COMPARE · Data as of August 27, 2026
APAM vs APO
Verdict: Side-by-side breakdown using the Bull Rankings model. APAM scored 79.0, APO scored 78.0 — APAM leads.
Compare another set
Different reporting periods. APAM's fundamentals are as of June 2026, but APO's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
APAM
Artisan Partners Asset Management Inc.
93.8Fin
$43.55 · $3.1B
fundamentals as of
Strength gap
51.8
APAM leads
APO
Apollo Global Management, Inc.
42Fin
$133.44 · $78.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAPAM10.4x
- Fastest growthAPO+22.7%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
APAM
APO
+7.6%B
Rev
+22.7%A-
10.4xA-
P/E
47.5xD
64.6%A
ROE
11.4%B
7.36D
P/B
3.92C
8.0%A-
Yield
1.7%C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
APAMArtisan Partners Asset Management Inc.
Why now
Asset Management · market cap $3.1b. 8% off the 52-week high of $47.57. 4 sell-side analysts publish a mean 1-yr target of $39.25 (implying -10% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 65% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Beta 1.65 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Dividend payout 81% of earnings on a 8.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
APOApollo Global Management, Inc.
Why now
Asset Management · market cap $78.8b. 13% off the 52-week high of $153.29. Revenue growing +23%, comfortably above the S&P median. PEG 0.61 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $152.84 (implying +15% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $78.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Beta 1.51 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 47x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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