APO vs. IVZ: Apollo Global Management vs. Invesco Stock Comparison
How do Apollo Global Management (APO) and Invesco (IVZ) 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 Invesco (IVZ) both fall under the Financial Services industry group, but APO is classified in Financial Services while IVZ is classified in Capital Markets.
| Profile Item | APO | IVZ |
|---|---|---|
| Name | Apollo Global Management Inc. | Invesco Ltd. |
| 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 | Asset Management & Custody Banks |
| Market Capitalization | 68.93 billion USD | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 30, 2011 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APO | IVZ |
|---|---|---|
| Total Return (1Y) | -6.67% | 27.77% |
| Total Return (3Y, Annualized) | 14.75% | 36.49% |
| Total Return (5Y, Annualized) | 11.91% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APO | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 37.21% | 35.98% |
| Beta (5Y) | 1.47 | 1.65 |
| Max Drawdown (5Y) | -42.82% | -48.49% |
| Avg. Volume (3M) | 3.35M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APO | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.29 | 0.65 |
| Sortino Ratio (1Y) | -0.42 | 0.94 |
Profitability
ROE (TTM)
Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Apollo Global Management (APO) reports 1.89%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-0.58%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- IVZ
- -0.58%
- Min
- -18.71%
Net Margin (TTM)
Both Apollo Global Management (APO) at -3.01% and Invesco (IVZ) at -1.10% report negative net margin values, usually indicating net losses over the period.
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%
IVZ
Financial Services industry group
-1.10%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- IVZ
- -1.10%
- 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 Invesco (IVZ) reports 23.30%, 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%
IVZ
Financial Services industry group
23.30%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- IVZ
- 23.30%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | APO | IVZ |
|---|---|---|
| ROE (TTM) | 1.89% | -0.58% |
| ROA (TTM) | 0.15% | 3.28% |
| Net Margin (TTM) | -3.01% | -1.10% |
| Operating Margin (TTM) | -44.34% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Apollo Global Management (APO) at 22.73% and Invesco (IVZ) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Neither side shows strong earnings momentum: Apollo Global Management (APO) at -24.42% sits in the bottom EPS growth quartile, and Invesco (IVZ) at -235.59% is weaker still, below its industry range.
Growth Metrics
| Metric | APO | IVZ |
|---|---|---|
| Revenue Growth (YoY) | 22.73% | 5.11% |
| Revenue Growth (3Y CAGR) | 42.96% | 1.78% |
| EPS Growth (YoY) | -24.42% | -235.59% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and Invesco (IVZ) 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 Invesco (IVZ) 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 | IVZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Apollo Global Management (APO) at 1.87% and Invesco (IVZ) at 3.16% 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%
IVZ
Financial Services industry group
3.16%
- Max
- 9.77%
- Q3
- 3.92%
- IVZ
- 3.16%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Apollo Global Management (APO) at 75.00% and Invesco (IVZ) at 56.46% 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%
IVZ
Financial Services industry group
56.46%
- Max
- 241.07%
- Q3
- 97.36%
- IVZ
- 56.46%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APO | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 1.87% | 3.16% |
| Dividend Payout Ratio (TTM) | 75.00% | 56.46% |
Valuation
P/E Ratio (TTM)
Neither Apollo Global Management (APO) nor Invesco (IVZ) reports a P/E ratio value for this period, so a direct comparison isn’t possible.
APO
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- APO
- --
IVZ
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- IVZ
- --
P/S Ratio (TTM)
On P/S ratio, both Apollo Global Management (APO) at 2.26 and Invesco (IVZ) at 1.67 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
IVZ
Financial Services industry group
1.67
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- IVZ
- 1.67
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Invesco (IVZ) at 1.18 is valued about in line with its industry on P/B ratio, while Apollo Global Management (APO) at 4.32 carries an above-peer premium to book — APO is pricier on assets.
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
IVZ
Financial Services industry group
1.18
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- IVZ
- 1.18
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | APO | IVZ |
|---|---|---|
| P/E Ratio (TTM) | -- | -- |
| P/S Ratio (TTM) | 2.26 | 1.67 |
| P/B Ratio (MRQ) | 4.32 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |