APO vs. SCHW: Apollo Global Management vs. Charles Schwab Stock Comparison

Company Profile

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

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Charles Schwab (SCHW) at 21.12% is around its peer norm for ROE, while Apollo Global Management (APO) at 1.89% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

Apollo Global Management (APO) reports a negative net margin of -3.01%, usually indicating a net loss over the period. Meanwhile Charles Schwab (SCHW) reports 39.33%, 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 Charles Schwab (SCHW) reports 52.67%, ranking against industry peers normally.

Profitability Metrics

Growth

Both Apollo Global Management (APO) at 22.73% and Charles Schwab (SCHW) at 22.01% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Charles Schwab (SCHW) at 55.52% sits in the top EPS growth quartile, while Apollo Global Management (APO) at -24.42% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Apollo Global Management (APO) in Financial Services and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) 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 Charles Schwab (SCHW) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Apollo Global Management (APO) at 75.00% and Charles Schwab (SCHW) at 21.03% 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: Charles Schwab (SCHW) trades at 15.64 times trailing earnings, ranked against its peers, while Apollo Global Management (APO) has no P/E ratio this period.

Apollo Global Management (APO) at 2.26 is priced about in line with its industry on P/S ratio, while Charles Schwab (SCHW) at 5.85 sits in the pricier quartile — SCHW costs more per dollar of sales.

Charles Schwab (SCHW) at 3.08 is valued about in line with its industry on P/B ratio, while Apollo Global Management (APO) at 4.32 carries an above-peer premium to book — APO is pricier on assets.

Valuation Metrics