APO vs. EVR: Apollo Global Management vs. Evercore Stock Comparison
How do Apollo Global Management (APO) and Evercore (EVR) 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 Evercore (EVR) both fall under the Financial Services industry group, but APO is classified in Financial Services while EVR is classified in Capital Markets.
| Profile Item | APO | EVR |
|---|---|---|
| Name | Apollo Global Management Inc. | Evercore Inc. Class A Common Stock |
| 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 | Investment Banking & Brokerage |
| Market Capitalization | 68.93 billion USD | 10.81 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 30, 2011 | August 14, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APO | EVR |
|---|---|---|
| Total Return (1Y) | -6.67% | -2.40% |
| Total Return (3Y, Annualized) | 14.75% | 30.98% |
| Total Return (5Y, Annualized) | 11.91% | 16.41% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APO | EVR |
|---|---|---|
| Volatility (1Y, Annualized) | 37.21% | 39.76% |
| Beta (5Y) | 1.47 | 1.45 |
| Max Drawdown (5Y) | -42.82% | -47.86% |
| Avg. Volume (3M) | 3.35M | 546.56K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APO | EVR |
|---|---|---|
| Sharpe Ratio (1Y) | -0.29 | -0.17 |
| Sortino Ratio (1Y) | -0.42 | -0.23 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Apollo Global Management (APO) at 1.89% is in the bottom quartile, showing a clear gap in returns on 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%
EVR
Financial Services industry group
37.97%
- Max
- 44.78%
- EVR
- 37.97%
- Q3
- 21.85%
- Median
- 12.91%
- 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 Evercore (EVR) reports 15.73%, 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%
EVR
Financial Services industry group
15.73%
- Max
- 62.84%
- Q3
- 28.05%
- EVR
- 15.73%
- Median
- 15.36%
- 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 Evercore (EVR) reports 21.94%, 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%
EVR
Financial Services industry group
21.94%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- EVR
- 21.94%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | APO | EVR |
|---|---|---|
| ROE (TTM) | 1.89% | 37.97% |
| ROA (TTM) | 0.15% | 17.07% |
| Net Margin (TTM) | -3.01% | 15.73% |
| Operating Margin (TTM) | -44.34% | 21.94% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Apollo Global Management (APO) at 22.73% is closer to the peer norm — faster top-line expansion for EVR.
EPS Growth
Evercore (EVR) at 54.74% 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 | EVR |
|---|---|---|
| Revenue Growth (YoY) | 22.73% | 29.41% |
| Revenue Growth (3Y CAGR) | 42.96% | 11.76% |
| EPS Growth (YoY) | -24.42% | 54.74% |
| EPS Growth (3Y CAGR) | -- | 6.57% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and Evercore (EVR) 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 Evercore (EVR) 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 | EVR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Apollo Global Management (APO) at 1.87% and Evercore (EVR) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
EVR
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- EVR
- 1.21%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Apollo Global Management (APO) at 75.00% and Evercore (EVR) at 18.93% 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%
EVR
Financial Services industry group
18.93%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EVR
- 18.93%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APO | EVR |
|---|---|---|
| Dividend Yield (TTM) | 1.87% | 1.21% |
| Dividend Payout Ratio (TTM) | 75.00% | 18.93% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Evercore (EVR) trades at 15.57 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
- --
EVR
Financial Services industry group
15.57
- Max
- 45.85
- Q3
- 24.64
- EVR
- 15.57
- 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 Evercore (EVR) at 2.23 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
EVR
Financial Services industry group
2.23
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- EVR
- 2.23
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Apollo Global Management (APO) at 4.32 and Evercore (EVR) at 5.56 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
EVR
Financial Services industry group
5.56
- Max
- 7.79
- EVR
- 5.56
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | APO | EVR |
|---|---|---|
| P/E Ratio (TTM) | -- | 15.57 |
| P/S Ratio (TTM) | 2.26 | 2.23 |
| P/B Ratio (MRQ) | 4.32 | 5.56 |
| Free Cash Flow Yield (TTM) | -- | -- |