APO
Price
$144.47
Change
+$1.69 (+1.18%)
Updated
Jul 3 closing price
Capitalization
63.9B
31 days until earnings call
PHEQ
Price
$30.71
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
103.26M
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APO vs PHEQ

Header iconAPO vs PHEQ Comparison
Open Charts APO vs PHEQBanner chart's image
Apollo Global Management
Price$144.47
Change+$1.69 (+1.18%)
Volume$1.4M
Capitalization63.9B
Parametric Hedged Equity ETF
Price$30.71
Change-$0.00 (-0.00%)
Volume$28.51K
Net Assets103.26M
APO vs PHEQ Comparison Chart in %
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APO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PHEQ
Daily Signalchanged days ago
Gain/Loss if bought
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APO vs. PHEQ commentary
Jul 05, 2025

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 PHEQ is a Buy.

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COMPARISON
Comparison
Jul 05, 2025
Stock price -- (APO: $144.47)
Brand notoriety:
Market capitalization --

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 2 FA rating(s) are green while.

  • APO’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.

  • APO’s TA Score: 6 bullish, 3 bearish.

Price Growth

APO (@Investment Managers) experienced а +3.67% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.17%. For the same industry, the average monthly price growth was +6.54%, and the average quarterly price growth was +10.33%.

Reported Earning Dates

APO is expected to report earnings on Aug 05, 2025.

Industries' Descriptions

@Investment Managers (+2.17% 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.

SUMMARIES
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FUNDAMENTALS RATINGS
APO: Fundamental Ratings
APO
OUTLOOK RATING
1..100
23
VALUATION
overvalued / fair valued / undervalued
1..100
43
Fair valued
PROFIT vs RISK RATING
1..100
30
SMR RATING
1..100
54
PRICE GROWTH RATING
1..100
46
P/E GROWTH RATING
1..100
10
SEASONALITY SCORE
1..100
n/a

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.

TECHNICAL ANALYSIS
Technical Analysis
APOPHEQ
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
33%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
45%
Bearish Trend 2 days ago
40%
Momentum
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 3 days ago
88%
MACD
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
86%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
90%
Declines
ODDS (%)
Bearish Trend 4 days ago
64%
Bearish Trend about 1 month ago
51%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 2 days ago
47%
Aroon
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 2 days ago
89%
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APO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PHEQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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PHEQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHEQ has been closely correlated with AXP. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEQ jumps, then AXP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHEQ
1D Price
Change %
PHEQ100%
N/A
AXP - PHEQ
81%
Closely correlated
+0.77%
ARES - PHEQ
79%
Closely correlated
-0.01%
KKR - PHEQ
78%
Closely correlated
+3.03%
APO - PHEQ
78%
Closely correlated
+1.18%
MS - PHEQ
77%
Closely correlated
+0.90%
More