APO vs. IX: Apollo Global Management vs. ORIX Stock Comparison

Company Profile

Apollo Global Management (APO) and ORIX (IX) are both classified in the Diversified Financial Services sub-industry within the broader Financial Services industry, placing them in the closest GICS peer bucket.

Apollo Global Management (APO) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

ORIX (IX) at 14.04% 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.

Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile ORIX (IX) reports 17.94%, 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 ORIX (IX) reports 21.52%, ranking against industry peers normally.

Profitability Metrics

Growth

Both Apollo Global Management (APO) at 22.73% and ORIX (IX) at 18.57% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

ORIX (IX) at 30.03% 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 ORIX (IX) 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 ORIX (IX) 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

Apollo Global Management (APO) at 1.87% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

Both Apollo Global Management (APO) at 75.00% and ORIX (IX) at 26.52% 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: ORIX (IX) trades at 9.68 times trailing earnings, ranked against its peers, while Apollo Global Management (APO) has no P/E ratio this period.

ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Apollo Global Management (APO) at 2.26 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

ORIX (IX) at 1.28 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.

Valuation Metrics