Ann) | 9.04% | 21.94% |
| Sharpe Ratio | 1.28 | 3.16 |
| Daily Std Dev | 34.53% | 26.38% |
| Max Drawdown | -62.70% | -56.98% |
| Current Drawdown | -25.59% | -5.69% |
Fundamentals
| CG | APO | |
|---|---|---|
| Market Cap | $14.75B | $62.28B |
| EPS | -$1.68 | $8.28 |
| PE Ratio | 77.59 | 13.22 |
| PEG Ratio | 1.42 | 1.37 |
| Revenue (TTM) | $2.22B | $33.66B |
| Gross Profit (TTM) | $2.51B | $29.47B |
Correlation
The correlation between CG and APO is 0.56, 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
In the year-to-date period, CG achieves a 1.71% return, which is significantly lower than APO's 17.90% return. Over the past 10 years, CG has underperformed APO with an annualized return of 9.04%, while APO has yielded a comparatively higher 21.94% annualized 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
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.
Dividends
CG vs. APO - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.41%, more than APO's 1.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.41% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% | 3.73% |
APO Apollo Global Management, Inc. | 1.57% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
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.
Volatility
CG vs. APO - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 11.34% compared to Apollo Global Management, Inc. (APO) at 9.60%. 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.
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