APO vs. LPLA: Apollo Global Management vs. LPL Financial Stock Comparison

Company Profile

Apollo Global Management (APO) and LPL Financial (LPLA) both fall under the Financial Services industry group, but APO is classified in Financial Services while LPLA is classified in Capital Markets.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Apollo Global Management (APO) has an aggressive beta of 1.47, indicating higher sensitivity to broad-market moves, while LPL Financial (LPLA) is defensive at 0.52 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

LPL Financial (LPLA) at 25.66% 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.

Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile LPL Financial (LPLA) reports 6.97%, 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 LPL Financial (LPLA) reports 10.85%, ranking against industry peers normally.

Profitability Metrics

Growth

LPL Financial (LPLA) at 37.18% sits in the top revenue growth quartile, while Apollo Global Management (APO) at 22.73% is closer to the peer norm — faster top-line expansion for LPLA.

LPL Financial (LPLA) at -22.17% 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 LPL Financial (LPLA) 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 LPL Financial (LPLA) 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

Both Apollo Global Management (APO) at 1.87% and LPL Financial (LPLA) at 0.40% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Apollo Global Management (APO) at 75.00% and LPL Financial (LPLA) at 6.88% 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: LPL Financial (LPLA) trades at 16.93 times trailing earnings, ranked against its peers, while Apollo Global Management (APO) has no P/E ratio this period.

LPL Financial (LPLA) at 1.15 sits in the cheaper P/S ratio quartile while Apollo Global Management (APO) at 2.26 prices around its industry’s middle — LPLA costs less per dollar of sales, though read it alongside growth and margins.

Both Apollo Global Management (APO) at 4.32 and LPL Financial (LPLA) at 3.98 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics