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APO vs. IBKR: Apollo Global Management vs. Interactive Brokers Stock Comparison

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

Company profile comparison for Apollo Global Management (APO) and Interactive Brokers (IBKR)
Profile ItemAPOIBKR
NameApollo Global Management Inc.Interactive Brokers Group, Inc. Class A Common Stock
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 USD129.19 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 30, 2011May 4, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

APO
IBKR
GSPC
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR), 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 Interactive Brokers (IBKR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Apollo Global Management (APO) and Interactive Brokers (IBKR). 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 Interactive Brokers (IBKR)
MetricAPOIBKR
Total Return (1Y)-6.67%11.53%
Total Return (3Y, Annualized)14.75%57.15%
Total Return (5Y, Annualized)11.91%34.54%

Risk Profile

Drawdown History

APO
IBKR
GSPC
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR), 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 Interactive Brokers (IBKR). 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 Interactive Brokers (IBKR)
MetricAPOIBKR
Volatility (1Y, Annualized)37.21%40.72%
Beta (5Y)1.471.37
Max Drawdown (5Y)-42.82%-38.66%
Avg. Volume (3M)3.35M4.24M

Risk-Adjusted Performance

Risk-Return Positioning

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APO and IBKR 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 Interactive Brokers (IBKR)
MetricAPOIBKR
Sharpe Ratio (1Y)-0.290.18
Sortino Ratio (1Y)-0.420.26

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% 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%

IBKR

Financial Services industry group

23.67%

Max
44.78%
IBKR
23.67%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): 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 Interactive Brokers (IBKR) reports 16.68%, 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%

IBKR

Financial Services industry group

16.68%

Max
62.84%
Q3
28.05%
IBKR
16.68%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): 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 Interactive Brokers (IBKR) reports 77.70%, 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%

IBKR

Financial Services industry group

77.70%

Max
107.33%
IBKR
77.70%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Apollo Global Management (APO) and Interactive Brokers (IBKR)
MetricAPOIBKR
ROE (TTM)1.89%23.67%
ROA (TTM)0.15%2.28%
Net Margin (TTM)-3.01%16.68%
Operating Margin (TTM)-44.34%77.70%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Apollo Global Management (APO) at 22.73% and Interactive Brokers (IBKR) at 9.73% 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. Interactive Brokers (IBKR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Interactive Brokers (IBKR) at 28.14% 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. Interactive Brokers (IBKR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Apollo Global Management (APO) and Interactive Brokers (IBKR)
MetricAPOIBKR
Revenue Growth (YoY)22.73%9.73%
Revenue Growth (3Y CAGR)42.96%34.60%
EPS Growth (YoY)-24.42%28.14%
EPS Growth (3Y CAGR)--33.29%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR)
MetricAPOIBKR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Apollo Global Management (APO) at 1.87% and Interactive Brokers (IBKR) at 0.46% 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%

IBKR

Financial Services industry group

0.46%

Max
9.77%
Q3
3.92%
Median
1.09%
IBKR
0.46%
Q1
0.00%
Min
0.00%
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): 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 Interactive Brokers (IBKR) at 12.79% 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%

IBKR

Financial Services industry group

12.79%

Max
241.07%
Q3
97.36%
Median
25.77%
IBKR
12.79%
Q1
0.00%
Min
0.00%
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Apollo Global Management (APO) and Interactive Brokers (IBKR)
MetricAPOIBKR
Dividend Yield (TTM)1.87%0.46%
Dividend Payout Ratio (TTM)75.00%12.79%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Interactive Brokers (IBKR) trades at 28.94 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
--

IBKR

Financial Services industry group

28.94

Max
45.85
IBKR
28.94
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): APO does not report P/E ratio, so it has no value marker; IBKR is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Apollo Global Management (APO) at 2.26 prices around its industry’s typical P/S ratio, while Interactive Brokers (IBKR) at 18.30 clears its benchmark range — IBKR looks notably rich on sales.

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

IBKR

Financial Services industry group

18.30

IBKR
18.30
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): 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 Interactive Brokers (IBKR) at 5.53 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

IBKR

Financial Services industry group

5.53

Max
7.79
IBKR
5.53
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Apollo Global Management (APO) vs. Interactive Brokers (IBKR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Apollo Global Management (APO) and Interactive Brokers (IBKR)
MetricAPOIBKR
P/E Ratio (TTM)--28.94
P/S Ratio (TTM)2.2618.30
P/B Ratio (MRQ)4.325.53
Free Cash Flow Yield (TTM)----