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APO vs. HLI: Apollo Global Management vs. Houlihan Lokey Stock Comparison

How do Apollo Global Management (APO) and Houlihan Lokey (HLI) 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 Houlihan Lokey (HLI) both fall under the Financial Services industry group, but APO is classified in Financial Services while HLI is classified in Capital Markets.

Company profile comparison for Apollo Global Management (APO) and Houlihan Lokey (HLI)
Profile ItemAPOHLI
NameApollo Global Management Inc.Houlihan Lokey, Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesInvestment Banking & Brokerage
Market Capitalization68.93 billion USD10.13 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 30, 2011August 13, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

APO
HLI
GSPC
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Apollo Global Management (APO) and Houlihan Lokey (HLI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Apollo Global Management (APO) and Houlihan Lokey (HLI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
Total Return (1Y)-6.67%-16.23%
Total Return (3Y, Annualized)14.75%15.13%
Total Return (5Y, Annualized)11.91%6.74%

Risk Profile

Drawdown History

APO
HLI
GSPC
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Apollo Global Management (APO) and Houlihan Lokey (HLI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
Volatility (1Y, Annualized)37.21%31.00%
Beta (5Y)1.470.87
Max Drawdown (5Y)-42.82%-40.30%
Avg. Volume (3M)3.35M816.85K

Risk-Adjusted Performance

Risk-Return Positioning

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APO and HLI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
Sharpe Ratio (1Y)-0.29-0.66
Sortino Ratio (1Y)-0.42-0.91

Profitability

ROE (TTM)

Houlihan Lokey (HLI) at 17.29% 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%

HLI

Financial Services industry group

17.29%

Max
44.78%
Q3
21.85%
HLI
17.29%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile Houlihan Lokey (HLI) reports 15.80%, 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%

HLI

Financial Services industry group

15.80%

Max
62.84%
Q3
28.05%
HLI
15.80%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their net margin against the Financial Services industry group benchmark.

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 Houlihan Lokey (HLI) reports 24.42%, 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%

HLI

Financial Services industry group

24.42%

Max
107.33%
Q3
55.90%
Median
30.09%
HLI
24.42%
Q1
14.60%
Min
-44.34%
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
ROE (TTM)1.89%17.29%
ROA (TTM)0.15%10.38%
Net Margin (TTM)-3.01%15.80%
Operating Margin (TTM)-44.34%24.42%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Apollo Global Management (APO) at 22.73% and Houlihan Lokey (HLI) at 9.55% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Houlihan Lokey (HLI) at 6.87% 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.

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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
Revenue Growth (YoY)22.73%9.55%
Revenue Growth (3Y CAGR)42.96%13.10%
EPS Growth (YoY)-24.42%6.87%
EPS Growth (3Y CAGR)--16.05%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and Houlihan Lokey (HLI) 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 Houlihan Lokey (HLI) 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

Financial strength metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Apollo Global Management (APO) at 1.87% and Houlihan Lokey (HLI) at 1.77% 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%

HLI

Financial Services industry group

1.77%

Max
9.77%
Q3
3.92%
HLI
1.77%
Median
1.09%
Q1
0.00%
Min
0.00%
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Apollo Global Management (APO) at 75.00% and Houlihan Lokey (HLI) at 43.62% 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%

HLI

Financial Services industry group

43.62%

Max
241.07%
Q3
97.36%
HLI
43.62%
Median
25.77%
Q1
0.00%
Min
0.00%
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
Dividend Yield (TTM)1.87%1.77%
Dividend Payout Ratio (TTM)75.00%43.62%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Houlihan Lokey (HLI) trades at 24.47 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
--

HLI

Financial Services industry group

24.47

Max
45.85
Q3
24.64
HLI
24.47
Median
15.37
Q1
9.68
Min
0.16
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): APO does not report P/E ratio, so it has no value marker; HLI is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

On P/S ratio, both Apollo Global Management (APO) at 2.26 and Houlihan Lokey (HLI) at 3.96 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

HLI

Financial Services industry group

3.96

Max
9.23
Q3
4.57
HLI
3.96
Median
2.72
Q1
1.28
Min
-0.55
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both Apollo Global Management (APO) at 4.32 and Houlihan Lokey (HLI) at 4.39 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

HLI

Financial Services industry group

4.39

Max
7.79
HLI
4.39
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Apollo Global Management (APO) vs. Houlihan Lokey (HLI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Apollo Global Management (APO) and Houlihan Lokey (HLI)
MetricAPOHLI
P/E Ratio (TTM)--24.47
P/S Ratio (TTM)2.263.96
P/B Ratio (MRQ)4.324.39
Free Cash Flow Yield (TTM)----