APO vs. PUK: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at APO and PUK, 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 PUK’s 32.05 billion USD, indicating a significant difference in their market valuations.
With betas of 1.57 for APO and 1.21 for PUK, both stocks show similar sensitivity to overall market movements.
PUK is an American Depositary Receipt (ADR), allowing U.S. investors direct exposure to its non-U.S. operations. APO, on the other hand, is a domestic entity.
| Symbol | APO | PUK |
|---|---|---|
| Company Name | Apollo Global Management, Inc. | Prudential plc |
| Country | US | GB |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management - Global | Insurance - Life |
| CEO | Marc Jeffrey Rowan | Anil Wadhwani |
| Price | 144.47 USD | 24.88 USD |
| Market Cap | 82.56 billion USD | 32.05 billion USD |
| Beta | 1.57 | 1.21 |
| Exchange | NYSE | NYSE |
| IPO Date | March 30, 2011 | June 29, 2000 |
| ADR | No | Yes |
Historical Performance
This chart compares the performance of APO and PUK 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.
PUK
4.09%
Insurance - Life Industry
- Max
- 23.38%
- Q3
- 14.56%
- Median
- 11.23%
- Q1
- 1.67%
- Min
- -5.23%
PUK’s Return on Equity of 4.09% is on par with the norm for the Insurance - Life industry, indicating its profitability relative to shareholder equity is typical for the sector.
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.
PUK
2.91%
Insurance - Life Industry
- Max
- 6.30%
- Q3
- 3.33%
- Median
- 2.16%
- Q1
- 0.68%
- Min
- -0.10%
Return on Invested Capital is often not a primary measure of capital efficiency in the Insurance - Life industry.
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.
PUK
7.99%
Insurance - Life Industry
- Max
- 21.20%
- Q3
- 11.59%
- Median
- 7.10%
- Q1
- 3.79%
- Min
- 2.14%
PUK’s Net Profit Margin of 7.99% is aligned with the median group of its peers in the Insurance - Life industry. This indicates its ability to convert revenue into profit is typical for the sector.
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.
PUK
100.00%
Insurance - Life Industry
- Max
- 38.96%
- Q3
- 37.28%
- Median
- 14.06%
- Q1
- 8.95%
- Min
- -1.68%
In the Insurance - Life industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | APO | PUK |
|---|---|---|
| Return on Equity (TTM) | 21.02% | 4.09% |
| Return on Assets (TTM) | 0.91% | 0.38% |
| Return on Invested Capital (TTM) | 5.75% | 2.91% |
| Net Profit Margin (TTM) | 14.59% | 7.99% |
| Operating Profit Margin (TTM) | 29.75% | 100.00% |
| Gross Profit Margin (TTM) | 91.14% | 100.00% |
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.
PUK
--
Insurance - Life Industry
- Max
- 843.97
- Q3
- 821.68
- Median
- 6.06
- Q1
- 3.15
- Min
- 0.47
Current Ratio data for PUK is currently unavailable.
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.
PUK
0.27
Insurance - Life Industry
- Max
- 0.86
- Q3
- 0.83
- Median
- 0.55
- Q1
- 0.37
- Min
- 0.27
Falling into the lower quartile for the Insurance - Life industry, PUK’s Debt-to-Equity Ratio of 0.27 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
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.
PUK
128.27
Insurance - Life Industry
- Max
- 37.82
- Q3
- 19.50
- Median
- 6.25
- Q1
- 2.29
- Min
- -0.76
With an Interest Coverage Ratio of 128.27, PUK demonstrates a superior capacity to service its debt, placing it well above the typical range for the Insurance - Life industry. This stems from either robust earnings or a conservative debt load.
Financial Strength at a Glance
| Symbol | APO | PUK |
|---|---|---|
| Current Ratio (TTM) | 0.80 | -- |
| Quick Ratio (TTM) | 0.80 | -- |
| Debt-to-Equity Ratio (TTM) | 0.59 | 0.27 |
| Debt-to-Asset Ratio (TTM) | 0.03 | 0.03 |
| Net Debt-to-EBITDA Ratio (TTM) | -0.35 | -- |
| Interest Coverage Ratio (TTM) | 21.30 | 128.27 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for APO and PUK. 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.
PUK
2.12%
Insurance - Life Industry
- Max
- 10.36%
- Q3
- 4.76%
- Median
- 2.40%
- Q1
- 1.51%
- Min
- 0.00%
PUK’s Dividend Yield of 2.12% is consistent with its peers in the Insurance - Life 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.
PUK
64.38%
Insurance - Life Industry
- Max
- 203.94%
- Q3
- 64.38%
- Median
- 29.88%
- Q1
- 19.14%
- Min
- 0.00%
PUK’s Dividend Payout Ratio of 64.38% is within the typical range for the Insurance - Life industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | APO | PUK |
|---|---|---|
| Dividend Yield (TTM) | 1.31% | 2.12% |
| Dividend Payout Ratio (TTM) | 33.63% | 64.38% |
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.
PUK
48.97
Insurance - Life Industry
- Max
- 17.82
- Q3
- 16.08
- Median
- 12.43
- Q1
- 7.33
- Min
- 3.69
At 48.97, PUK’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Insurance - Life industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
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.
PUK
3.72
Insurance - Life Industry
- Max
- 3.81
- Q3
- 1.95
- Median
- 0.97
- Q1
- 0.53
- Min
- 0.24
A Forward PEG Ratio of 3.72 places PUK in the upper quartile for the Insurance - Life industry. This suggests the stock is potentially expensive compared to its peers relative to its growth forecast, which may warrant caution.
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.
PUK
3.67
Insurance - Life Industry
- Max
- 3.84
- Q3
- 2.89
- Median
- 1.06
- Q1
- 0.63
- Min
- 0.31
PUK’s P/S Ratio of 3.67 is in the upper echelon for the Insurance - Life 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.
PUK
1.93
Insurance - Life Industry
- Max
- 3.87
- Q3
- 2.13
- Median
- 1.49
- Q1
- 0.95
- Min
- 0.38
PUK’s P/B Ratio of 1.93 is within the conventional range for the Insurance - Life industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | APO | PUK |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 23.62 | 48.97 |
| Forward PEG Ratio (TTM) | -0.24 | 3.72 |
| Price-to-Sales Ratio (P/S, TTM) | 3.35 | 3.67 |
| Price-to-Book Ratio (P/B, TTM) | 4.72 | 1.93 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 23.24 | 23.71 |
| EV-to-EBITDA (TTM) | 10.22 | -- |
| EV-to-Sales (TTM) | 3.24 | 3.94 |