APO vs. LPLA: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at APO and LPLA, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Symbol | APO | LPLA |
---|---|---|
Company Name | Apollo Global Management, Inc. | LPL Financial Holdings Inc. |
Country | United States | United States |
GICS Sector | Financials | Financials |
GICS Industry | Financial Services | Capital Markets |
Market Capitalization | 71.39 billion USD | 26.01 billion USD |
Exchange | NYSE | NasdaqGS |
Listing Date | March 30, 2011 | November 18, 2010 |
Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of APO and LPLA 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.
Historical Performance at a Glance
Symbol | APO | LPLA |
---|---|---|
5-Day Price Return | -1.91% | 3.91% |
13-Week Price Return | -14.90% | -14.64% |
26-Week Price Return | 1.09% | 3.96% |
52-Week Price Return | -7.02% | 35.94% |
Month-to-Date Return | -6.36% | -2.27% |
Year-to-Date Return | -24.44% | -0.42% |
10-Day Avg. Volume | 3.70M | 0.90M |
3-Month Avg. Volume | 3.14M | 0.82M |
3-Month Volatility | 29.06% | 32.91% |
Beta | 1.65 | 0.60 |
Profitability
Return on Equity (TTM)
APO
18.61%
Financial Services Industry
- Max
- 39.28%
- Q3
- 18.88%
- Median
- 9.97%
- Q1
- 4.03%
- Min
- -10.25%
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.
LPLA
32.17%
Capital Markets Industry
- Max
- 38.97%
- Q3
- 22.24%
- Median
- 13.52%
- Q1
- 8.61%
- Min
- -4.25%
In the upper quartile for the Capital Markets industry, LPLA’s Return on Equity of 32.17% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
Net Profit Margin (TTM)
APO
14.83%
Financial Services Industry
- Max
- 52.16%
- Q3
- 25.35%
- Median
- 12.68%
- Q1
- 6.11%
- Min
- -11.69%
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.
LPLA
7.91%
Capital Markets Industry
- Max
- 69.91%
- Q3
- 37.24%
- Median
- 24.30%
- Q1
- 13.06%
- Min
- -15.18%
Falling into the lower quartile for the Capital Markets industry, LPLA’s Net Profit Margin of 7.91% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
APO
28.78%
Financial Services Industry
- Max
- 75.57%
- Q3
- 37.78%
- Median
- 19.09%
- Q1
- 10.04%
- Min
- -19.42%
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.
LPLA
12.86%
Capital Markets Industry
- Max
- 84.86%
- Q3
- 47.16%
- Median
- 32.23%
- Q1
- 18.65%
- Min
- -21.87%
LPLA’s Operating Profit Margin of 12.86% 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.
Profitability at a Glance
Symbol | APO | LPLA |
---|---|---|
Return on Equity (TTM) | 18.61% | 32.17% |
Return on Assets (TTM) | 0.86% | 7.89% |
Net Profit Margin (TTM) | 14.83% | 7.91% |
Operating Profit Margin (TTM) | 28.78% | 12.86% |
Gross Profit Margin (TTM) | -- | 98.92% |
Financial Strength
Current Ratio (MRQ)
APO
0.09
Financial Services Industry
- Max
- 4.83
- Q3
- 2.70
- Median
- 1.44
- Q1
- 0.86
- Min
- 0.01
For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
LPLA
3.05
Capital Markets Industry
- Max
- 3.37
- Q3
- 1.81
- Median
- 1.01
- Q1
- 0.56
- Min
- 0.04
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
APO
0.77
Financial Services Industry
- Max
- 5.07
- Q3
- 2.14
- Median
- 0.66
- 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.
LPLA
1.44
Capital Markets Industry
- Max
- 6.52
- Q3
- 2.79
- Median
- 0.96
- Q1
- 0.28
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
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.
LPLA
6.08
Capital Markets Industry
- Max
- 107.59
- Q3
- 48.41
- Median
- 10.85
- Q1
- 4.56
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
Financial Strength at a Glance
Symbol | APO | LPLA |
---|---|---|
Current Ratio (MRQ) | 0.09 | 3.05 |
Quick Ratio (MRQ) | 0.09 | 2.99 |
Debt-to-Equity Ratio (MRQ) | 0.77 | 1.44 |
Interest Coverage Ratio (TTM) | 54.49 | 6.08 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
APO
1.72%
Financial Services Industry
- Max
- 8.12%
- Q3
- 3.37%
- Median
- 1.70%
- Q1
- 0.00%
- Min
- 0.00%
APO’s Dividend Yield of 1.72% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.
LPLA
0.36%
Capital Markets Industry
- Max
- 9.02%
- Q3
- 4.54%
- Median
- 2.55%
- Q1
- 1.27%
- Min
- 0.00%
LPLA’s Dividend Yield of 0.36% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
Dividend Payout Ratio (TTM)
APO
36.66%
Financial Services Industry
- Max
- 132.10%
- Q3
- 64.32%
- Median
- 18.23%
- 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.
LPLA
8.17%
Capital Markets Industry
- Max
- 199.38%
- Q3
- 99.28%
- Median
- 60.67%
- Q1
- 32.00%
- Min
- 0.00%
LPLA’s Dividend Payout Ratio of 8.17% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
Dividend at a Glance
Symbol | APO | LPLA |
---|---|---|
Dividend Yield (TTM) | 1.72% | 0.36% |
Dividend Payout Ratio (TTM) | 36.66% | 8.17% |
Valuation
Price-to-Earnings Ratio (TTM)
APO
21.31
Financial Services Industry
- Max
- 45.81
- Q3
- 30.21
- Median
- 16.29
- Q1
- 10.14
- Min
- 0.70
APO’s P/E Ratio of 21.31 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.
LPLA
22.71
Capital Markets Industry
- Max
- 51.69
- Q3
- 29.42
- Median
- 17.58
- Q1
- 12.55
- Min
- 5.59
LPLA’s P/E Ratio of 22.71 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.
Price-to-Sales Ratio (TTM)
APO
3.16
Financial Services Industry
- Max
- 10.88
- Q3
- 5.34
- Median
- 2.64
- Q1
- 1.24
- Min
- 0.06
The P/S Ratio is often not a primary valuation tool in the Financial Services industry.
LPLA
1.80
Capital Markets Industry
- Max
- 14.65
- Q3
- 7.29
- Median
- 4.53
- Q1
- 2.26
- Min
- 0.04
In the lower quartile for the Capital Markets industry, LPLA’s P/S Ratio of 1.80 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.
Price-to-Book Ratio (MRQ)
APO
4.20
Financial Services Industry
- Max
- 7.93
- Q3
- 3.78
- Median
- 1.49
- Q1
- 0.88
- Min
- 0.08
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.
LPLA
5.91
Capital Markets Industry
- Max
- 10.83
- Q3
- 5.12
- Median
- 2.66
- Q1
- 1.19
- Min
- 0.37
LPLA’s P/B Ratio of 5.91 is in the upper tier for the Capital Markets 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.
Valuation at a Glance
Symbol | APO | LPLA |
---|---|---|
Price-to-Earnings Ratio (TTM) | 21.31 | 22.71 |
Price-to-Sales Ratio (TTM) | 3.16 | 1.80 |
Price-to-Book Ratio (MRQ) | 4.20 | 5.91 |
Price-to-Free Cash Flow Ratio (TTM) | 17.40 | 74.90 |