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APO vs BX
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Blackstone (BX) Stock Comparison
Key Takeaways
- Blackstone (BX) manages significantly larger assets under management (AUM, total value of assets managed for clients) at approximately $1.3 trillion compared to Apollo Global Management's (APO) $938 billion.
- BX has outperformed APO year-to-date with a 17.08% gain versus 9.51%, reflecting stronger recent momentum.
- APO trades at a lower price-to-earnings (PE) ratio of 23.55 compared to BX's 32.40, suggesting a relatively cheaper valuation.
- Both firms offer exposure to alternative assets but BX provides a higher dividend yield at 3.93% versus APO's 1.56%.
- Recent market activity shows both stocks navigating private credit challenges, with BX reporting strong Q1 results amid fundraising success.
- Tickeron's AI tools highlight varying strategies that could inform positioning in these financial sector leaders.
Introduction
Apollo Global Management (APO) and Blackstone (BX) stand as titans in the alternative asset management industry, managing vast portfolios in private equity, credit, real estate, and infrastructure. This comparison examines their business models, recent performance, and market positioning amid evolving interest rates and private credit dynamics. Investors seeking diversified exposure to non-traditional assets or traders monitoring financial sector momentum will find value in understanding their relative strengths, valuations, and growth trajectories in the current environment.
APO Overview and Recent Performance
Apollo Global Management (APO) is a leading alternative asset manager with a strong emphasis on credit strategies, private equity, and retirement services, overseeing $938 billion in AUM. The firm targets opportunities in distressed assets, direct lending, and sustainable investments across global markets. In recent market activity, APO shares have traded around $130, with a year-to-date gain of 9.51% and a 52-week range of $99.56 to $157.28. Sentiment has been influenced by anticipation for Q1 earnings, expected on May 6, and strategic moves like a $225 million investment in Pickleball Inc. via Apollo Sports Capital. Analyst adjustments, such as Morgan Stanley's lowered price target, reflect caution over macroeconomic pressures and private credit headwinds, though the stock's lower PE ratio supports value appeal.
BX Overview and Recent Performance
Blackstone (BX) is the world's largest alternative asset manager, with $1.3 trillion in AUM spanning private equity, real estate, credit, and multi-asset strategies. It focuses on opportunistic investments in technology, infrastructure, and energy transition. Recently, BX shares hovered near $126, posting a robust year-to-date return of 17.08% within a 52-week range of $101.73 to $190.09. Key drivers include strong Q1 results with $3.43 billion in revenue, growth in private wealth AUM to $310 billion, and AI-related initiatives like a potential $1.5 billion joint venture. While private credit faces scrutiny and regulatory reviews over stock sales persist, fundraising momentum and stable fee revenues have bolstered performance.
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Head-to-Head Comparison
Both APO and BX thrive in alternative assets, but BX's broader diversification across real estate and perpetual capital vehicles contrasts with APO's credit-heavy focus (over 60% of AUM). Growth drivers for BX include superior fundraising (AUM CAGR 15.6% over five years) and AI infrastructure bets, while APO leverages retirement services inflows. Recent momentum favors BX with higher YTD gains, but APO offers lower valuation and beta (1.52 vs. 1.63). Risks like private credit redemptions and rate sensitivity loom for both, with market sentiment tilting toward scale advantages at BX.
Tickeron AI Verdict
Tickeron's AI analysis leans toward BX in the current environment, driven by its larger scale, superior YTD performance, and resilient fee-earning AUM growth amid volatility. While APO presents attractive valuation and stability, BX's catalysts in private wealth and AI position it for stronger trend consistency probabilistically.
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. Disclaimers and Limitations
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 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 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 4 TA indicator(s) are bullish while BX’s TA Score has 5 bullish TA indicator(s).
- APO’s TA Score: 4 bullish, 3 bearish.
- BX’s TA Score: 5 bullish, 5 bearish.
Price Growth
APO (@Investment Managers) experienced а +5.46% price change this week, while BX (@Investment Managers) price change was +7.44% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.06%. For the same industry, the average monthly price growth was -2.70%, and the average quarterly price growth was -8.32%.
Reported Earning Dates
APO is expected to report earnings on Jul 30, 2026.
BX is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Investment Managers (-1.06% 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 | 75.6B | 145B | 52% |
| EBITDA | 7.72B | N/A | - |
| Gain YTD | -8.655 | -21.521 | 40% |
| P/E Ratio | 82.48 | 30.38 | 271% |
| Revenue | 31.5B | 12.6B | 250% |
| Total Cash | 253B | N/A | - |
| Total Debt | 14.2B | 14.2B | 100% |
APO | BX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 59 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 44 | 67 | |
SMR RATING 1..100 | 92 | 28 | |
PRICE GROWTH RATING 1..100 | 49 | 58 | |
P/E GROWTH RATING 1..100 | 4 | 80 | |
SEASONALITY SCORE 1..100 | n/a | 32 |
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 (15) in the Investment Managers industry is significantly better than the same rating for APO (84). This means that BX’s stock grew significantly faster than APO’s over the last 12 months.
APO's Profit vs Risk Rating (44) in the Investment Managers industry is in the same range as BX (67). This means that APO’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (28) 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.
APO's Price Growth Rating (49) in the Investment Managers industry is in the same range as BX (58). This means that APO’s stock grew similarly to BX’s over the last 12 months.
APO's P/E Growth Rating (4) in the Investment Managers industry is significantly better than the same rating for BX (80). This means that APO’s stock grew significantly faster than BX’s over the last 12 months.
| APO | BX | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 54% |
| Momentum ODDS (%) | 2 days ago 73% | 2 days ago 73% |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 66% |
| Advances ODDS (%) | 16 days ago 73% | 22 days ago 72% |
| Declines ODDS (%) | 4 days ago 70% | 4 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 75% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 70% |
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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 81% 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.