APO vs. MSCI: Apollo Global Management vs. MSCI Stock Comparison
How do Apollo Global Management (APO) and MSCI (MSCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Apollo Global Management (APO) and MSCI (MSCI) both fall under the Financial Services industry group, but APO is classified in Financial Services while MSCI is classified in Capital Markets.
| Profile Item | APO | MSCI |
|---|---|---|
| Name | Apollo Global Management Inc. | MSCI Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Diversified Financial Services | Financial Exchanges & Data |
| Market Capitalization | 68.93 billion USD | 46.60 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 30, 2011 | November 15, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APO | MSCI |
|---|---|---|
| Total Return (1Y) | -6.67% | 12.76% |
| Total Return (3Y, Annualized) | 14.75% | 9.86% |
| Total Return (5Y, Annualized) | 11.91% | 1.00% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APO | MSCI |
|---|---|---|
| Volatility (1Y, Annualized) | 37.21% | 29.82% |
| Beta (5Y) | 1.47 | 1.17 |
| Max Drawdown (5Y) | -42.82% | -43.74% |
| Avg. Volume (3M) | 3.35M | 590.34K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APO | MSCI |
|---|---|---|
| Sharpe Ratio (1Y) | -0.29 | 0.28 |
| Sortino Ratio (1Y) | -0.42 | 0.40 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Apollo Global Management (APO) earns 1.89% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.
APO
Financial Services industry group
1.89%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- APO
- 1.89%
- Min
- -18.71%
MSCI
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- MSCI
- --
Net Margin (TTM)
Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile MSCI (MSCI) reports 40.31%, ranking against industry peers normally.
APO
Financial Services industry group
-3.01%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- APO
- -3.01%
- Min
- -28.52%
MSCI
Financial Services industry group
40.31%
- Max
- 62.84%
- MSCI
- 40.31%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
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 MSCI (MSCI) reports 56.41%, ranking against industry peers normally.
APO
Financial Services industry group
-44.34%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- APO
- -44.34%
- Min
- -44.34%
MSCI
Financial Services industry group
56.41%
- Max
- 107.33%
- MSCI
- 56.41%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | APO | MSCI |
|---|---|---|
| ROE (TTM) | 1.89% | -- |
| ROA (TTM) | 0.15% | 21.75% |
| Net Margin (TTM) | -3.01% | 40.31% |
| Operating Margin (TTM) | -44.34% | 56.41% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Apollo Global Management (APO) at 22.73% and MSCI (MSCI) at 9.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
MSCI (MSCI) at 11.67% 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
| Metric | APO | MSCI |
|---|---|---|
| Revenue Growth (YoY) | 22.73% | 9.75% |
| Revenue Growth (3Y CAGR) | 42.96% | 11.71% |
| EPS Growth (YoY) | -24.42% | 11.67% |
| EPS Growth (3Y CAGR) | -- | 13.54% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and MSCI (MSCI) 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 / Equity (MRQ)
debt-to-equity ratio is set aside for both: Apollo Global Management (APO) in Financial Services and MSCI (MSCI) 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
| Metric | APO | MSCI |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Apollo Global Management (APO) at 1.87% and MSCI (MSCI) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
APO
Financial Services industry group
1.87%
- Max
- 9.77%
- Q3
- 3.92%
- APO
- 1.87%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
MSCI
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- MSCI
- 1.21%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Apollo Global Management (APO) at 75.00% and MSCI (MSCI) at 42.04% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
APO
Financial Services industry group
75.00%
- Max
- 241.07%
- Q3
- 97.36%
- APO
- 75.00%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
MSCI
Financial Services industry group
42.04%
- Max
- 241.07%
- Q3
- 97.36%
- MSCI
- 42.04%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APO | MSCI |
|---|---|---|
| Dividend Yield (TTM) | 1.87% | 1.21% |
| Dividend Payout Ratio (TTM) | 75.00% | 42.04% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: MSCI (MSCI) trades at 33.90 times trailing earnings, ranked against its peers, while Apollo Global Management (APO) has no P/E ratio this period.
APO
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- APO
- --
MSCI
Financial Services industry group
33.90
- Max
- 45.85
- MSCI
- 33.90
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Apollo Global Management (APO) at 2.26 prices around its industry’s typical P/S ratio, while MSCI (MSCI) at 13.58 clears its benchmark range — MSCI looks notably rich on sales.
APO
Financial Services industry group
2.26
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- APO
- 2.26
- Q1
- 1.28
- Min
- -0.55
MSCI
Financial Services industry group
13.58
- MSCI
- 13.58
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Apollo Global Management (APO) reports 4.32, ranking against industry peers normally.
APO
Financial Services industry group
4.32
- Max
- 7.79
- APO
- 4.32
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
MSCI
Financial Services industry group
-15.24
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- MSCI
- -15.24
Valuation Metrics
| Metric | APO | MSCI |
|---|---|---|
| P/E Ratio (TTM) | -- | 33.90 |
| P/S Ratio (TTM) | 2.26 | 13.58 |
| P/B Ratio (MRQ) | 4.32 | -15.24 |
| Free Cash Flow Yield (TTM) | -- | -- |