APO vs. SMFG: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at APO and SMFG, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
APO’s market capitalization stands at 82.56 billion USD, while SMFG’s is 98.59 billion USD, indicating their market valuations are broadly comparable.
APO’s beta of 1.57 points to significantly higher volatility compared to SMFG (beta: 0.22), suggesting APO has greater potential for both gains and losses relative to market movements.
SMFG 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 | SMFG |
|---|---|---|
| Company Name | Apollo Global Management, Inc. | Sumitomo Mitsui Financial Group, Inc. |
| Country | US | JP |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management - Global | Banks - Diversified |
| CEO | Marc Jeffrey Rowan | Toru Nakashima |
| Price | 144.47 USD | 15.28 USD |
| Market Cap | 82.56 billion USD | 98.59 billion USD |
| Beta | 1.57 | 0.22 |
| Exchange | NYSE | NYSE |
| IPO Date | March 30, 2011 | January 27, 2006 |
| ADR | No | Yes |
Historical Performance
This chart compares the performance of APO and SMFG 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.
SMFG
7.91%
Banks - Diversified Industry
- Max
- 20.93%
- Q3
- 14.73%
- Median
- 12.33%
- Q1
- 9.14%
- Min
- 5.86%
SMFG’s Return on Equity of 7.91% is in the lower quartile for the Banks - Diversified industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
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.
SMFG
1.13%
Banks - Diversified Industry
- Max
- 4.52%
- Q3
- 2.95%
- Median
- 1.89%
- Q1
- 0.86%
- Min
- 0.18%
Return on Invested Capital is often not a primary measure of capital efficiency in the Banks - Diversified 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.
SMFG
19.24%
Banks - Diversified Industry
- Max
- 33.40%
- Q3
- 26.40%
- Median
- 19.24%
- Q1
- 14.99%
- Min
- 7.95%
SMFG’s Net Profit Margin of 19.24% is aligned with the median group of its peers in the Banks - Diversified 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.
SMFG
28.44%
Banks - Diversified Industry
- Max
- 50.90%
- Q3
- 37.76%
- Median
- 28.44%
- Q1
- 15.73%
- Min
- 8.60%
SMFG’s Operating Profit Margin of 28.44% is around the midpoint for the Banks - Diversified industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | APO | SMFG |
|---|---|---|
| Return on Equity (TTM) | 21.02% | 7.91% |
| Return on Assets (TTM) | 0.91% | 0.38% |
| Return on Invested Capital (TTM) | 5.75% | 1.13% |
| Net Profit Margin (TTM) | 14.59% | 19.24% |
| Operating Profit Margin (TTM) | 29.75% | 28.44% |
| Gross Profit Margin (TTM) | 91.14% | 79.72% |
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.
SMFG
0.45
Banks - Diversified Industry
- Max
- 0.67
- Q3
- 0.49
- Median
- 0.39
- Q1
- 0.28
- Min
- 0.06
For the Banks - Diversified industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
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.
SMFG
3.96
Banks - Diversified Industry
- Max
- 4.98
- Q3
- 3.65
- Median
- 3.13
- Q1
- 1.73
- Min
- 0.09
SMFG’s leverage is in the upper quartile of the Banks - Diversified industry, with a Debt-to-Equity Ratio of 3.96. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
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.
SMFG
0.38
Banks - Diversified Industry
- Max
- 0.98
- Q3
- 0.78
- Median
- 0.55
- Q1
- 0.31
- Min
- 0.09
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks - Diversified industry.
Financial Strength at a Glance
| Symbol | APO | SMFG |
|---|---|---|
| Current Ratio (TTM) | 0.80 | 0.45 |
| Quick Ratio (TTM) | 0.80 | 0.45 |
| Debt-to-Equity Ratio (TTM) | 0.59 | 3.96 |
| Debt-to-Asset Ratio (TTM) | 0.03 | 0.19 |
| Net Debt-to-EBITDA Ratio (TTM) | -0.35 | -10.34 |
| Interest Coverage Ratio (TTM) | 21.30 | 0.38 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for APO and SMFG. 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.
SMFG
3.30%
Banks - Diversified Industry
- Max
- 7.73%
- Q3
- 4.16%
- Median
- 3.24%
- Q1
- 2.27%
- Min
- 0.00%
SMFG’s Dividend Yield of 3.30% is consistent with its peers in the Banks - Diversified 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.
SMFG
0.00%
Banks - Diversified Industry
- Max
- 84.94%
- Q3
- 39.11%
- Median
- 26.91%
- Q1
- 0.00%
- Min
- 0.00%
SMFG has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.
Dividend at a Glance
| Symbol | APO | SMFG |
|---|---|---|
| Dividend Yield (TTM) | 1.31% | 3.30% |
| Dividend Payout Ratio (TTM) | 33.63% | 0.00% |
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.
SMFG
12.14
Banks - Diversified Industry
- Max
- 14.13
- Q3
- 13.37
- Median
- 11.90
- Q1
- 9.29
- Min
- 7.43
SMFG’s P/E Ratio of 12.14 is within the middle range for the Banks - Diversified 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.
SMFG
2.00
Banks - Diversified Industry
- Max
- 1.98
- Q3
- 1.41
- Median
- 1.15
- Q1
- 0.77
- Min
- 0.45
SMFG’s Forward PEG Ratio of 2.00 is exceptionally high for the Banks - Diversified industry. This suggests its stock price is very high relative to its expected earnings growth, signaling significant overvaluation risk.
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.
SMFG
2.34
Banks - Diversified Industry
- Max
- 4.15
- Q3
- 2.92
- Median
- 2.29
- Q1
- 1.83
- Min
- 0.94
The P/S Ratio is often not a primary valuation tool in the Banks - Diversified industry.
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.
SMFG
0.97
Banks - Diversified Industry
- Max
- 1.89
- Q3
- 1.47
- Median
- 1.23
- Q1
- 1.10
- Min
- 0.65
SMFG’s P/B Ratio of 0.97 is in the lower quartile for the Banks - Diversified industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
Valuation at a Glance
| Symbol | APO | SMFG |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 23.62 | 12.14 |
| Forward PEG Ratio (TTM) | -0.24 | 2.00 |
| Price-to-Sales Ratio (P/S, TTM) | 3.35 | 2.34 |
| Price-to-Book Ratio (P/B, TTM) | 4.72 | 0.97 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 23.24 | -- |
| EV-to-EBITDA (TTM) | 10.22 | -1.79 |
| EV-to-Sales (TTM) | 3.24 | -0.49 |