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APO vs BX
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Blackstone (BX) Stock Comparison
Key Takeaways
- Apollo Global Management (APO) and Blackstone (BX) are leading alternative asset managers with substantial assets under management (AUM), though BX maintains a larger scale at approximately $922 billion compared to APO’s roughly $322 billion.
- In 2026 year-to-date performance through mid-July, APO has shown a modestly smaller decline (-16.18%) relative to BX (-18.47%), reflecting differences in asset mix and capital deployment pace.
- APO has emphasized growth in retirement-oriented assets via Athene, driving faster fee-earning AUM expansion, while BX benefits from a more diversified platform across credit, real estate, and insurance.
- Both stocks currently carry a Hold rating from Tickeron’s analytical framework, with APO exhibiting stronger short-term technical signals and BX offering greater long-term earnings visibility through its perpetual capital base.
- Market sentiment for both has been influenced by broader private markets dynamics, including private credit liquidity considerations and macroeconomic signals ahead of upcoming earnings reports.
Introduction
Apollo Global Management (APO) and Blackstone (BX) represent two of the most prominent players in the alternative asset management sector. Investors and traders often compare these stocks when evaluating exposure to private equity, credit, real estate, and insurance-linked strategies. This analysis examines their business models, recent performance trends, and relative positioning to assist those seeking to understand sector dynamics, risk-return trade-offs, and how each firm navigates evolving market conditions. The comparison is particularly relevant for portfolio managers and active traders monitoring alternative investments amid shifting interest rates and capital flows.
APO Overview and Recent Performance
Apollo Global Management (APO) operates as a global alternative asset manager with a significant focus on credit, private equity, and retirement services through its Athene subsidiary. In recent market activity, the stock has demonstrated resilience relative to peers, posting a year-to-date decline of approximately 16.18% through mid-July 2026. Fee-earning assets under management (AUM) grew notably faster than industry averages in the prior year, supported by expansion in retirement assets. Sentiment has been shaped by the firm’s aggressive capital deployment and exposure to private credit, with analysts noting both growth opportunities and potential liquidity considerations in that segment. Overall, APO’s performance reflects a balance between rapid AUM expansion and broader market pressures on alternative assets.
BX Overview and Recent Performance
Blackstone (BX) is the world’s largest alternative asset manager, with a diversified platform spanning private equity, real estate, credit, and insurance. Its stock has experienced a year-to-date decline of about 18.47% through mid-July 2026 amid sector-wide valuation adjustments. The firm’s massive AUM base, ending fiscal 2025 near $922 billion, provides substantial fee income stability. Recent market activity highlights BX’s emphasis on credit and real estate allocations, which have faced headwinds from higher interest rates and slower transaction volumes. Sentiment remains supported by the firm’s scale and diversified revenue streams, though growth in fee-earning AUM has been more measured compared with certain peers. BX continues to benefit from its established perpetual capital vehicles that enhance earnings predictability.
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Head-to-Head Comparison
Apollo Global Management (APO) and Blackstone (BX) differ notably in scale and strategic emphasis. BX’s larger AUM provides greater earnings stability and a broader diversification across asset classes, reducing concentration risk. In contrast, APO has achieved faster recent growth in fee-earning AUM through its retirement-focused Athene platform, offering higher upside potential but also greater sensitivity to private credit dynamics. On recent momentum, APO has edged out BX in year-to-date returns, though both have declined amid sector pressures. Risk factors include interest-rate sensitivity for real estate-heavy allocations at BX and liquidity considerations in private credit for APO. Market sentiment favors BX for its income-generating dividend profile and scale, while APO appeals to those prioritizing growth and valuation metrics such as a lower forward price-to-earnings ratio. Sector exposure remains broadly aligned in alternatives, yet the trade-offs center on stability versus expansion velocity.
Tickeron AI Verdict
Based on observable factors including trend consistency, earnings quality, diversification, and relative risk positioning, Tickeron’s AI analytical framework would likely express a modest preference for BX in the current environment. Blackstone’s larger perpetual capital base provides greater earnings visibility, its dividend yield offers a cushion during volatile markets, and its more diversified platform reduces exposure to any single asset class dislocation. However, this assessment remains probabilistic: Apollo’s lower forward price-to-earnings multiple and aggressive capital deployment could position it for sharper upside if market conditions improve. Both stocks warrant careful monitoring as second-quarter earnings approach and macroeconomic signals evolve.
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 BX is a Hold.
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 whileBX’s FA Score has 2 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- BX’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 BX’s TA Score has 5 bullish TA indicator(s).
- APO’s TA Score: 6 bullish, 4 bearish.
- BX’s TA Score: 5 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а -0.50% price change this week, while BX (@Investment Managers) price change was +1.29% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.57%. For the same industry, the average monthly price growth was -1.04%, and the average quarterly price growth was -10.87%.
Reported Earning Dates
APO is expected to report earnings on Aug 04, 2026.
BX is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-0.57% 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 | BX | APO / BX | |
| Capitalization | 68.3B | 152B | 45% |
| EBITDA | 7.72B | N/A | - |
| Gain YTD | -17.641 | -18.123 | 97% |
| P/E Ratio | 74.47 | 31.83 | 234% |
| Revenue | 31.5B | 12.6B | 250% |
| Total Cash | 253B | N/A | - |
| Total Debt | 14.2B | 14.2B | 100% |
APO | BX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 53 | 73 | |
SMR RATING 1..100 | 92 | 29 | |
PRICE GROWTH RATING 1..100 | 73 | 60 | |
P/E GROWTH RATING 1..100 | 5 | 87 | |
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.
BX's Valuation (13) in the Investment Managers industry is somewhat better than the same rating for APO (75). This means that BX’s stock grew somewhat faster than APO’s over the last 12 months.
APO's Profit vs Risk Rating (53) in the Investment Managers industry is in the same range as BX (73). This means that APO’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (29) in the Investment Managers industry is somewhat better than the same rating for APO (92). This means that BX’s stock grew somewhat faster than APO’s over the last 12 months.
BX's Price Growth Rating (60) in the Investment Managers industry is in the same range as APO (73). This means that BX’s stock grew similarly to APO’s over the last 12 months.
APO's P/E Growth Rating (5) in the Investment Managers industry is significantly better than the same rating for BX (87). This means that APO’s stock grew significantly faster than BX’s over the last 12 months.
| APO | BX | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 88% | N/A |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 61% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 67% |
| Advances ODDS (%) | 6 days ago 73% | 6 days ago 70% |
| Declines ODDS (%) | 2 days ago 70% | 2 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 81% | 2 days ago 71% |
| Aroon ODDS (%) | N/A | 6 days ago 67% |
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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.
BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR could also see price increases.