Advertisement
APO vs BAM
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Brookfield Asset Management (BAM) Stock Comparison
Key Takeaways
- Both APO and BAM are major alternative asset managers with substantial assets under management (AUM), focusing on private equity, credit, and infrastructure strategies.
- As of late July 2026, APO traded near $125.59 while BAM traded near $48.40, with both companies reporting market capitalizations in the $72–77 billion range.
- Upcoming second-quarter 2026 earnings releases—August 4 for APO and August 5 for BAM—represent key near-term catalysts for investor sentiment.
- APO has shown stronger short-term technical momentum in recent market activity compared with BAM, while BAM offers a higher dividend yield.
- Both stocks operate in the same sector with overlapping growth drivers in private markets, though differences in scale, leverage, and deal flow create distinct risk-return profiles.
- Relative performance in recent weeks has been influenced by broader financial-sector sentiment and company-specific fundraising and investment announcements.
Introduction
Apollo Global Management (APO) and Brookfield Asset Management (BAM) are two prominent publicly traded alternative asset managers that attract attention from institutional and individual investors seeking exposure to private equity, credit, and real-asset strategies. This comparison examines their business models, recent price behavior, and market positioning in the current environment. Portfolio managers, financial advisors, and traders evaluating sector allocation or relative-value opportunities may find the analysis relevant when assessing diversification within the financials space.
APO Overview and Recent Performance
Apollo Global Management operates as a global alternative asset manager with a focus on private equity, credit, and hybrid capital solutions. The firm reported assets under management (AUM) exceeding $1 trillion as of the end of the first quarter of 2026. In recent weeks, APO shares have traded in a range influenced by expectations for second-quarter results scheduled for August 4. The stock closed at $125.59 on July 31, reflecting intraday gains amid broader financial-sector activity. Sentiment has been shaped by ongoing deal activity, including infrastructure and sports-related financing discussions, alongside analyst coverage that highlights earnings growth forecasts.
BAM Overview and Recent Performance
Brookfield Asset Management is a leading global alternative asset manager specializing in infrastructure, renewable energy, private equity, and real estate. The company has emphasized strong fundraising momentum, with recent quarterly reports noting multibillion-dollar inflows. In recent weeks, BAM shares have traded near $48.40 following the July 31 close, with performance reflecting mixed broader market sentiment in the asset-management sector. The firm is scheduled to report second-quarter 2026 results on August 5. Investor attention has centered on fee-related earnings growth and capital deployment across its diversified platform.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases a curated selection of high-performing AI trading bots from a library of hundreds available across thousands of tickers. Only those demonstrating the strongest alignment with prevailing market conditions, consistent risk-adjusted returns, and robust statistical profiles earn placement in this section. Available bots span diverse trading styles, strategies, timeframes, and ticker sets, with performance metrics that can include win rates, profit factors, and drawdown statistics varying widely by bot. This resource provides traders with data-driven options for automated strategies. Explore the full selection on the Trending AI Robots page.
Head-to-Head Comparison
Both firms generate revenue primarily through management and performance fees tied to AUM growth, yet APO maintains a larger emphasis on credit and hybrid strategies while BAM has broader infrastructure and renewable-energy exposure. Recent momentum has favored APO on technical measures, whereas BAM provides a higher forward dividend yield. Risk factors include interest-rate sensitivity and redemption pressures common to the sector; APO carries higher leverage on its balance sheet relative to BAM. Market sentiment remains constructive for alternative-asset growth overall, with both stocks positioned to benefit from continued institutional allocation to private markets, though valuation multiples and earnings visibility differ.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings visibility, and relative technical positioning in recent market activity, Tickeron’s AI models currently assign a higher probability of favorable short-term performance to APO over BAM. Longer-term outcomes will depend on execution of upcoming earnings and broader capital-market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APO is a StrongBuy and BAM is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APO’s FA Score shows that 1 FA rating(s) are green whileBAM’s FA Score has 2 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- BAM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APO’s TA Score shows that 6 TA indicator(s) are bullish while BAM’s TA Score has 6 bullish TA indicator(s).
- APO’s TA Score: 6 bullish, 5 bearish.
- BAM’s TA Score: 6 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а +1.47% price change this week, while BAM (@Investment Managers) price change was +8.45% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +5.96%. For the same industry, the average monthly price growth was +4.73%, and the average quarterly price growth was +15.35%.
Reported Earning Dates
APO is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Investment Managers (+5.96% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| APO | BAM | APO / BAM | |
| Capitalization | 73.4B | 83.4B | 88% |
| EBITDA | 7.72B | 3.46B | 223% |
| Gain YTD | -10.849 | 3.609 | -301% |
| P/E Ratio | 45.35 | 29.99 | 151% |
| Revenue | 31.5B | 4.77B | 660% |
| Total Cash | 253B | 1.1B | 23,084% |
| Total Debt | 14.2B | 3.83B | 371% |
APO | BAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 50 | 91 | |
SMR RATING 1..100 | 92 | 32 | |
PRICE GROWTH RATING 1..100 | 55 | 47 | |
P/E GROWTH RATING 1..100 | 12 | 82 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BAM's Valuation (15) in the null industry is somewhat better than the same rating for APO (72) in the Investment Managers industry. This means that BAM’s stock grew somewhat faster than APO’s over the last 12 months.
APO's Profit vs Risk Rating (50) in the Investment Managers industry is somewhat better than the same rating for BAM (91) in the null industry. This means that APO’s stock grew somewhat faster than BAM’s over the last 12 months.
BAM's SMR Rating (32) in the null industry is somewhat better than the same rating for APO (92) in the Investment Managers industry. This means that BAM’s stock grew somewhat faster than APO’s over the last 12 months.
BAM's Price Growth Rating (47) in the null industry is in the same range as APO (55) in the Investment Managers industry. This means that BAM’s stock grew similarly to APO’s over the last 12 months.
APO's P/E Growth Rating (12) in the Investment Managers industry is significantly better than the same rating for BAM (82) in the null industry. This means that APO’s stock grew significantly faster than BAM’s over the last 12 months.
| APO | BAM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 56% | 2 days ago 65% |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 57% |
| Advances ODDS (%) | 5 days ago 73% | 4 days ago 59% |
| Declines ODDS (%) | 2 days ago 69% | 17 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 53% | 2 days ago 60% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days ago 52% |
Advertisement
APO and
Correlation & Price change
A.I.dvisor indicates that over the last year, APO has been closely correlated with KKR. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if APO jumps, then KKR could also see price increases.
BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.