EQH vs. APO
Compare and contrast key facts about Equitable Holdings, Inc. (EQH) and Apollo Global Management, Inc. (APO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQH or APO.
Key characteristics
| EQH | APO | |
|---|---|---|
| YTD Return | 22.10% | 22.15% |
| 1Y Return | 70.02% | 80.13% |
| 3Y Return (Ann) | 9.91% | 28.46% |
| 5Y Return (Ann) | 16.78% | 32.52% |
| Sharpe Ratio | 2.70 | 3.17 |
| Daily Std Dev | 24.85% | 25.81% |
| Max Drawdown | -61.33% | -56.98% |
| Current Drawdown | -0.81% | -2.29% |
Fundamentals
| EQH | APO | |
|---|---|---|
| Market Cap | $13.25B | $64.34B |
| EPS | $3.33 | $8.90 |
| PE Ratio | 12.23 | 12.71 |
| PEG Ratio | 3.33 | 1.37 |
| Revenue (TTM) | $10.39B | $33.66B |
| Gross Profit (TTM) | $5.41B | $29.47B |
Correlation
The correlation between EQH and APO is 0.51, 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
EQH vs. APO - Performance Comparison
The year-to-date returns for both investments are quite close, with EQH having a 22.10% return and APO slightly higher at 22.15%. 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
EQH vs. APO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) 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
EQH vs. APO - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.18%, more than APO's 1.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 2.18% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APO Apollo Global Management, Inc. | 1.55% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
Drawdowns
EQH vs. APO - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, which is greater than APO's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for EQH and APO. For additional features, visit the drawdowns tool.
Volatility
EQH vs. APO - Volatility Comparison
The current volatility for Equitable Holdings, Inc. (EQH) is 6.69%, while Apollo Global Management, Inc. (APO) has a volatility of 8.84%. This indicates that EQH 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.
Financials
EQH vs. APO - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, 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