APO vs. BEN: Apollo Global Management vs. Franklin Templeton Stock Comparison
How do Apollo Global Management (APO) and Franklin Templeton (BEN) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Apollo Global Management (APO) and Franklin Templeton (BEN) both fall under the Financial Services industry group, but APO is classified in Financial Services while BEN is classified in Capital Markets.
| Profile Item | APO | BEN |
|---|---|---|
| Name | Apollo Global Management Inc. | Franklin Templeton Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Diversified Financial Services | Asset Management & Custody Banks |
| Market Capitalization | 68.93 billion USD | 17.29 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 30, 2011 | September 23, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APO | BEN |
|---|---|---|
| Total Return (1Y) | -6.67% | 70.17% |
| Total Return (3Y, Annualized) | 14.75% | 22.48% |
| Total Return (5Y, Annualized) | 11.91% | 5.29% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APO | BEN |
|---|---|---|
| Volatility (1Y, Annualized) | 37.21% | 29.18% |
| Beta (5Y) | 1.47 | 1.52 |
| Max Drawdown (5Y) | -42.82% | -45.39% |
| Avg. Volume (3M) | 3.35M | 3.70M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APO | BEN |
|---|---|---|
| Sharpe Ratio (1Y) | -0.29 | 2.26 |
| Sortino Ratio (1Y) | -0.42 | 3.55 |
Profitability
ROE (TTM)
Franklin Templeton (BEN) at 10.51% is around its peer norm for ROE, while Apollo Global Management (APO) at 1.89% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.
APO
Financial Services industry group
1.89%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- APO
- 1.89%
- Min
- -18.71%
BEN
Financial Services industry group
10.51%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BEN
- 10.51%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile Franklin Templeton (BEN) reports 11.42%, ranking against industry peers normally.
APO
Financial Services industry group
-3.01%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- APO
- -3.01%
- Min
- -28.52%
BEN
Financial Services industry group
11.42%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- BEN
- 11.42%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
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 Franklin Templeton (BEN) reports 14.61%, ranking against industry peers normally.
APO
Financial Services industry group
-44.34%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- APO
- -44.34%
- Min
- -44.34%
BEN
Financial Services industry group
14.61%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BEN
- 14.61%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | APO | BEN |
|---|---|---|
| ROE (TTM) | 1.89% | 10.51% |
| ROA (TTM) | 0.15% | -- |
| Net Margin (TTM) | -3.01% | 11.42% |
| Operating Margin (TTM) | -44.34% | 14.61% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Apollo Global Management (APO) reports revenue growth of 22.73%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.
EPS Growth
Franklin Templeton (BEN) at 116.48% 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
| Metric | APO | BEN |
|---|---|---|
| Revenue Growth (YoY) | 22.73% | -- |
| Revenue Growth (3Y CAGR) | 42.96% | -- |
| EPS Growth (YoY) | -24.42% | 116.48% |
| EPS Growth (3Y CAGR) | -- | 4.63% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and Franklin Templeton (BEN) 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 / Equity (MRQ)
debt-to-equity ratio is set aside for both: Apollo Global Management (APO) in Financial Services and Franklin Templeton (BEN) 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
| Metric | APO | BEN |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Franklin Templeton (BEN) at 4.10% delivers top-quartile income for its industry, while Apollo Global Management (APO) at 1.87% pays a more typical yield — both are credible income propositions, BEN the richer one.
APO
Financial Services industry group
1.87%
- Max
- 9.77%
- Q3
- 3.92%
- APO
- 1.87%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
BEN
Financial Services industry group
4.10%
- Max
- 9.77%
- BEN
- 4.10%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Apollo Global Management (APO) at 75.00% and Franklin Templeton (BEN) at 89.12% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
APO
Financial Services industry group
75.00%
- Max
- 241.07%
- Q3
- 97.36%
- APO
- 75.00%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
BEN
Financial Services industry group
89.12%
- Max
- 241.07%
- Q3
- 97.36%
- BEN
- 89.12%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APO | BEN |
|---|---|---|
| Dividend Yield (TTM) | 1.87% | 4.10% |
| Dividend Payout Ratio (TTM) | 75.00% | 89.12% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Franklin Templeton (BEN) trades at 17.12 times trailing earnings, ranked against its peers, while Apollo Global Management (APO) has no P/E ratio this period.
APO
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- APO
- --
BEN
Financial Services industry group
17.12
- Max
- 45.85
- Q3
- 24.64
- BEN
- 17.12
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Apollo Global Management (APO) at 2.26 and Franklin Templeton (BEN) at 1.84 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
APO
Financial Services industry group
2.26
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- APO
- 2.26
- Q1
- 1.28
- Min
- -0.55
BEN
Financial Services industry group
1.84
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- BEN
- 1.84
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Franklin Templeton (BEN) at 1.46 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.
APO
Financial Services industry group
4.32
- Max
- 7.79
- APO
- 4.32
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
BEN
Financial Services industry group
1.46
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- BEN
- 1.46
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | APO | BEN |
|---|---|---|
| P/E Ratio (TTM) | -- | 17.12 |
| P/S Ratio (TTM) | 2.26 | 1.84 |
| P/B Ratio (MRQ) | 4.32 | 1.46 |
| Free Cash Flow Yield (TTM) | -- | -- |