APO vs. UBS: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at APO and UBS, 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 UBS’s is 111.19 billion USD, indicating their market valuations are broadly comparable.
APO’s beta of 1.57 points to significantly higher volatility compared to UBS (beta: 0.94), suggesting APO has greater potential for both gains and losses relative to market movements.
UBS 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 | UBS |
|---|---|---|
| Company Name | Apollo Global Management, Inc. | UBS Group AG |
| Country | US | CH |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management - Global | Banks - Diversified |
| CEO | Marc Jeffrey Rowan | Sergio P. Ermotti |
| Price | 144.47 USD | 34.88 USD |
| Market Cap | 82.56 billion USD | 111.19 billion USD |
| Beta | 1.57 | 0.94 |
| Exchange | NYSE | NYSE |
| IPO Date | March 30, 2011 | May 16, 2000 |
| ADR | No | Yes |
Historical Performance
This chart compares the performance of APO and UBS 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.
UBS
5.86%
Banks - Diversified Industry
- Max
- 20.93%
- Q3
- 14.73%
- Median
- 12.33%
- Q1
- 9.14%
- Min
- 5.86%
UBS’s Return on Equity of 5.86% 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.
UBS
0.24%
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.
UBS
10.97%
Banks - Diversified Industry
- Max
- 33.40%
- Q3
- 26.40%
- Median
- 19.24%
- Q1
- 14.99%
- Min
- 7.95%
Falling into the lower quartile for the Banks - Diversified industry, UBS’s Net Profit Margin of 10.97% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
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.
UBS
10.68%
Banks - Diversified Industry
- Max
- 50.90%
- Q3
- 37.76%
- Median
- 28.44%
- Q1
- 15.73%
- Min
- 8.60%
UBS’s Operating Profit Margin of 10.68% is in the lower quartile for the Banks - Diversified industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
| Symbol | APO | UBS |
|---|---|---|
| Return on Equity (TTM) | 21.02% | 5.86% |
| Return on Assets (TTM) | 0.91% | 0.33% |
| Return on Invested Capital (TTM) | 5.75% | 0.24% |
| Net Profit Margin (TTM) | 14.59% | 10.97% |
| Operating Profit Margin (TTM) | 29.75% | 10.68% |
| 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.
UBS
--
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.
UBS
3.86
Banks - Diversified Industry
- Max
- 4.98
- Q3
- 3.65
- Median
- 3.13
- Q1
- 1.73
- Min
- 0.09
UBS’s leverage is in the upper quartile of the Banks - Diversified industry, with a Debt-to-Equity Ratio of 3.86. 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.
UBS
0.15
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 | UBS |
|---|---|---|
| Current Ratio (TTM) | 0.80 | -- |
| Quick Ratio (TTM) | 0.80 | -- |
| Debt-to-Equity Ratio (TTM) | 0.59 | 3.86 |
| Debt-to-Asset Ratio (TTM) | 0.03 | 0.22 |
| Net Debt-to-EBITDA Ratio (TTM) | -0.35 | 15.06 |
| Interest Coverage Ratio (TTM) | 21.30 | 0.15 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for APO and UBS. 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.
UBS
2.69%
Banks - Diversified Industry
- Max
- 7.73%
- Q3
- 4.16%
- Median
- 3.24%
- Q1
- 2.27%
- Min
- 0.00%
UBS’s Dividend Yield of 2.69% 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.
UBS
0.00%
Banks - Diversified Industry
- Max
- 84.94%
- Q3
- 39.11%
- Median
- 26.91%
- Q1
- 0.00%
- Min
- 0.00%
UBS 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 | UBS |
|---|---|---|
| Dividend Yield (TTM) | 1.31% | 2.69% |
| 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.
UBS
21.95
Banks - Diversified Industry
- Max
- 14.13
- Q3
- 13.37
- Median
- 11.90
- Q1
- 9.29
- Min
- 7.43
At 21.95, UBS’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Banks - Diversified 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.
UBS
0.88
Banks - Diversified Industry
- Max
- 1.98
- Q3
- 1.41
- Median
- 1.15
- Q1
- 0.77
- Min
- 0.45
UBS’s Forward PEG Ratio of 0.88 is within the middle range of its peers in the Banks - Diversified industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
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.
UBS
2.40
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.
UBS
1.26
Banks - Diversified Industry
- Max
- 1.89
- Q3
- 1.47
- Median
- 1.23
- Q1
- 1.10
- Min
- 0.65
UBS’s P/B Ratio of 1.26 is within the conventional range for the Banks - Diversified 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 | UBS |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 23.62 | 21.95 |
| Forward PEG Ratio (TTM) | -0.24 | 0.88 |
| Price-to-Sales Ratio (P/S, TTM) | 3.35 | 2.40 |
| Price-to-Book Ratio (P/B, TTM) | 4.72 | 1.26 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 23.24 | 22.15 |
| EV-to-EBITDA (TTM) | 10.22 | 31.23 |
| EV-to-Sales (TTM) | 3.24 | 4.64 |