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APO vs JHG
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Janus Henderson Group (JHG) Stock Comparison
Key Takeaways
- Apollo Global Management (APO) commands a significantly larger market capitalization of approximately $75 billion and focuses on high-growth alternative assets, contrasting with Janus Henderson Group's (JHG) $8 billion cap and emphasis on traditional active management.
- Both stocks show comparable year-to-date gains around 8-9%, but APO has exhibited stronger recent momentum with a rebound from lower levels.
- JHG offers a higher dividend yield of 3.1% compared to APO's 1.56%, appealing to income-focused investors.
- APO's fee-earning assets under management (AUM, total value of assets managed) have grown robustly to around $709 billion, outpacing JHG's $493 billion AUM.
- Analyst targets suggest modest upside for both, with APO at around 6-7% potential from current levels near $130.
Introduction
Apollo Global Management (APO) and Janus Henderson Group (JHG) represent distinct approaches within the asset management sector, with APO emphasizing alternative investments like private equity and credit, while JHG focuses on active equity and fixed income strategies. This comparison is particularly relevant for investors navigating volatile markets, seeking diversification between growth-oriented alternatives and stable income-generating funds. Traders may find value in evaluating their relative momentum and risk profiles amid shifting interest rates and economic signals. Both firms benefit from rising AUM in recent market activity, but differing business models highlight trade-offs in growth potential versus dividend reliability.
APO Overview and Recent Performance
Apollo Global Management (APO) is a leading alternative asset manager specializing in private equity, credit, and real assets, managing fee-earning AUM exceeding $700 billion. In recent weeks, APO's stock has rebounded from 52-week lows near $100, trading around $130 with year-to-date gains of about 9.5%. This uptick reflects positive sentiment from strong fee growth, record inflows, and strategic moves like a $225 million investment in Pickleball Inc. Upcoming quarterly earnings are anticipated to showcase continued expansion in fee-related earnings, bolstered by market recovery and institutional demand for alternatives. Volatility remains elevated with a beta of 1.52, influenced by macroeconomic factors like interest rates impacting credit portfolios.
JHG Overview and Recent Performance
Janus Henderson Group (JHG) is an asset manager offering active strategies in equities, fixed income, and multi-asset solutions, with AUM around $493 billion. The stock has traded steadily near $52 in recent market activity, posting year-to-date returns of approximately 8.5% amid a 52-week range of $35 to $54. Key drivers include product launches like new structured income ETFs and robust quarterly results, with adjusted EPS growth supporting a low PE ratio of under 10. Sentiment has been steady, aided by a 3.1% dividend yield attractive in uncertain environments, though equity fund performance lags benchmarks in some areas. Beta at 1.48 indicates similar market sensitivity, with flows tied to retail and institutional preferences for active management.
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Head-to-Head Comparison
APO and JHG operate in asset management but diverge in models: APO's alternatives drive higher growth via private markets and scale, while JHG prioritizes liquid active funds with steadier flows. Growth catalysts favor APO's AUM expansion from inflows and fee hikes, versus JHG's reliance on performance fees amid benchmark challenges. Recent momentum shows APO outperforming on rebound strength, while JHG offers stability. Risks include interest rate sensitivity for both, with comparable betas, but APO's illiquids heighten drawdown potential. Sector exposure tilts APO toward credit/real assets, JHG equities; sentiment leans positive for APO's scale.
Tickeron AI Verdict
Tickeron's AI currently leans toward APO based on superior trend consistency in recent rebounds, larger AUM growth catalysts, and higher analyst upside potential. JHG's value metrics and yield provide appeal, but APO's positioning in high-demand alternatives suggests stronger probabilistic outperformance in the near term amid favorable market flows.
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 JHG 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 whileJHG’s FA Score has 1 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- JHG’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 JHG’s TA Score has 3 bullish TA indicator(s).
- APO’s TA Score: 5 bullish, 4 bearish.
- JHG’s TA Score: 3 bullish, 2 bearish.
Price Growth
APO (@Investment Managers) experienced а +1.64% price change this week, while JHG (@Investment Managers) price change was +0.06% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.59%. For the same industry, the average monthly price growth was +0.08%, and the average quarterly price growth was +6.97%.
Reported Earning Dates
APO is expected to report earnings on Jul 30, 2026.
JHG is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-1.59% 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 | JHG | APO / JHG | |
| Capitalization | 78B | 7.97B | 979% |
| EBITDA | 7.72B | 1.2B | 641% |
| Gain YTD | -6.098 | 8.724 | -70% |
| P/E Ratio | 85.14 | 10.24 | 831% |
| Revenue | 31.5B | 3.17B | 995% |
| Total Cash | 253B | 2.6B | 9,742% |
| Total Debt | 14.2B | 396M | 3,586% |
APO | JHG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 22 Undervalued | |
PROFIT vs RISK RATING 1..100 | 42 | 45 | |
SMR RATING 1..100 | 91 | 54 | |
PRICE GROWTH RATING 1..100 | 46 | 47 | |
P/E GROWTH RATING 1..100 | 4 | 82 | |
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.
JHG's Valuation (22) in the Investment Managers industry is somewhat better than the same rating for APO (82). This means that JHG’s stock grew somewhat faster than APO’s over the last 12 months.
APO's Profit vs Risk Rating (42) in the Investment Managers industry is in the same range as JHG (45). This means that APO’s stock grew similarly to JHG’s over the last 12 months.
JHG's SMR Rating (54) in the Investment Managers industry is somewhat better than the same rating for APO (91). This means that JHG’s stock grew somewhat faster than APO’s over the last 12 months.
APO's Price Growth Rating (46) in the Investment Managers industry is in the same range as JHG (47). This means that APO’s stock grew similarly to JHG’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 JHG (82). This means that APO’s stock grew significantly faster than JHG’s over the last 12 months.
| APO | JHG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | N/A |
| Stochastic ODDS (%) | 2 days ago 52% | 2 days ago 60% |
| Momentum ODDS (%) | 4 days ago 76% | 2 days ago 66% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 62% |
| Advances ODDS (%) | 16 days ago 71% | 24 days ago 65% |
| Declines ODDS (%) | 10 days ago 70% | N/A |
| BollingerBands ODDS (%) | 3 days ago 50% | 2 days ago 51% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 49% |
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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.