APO vs. MSCI: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at APO and MSCI, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
APO’s market capitalization of 82.56 billion USD is substantially larger than MSCI’s 45.47 billion USD, indicating a significant difference in their market valuations.
With betas of 1.57 for APO and 1.33 for MSCI, both stocks show similar sensitivity to overall market movements.
| Symbol | APO | MSCI |
|---|---|---|
| Company Name | Apollo Global Management, Inc. | MSCI Inc. |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management - Global | Financial - Data & Stock Exchanges |
| CEO | Marc Jeffrey Rowan | Henry A. Fernandez |
| Price | 144.47 USD | 587.74 USD |
| Market Cap | 82.56 billion USD | 45.47 billion USD |
| Beta | 1.57 | 1.33 |
| Exchange | NYSE | NYSE |
| IPO Date | March 30, 2011 | November 15, 2007 |
| ADR | No | No |
Historical Performance
This chart compares the performance of APO and MSCI 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.
Profitability
Return on Equity
APO
21.02%
Asset Management - Global Industry
- Max
- 21.02%
- Q3
- 10.69%
- Median
- 0.36%
- Q1
- -9.97%
- Min
- -20.30%
In the upper quartile for the Asset Management - Global industry, APO’s Return on Equity of 21.02% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
MSCI
-134.96%
Financial - Data & Stock Exchanges Industry
- Max
- 26.26%
- Q3
- 23.14%
- Median
- 14.33%
- Q1
- 11.12%
- Min
- -0.64%
MSCI has a negative Return on Equity of -134.96%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.
Return on Invested Capital
APO
5.75%
Asset Management - Global Industry
- Max
- 5.75%
- Q3
- 2.40%
- Median
- -0.94%
- Q1
- -4.29%
- Min
- -7.64%
In the upper quartile for the Asset Management - Global industry, APO’s Return on Invested Capital of 5.75% signifies a highly effective use of its capital to generate profits when compared to its peers.
MSCI
33.19%
Financial - Data & Stock Exchanges Industry
- Max
- 18.31%
- Q3
- 14.86%
- Median
- 11.07%
- Q1
- 6.75%
- Min
- 4.04%
MSCI’s Return on Invested Capital of 33.19% is exceptionally high, placing it well beyond the typical range for the Financial - Data & Stock Exchanges industry. This demonstrates an outstanding ability to deploy capital efficiently and create significant value.
Net Profit Margin
APO
14.59%
Asset Management - Global Industry
- Max
- 14.59%
- Q3
- -4.29%
- Median
- -23.18%
- Q1
- -42.06%
- Min
- -60.94%
A Net Profit Margin of 14.59% places APO in the upper quartile for the Asset Management - Global industry, signifying strong profitability and more effective cost management than most of its peers.
MSCI
39.08%
Financial - Data & Stock Exchanges Industry
- Max
- 39.08%
- Q3
- 31.63%
- Median
- 23.20%
- Q1
- 18.09%
- Min
- -0.88%
A Net Profit Margin of 39.08% places MSCI in the upper quartile for the Financial - Data & Stock Exchanges industry, signifying strong profitability and more effective cost management than most of its peers.
Operating Profit Margin
APO
29.75%
Asset Management - Global Industry
- Max
- 29.75%
- Q3
- 12.31%
- Median
- -5.13%
- Q1
- -22.57%
- Min
- -40.02%
An Operating Profit Margin of 29.75% places APO in the upper quartile for the Asset Management - Global industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
MSCI
53.68%
Financial - Data & Stock Exchanges Industry
- Max
- 53.68%
- Q3
- 40.45%
- Median
- 31.81%
- Q1
- 24.66%
- Min
- 9.71%
An Operating Profit Margin of 53.68% places MSCI in the upper quartile for the Financial - Data & Stock Exchanges industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
Profitability at a Glance
| Symbol | APO | MSCI |
|---|---|---|
| Return on Equity (TTM) | 21.02% | -134.96% |
| Return on Assets (TTM) | 0.91% | 21.36% |
| Return on Invested Capital (TTM) | 5.75% | 33.19% |
| Net Profit Margin (TTM) | 14.59% | 39.08% |
| Operating Profit Margin (TTM) | 29.75% | 53.68% |
| Gross Profit Margin (TTM) | 91.14% | 80.57% |
Financial Strength
Current Ratio
APO
0.80
Asset Management - Global Industry
- Max
- 1.36
- Q3
- 1.22
- Median
- 1.08
- Q1
- 0.94
- Min
- 0.80
APO’s Current Ratio of 0.80 falls into the lower quartile for the Asset Management - Global industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
MSCI
0.84
Financial - Data & Stock Exchanges Industry
- Max
- 1.60
- Q3
- 1.57
- Median
- 1.06
- Q1
- 0.96
- Min
- 0.62
MSCI’s Current Ratio of 0.84 falls into the lower quartile for the Financial - Data & Stock Exchanges industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio
APO
0.59
Asset Management - Global Industry
- Max
- 0.59
- Q3
- 0.47
- Median
- 0.34
- Q1
- 0.22
- Min
- 0.09
APO’s leverage is in the upper quartile of the Asset Management - Global industry, with a Debt-to-Equity Ratio of 0.59. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
MSCI
-4.87
Financial - Data & Stock Exchanges Industry
- Max
- 1.09
- Q3
- 0.80
- Median
- 0.62
- Q1
- 0.36
- Min
- 0.04
MSCI has a Debt-to-Equity Ratio of -4.87, which indicates negative shareholder equity where liabilities exceed assets. This is a critical sign of financial distress.
Interest Coverage Ratio
APO
21.30
Asset Management - Global Industry
- Max
- 21.30
- Q3
- 14.75
- Median
- 8.19
- Q1
- 1.64
- Min
- -4.91
APO’s Interest Coverage Ratio of 21.30 is in the upper quartile for the Asset Management - Global industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.
MSCI
8.46
Financial - Data & Stock Exchanges Industry
- Max
- 27.44
- Q3
- 22.05
- Median
- 10.08
- Q1
- 6.79
- Min
- 1.01
MSCI’s Interest Coverage Ratio of 8.46 is positioned comfortably within the norm for the Financial - Data & Stock Exchanges industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | APO | MSCI |
|---|---|---|
| Current Ratio (TTM) | 0.80 | 0.84 |
| Quick Ratio (TTM) | 0.80 | 0.84 |
| Debt-to-Equity Ratio (TTM) | 0.59 | -4.87 |
| Debt-to-Asset Ratio (TTM) | 0.03 | 0.87 |
| Net Debt-to-EBITDA Ratio (TTM) | -0.35 | 2.41 |
| Interest Coverage Ratio (TTM) | 21.30 | 8.46 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for APO and MSCI. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
APO
1.31%
Asset Management - Global Industry
- Max
- 1.33%
- Q3
- 1.00%
- Median
- 0.66%
- Q1
- 0.33%
- Min
- 0.00%
With a Dividend Yield of 1.31%, APO offers a more attractive income stream than most of its peers in the Asset Management - Global industry, signaling a strong commitment to shareholder returns.
MSCI
1.16%
Financial - Data & Stock Exchanges Industry
- Max
- 3.86%
- Q3
- 1.44%
- Median
- 1.06%
- Q1
- 0.73%
- Min
- 0.00%
MSCI’s Dividend Yield of 1.16% is consistent with its peers in the Financial - Data & Stock Exchanges industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio
APO
33.63%
Asset Management - Global Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
APO has a Dividend Payout Ratio of 33.63%, but industry benchmark data for the Asset Management - Global sector is unavailable for comparison.
MSCI
45.68%
Financial - Data & Stock Exchanges Industry
- Max
- 106.40%
- Q3
- 44.44%
- Median
- 31.97%
- Q1
- 29.26%
- Min
- 0.00%
MSCI’s Dividend Payout Ratio of 45.68% is in the upper quartile for the Financial - Data & Stock Exchanges industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
Dividend at a Glance
| Symbol | APO | MSCI |
|---|---|---|
| Dividend Yield (TTM) | 1.31% | 1.16% |
| Dividend Payout Ratio (TTM) | 33.63% | 45.68% |
Valuation
Price-to-Earnings Ratio
APO
23.62
Asset Management - Global Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
APO has a P/E Ratio of 23.62, but a direct industry comparison is not possible as benchmark data for the Asset Management - Global sector is unavailable.
MSCI
39.96
Financial - Data & Stock Exchanges Industry
- Max
- 41.71
- Q3
- 40.17
- Median
- 37.47
- Q1
- 30.61
- Min
- 16.74
MSCI’s P/E Ratio of 39.96 is within the middle range for the Financial - Data & Stock Exchanges industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Forward P/E to Growth Ratio
APO
-0.24
Asset Management - Global Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
APO has a negative Forward PEG Ratio of -0.24. This typically results from negative earnings or forecasts of declining future earnings, making the ratio not meaningful for valuation.
MSCI
3.40
Financial - Data & Stock Exchanges Industry
- Max
- 4.54
- Q3
- 4.09
- Median
- 4.06
- Q1
- 3.33
- Min
- 2.36
MSCI’s Forward PEG Ratio of 3.40 is within the middle range of its peers in the Financial - Data & Stock Exchanges industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
Price-to-Sales Ratio
APO
3.35
Asset Management - Global Industry
- Max
- 5.92
- Q3
- 5.27
- Median
- 4.62
- Q1
- 3.97
- Min
- 3.32
In the lower quartile for the Asset Management - Global industry, APO’s P/S Ratio of 3.35 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.
MSCI
15.56
Financial - Data & Stock Exchanges Industry
- Max
- 15.75
- Q3
- 12.42
- Median
- 9.37
- Q1
- 6.34
- Min
- 1.69
MSCI’s P/S Ratio of 15.56 is in the upper echelon for the Financial - Data & Stock Exchanges industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
Price-to-Book Ratio
APO
4.72
Asset Management - Global Industry
- Max
- 4.67
- Q3
- 3.65
- Median
- 2.63
- Q1
- 1.61
- Min
- 0.59
The P/B Ratio is often not a primary valuation metric for the Asset Management - Global industry.
MSCI
-47.60
Financial - Data & Stock Exchanges Industry
- Max
- 8.57
- Q3
- 8.05
- Median
- 4.77
- Q1
- 3.69
- Min
- 1.19
MSCI has a negative P/B Ratio of -47.60, indicating its liabilities exceed its assets and result in negative shareholder equity. This is a critical warning sign of financial distress.
Valuation at a Glance
| Symbol | APO | MSCI |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 23.62 | 39.96 |
| Forward PEG Ratio (TTM) | -0.24 | 3.40 |
| Price-to-Sales Ratio (P/S, TTM) | 3.35 | 15.56 |
| Price-to-Book Ratio (P/B, TTM) | 4.72 | -47.60 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 23.24 | 31.50 |
| EV-to-EBITDA (TTM) | 10.22 | 27.83 |
| EV-to-Sales (TTM) | 3.24 | 17.04 |