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APO vs BX
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Blackstone (BX) Stock Comparison
Key Takeaways
- Both APO and BX are leading alternative asset managers, but they diverge on business mix, growth drivers, and near-term momentum.
- Apollo Global Management (APO) recently surpassed $1 trillion in assets under management (AUM), while Blackstone (BX) remains the world's largest alternative manager at roughly $1.37 trillion in AUM.
- Apollo has posted record fee-related earnings and stronger origination momentum, while Blackstone is contending with softer investment realizations and a higher-than-typical dividend payout ratio.
- Tickeron AI Verdict: Based on trend consistency, fee-earnings growth, and relative positioning, Tickeron's AI would currently favor APO over BX.
- For deeper context on each name, explore APO Major News and APO Today's Price Move, as well as BX Major News and BX Today's Price Move.
- To see how automated strategies are navigating this market, explore Trending AI Robots.
Introduction
Apollo Global Management (APO) and Blackstone (BX) are two of the most closely watched names in the alternative asset management sector, yet their strategies and recent performance tell different stories. This stock comparison examines how each firm's business model, growth drivers, and market positioning have evolved amid a volatile backdrop of private-credit scrutiny and AI-driven capital demand. For investors evaluating relative performance and for traders gauging momentum, understanding these contrasts can help clarify where opportunity and risk currently sit between these two industry heavyweights.
APO Overview and Recent Performance
Apollo Global Management is a high-growth alternative asset manager operating across credit, private equity, and real assets, with a substantial retirement services business through its Athene platform. In recent weeks, Apollo crossed a significant threshold, reporting assets under management above $1 trillion, up roughly 31% year over year, while fee-generating AUM climbed about 40%. The firm also delivered record fee-related earnings (FRE), which rose approximately 30% year over year, supported by $71 billion in quarterly origination and about $115 billion in capital formation.
Sentiment, however, has been mixed. Investor concerns around private credit exposure to software borrowers and reports of a potential sale of Apollo's MidCap Financial business development company (BDC, a vehicle that lends to mid-sized firms) have weighed on the stock, and at least one analyst firm shifted to a neutral rating. Even so, Wall Street consensus has remained broadly constructive, with a "Strong Buy" rating and a price target implying double-digit upside. The shares have been volatile in recent weeks, trading well below their 52-week high.
BX Overview and Recent Performance
Blackstone is the world's largest alternative asset manager, spanning private equity, real estate, credit and insurance, and multi-asset strategies, with total AUM of approximately $1.37 trillion. The firm has continued to attract large-scale capital, recording more than $63 billion in net inflows in its most recent quarter, with its credit and insurance business a standout contributor. Fee-related earnings have continued to grow modestly, providing a stable base against market turbulence.
At the same time, Blackstone has faced softer investment realizations, which declined meaningfully in recent periods, and its flagship private credit fund (BCRED) has experienced notable withdrawal requests. The company's dividend yield remains attractive to income-focused investors, though its payout ratio has run above earnings, prompting questions about sustainability. Recent market activity has been uneven, with the stock rallying sharply after its latest earnings before pulling back, and shares remain down significantly from their 52-week high.
Trending AI Robots
For investors who prefer a systematic approach to markets, Tickeron's Trending AI Robots page offers a curated view of automated trading strategies. Tickeron hosts hundreds of AI trading bots that collectively monitor thousands of different tickers, but only a select group earns a place in this section — those whose strategies align best with current market conditions. These bots vary widely in trading style, timeframe, and the set of stocks they trade, with each carrying its own performance statistics and risk profile. Browsing the page can help traders identify data-driven approaches that match their own objectives. Explore the Trending AI Robots to see which strategies are currently standing out.
Head-to-Head Comparison
The two firms differ most clearly in their business emphasis. Apollo has leaned heavily into credit origination and retirement services, generating momentum from investment-grade private credit and capital solutions. Blackstone's strengths lie in its scale and diversification across private equity, real estate, and credit, giving it broad exposure to institutional and private-wealth channels.
On growth drivers, Apollo's record origination and fee-earnings expansion reflect a more aggressive push into financing tied to AI infrastructure, energy, and industrial activity. Blackstone offers steadier, larger-scale inflows but is currently more exposed to the slowdown in asset realizations and redemption pressures in its retail credit products. Risk factors also diverge: Apollo faces scrutiny over private-credit defaults and a BDC portfolio, while Blackstone contends with a stretched dividend payout and softer realized profits.
Market sentiment has favored Apollo's earnings momentum, reflected in a stronger analyst consensus, while Blackstone trades at a lower multiple with a higher dividend yield, appealing more to value- and income-oriented investors. This contrast in market positioning — growth and credit intensity versus scale and diversification — is the central trade-off between the two names.
Tickeron AI Verdict
Weighing observable factors such as fee-earnings growth, AUM trajectory, origination momentum, and relative analyst sentiment, Tickeron's AI would currently lean toward APO. Apollo's record fee-related earnings, milestone of surpassing $1 trillion in AUM, and robust capital formation suggest more consistent near-term fundamental momentum than Blackstone's, which is contending with weaker realizations and redemption pressures. That said, the advantage is probabilistic rather than definitive: Blackstone's unmatched scale, diversified platform, and attractive yield could reassert themselves if realization activity improves. The verdict reflects current trend consistency and positioning, not a guaranteed outcome.
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 BX is a StrongBuy.
APO's MACD Histogram crosses above signal line
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.
Momentum Indicator for BX turns positive, indicating new upward trend
BX saw its Momentum Indicator move above the 0 level on October 22, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 78 similar instances where the indicator turned positive. In 67 of the 78 cases, the stock moved higher in the following days. The odds of a move higher are at 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where BX's RSI Indicator exited the oversold zone, 24 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 80%.
The Moving Average Convergence Divergence (MACD) for BX just turned positive on October 19, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in 30 of 37 cases over the following month. The odds of a continued upward trend are 81%.
Following a +3.34% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 199 of 293 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 5 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BX moved below the 200-day moving average on October 30, 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 BX 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%.
BX broke above its upper Bollinger Band on October 22, 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.
The Aroon Indicator for BX entered a downward trend on October 23, 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 SMR rating for this company is 32 (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 56 (best 1 - 100 worst), indicating steady price growth. BX’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 79 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BX’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 better than average.
The Tickeron PE Growth Rating for this company is 83 (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 91 (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: BX's P/B Ratio (9.868) is slightly higher than the industry average of (2.410). P/E Ratio (26.512) is within average values for comparable stocks, (-3.016). Projected Growth (PEG Ratio) (1.048) is also within normal values, averaging (1.319). Dividend Yield (0.044) settles around the average of (0.272) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (15.694).
APO | BX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 51 | 79 | |
SMR RATING 1..100 | 88 | 32 | |
PRICE GROWTH RATING 1..100 | 69 | 56 | |
P/E GROWTH RATING 1..100 | 6 | 83 | |
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.
APO's Valuation (83) in the Investment Managers industry is in the same range as BX (91). This means that APO’s stock grew similarly to BX’s over the last 12 months.
APO's Profit vs Risk Rating (51) in the Investment Managers industry is in the same range as BX (79). This means that APO’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (32) in the Investment Managers industry is somewhat better than the same rating for APO (88). This means that BX’s stock grew somewhat faster than APO’s over the last 12 months.
BX's Price Growth Rating (56) in the Investment Managers industry is in the same range as APO (69). This means that BX’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 BX (83). This means that APO’s stock grew significantly faster than BX’s over the last 12 months.
| APO | BX | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 77% | 4 days ago 80% |
| Stochastic ODDS (%) | 4 days ago 61% | 4 days ago 57% |
| Momentum ODDS (%) | 4 days ago 77% | 4 days ago 86% |
| MACD ODDS (%) | 4 days ago 87% | 4 days ago 81% |
| TrendWeek ODDS (%) | 4 days ago 74% | 4 days ago 69% |
| TrendMonth ODDS (%) | 4 days ago 72% | 4 days ago 65% |
| Advances ODDS (%) | 12 days ago 71% | 5 days ago 68% |
| Declines ODDS (%) | 6 days ago 69% | 20 days ago 69% |
| BollingerBands ODDS (%) | 4 days ago 78% | 4 days ago 61% |
| Aroon ODDS (%) | 4 days ago 80% | 4 days ago 66% |
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 BX’s FA Score has 1 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- BX’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 BX’s TA Score has 4 bullish TA indicator(s).
- APO’s TA Score: 5 bullish, 4 bearish.
- BX’s TA Score: 4 bullish, 5 bearish.
Price Growth
APO (@Investment Managers) experienced а +2.67% price change this week, while BX (@Investment Managers) price change was +0.46% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.34%. For the same industry, the average monthly price growth was -6.05%, and the average quarterly price growth was -3.42%.
Reported Earning Dates
APO is expected to report earnings on Nov 03, 2026.
BX is expected to report earnings on Jan 28, 2027.
Industries' Descriptions
@Investment Managers (+0.34% 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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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.