AGNC vs. APO: AGNC Investment vs. Apollo Global Management Stock Comparison

Company Profile

AGNC Investment (AGNC) and Apollo Global Management (APO) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while APO is classified in Financial Services.

Apollo Global Management (APO) is an ordinary operating company, while AGNC Investment (AGNC) is a REIT — read its payout ratio and P/E alongside FFO (funds from operations) rather than comparing them directly to APO’s multiples.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both AGNC Investment (AGNC) at 0.90% and Apollo Global Management (APO) at 1.89% produce bottom-quartile ROE versus peers, pointing to weaker profit generation on shareholders’ equity.

Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile AGNC Investment (AGNC) reports 43.64%, ranking against industry peers normally.

Apollo Global Management (APO) reports a negative operating margin of -44.34%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile AGNC Investment (AGNC) reports 102.11%, ranking against industry peers normally.

Profitability Metrics

Growth

AGNC Investment (AGNC) at 84.69% clears its industry range for revenue growth, far stronger top-line momentum than Apollo Global Management (APO) at 22.73%, which is closer to a typical peer reading.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while Apollo Global Management (APO) at -24.42% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Apollo Global Management (APO) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: AGNC Investment (AGNC) in Financial Services and Apollo Global Management (APO) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Apollo Global Management (APO) at 1.87% pays an industry-typical yield; AGNC Investment (AGNC) at 16.33% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

AGNC Investment (AGNC) reports payout ratio above 100% at 7,200.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Apollo Global Management (APO) reports 75.00%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: AGNC Investment (AGNC) trades at 439.00 times trailing earnings, ranked against its peers, while Apollo Global Management (APO) has no P/E ratio this period.

Apollo Global Management (APO) at 2.26 prices around its industry’s typical P/S ratio, while AGNC Investment (AGNC) at 47.39 clears its benchmark range — AGNC looks notably rich on sales.

AGNC Investment (AGNC) at 1.15 is valued about in line with its industry on P/B ratio, while Apollo Global Management (APO) at 4.32 carries an above-peer premium to book — APO is pricier on assets.

Valuation Metrics