Apollo Global Management Inc (APO) stock analysis
Apollo Global Management Inc (APO) clears 4 of this site's 8 mechanical value filters, 6 of 8 Buffett-style checks and 2 of 5 Lynch-style checks. A free-cash-flow DCF does not fit financial services companies, so no margin of safety is shown. Its earnings quality rates Strong and it returns +1.7% to shareholders net of dilution. Figures are as of October 23, 2026, from SEC filings and market data refreshed weekly; this is educational analysis, not investment advice.
Data as of October 23, 2026. Refreshed weekly from SEC filings and market data.
What does Apollo Global Management do?
Apollo Global Management is an alternative asset manager that invests client money in credit, private equity and real assets, and owns the insurer Athene.
Brands and businesses it owns
- Apollo
- Athene
What stands out about Apollo Global Management?
- Misses 2 of the 8 value filters. It fails Trailing P/E < 25 (36.17) and PEG Ratio < 1.5 (3.10); the other 4 pass and 2 were not evaluated. See every filter.
- Weakest against peers: net margin. At 5.9% (peer median 20.2%) it ranks 36th of 40 among financial services stocks this site tracks. See the ranking.
- P/E at the top of its own range. APO trades at 36.2× trailing earnings; at the end of each of its last 3 fiscal years the multiple was between 10.9× and 24.6×.
- Short interest is elevated. 5.5% of the float is sold short, 7.4 days to cover, above this site's 5% flag. See the figures.
How has Apollo Global Management's share price moved?
The interactive price chart needs JavaScript.
Is Apollo Global Management undervalued? The value diligence check
Every value-investing signal this site computes for this stock, gathered in one place: the same real numbers from the tools below, not a new score.
- Margin of safety (DCF) n/a (Financial Services)
- P/E vs. its own history 36.2x · at/above its priciest point Real range: 10.9x–24.6x over 3 years (net income per diluted share from each fiscal year's 10-K, paired with the real closing price at that fiscal year-end).
- Wall St. analyst rating Buy · 3.92/5 26 analysts this month: 5 strong buy, 14 buy, 7 hold, 0 sell, 0 strong sell (Finnhub).
- Altman Z″-Score (bankruptcy risk) n/a (Financial Services)
- Earnings quality (is the profit real?) Strong · all 5 checks clean accruals −0.9% of assets · 128% of profit arrived as cash · stock comp 2.5% of revenue · share count +0.4% a year. From the latest 10-K (year to Dec 2025) - see the Earnings Quality Screener for how each check is scored.
- Shareholder yield (cash back to owners) +1.7% net Latest fiscal year (2025): dividends 1.8% + buybacks 1.1% − stock comp 1.2%, as a share of today's market cap. See Shareholder Yield Leaders.
- Capital needed to grow (See's test) n/a (no current-assets line on its balance sheet)
- PEG (growth at a reasonable price) 3.10 · Well above fair P/E 36.2× ÷ 11.7% a year of growth behind it. 348th lowest of 447 stocks with a usable PEG. Lynch's fair value is a PEG of 1; a very high PEG usually means almost no growth, a very low one a profit spike. See PEG Ratio Ranking.
- Compounder lenses (4) 2 of 4 · misses capital-light (n/a), price Capital-light growth: cannot be measured (no current-assets line on its balance sheet); Profit is real: cleared; Cash to owners: cleared; Fair price (PEG): not cleared (PEG 3.10, over 1.5). See Compounders at a Fair Price, which also lets you move the PEG bar.
- Munger's Inversion Check 1 flag
- Standing vs. sector peers 1 of 4 measures above the median Compared with the 39 other financial services stocks this site tracks: 0 in the top third, 3 in the bottom third.
- Dividend payout sustainability 0/6 · clean
How does Apollo Global Management compare with its peers?
1 of 4 measure sits above the median of the 39 other financial services stocks tracked here, 3 in the bottom third.
- P/E ratiolower is cheaper · peer median 21.7× 36.2× ✕32nd of 37
- Return on equityhigher is better · peer median 18% 9% ✕35th of 40
- Net marginhigher is better · peer median 20.2% 5.9% ✕36th of 40
- Dividend yieldamong dividend payers · peer median 1.56% 2.02% –14th of 33
Peers are the stocks this site tracks in the same sector group, not every listed competitor. The bar runs from the weakest peer (left) to the strongest (right); the tick is the middle. Measures that don't apply to a sector (cash-flow yield for banks, debt for financials) are left out.
What would Buffett & Lynch say?
Buffett's checklist is built around durable, profitable businesses bought at sensible prices, and APO doesn't clear enough of it yet. In its favor: APO and has kept that profitability up over five years, not just this year, converts sales into profit at healthy margins, has grown earnings per share at a solid clip over five years, earns many times its interest expense, so debt service isn't a worry, is trading below what a conservative discounted-cash-flow estimate says it's worth - his own "price is what you pay, value is what you get" test, not a fixed multiple ceiling, and trades at a reasonable multiple of owner earnings, his own term for the real cash a business could pay out. Where it comes up short: APO isn't clearing the return-on-equity bar he'd want to see right now, and carries more debt relative to equity than he typically tolerates.
- ROE (TTM) > 11% ✕
- ROE (5yr avg) > 11% ✓
- Debt/Equity < 0.5 ✕
- Pretax margin > 15% ✓
- EPS growth (5yr) > 7% ✓
- Interest coverage > 5x ✓
- Trading below intrinsic value (DCF) ✓
- Price vs. owner earnings < 25x ✓
- Bonus: returning capital via buybacks FY2025
Lynch looked for growth stories that weren't overpriced for that growth, and APO falls short of his bar. In its favor: APO isn't over-leveraged for a company of its type, and converts earnings into real cash at a reasonable price. Where it comes up short: APO doesn't pay much of a dividend, which is the main reason to own a slow grower in the first place, isn't even growing at the modest pace he'd expect from a slow grower, and is priced too rich for how little growth is actually left in the business.
- Dividend yield > 2.5% ✕
- EPS growth 0%-10% ✕
- Debt/Equity < 0.6 ✓
- P/E < 20 ✕
- Price/FCF < 25 ✓
Quantitative approximations of each investor's documented approach, not endorsed by either investor or their estates - commentary, not this site's actual ranking criteria. Buffett never published a numeric checklist: only 2 of his 8 checks here trace to his own documented concepts ("owner earnings," from his 1986 shareholder letter, and "price is what you pay, value is what you get," his case against fixed P/E/P/B ceilings) - the other 6 (ROE, debt, margins, growth, interest coverage) use commonly-cited thresholds that are not numbers he himself published. The 8 hard filters below (plus the Munger check and Graham margin of safety) are this site's real, mechanical screen and are computed completely independently of the checklists above.
Berkshire Hathaway's own filing
Which of the 8 value filters does Apollo Global Management pass?
- Market Cap > $25B $67.8B
- Trailing P/E < 25 36.17
- PEG Ratio < 1.5 3.10
- Price/Book < 8 3.23
- Price/Sales < 7 2.12
- EPS Growth YoY > -5% +109.0%
- vs 50-day MA (±12%) Not evaluated †
- vs 200-day MA (±12%) Not evaluated †
What is Apollo Global Management's margin of safety?
A standard free-cash-flow DCF doesn't fit how financial services companies report cash flow.
Where is Apollo Global Management in its 52-week range?
What is the short interest in Apollo Global Management?
23,881,331 shares short as of 2026-09-30 (FINRA settlement date). Reported twice a month, so this only changes roughly every two weeks, not daily.
What could go wrong with Apollo Global Management? Munger's inversion check
"Invert, always invert." Instead of reasons to buy, these are reasons to hesitate, not a verdict, and not everything worth knowing about a business.
- Margin of safety, even in the bull case n/a (Financial Services)
- Short interest under 5% of float 5.5%
- Passes most of the 6 fundamental filters 4/6 passed
Doesn't cover circle of competence, management quality, or accounting concerns: those need judgment, not data.
How much have Apollo Global Management shareholders gained per year?
Not enough clean earnings history to compute this for APO yet - a loss year in the window breaks the growth math rather than faking a number through it.
An earnings-based proxy, not a stock-price total return - it doesn't capture multiple expansion/contraction or reinvested dividends. EPS from APO's own 10-K filings; dividend yield is the current trailing yield on today's price, from the same weekly fetch as the rest of this site.
What do Apollo Global Management's 10-year financials show?
From APO's own 10-K filings (SEC EDGAR): up to the last 6 fiscal years. Press any year's bars for the exact figures.
Frequently asked questions about Apollo Global Management
What kind of company is Apollo Global Management?
Apollo Global Management is an alternative asset manager that invests client money in credit, private equity and real assets, and owns the insurer Athene. Brands and businesses it owns include Apollo and Athene. This site groups it with Financial Services stocks.
Why does Apollo Global Management have no margin of safety on this site?
This site's DCF values a company from its free cash flow, and that does not fit financial companies, whose operating cash flow swings with client money, loans and trading rather than with what is left over for owners. So APO gets no margin of safety; judge it on the other checks on this page, such as its filters, shareholder yield and ranking against its peers. The method is in the Intrinsic Value Calculator.
How many of this site's 8 value filters does Apollo Global Management pass?
APO passes 4 of 8. It passes Market Cap > $25B ($67.8B), Price/Book < 8 (3.23), Price/Sales < 7 (2.12) and EPS Growth YoY > -5% (+109.0%). It misses Trailing P/E < 25 (36.17) and PEG Ratio < 1.5 (3.10). vs 50-day MA (±12%) and vs 200-day MA (±12%) were not evaluated, because the moving-average checks only run on stocks that clear the fundamentals first. The 8-filter list shows every stock that passes all of them.
How fast has Apollo Global Management grown its revenue and profit?
From fiscal 2020 to fiscal 2025, APO's revenue grew from $2.4 billion to $32.0 billion, 68.6% a year. Net income went from $157 million to $3.5 billion, and its net profit margin from 6.7% to 10.9%. All figures are from APO's own 10-K filings (SEC EDGAR) and are shown year by year in the 10-Year Financials section of the card above.
When does Apollo Global Management report earnings next?
Apollo Global Management's next earnings report is expected on November 3, 2026 before the market opens, with analysts expecting earnings of $2.23 per share. Dates come from the Finnhub earnings calendar and can move. In its last 4 quarters it beat the estimate 2 times, by an average of +6.8%.
How heavily is Apollo Global Management stock sold short?
As of September 30, 2026, 5.5% of APO's float was sold short (23,881,331 shares, 7.4 days to cover), up 1.3% from the prior reporting period. FINRA publishes short interest twice a month, so it changes about every two weeks; this site flags anything above 5% of the float.
Where do these numbers come from?
- Financial statements: Apollo Global Management's 10-K annual report for the year ended Dec 31, 2025, filed Feb 25, 2026 (filing index). Every earlier year in the 10-year financials comes from the company's older 10-K filings, all listed on SEC EDGAR.
- Prices and market data: quotes, P/E and analyst ratings from Finnhub; daily price history and the 52-week range from Twelve Data, both refreshed weekly. Short interest comes from FINRA, reported twice a month.
- How to check a figure: click any number in the card above to see its exact source, and read the Editorial Standards for every rule behind the checks.
About this Apollo Global Management Inc analysis
This page shows every value-investing check the site runs on Apollo Global Management Inc (APO) in one place: the 8 mechanical filters, the Buffett and Lynch checklists, a margin of safety from a disclosed DCF, earnings quality, shareholder yield and how it ranks against its sector peers. The numbers come from SEC filings and public market data, refreshed weekly, and the same rules apply to every stock on the stock list. See Editorial Standards for the sources and the rules, or run your own filters in the stock screener.