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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 significant exposure to private equity, credit, and real estate strategies.
- Both firms reported assets under management (AUM) exceeding $1 trillion in recent periods, with Apollo emphasizing credit and retirement services while Blackstone maintains broader diversification across real estate and private equity.
- Recent market activity showed APO exhibiting stronger short-term price momentum compared to BX, amid varying analyst targets and sector sentiment.
- Valuation metrics differ notably, with APO trading at a higher trailing price-to-earnings (P/E) ratio than BX, reflecting differences in earnings profiles and growth expectations.
- Dividend yields and forward estimates suggest distinct income and growth trade-offs for investors evaluating relative positioning in the asset management sector.
Introduction
Apollo Global Management (APO) and Blackstone (BX) represent two prominent players in the alternative asset management industry. This comparison examines their business models, recent performance trends, and market positioning to assist institutional and retail investors seeking insights into relative opportunities within financial services. Traders monitoring sector rotation and long-term allocators evaluating fee-based revenue streams may find the analysis relevant for portfolio construction decisions.
Apollo Global Management (APO) Overview and Recent Performance
Apollo Global Management, Inc. operates as a global alternative asset manager focused on credit, private equity, real estate, and infrastructure. The firm manages substantial AUM and maintains a notable presence in retirement services. In recent weeks, APO shares displayed upward price movement amid broader financial sector activity and anticipation surrounding its upcoming quarterly earnings report. Market sentiment has been influenced by analyst projections for revenue and earnings growth, alongside ongoing regulatory considerations in securitization markets. Performance relative to benchmarks reflected resilience in fee-earning assets during the period.
Blackstone (BX) Overview and Recent Performance
Blackstone Inc. is a leading alternative asset manager with operations spanning private equity, real estate, credit, and hedge fund solutions. The company oversees extensive AUM and has pursued portfolio expansions through targeted acquisitions in recent market activity. BX shares experienced relatively stable to modest price fluctuations in recent weeks, supported by dividend announcements and strategic investments. Sector dynamics and broader market conditions contributed to performance, with the stock showing mixed results compared to peers amid varying earnings expectations for the upcoming reporting cycle.
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Head-to-Head Comparison
Apollo Global Management (APO) and Blackstone (BX) both generate revenue primarily through management and performance fees on alternative investments, yet Apollo places heavier emphasis on credit strategies and retirement services while Blackstone maintains wider exposure to real estate and private equity transactions. Growth drivers for APO include expansion in fee-earning AUM within credit markets, whereas BX benefits from opportunistic acquisitions and diversified fund flows. Recent momentum favored APO in price action, though BX offered a higher dividend yield. Risk factors for both include market volatility affecting AUM valuations and regulatory scrutiny in private credit. Sector exposure remains concentrated in financials, with sentiment shaped by interest rate environments and institutional capital allocation trends. Trade-offs center on valuation multiples versus income potential and diversification breadth.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency, earnings visibility, and relative positioning within the asset management sector, Tickeron’s AI would currently assign a probabilistic edge to Apollo Global Management (APO) for short-term momentum considerations, while noting Blackstone’s (BX) stability and yield characteristics as supportive for balanced exposure. The assessment remains probabilistic and tied to prevailing data patterns rather than forward guarantees.
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 StrongBuy.
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, 5 bearish.
- BX’s TA Score: 5 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а +2.01% price change this week, while BX (@Investment Managers) price change was +5.18% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.73%. For the same industry, the average monthly price growth was +2.99%, and the average quarterly price growth was +0.54%.
Reported Earning Dates
APO is expected to report earnings on Nov 04, 2026.
BX is expected to report earnings on Oct 15, 2026.
Industries' Descriptions
@Investment Managers (+2.73% 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 | 76B | 113B | 67% |
| EBITDA | 7.72B | N/A | - |
| Gain YTD | -8.042 | -5.210 | 154% |
| P/E Ratio | 46.98 | 31.69 | 148% |
| Revenue | 31.5B | 12.6B | 250% |
| Total Cash | 253B | N/A | - |
| Total Debt | 14.2B | 14.2B | 100% |
APO | BX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 48 | 63 | |
SMR RATING 1..100 | 92 | 29 | |
PRICE GROWTH RATING 1..100 | 55 | 46 | |
P/E GROWTH RATING 1..100 | 12 | 85 | |
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 (72). This means that BX’s stock grew somewhat faster than APO’s over the last 12 months.
APO's Profit vs Risk Rating (48) in the Investment Managers industry is in the same range as BX (63). 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 (46) in the Investment Managers industry is in the same range as APO (55). This means that BX’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 BX (85). This means that APO’s stock grew significantly faster than BX’s over the last 12 months.
| APO | BX | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 56% | 5 days ago 62% |
| Stochastic ODDS (%) | 5 days ago 60% | 5 days ago 61% |
| Momentum ODDS (%) | 5 days ago 77% | 5 days ago 79% |
| MACD ODDS (%) | 5 days ago 72% | N/A |
| TrendWeek ODDS (%) | 5 days ago 74% | 5 days ago 70% |
| TrendMonth ODDS (%) | 5 days ago 72% | 5 days ago 65% |
| Advances ODDS (%) | 8 days ago 73% | 8 days ago 70% |
| Declines ODDS (%) | 5 days ago 69% | 6 days ago 69% |
| BollingerBands ODDS (%) | 5 days ago 53% | 5 days ago 69% |
| Aroon ODDS (%) | 5 days ago 72% | 5 days ago 59% |
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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 84% 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.