APO vs. FDS: Apollo Global Management vs. FactSet Research Systems Stock Comparison

Company Profile

Apollo Global Management (APO) and FactSet Research Systems (FDS) both fall under the Financial Services industry group, but APO is classified in Financial Services while FDS is classified in Capital Markets.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Apollo Global Management (APO) has an aggressive beta of 1.47, indicating higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

FactSet Research Systems (FDS) at 25.48% 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.

Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile FactSet Research Systems (FDS) reports 21.54%, 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 FactSet Research Systems (FDS) reports 22.22%, ranking against industry peers normally.

Profitability Metrics

Growth

Both Apollo Global Management (APO) at 22.73% and FactSet Research Systems (FDS) at 6.65% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

FactSet Research Systems (FDS) at -6.30% is around its peer norm for EPS growth, while Apollo Global Management (APO) at -24.42% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and FactSet Research Systems (FDS) 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: Apollo Global Management (APO) in Financial Services and FactSet Research Systems (FDS) 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

Both Apollo Global Management (APO) at 1.87% and FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Apollo Global Management (APO) at 75.00% and FactSet Research Systems (FDS) at 31.02% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: FactSet Research Systems (FDS) trades at 22.50 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 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.

Both Apollo Global Management (APO) at 4.32 and FactSet Research Systems (FDS) at 5.77 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics