APO vs. BK: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at APO and BK, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
APO’s market capitalization stands at 82.56 billion USD, while BK’s is 66.13 billion USD, indicating their market valuations are broadly comparable.
With betas of 1.57 for APO and 1.07 for BK, both stocks show similar sensitivity to overall market movements.
| Symbol | APO | BK |
|---|---|---|
| Company Name | Apollo Global Management, Inc. | The Bank of New York Mellon Corporation |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management - Global | Asset Management |
| CEO | Marc Jeffrey Rowan | Robin Antony Vince |
| Price | 144.47 USD | 92.43 USD |
| Market Cap | 82.56 billion USD | 66.13 billion USD |
| Beta | 1.57 | 1.07 |
| Exchange | NYSE | NYSE |
| IPO Date | March 30, 2011 | May 3, 1973 |
| ADR | No | No |
Historical Performance
This chart compares the performance of APO and BK 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
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.
BK
11.30%
Asset Management Industry
- Max
- 34.25%
- Q3
- 18.22%
- Median
- 11.24%
- Q1
- 5.81%
- Min
- -5.72%
BK’s Return on Equity of 11.30% is on par with the norm for the Asset Management industry, indicating its profitability relative to shareholder equity is typical for the sector.
Return on Invested Capital
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.
BK
294.89%
Asset Management Industry
- Max
- 42.18%
- Q3
- 20.06%
- Median
- 8.68%
- Q1
- 3.13%
- Min
- -16.42%
BK’s Return on Invested Capital of 294.89% is exceptionally high, placing it well beyond the typical range for the Asset Management industry. This demonstrates an outstanding ability to deploy capital efficiently and create significant value.
Net Profit Margin
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.
BK
25.40%
Asset Management Industry
- Max
- 91.66%
- Q3
- 57.81%
- Median
- 29.48%
- Q1
- 15.70%
- Min
- -27.65%
BK’s Net Profit Margin of 25.40% 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.
Operating Profit Margin
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.
BK
33.62%
Asset Management Industry
- Max
- 99.76%
- Q3
- 78.28%
- Median
- 34.76%
- Q1
- 21.75%
- Min
- -48.25%
BK’s Operating Profit Margin of 33.62% is around the midpoint for the Asset Management industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | APO | BK |
|---|---|---|
| Return on Equity (TTM) | 21.02% | 11.30% |
| Return on Assets (TTM) | 0.91% | 1.07% |
| Return on Invested Capital (TTM) | 5.75% | 294.89% |
| Net Profit Margin (TTM) | 14.59% | 25.40% |
| Operating Profit Margin (TTM) | 29.75% | 33.62% |
| Gross Profit Margin (TTM) | 91.14% | 99.59% |
Financial Strength
Current Ratio
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.
BK
--
Asset Management Industry
- Max
- 12.44
- Q3
- 5.76
- Median
- 3.04
- Q1
- 1.03
- Min
- 0.01
Current Ratio data for BK is currently unavailable.
Debt-to-Equity Ratio
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.
BK
0.76
Asset Management Industry
- Max
- 2.62
- Q3
- 1.42
- Median
- 0.76
- Q1
- 0.34
- Min
- 0.01
BK’s Debt-to-Equity Ratio of 0.76 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.
Interest Coverage Ratio
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.
BK
0.39
Asset Management Industry
- Max
- 13.30
- Q3
- 6.30
- Median
- 2.71
- Q1
- 1.00
- Min
- -6.91
BK’s Interest Coverage Ratio of 0.39 is a critical concern. A value below 1.0 means operating earnings are insufficient to cover interest expenses, indicating severe financial strain and high default risk.
Financial Strength at a Glance
| Symbol | APO | BK |
|---|---|---|
| Current Ratio (TTM) | 0.80 | -- |
| Quick Ratio (TTM) | 0.80 | -- |
| Debt-to-Equity Ratio (TTM) | 0.59 | 0.76 |
| Debt-to-Asset Ratio (TTM) | 0.03 | 0.07 |
| Net Debt-to-EBITDA Ratio (TTM) | -0.35 | -11.61 |
| Interest Coverage Ratio (TTM) | 21.30 | 0.39 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for APO and BK. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
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.
BK
2.03%
Asset Management Industry
- Max
- 26.09%
- Q3
- 11.60%
- Median
- 6.37%
- Q1
- 2.75%
- Min
- 0.00%
BK’s Dividend Yield of 2.03% 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.
Dividend Payout Ratio
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.
BK
33.02%
Asset Management Industry
- Max
- 1,034.88%
- Q3
- 127.70%
- Median
- 75.15%
- Q1
- 34.21%
- Min
- 0.00%
BK’s Dividend Payout Ratio of 33.02% 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.
Dividend at a Glance
| Symbol | APO | BK |
|---|---|---|
| Dividend Yield (TTM) | 1.31% | 2.03% |
| Dividend Payout Ratio (TTM) | 33.63% | 33.02% |
Valuation
Price-to-Earnings Ratio
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.
BK
14.10
Asset Management Industry
- Max
- 38.72
- Q3
- 23.40
- Median
- 11.45
- Q1
- 8.80
- Min
- 1.54
BK’s P/E Ratio of 14.10 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.
Forward P/E to Growth Ratio
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.
BK
1.29
Asset Management Industry
- Max
- 6.38
- Q3
- 3.23
- Median
- 1.55
- Q1
- 0.89
- Min
- 0.02
BK’s Forward PEG Ratio of 1.29 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.
Price-to-Sales Ratio
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.
BK
3.55
Asset Management Industry
- Max
- 13.75
- Q3
- 7.92
- Median
- 4.87
- Q1
- 3.51
- Min
- 0.02
BK’s P/S Ratio of 3.55 aligns with the market consensus for the Asset Management industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio
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.
BK
1.55
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.
Valuation at a Glance
| Symbol | APO | BK |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 23.62 | 14.10 |
| Forward PEG Ratio (TTM) | -0.24 | 1.29 |
| Price-to-Sales Ratio (P/S, TTM) | 3.35 | 3.55 |
| Price-to-Book Ratio (P/B, TTM) | 4.72 | 1.55 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 23.24 | 28.89 |
| EV-to-EBITDA (TTM) | 10.22 | -2.45 |
| EV-to-Sales (TTM) | 3.24 | -0.95 |