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APO vs CG
Which Stock Would AI Choose? Apollo Global Management (APO) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- Both APO and CG are major alternative asset managers focused on private equity, credit, and real assets, with earnings releases scheduled in early August 2026.
- Apollo Global Management has announced several recent investments and acquisitions, including a $1.5 billion commitment to an offshore energy fund and platform expansions in events and media.
- The Carlyle Group has participated in bidding processes for energy assets and continues to execute on strategic minority investments and advisor roles in sector deals.
- Market positioning shows both firms navigating similar macroeconomic conditions, with performance influenced by asset deployment and fee-related revenue trends in recent market activity.
- Relative momentum appears driven by deal flow and upcoming quarterly results, with no clear dominance in stability or catalysts based on observable activity over recent weeks.
- Sector exposure remains concentrated in financials and alternatives, exposing both to interest rate sensitivity and investor sentiment toward private markets.
Introduction
Apollo Global Management (APO) and The Carlyle Group (CG) represent two leading players in the alternative asset management sector. This comparison examines their business models, recent operational developments, and market positioning to assist investors evaluating exposure to private equity and credit strategies. Professional traders and portfolio managers monitoring asset managers may find the analysis relevant for assessing relative performance amid evolving market conditions and upcoming earnings reports.
Apollo Global Management (APO) Overview and Recent Performance
Apollo Global Management is a global alternative asset manager with significant operations in private equity, credit, and real assets. In recent weeks, the firm has pursued growth through targeted investments and acquisitions. Notable activity includes a $1.5 billion commitment alongside Singapore’s Keppel to a new offshore energy asset fund and the completion of acquisitions creating a scaled B2B experiential events and media platform. Apollo is scheduled to report second-quarter 2026 results on August 4, 2026, with analysts anticipating year-over-year increases in earnings per share and revenue. Stock behavior has reflected broader financial sector dynamics, supported by ongoing deal activity and dividend declarations.
The Carlyle Group (CG) Overview and Recent Performance
The Carlyle Group operates as a global alternative asset manager with emphasis on private equity, real estate, and energy investments. Recent market activity includes participation in bidding processes for natural gas assets off Egypt and involvement in strategic minority investments and advisory roles in technology and infrastructure deals. The firm is set to release second-quarter 2026 financial results on August 5, 2026. Performance in recent weeks has been influenced by asset management trends and sector-specific opportunities, with the stock exhibiting typical volatility associated with alternative investment firms amid macroeconomic factors.
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Head-to-Head Comparison
Apollo Global Management and The Carlyle Group share core business models centered on alternative investments, yet differ in scale and recent deal emphasis. Apollo has demonstrated broader recent activity through large-scale fund commitments and platform acquisitions, potentially supporting fee income stability. Carlyle has focused on targeted energy and infrastructure opportunities, which may offer differentiated exposure. Both face similar risk factors, including market volatility in private assets and sensitivity to interest rate movements. Relative performance in recent market activity shows Apollo with a larger market capitalization and analyst target premiums, while Carlyle exhibits a higher dividend yield. Market sentiment remains tied to quarterly results and overall private market fundraising trends, creating trade-offs between growth-oriented catalysts at Apollo and income-focused attributes at Carlyle.
Tickeron AI Verdict
Based on observable factors such as deal flow consistency, upcoming earnings catalysts, and relative positioning in recent market activity, Tickeron’s AI would currently assign a probabilistic edge to Apollo Global Management (APO) over The Carlyle Group (CG). This assessment reflects Apollo’s higher volume of announced investments and acquisitions, which may contribute to more stable trend characteristics. Outcomes remain subject to earnings results and broader market conditions.
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 CG 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 whileCG’s FA Score has 1 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- CG’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 6 TA indicator(s) are bullish while CG’s TA Score has 5 bullish TA indicator(s).
- APO’s TA Score: 6 bullish, 5 bearish.
- CG’s TA Score: 5 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а +6.84% price change this week, while CG (@Investment Managers) price change was -3.15% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.71%. For the same industry, the average monthly price growth was +5.05%, and the average quarterly price growth was +2.98%.
Reported Earning Dates
APO is expected to report earnings on Nov 04, 2026.
CG is expected to report earnings on Nov 10, 2026.
Industries' Descriptions
@Investment Managers (+2.71% 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 | CG | APO / CG | |
| Capitalization | 84.8B | 18.3B | 463% |
| EBITDA | 7.72B | N/A | - |
| Gain YTD | -3.452 | -17.207 | 20% |
| P/E Ratio | 51.10 | 53.55 | 95% |
| Revenue | 31.5B | 2.9B | 1,087% |
| Total Cash | 253B | N/A | - |
| Total Debt | 14.2B | 14.6B | 97% |
APO | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 31 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 44 | 80 | |
SMR RATING 1..100 | 92 | 70 | |
PRICE GROWTH RATING 1..100 | 46 | 58 | |
P/E GROWTH RATING 1..100 | 9 | 6 | |
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.
CG's Valuation (70) in the Investment Managers industry is in the same range as APO (74). This means that CG’s stock grew similarly to APO’s over the last 12 months.
APO's Profit vs Risk Rating (44) in the Investment Managers industry is somewhat better than the same rating for CG (80). This means that APO’s stock grew somewhat faster than CG’s over the last 12 months.
CG's SMR Rating (70) in the Investment Managers industry is in the same range as APO (92). This means that CG’s stock grew similarly to APO’s over the last 12 months.
APO's Price Growth Rating (46) in the Investment Managers industry is in the same range as CG (58). This means that APO’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (6) in the Investment Managers industry is in the same range as APO (9). This means that CG’s stock grew similarly to APO’s over the last 12 months.
| APO | CG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 55% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 54% | 2 days ago 63% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 74% | N/A |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 67% |
| Advances ODDS (%) | 3 days ago 73% | 3 days ago 69% |
| Declines ODDS (%) | 7 days ago 69% | 7 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 53% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 65% |
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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.
CG and
Correlation & Price change
A.I.dvisor indicates that over the last year, CG has been closely correlated with TPG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then TPG could also see price increases.