SMID vs. APO
Compare and contrast key facts about Smith-Midland Corporation (SMID) and Apollo Global Management, Inc. (APO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMID or APO.
Key characteristics
| SMID | APO | |
|---|---|---|
| YTD Return | -13.67% | 78.44% |
| 1Y Return | 34.30% | 92.15% |
| 3Y Return (Ann) | 13.57% | 32.29% |
| 5Y Return (Ann) | 37.07% | 34.49% |
| 10Y Return (Ann) | 35.50% | 28.27% |
| Sharpe Ratio | 0.55 | 2.93 |
| Sortino Ratio | 1.16 | 3.49 |
| Omega Ratio | 1.15 | 1.51 |
| Calmar Ratio | 0.80 | 4.34 |
| Martin Ratio | 1.60 | 17.42 |
| Ulcer Index | 23.54% | 5.20% |
| Daily Std Dev | 68.29% | 30.97% |
| Max Drawdown | -94.34% | -56.98% |
| Current Drawdown | -28.41% | -1.46% |
Fundamentals
| SMID | APO | |
|---|---|---|
| Market Cap | $198.17M | $92.65B |
| EPS | $0.87 | $9.46 |
| PE Ratio | 42.61 | 17.31 |
| PEG Ratio | 0.00 | 1.37 |
| Total Revenue (TTM) | $52.78M | $31.88B |
| Gross Profit (TTM) | $12.17M | $29.78B |
| EBITDA (TTM) | $5.48M | $13.28B |
Correlation
The correlation between SMID and APO is 0.12, 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.
Performance
SMID vs. APO - Performance Comparison
In the year-to-date period, SMID achieves a -13.67% return, which is significantly lower than APO's 78.44% return. Over the past 10 years, SMID has outperformed APO with an annualized return of 35.50%, while APO has yielded a comparatively lower 28.27% 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
SMID vs. APO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Smith-Midland Corporation (SMID) 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
SMID vs. APO - Dividend Comparison
SMID has not paid dividends to shareholders, while APO's dividend yield for the trailing twelve months is around 1.09%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMID Smith-Midland Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.92% | 0.74% | 0.73% | 0.19% | 1.23% | 1.59% | 2.79% |
APO Apollo Global Management, Inc. | 1.09% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
Drawdowns
SMID vs. APO - Drawdown Comparison
The maximum SMID drawdown since its inception was -94.34%, which is greater than APO's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for SMID and APO. For additional features, visit the drawdowns tool.
Volatility
SMID vs. APO - Volatility Comparison
Smith-Midland Corporation (SMID) and Apollo Global Management, Inc. (APO) have volatilities of 13.15% and 13.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SMID vs. APO - Financials Comparison
This section allows you to compare key financial metrics between Smith-Midland Corporation 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