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APO vs STEP
Which Stock Would AI Choose? Apollo Global Management (APO) vs. StepStone Group (STEP) Stock Comparison
Key Takeaways
- Apollo Global Management (APO) operates at a significantly larger scale with assets under management (AUM) exceeding $1 trillion, while StepStone Group (STEP) focuses on customized private markets solutions with more modest AUM.
- Recent market activity shows APO participating in large-scale AI-related capital solutions, contributing to sector-specific sentiment, whereas STEP has emphasized partnerships in benchmarking and data services.
- Both stocks belong to the alternative asset management sector and exhibit sensitivity to broader market conditions, interest rates, and fundraising cycles in private markets.
- APO has reported record fee-related earnings in recent quarters, while STEP highlighted growth in evergreen funds and supplemental dividends in its fiscal reporting.
- Relative performance reflects contrasting trajectories, with APO showing more volatility around its 52-week range and STEP demonstrating resilience in select private wealth segments.
- Market positioning differs by size and client focus, with APO emphasizing scale and insurance-linked earnings alongside traditional asset management, and STEP prioritizing advisory and data-driven private markets access.
Introduction
Apollo Global Management (APO) and StepStone Group (STEP) represent two distinct players in the alternative asset management industry, both navigating the evolving landscape of private markets, fundraising, and institutional investor demand. This comparison examines their business models, recent performance trends, and relative positioning to provide traders and investors with a factual framework for assessing how these stocks have responded to shared sector dynamics. Portfolio managers, hedge fund analysts, and individual investors focused on financial services or alternatives exposure may find the analysis relevant when evaluating diversification within the asset management space.
APO Overview and Recent Performance
Apollo Global Management (APO) is a leading global alternative asset manager with a diversified platform spanning credit, private equity, and real assets, supplemented by a growing insurance solutions business. In recent weeks, the company reported first-quarter 2026 results that included record fee-related earnings and AUM surpassing $1 trillion, underscoring operational scale. Stock behavior during recent market activity reflected broader sector influences, including participation in a June 2026 $35 billion capital solution for Broadcom’s AI initiatives alongside other major firms. Additional developments, such as an investor presentation released in early June and appearances at financial conferences, have shaped sentiment around growth in fee-based revenue streams. Performance metrics indicate mixed results relative to benchmarks, with the shares trading within a 52-week range influenced by macroeconomic factors affecting asset managers.
STEP Overview and Recent Performance
StepStone Group (STEP) provides customized investment solutions, advisory services, and data analytics focused on private markets, serving institutional and high-net-worth clients through commingled funds and managed accounts. Recent performance highlights include fourth-quarter and full fiscal year 2026 results released in May, which noted growth in private wealth evergreen funds reaching record AUM levels and successful fundraising additions. In the ensuing period, the firm announced partnerships such as a deal-level benchmarking solution with PitchBook and initiatives involving permissioned blockchain technology for alternative investment servicing. Stock behavior has shown responsiveness to private markets activity, with dividends declared including a supplemental payout. Broader market positioning reflects exposure to fundraising cycles and investor appetite for private credit and equity strategies amid evolving economic conditions.
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Head-to-Head Comparison
Apollo Global Management (APO) and StepStone Group (STEP) differ markedly in scale, with APO’s AUM exceeding $1 trillion compared to STEP’s more focused private markets platform. Business models contrast through APO’s emphasis on integrated credit, equity, and insurance solutions versus STEP’s specialization in customized advisory, data services, and evergreen fund structures. Growth drivers include APO’s involvement in large AI-adjacent capital raises and STEP’s expansion in private wealth segments and benchmarking tools. Recent momentum reflects APO’s larger exposure to headline transactions alongside STEP’s steady partnership-driven developments. Risk factors for both center on sensitivity to interest rate environments, private markets liquidity, and fundraising variability, though APO’s diversified insurance book may offer relative stability. Sector exposure remains aligned in alternatives, yet market sentiment has varied with APO drawing attention from institutional conferences and STEP from targeted product innovations. Trade-offs emerge in liquidity and volatility profiles, where APO’s larger market capitalization supports broader trading volume compared to STEP’s niche positioning.
Tickeron AI Verdict
Based on observable factors such as trend consistency in fee-related earnings, participation in high-profile catalysts, and relative positioning within the alternatives sector, Tickeron’s AI would currently assign a modestly higher probabilistic preference to Apollo Global Management (APO). This assessment draws from APO’s demonstrated scale advantages and recent activity in AI-linked financing, balanced against STEP’s more specialized growth indicators. Outcomes remain subject to ongoing market dynamics and company-specific execution.
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 STEP 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 whileSTEP’s FA Score has 2 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- STEP’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 5 TA indicator(s) are bullish while STEP’s TA Score has 5 bullish TA indicator(s).
- APO’s TA Score: 5 bullish, 5 bearish.
- STEP’s TA Score: 5 bullish, 3 bearish.
Price Growth
APO (@Investment Managers) experienced а +1.46% price change this week, while STEP (@Investment Managers) price change was +4.45% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.43%. For the same industry, the average monthly price growth was +0.42%, and the average quarterly price growth was -10.28%.
Reported Earning Dates
APO is expected to report earnings on Aug 04, 2026.
STEP is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Investment Managers (-0.43% 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 | STEP | APO / STEP | |
| Capitalization | 69.4B | 3.51B | 1,978% |
| EBITDA | 7.72B | -826.94M | -934% |
| Gain YTD | -16.178 | -31.368 | 52% |
| P/E Ratio | 75.69 | 104.85 | 72% |
| Revenue | 31.5B | 1.99B | 1,580% |
| Total Cash | 253B | N/A | - |
| Total Debt | 14.2B | 1.31B | 1,088% |
APO | ||
|---|---|---|
OUTLOOK RATING 1..100 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 52 | |
SMR RATING 1..100 | 92 | |
PRICE GROWTH RATING 1..100 | 61 | |
P/E GROWTH RATING 1..100 | 5 | |
SEASONALITY SCORE 1..100 | 49 |
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 | STEP | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 80% | 2 days ago 87% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 54% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 88% |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 73% |
| Advances ODDS (%) | 5 days ago 73% | 25 days ago 76% |
| Declines ODDS (%) | 3 days ago 69% | 15 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 73% | N/A |
| Aroon ODDS (%) | N/A | 2 days ago 72% |
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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.
STEP and
Correlation & Price change
A.I.dvisor indicates that over the last year, STEP has been closely correlated with HLNE. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if STEP jumps, then HLNE could also see price increases.
| Ticker / NAME | Correlation To STEP | 1D Price Change % | ||
|---|---|---|---|---|
| STEP | 100% | -1.65% | ||
| HLNE - STEP | 73% Closely correlated | +0.60% | ||
| ARES - STEP | 70% Closely correlated | +0.12% | ||
| CG - STEP | 69% Closely correlated | +1.20% | ||
| TPG - STEP | 68% Closely correlated | +0.09% | ||
| APO - STEP | 65% Loosely correlated | +0.42% | ||
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