AMG vs. APO: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AMG and APO, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
APO’s market capitalization of 82.56 billion USD is significantly greater than AMG’s 5.73 billion USD, highlighting its more substantial market valuation.
With betas of 1.08 for AMG and 1.57 for APO, both stocks show similar sensitivity to overall market movements.
| Symbol | AMG | APO |
|---|---|---|
| Company Name | Affiliated Managers Group, Inc. | Apollo Global Management, Inc. |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management - Global |
| CEO | Jay C. Horgen | Marc Jeffrey Rowan |
| Price | 201.45 USD | 144.47 USD |
| Market Cap | 5.73 billion USD | 82.56 billion USD |
| Beta | 1.08 | 1.57 |
| Exchange | NYSE | NYSE |
| IPO Date | November 21, 1997 | March 30, 2011 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AMG and APO by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
AMG
13.17%
Asset Management Industry
- Max
- 34.25%
- Q3
- 18.22%
- Median
- 11.24%
- Q1
- 5.81%
- Min
- -5.72%
AMG’s Return on Equity of 13.17% is on par with the norm for the Asset Management industry, indicating its profitability relative to shareholder equity is typical for the sector.
APO
21.02%
Asset Management - Global Industry
- Max
- 21.02%
- Q3
- 10.69%
- Median
- 0.36%
- Q1
- -9.97%
- Min
- -20.30%
In the upper quartile for the Asset Management - Global industry, APO’s Return on Equity of 21.02% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
Return on Invested Capital
AMG
9.52%
Asset Management Industry
- Max
- 42.18%
- Q3
- 20.06%
- Median
- 8.68%
- Q1
- 3.13%
- Min
- -16.42%
AMG’s Return on Invested Capital of 9.52% is in line with the norm for the Asset Management industry, reflecting a standard level of efficiency in generating profits from its capital base.
APO
5.75%
Asset Management - Global Industry
- Max
- 5.75%
- Q3
- 2.40%
- Median
- -0.94%
- Q1
- -4.29%
- Min
- -7.64%
In the upper quartile for the Asset Management - Global industry, APO’s Return on Invested Capital of 5.75% signifies a highly effective use of its capital to generate profits when compared to its peers.
Net Profit Margin
AMG
21.34%
Asset Management Industry
- Max
- 91.66%
- Q3
- 57.81%
- Median
- 29.48%
- Q1
- 15.70%
- Min
- -27.65%
AMG’s Net Profit Margin of 21.34% is aligned with the median group of its peers in the Asset Management industry. This indicates its ability to convert revenue into profit is typical for the sector.
APO
14.59%
Asset Management - Global Industry
- Max
- 14.59%
- Q3
- -4.29%
- Median
- -23.18%
- Q1
- -42.06%
- Min
- -60.94%
A Net Profit Margin of 14.59% places APO in the upper quartile for the Asset Management - Global industry, signifying strong profitability and more effective cost management than most of its peers.
Operating Profit Margin
AMG
31.71%
Asset Management Industry
- Max
- 99.76%
- Q3
- 78.28%
- Median
- 34.76%
- Q1
- 21.75%
- Min
- -48.25%
AMG’s Operating Profit Margin of 31.71% is around the midpoint for the Asset Management industry, indicating that its efficiency in managing core business operations is typical for the sector.
APO
29.75%
Asset Management - Global Industry
- Max
- 29.75%
- Q3
- 12.31%
- Median
- -5.13%
- Q1
- -22.57%
- Min
- -40.02%
An Operating Profit Margin of 29.75% places APO in the upper quartile for the Asset Management - Global industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
Profitability at a Glance
| Symbol | AMG | APO |
|---|---|---|
| Return on Equity (TTM) | 13.17% | 21.02% |
| Return on Assets (TTM) | 4.98% | 0.91% |
| Return on Invested Capital (TTM) | 9.52% | 5.75% |
| Net Profit Margin (TTM) | 21.34% | 14.59% |
| Operating Profit Margin (TTM) | 31.71% | 29.75% |
| Gross Profit Margin (TTM) | 55.67% | 91.14% |
Financial Strength
Current Ratio
AMG
2.10
Asset Management Industry
- Max
- 12.44
- Q3
- 5.76
- Median
- 3.04
- Q1
- 1.03
- Min
- 0.01
AMG’s Current Ratio of 2.10 aligns with the median group of the Asset Management industry, indicating that its short-term liquidity is in line with its sector peers.
APO
0.80
Asset Management - Global Industry
- Max
- 1.36
- Q3
- 1.22
- Median
- 1.08
- Q1
- 0.94
- Min
- 0.80
APO’s Current Ratio of 0.80 falls into the lower quartile for the Asset Management - Global industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio
AMG
0.82
Asset Management Industry
- Max
- 2.62
- Q3
- 1.42
- Median
- 0.76
- Q1
- 0.34
- Min
- 0.01
AMG’s Debt-to-Equity Ratio of 0.82 is typical for the Asset Management industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
APO
0.59
Asset Management - Global Industry
- Max
- 0.59
- Q3
- 0.47
- Median
- 0.34
- Q1
- 0.22
- Min
- 0.09
APO’s leverage is in the upper quartile of the Asset Management - Global industry, with a Debt-to-Equity Ratio of 0.59. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
Interest Coverage Ratio
AMG
4.69
Asset Management Industry
- Max
- 13.30
- Q3
- 6.30
- Median
- 2.71
- Q1
- 1.00
- Min
- -6.91
AMG’s Interest Coverage Ratio of 4.69 is positioned comfortably within the norm for the Asset Management industry, indicating a standard and healthy capacity to cover its interest payments.
APO
21.30
Asset Management - Global Industry
- Max
- 21.30
- Q3
- 14.75
- Median
- 8.19
- Q1
- 1.64
- Min
- -4.91
APO’s Interest Coverage Ratio of 21.30 is in the upper quartile for the Asset Management - Global industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.
Financial Strength at a Glance
| Symbol | AMG | APO |
|---|---|---|
| Current Ratio (TTM) | 2.10 | 0.80 |
| Quick Ratio (TTM) | 2.10 | 0.80 |
| Debt-to-Equity Ratio (TTM) | 0.82 | 0.59 |
| Debt-to-Asset Ratio (TTM) | 0.30 | 0.03 |
| Net Debt-to-EBITDA Ratio (TTM) | 1.74 | -0.35 |
| Interest Coverage Ratio (TTM) | 4.69 | 21.30 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AMG and APO. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
AMG
0.02%
Asset Management Industry
- Max
- 26.09%
- Q3
- 11.60%
- Median
- 6.37%
- Q1
- 2.75%
- Min
- 0.00%
AMG’s Dividend Yield of 0.02% is in the lower quartile for the Asset Management industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
APO
1.31%
Asset Management - Global Industry
- Max
- 1.33%
- Q3
- 1.00%
- Median
- 0.66%
- Q1
- 0.33%
- Min
- 0.00%
With a Dividend Yield of 1.31%, APO offers a more attractive income stream than most of its peers in the Asset Management - Global industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio
AMG
0.32%
Asset Management Industry
- Max
- 1,034.88%
- Q3
- 127.70%
- Median
- 75.15%
- Q1
- 34.21%
- Min
- 0.00%
AMG’s Dividend Payout Ratio of 0.32% is in the lower quartile for the Asset Management industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
APO
33.63%
Asset Management - Global Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
APO has a Dividend Payout Ratio of 33.63%, but industry benchmark data for the Asset Management - Global sector is unavailable for comparison.
Dividend at a Glance
| Symbol | AMG | APO |
|---|---|---|
| Dividend Yield (TTM) | 0.02% | 1.31% |
| Dividend Payout Ratio (TTM) | 0.32% | 33.63% |
Valuation
Price-to-Earnings Ratio
AMG
13.55
Asset Management Industry
- Max
- 38.72
- Q3
- 23.40
- Median
- 11.45
- Q1
- 8.80
- Min
- 1.54
AMG’s P/E Ratio of 13.55 is within the middle range for the Asset Management industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
APO
23.62
Asset Management - Global Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
APO has a P/E Ratio of 23.62, but a direct industry comparison is not possible as benchmark data for the Asset Management - Global sector is unavailable.
Forward P/E to Growth Ratio
AMG
0.92
Asset Management Industry
- Max
- 6.38
- Q3
- 3.23
- Median
- 1.55
- Q1
- 0.89
- Min
- 0.02
AMG’s Forward PEG Ratio of 0.92 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
APO
-0.24
Asset Management - Global Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
APO has a negative Forward PEG Ratio of -0.24. This typically results from negative earnings or forecasts of declining future earnings, making the ratio not meaningful for valuation.
Price-to-Sales Ratio
AMG
2.82
Asset Management Industry
- Max
- 13.75
- Q3
- 7.92
- Median
- 4.87
- Q1
- 3.51
- Min
- 0.02
In the lower quartile for the Asset Management industry, AMG’s P/S Ratio of 2.82 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
APO
3.35
Asset Management - Global Industry
- Max
- 5.92
- Q3
- 5.27
- Median
- 4.62
- Q1
- 3.97
- Min
- 3.32
In the lower quartile for the Asset Management - Global industry, APO’s P/S Ratio of 3.35 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
Price-to-Book Ratio
AMG
1.85
Asset Management Industry
- Max
- 5.33
- Q3
- 2.75
- Median
- 1.06
- Q1
- 0.87
- Min
- 0.00
The P/B Ratio is often not a primary valuation metric for the Asset Management industry.
APO
4.72
Asset Management - Global Industry
- Max
- 4.67
- Q3
- 3.65
- Median
- 2.63
- Q1
- 1.61
- Min
- 0.59
The P/B Ratio is often not a primary valuation metric for the Asset Management - Global industry.
Valuation at a Glance
| Symbol | AMG | APO |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 13.55 | 23.62 |
| Forward PEG Ratio (TTM) | 0.92 | -0.24 |
| Price-to-Sales Ratio (P/S, TTM) | 2.82 | 3.35 |
| Price-to-Book Ratio (P/B, TTM) | 1.85 | 4.72 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 7.97 | 23.24 |
| EV-to-EBITDA (TTM) | 7.26 | 10.22 |
| EV-to-Sales (TTM) | 3.70 | 3.24 |