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

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Here’s a clear look at APO and OXLCI, 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 OXLCI’s 12.36 billion USD, indicating a significant difference in their market valuations.

With betas of 1.57 for APO and 1.15 for OXLCI, both stocks show similar sensitivity to overall market movements.

SymbolAPOOXLCI
Company NameApollo Global Management, Inc.Oxford Lane Capital Corp.
CountryUSUS
SectorFinancial ServicesFinancial Services
IndustryAsset Management - GlobalAsset Management
CEOMarc Jeffrey RowanJonathan H. Cohen
Price144.47 USD25.66 USD
Market Cap82.56 billion USD12.36 billion USD
Beta1.571.15
ExchangeNYSENASDAQ
IPO DateMarch 30, 2011January 21, 2011
ADRNoNo

Historical Performance

This chart compares the performance of APO and OXLCI 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. OXLCI: Growth of a $10,000 investment over the past one year.

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.

OXLCI

13.36%

Asset Management Industry

Max
34.25%
Q3
18.22%
Median
11.24%
Q1
5.81%
Min
-5.72%

OXLCI’s Return on Equity of 13.36% is on par with the norm for the Asset Management industry, indicating its profitability relative to shareholder equity is typical for the sector.

APO vs. OXLCI: A comparison of their ROE against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

179.90%

Asset Management Industry

Max
42.18%
Q3
20.06%
Median
8.68%
Q1
3.13%
Min
-16.42%

OXLCI’s Return on Invested Capital of 179.90% is exceptionally high, placing it well beyond the typical range for the Asset Management industry. This demonstrates an outstanding ability to deploy capital efficiently and create significant value.

APO vs. OXLCI: A comparison of their ROIC against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

50.66%

Asset Management Industry

Max
91.66%
Q3
57.81%
Median
29.48%
Q1
15.70%
Min
-27.65%

OXLCI’s Net Profit Margin of 50.66% is aligned with the median group of its peers in the Asset Management industry. This indicates its ability to convert revenue into profit is typical for the sector.

APO vs. OXLCI: A comparison of their Net Profit Margin against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

55.05%

Asset Management Industry

Max
99.76%
Q3
78.28%
Median
34.76%
Q1
21.75%
Min
-48.25%

OXLCI’s Operating Profit Margin of 55.05% is around the midpoint for the Asset Management industry, indicating that its efficiency in managing core business operations is typical for the sector.

APO vs. OXLCI: A comparison of their Operating Margin against their respective Asset Management - Global and Asset Management industry benchmarks.

Profitability at a Glance

SymbolAPOOXLCI
Return on Equity (TTM)21.02%13.36%
Return on Assets (TTM)0.91%8.32%
Return on Invested Capital (TTM)5.75%179.90%
Net Profit Margin (TTM)14.59%50.66%
Operating Profit Margin (TTM)29.75%55.05%
Gross Profit Margin (TTM)91.14%63.36%

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.

OXLCI

--

Asset Management Industry

Max
12.44
Q3
5.76
Median
3.04
Q1
1.03
Min
0.01

Current Ratio data for OXLCI is currently unavailable.

APO vs. OXLCI: A comparison of their Current Ratio against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

0.37

Asset Management Industry

Max
2.62
Q3
1.42
Median
0.76
Q1
0.34
Min
0.01

OXLCI’s Debt-to-Equity Ratio of 0.37 is typical for the Asset Management industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

APO vs. OXLCI: A comparison of their D/E Ratio against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

--

Asset Management Industry

Max
13.30
Q3
6.30
Median
2.71
Q1
1.00
Min
-6.91

Interest Coverage Ratio data for OXLCI is currently unavailable.

APO vs. OXLCI: A comparison of their Interest Coverage against their respective Asset Management - Global and Asset Management industry benchmarks.

Financial Strength at a Glance

SymbolAPOOXLCI
Current Ratio (TTM)0.80--
Quick Ratio (TTM)0.80--
Debt-to-Equity Ratio (TTM)0.590.37
Debt-to-Asset Ratio (TTM)0.030.27
Net Debt-to-EBITDA Ratio (TTM)-0.354.44
Interest Coverage Ratio (TTM)21.30--

Growth

The following charts compare key year-over-year (YoY) growth metrics for APO and OXLCI. These metrics are based on the companies’ annual financial reports.

Revenue Growth

APO vs. OXLCI: A comparison of their annual year-over-year Revenue Growth.

Earnings Per Share (EPS) Growth

APO vs. OXLCI: A comparison of their annual year-over-year Earnings Per Share (EPS) Growth.

Free Cash Flow Growth

APO vs. OXLCI: A comparison of their annual year-over-year 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.

OXLCI

6.39%

Asset Management Industry

Max
26.09%
Q3
11.60%
Median
6.37%
Q1
2.75%
Min
0.00%

OXLCI’s Dividend Yield of 6.39% is consistent with its peers in the Asset Management industry, providing a dividend return that is standard for its sector.

APO vs. OXLCI: A comparison of their Dividend Yield against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

167.59%

Asset Management Industry

Max
1,034.88%
Q3
127.70%
Median
75.15%
Q1
34.21%
Min
0.00%

OXLCI’s Dividend Payout Ratio of 167.59% is above 100%. This means the company is paying out more in dividends than it earned, a practice that is often unsustainable and could indicate a risk to future dividend stability.

APO vs. OXLCI: A comparison of their Payout Ratio against their respective Asset Management - Global and Asset Management industry benchmarks.

Dividend at a Glance

SymbolAPOOXLCI
Dividend Yield (TTM)1.31%6.39%
Dividend Payout Ratio (TTM)33.63%167.59%

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.

OXLCI

34.91

Asset Management Industry

Max
38.72
Q3
23.40
Median
11.45
Q1
8.80
Min
1.54

A P/E Ratio of 34.91 places OXLCI in the upper quartile for the Asset Management industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

APO vs. OXLCI: A comparison of their P/E Ratio against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

1.40

Asset Management Industry

Max
6.38
Q3
3.23
Median
1.55
Q1
0.89
Min
0.02

OXLCI’s Forward PEG Ratio of 1.40 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.

APO vs. OXLCI: A comparison of their Forward PEG Ratio against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

33.76

Asset Management Industry

Max
13.75
Q3
7.92
Median
4.87
Q1
3.51
Min
0.02

With a P/S Ratio of 33.76, OXLCI trades at a valuation that eclipses even the highest in the Asset Management industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

APO vs. OXLCI: A comparison of their P/S Ratio against their respective Asset Management - Global and Asset Management industry benchmarks.

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.

OXLCI

4.03

Asset Management Industry

Max
5.33
Q3
2.75
Median
1.06
Q1
0.87
Min
0.00

The P/B Ratio is often not a primary valuation metric for the Asset Management industry.

APO vs. OXLCI: A comparison of their P/B Ratio against their respective Asset Management - Global and Asset Management industry benchmarks.

Valuation at a Glance

SymbolAPOOXLCI
Price-to-Earnings Ratio (P/E, TTM)23.6234.91
Forward PEG Ratio (TTM)-0.241.40
Price-to-Sales Ratio (P/S, TTM)3.3533.76
Price-to-Book Ratio (P/B, TTM)4.724.03
Price-to-Free Cash Flow Ratio (P/FCF, TTM)23.2427.67
EV-to-EBITDA (TTM)10.22146.48
EV-to-Sales (TTM)3.2434.81