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APO vs. JEF: A Head-to-Head Stock Comparison

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Here’s a clear look at APO and JEF, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolAPOJEF
Company NameApollo Global Management, Inc.Jefferies Financial Group Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryFinancial ServicesCapital Markets
Market Capitalization77.42 billion USD12.25 billion USD
ExchangeNYSENYSE
Listing DateMarch 30, 2011March 17, 1980
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of APO and JEF by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

APO vs. JEF: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolAPOJEF
5-Day Price Return-3.80%-3.78%
13-Week Price Return-5.10%15.71%
26-Week Price Return-14.30%-16.26%
52-Week Price Return21.26%3.11%
Month-to-Date Return-6.87%2.97%
Year-to-Date Return-18.06%-24.27%
10-Day Avg. Volume3.35M1.73M
3-Month Avg. Volume3.13M1.60M
3-Month Volatility31.10%29.07%
Beta1.711.53

Profitability

Return on Equity (TTM)

APO

18.61%

Financial Services Industry

Max
40.58%
Q3
20.06%
Median
10.67%
Q1
4.19%
Min
-10.31%

APO’s Return on Equity of 18.61% is on par with the norm for the Financial Services industry, indicating its profitability relative to shareholder equity is typical for the sector.

JEF

6.51%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

JEF’s Return on Equity of 6.51% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

APO vs. JEF: A comparison of their Return on Equity (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

APO

14.83%

Financial Services Industry

Max
52.86%
Q3
25.58%
Median
12.23%
Q1
6.64%
Min
-9.92%

APO’s Net Profit Margin of 14.83% is aligned with the median group of its peers in the Financial Services industry. This indicates its ability to convert revenue into profit is typical for the sector.

JEF

6.37%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, JEF’s Net Profit Margin of 6.37% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

APO vs. JEF: A comparison of their Net Profit Margin (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

APO

28.78%

Financial Services Industry

Max
77.28%
Q3
37.68%
Median
18.17%
Q1
9.27%
Min
-8.19%

APO’s Operating Profit Margin of 28.78% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

JEF

8.10%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

JEF’s Operating Profit Margin of 8.10% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

APO vs. JEF: A comparison of their Operating Profit Margin (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolAPOJEF
Return on Equity (TTM)18.61%6.51%
Return on Assets (TTM)0.86%1.00%
Net Profit Margin (TTM)14.83%6.37%
Operating Profit Margin (TTM)28.78%8.10%
Gross Profit Margin (TTM)--59.51%

Financial Strength

Current Ratio (MRQ)

APO

0.09

Financial Services Industry

Max
4.58
Q3
2.59
Median
1.33
Q1
0.69
Min
0.01

For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

JEF

0.69

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

APO vs. JEF: A comparison of their Current Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

APO

0.77

Financial Services Industry

Max
4.96
Q3
2.10
Median
0.57
Q1
0.12
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.

JEF

3.27

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

APO vs. JEF: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

APO

54.49

Financial Services Industry

Max
136.23
Q3
56.08
Median
6.55
Q1
2.01
Min
-33.27

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.

JEF

14.18

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

APO vs. JEF: A comparison of their Interest Coverage Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolAPOJEF
Current Ratio (MRQ)0.090.69
Quick Ratio (MRQ)0.090.69
Debt-to-Equity Ratio (MRQ)0.773.27
Interest Coverage Ratio (TTM)54.4914.18

Growth

Revenue Growth

APO vs. JEF: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

APO vs. JEF: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

APO

1.60%

Financial Services Industry

Max
8.18%
Q3
3.60%
Median
1.56%
Q1
0.00%
Min
0.00%

APO’s Dividend Yield of 1.60% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.

JEF

2.87%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

JEF’s Dividend Yield of 2.87% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

APO vs. JEF: A comparison of their Dividend Yield (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

APO

36.66%

Financial Services Industry

Max
155.56%
Q3
63.71%
Median
18.08%
Q1
0.00%
Min
0.00%

APO’s Dividend Payout Ratio of 36.66% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

JEF

52.82%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

JEF’s Dividend Payout Ratio of 52.82% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

APO vs. JEF: A comparison of their Dividend Payout Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolAPOJEF
Dividend Yield (TTM)1.60%2.87%
Dividend Payout Ratio (TTM)36.66%52.82%

Valuation

Price-to-Earnings Ratio (TTM)

APO

22.98

Financial Services Industry

Max
63.23
Q3
32.10
Median
14.41
Q1
10.81
Min
0.37

APO’s P/E Ratio of 22.98 is within the middle range for the Financial Services industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

JEF

18.43

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

JEF’s P/E Ratio of 18.43 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

APO vs. JEF: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

APO

3.41

Financial Services Industry

Max
11.16
Q3
5.45
Median
2.61
Q1
1.25
Min
0.04

The P/S Ratio is often not a primary valuation tool in the Financial Services industry.

JEF

1.17

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

In the lower quartile for the Capital Markets industry, JEF’s P/S Ratio of 1.17 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

APO vs. JEF: A comparison of their Price-to-Sales Ratio (TTM) against their respective Financial Services and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

APO

4.20

Financial Services Industry

Max
7.09
Q3
3.79
Median
1.46
Q1
0.83
Min
0.04

APO’s P/B Ratio of 4.20 is in the upper tier for the Financial Services industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

JEF

0.97

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

JEF’s P/B Ratio of 0.97 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

APO vs. JEF: A comparison of their Price-to-Book Ratio (MRQ) against their respective Financial Services and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolAPOJEF
Price-to-Earnings Ratio (TTM)22.9818.43
Price-to-Sales Ratio (TTM)3.411.17
Price-to-Book Ratio (MRQ)4.200.97
Price-to-Free Cash Flow Ratio (TTM)18.757.45