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APO vs BAM
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Brookfield Asset Management (BAM) Stock Comparison
Key Takeaways
- APO is a scaled alternative asset manager with roughly $1 trillion in assets under management (AUM), led by its credit and retirement services franchises, while BAM is a diversified alternative asset manager focused on real assets, infrastructure, renewable energy, and credit.
- Both stocks carry a "Buy" consensus from analysts, but APO shows a larger implied upside relative to current price targets, reflecting stronger fee-related earnings growth momentum.
- BAM offers a higher dividend yield and differentiated exposure to AI and digital infrastructure, while APO is more concentrated in credit and insurance-linked capital.
- Tickeron AI Verdict: Based on trend consistency, scale, and earnings momentum, the AI framework currently leans toward APO over BAM.
- Explore additional details on APO Major News and APO Today's Price Move, as well as BAM Major News and BAM Today's Price Move.
- To see how automated strategies are positioning across the market, explore the Trending AI Robots.
Introduction
Investors evaluating leading alternative asset managers often weigh scale, growth trajectory, and sector exposure when comparing stocks. This stock comparison examines APO (Apollo Global Management) and BAM (Brookfield Asset Management), two of the largest publicly traded managers of private-market capital. Both firms operate in the same broad industry yet pursue different business mixes, capital structures, and growth catalysts. This comparison is relevant to investors and traders seeking to understand relative performance, market positioning, and where momentum and fundamentals may diverge in the current environment.
APO Overview and Recent Performance
Apollo Global Management (APO) is a New York-based alternative asset manager whose model centers on credit and retirement services. The firm recently surpassed roughly $1 trillion in total AUM, with fee-generating AUM growing about 40% year over year, driven by capital formation across institutional and global wealth channels. Apollo has reported record fee-related earnings and reaffirmed guidance for continued growth, supported by robust origination activity across debt and credit platforms.
In recent market activity, APO has traded below its 52-week highs while holding a "Buy" consensus from analysts. Sentiment has been shaped by strong scale and earnings momentum on one side, and by concerns about private-credit defaults, redemption requests, and higher interest rates on the other. Recent initiatives, including the launch of a European Credit Company with substantial lending capacity, highlight Apollo's push to broaden its credit footprint. The stock's relative performance reflects a balance between durable fee growth and broader alternative-asset sector headwinds.
BAM Overview and Recent Performance
Brookfield Asset Management (BAM) is a globally diversified alternative asset manager, majority-owned by Brookfield Corporation, with approximately $672 billion in fee-earning AUM and over $1.2 trillion in total managed assets. Its business spans real estate and real assets, infrastructure, renewable energy, private equity, and credit, with a strong emphasis on long-duration, contracted assets.
In recent weeks, BAM has drawn attention for its expanding role in AI and digital infrastructure, including a partnership to finance fuel-cell power for AI data centers and participation in a major AI deployment company. The firm has also continued fundraising across infrastructure and credit strategies and has accelerated share repurchases. The stock carries a "Buy" consensus and a notable dividend yield, though its shares have faced mixed momentum as investors weigh valuation against execution on large, multi-billion-dollar infrastructure projects.
Trending AI Robots
Tickeron's Trending AI Robots page curates a selection of AI trading bots chosen for their suitability to current market conditions. Tickeron maintains hundreds of AI-powered trading bots that collectively monitor and trade thousands of different tickers, each with its own trading style, strategy, timeframe, performance statistics, and basket of securities. Rather than listing every available bot, the Trending AI Robots section highlights those currently demonstrating the strongest alignment with prevailing market dynamics. For traders and investors interested in automated, data-driven approaches to stock comparison and relative performance, exploring the Trending AI Robots page offers a practical way to observe how algorithmic strategies are positioning across the market.
Head-to-Head Comparison
While both firms are alternative asset managers, their market positioning differs meaningfully. APO is weighted toward credit and retirement services, giving it strong fee-related earnings and insurance-linked capital advantages. BAM is more diversified across real assets, infrastructure, and renewable energy, with a growing AI-infrastructure catalyst and a higher dividend yield.
On growth drivers, APO benefits from rapid AUM expansion and record origination, while BAM benefits from long-duration infrastructure and energy mandates. On risk, APO faces private-credit default and redemption pressures, whereas BAM carries execution risk on large projects and exposure to cyclical real estate. In terms of sentiment, both hold "Buy" consensus ratings, but APO currently shows a larger implied upside to average analyst price targets, reflecting comparatively stronger earnings visibility.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, scale, and relative positioning, Tickeron's AI framework currently favors APO over BAM. Apollo's combination of record fee-related earnings, expanding AUM, and stronger implied upside supports a more favorable near-term profile. Brookfield's diversified real-asset model and AI-infrastructure catalysts remain compelling, but its larger execution dependency and more modest implied upside temper its relative ranking. This assessment is probabilistic rather than definitive and reflects current market conditions, which can shift as new data emerges.
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 Hold and BAM is a StrongBuy.
APO's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for APO turned positive on October 22, 2026. Looking at past instances where APO's MACD turned positive, the stock continued to rise in 40 of 46 cases over the following month. The odds of a continued upward trend are 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where APO's RSI Indicator exited the oversold zone, 20 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 77%.
The Momentum Indicator moved above the 0 level on October 28, 2026. You may want to consider a long position or call options on APO as a result. In 66 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 77%.
Following a +3.25% 3-day Advance, the price is estimated to grow further. Considering data from situations where APO advanced for three days, in 247 of 346 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
APO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
The 50-day moving average for APO moved below the 200-day moving average on October 28, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where APO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
The Aroon Indicator for APO entered a downward trend on October 30, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 6 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 51 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 69 (best 1 - 100 worst), indicating slightly worse than average price growth. APO’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 83 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.489) is normal, around the industry mean (2.410). P/E Ratio (40.789) is within average values for comparable stocks, (-3.016). Projected Growth (PEG Ratio) (0.446) is also within normal values, averaging (1.319). Dividend Yield (0.019) settles around the average of (0.272) among similar stocks. P/S Ratio (2.062) is also within normal values, averaging (15.694).
The Tickeron SMR rating for this company is 88 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
BAM's RSI Indicator ascends from oversold territory
The RSI Oscillator for BAM moved out of oversold territory on October 02, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 25 similar instances when the indicator left oversold territory. In 17 of the 25 cases the stock moved higher. This puts the odds of a move higher at 68%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BAM as a result. In 51 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for BAM just turned positive on October 05, 2026. Looking at past instances where BAM's MACD turned positive, the stock continued to rise in 28 of 45 cases over the following month. The odds of a continued upward trend are 62%.
BAM moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.96% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 129 of 242 cases where BAM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 53%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BAM moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BAM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
BAM broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 49 (best 1 - 100 worst), indicating steady price growth. BAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 77 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 94 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BAM's P/B Ratio (10.260) is slightly higher than the industry average of (2.410). P/E Ratio (27.577) is within average values for comparable stocks, (-3.016). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.042) settles around the average of (0.272) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.694).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BAM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock worse than average.
APO | BAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 94 Overvalued | |
PROFIT vs RISK RATING 1..100 | 51 | 100 | |
SMR RATING 1..100 | 88 | 29 | |
PRICE GROWTH RATING 1..100 | 69 | 49 | |
P/E GROWTH RATING 1..100 | 6 | 77 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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.
APO's Valuation (83) in the Investment Managers industry is in the same range as BAM (94) in the null industry. This means that APO’s stock grew similarly to BAM’s over the last 12 months.
APO's Profit vs Risk Rating (51) in the Investment Managers industry is somewhat better than the same rating for BAM (100) 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 (29) in the null industry is somewhat better than the same rating for APO (88) 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 (49) in the null industry is in the same range as APO (69) 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 (6) in the Investment Managers industry is significantly better than the same rating for BAM (77) 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 (%) | 4 days ago 77% | 4 days ago 68% |
| Stochastic ODDS (%) | 4 days ago 61% | 4 days ago 67% |
| Momentum ODDS (%) | 4 days ago 77% | 4 days ago 61% |
| MACD ODDS (%) | 4 days ago 87% | 4 days ago 62% |
| TrendWeek ODDS (%) | 4 days ago 74% | 4 days ago 65% |
| TrendMonth ODDS (%) | 4 days ago 72% | 4 days ago 57% |
| Advances ODDS (%) | 12 days ago 71% | 5 days ago 59% |
| Declines ODDS (%) | 6 days ago 69% | 15 days ago 66% |
| BollingerBands ODDS (%) | 4 days ago 78% | 4 days ago 56% |
| Aroon ODDS (%) | 4 days ago 80% | 4 days ago 53% |
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 overvalued. 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 while BAM’s FA Score has 1 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- BAM’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish while BAM’s TA Score has 6 bullish TA indicator(s).
- APO’s TA Score: 5 bullish, 4 bearish.
- BAM’s TA Score: 6 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а +2.67% price change this week, while BAM (@Investment Managers) price change was +2.62% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.53%. For the same industry, the average monthly price growth was -4.65%, and the average quarterly price growth was -4.44%.
Reported Earning Dates
APO is expected to report earnings on Nov 03, 2026.
BAM is expected to report earnings on Nov 06, 2026.
Industries' Descriptions
@Investment Managers (+2.53% 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.
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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.