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APO vs STEP
Which Stock Would AI Choose? Apollo Global Management (APO) vs. StepStone Group (STEP) Stock Comparison
Key Takeaways
- Both APO and STEP operate in the alternative asset management sector, with APO maintaining a larger scale through diversified private equity, credit, and real estate strategies.
- Recent market activity shows both stocks experiencing pressure amid broader sector valuation adjustments, with YTD declines reflecting challenges in capital deployment and investor sentiment toward alternatives.
- APO benefits from substantial fee-earning assets under management (AUM) growth and exposure to private credit, providing relative stability compared to smaller peers.
- STEP focuses on private markets solutions including fund-of-funds and secondaries, offering customized advisory services with a more specialized but narrower business model.
- Market sentiment for both has been influenced by interest rate environments and transaction volumes, creating trade-offs in growth potential versus operational scale.
- Relative positioning favors firms with stronger perpetual capital vehicles for earnings predictability in the current environment.
Introduction
This comparison examines Apollo Global Management (APO) and StepStone Group (STEP), two publicly traded alternative asset managers, to highlight differences in scale, strategy, and recent market positioning. Investors and traders focused on the financial services sector, particularly those evaluating exposure to private markets amid evolving economic conditions, may find this analysis relevant. The review draws on observable performance metrics and sector developments to provide a balanced view of their relative strengths without favoring either stock.
APO Overview and Recent Performance
Apollo Global Management (APO) is a global alternative asset manager with significant operations in private equity, credit, and real estate. The firm manages substantial fee-earning assets under management (AUM), supporting diversified revenue streams. In recent weeks, the stock has shown resilience relative to some peers despite year-to-date declines driven by sector-wide pressures on alternative assets. Sentiment has been shaped by ongoing capital deployment in private credit and expansion in retirement-focused products, contributing to mixed performance amid broader market adjustments.
STEP Overview and Recent Performance
StepStone Group (STEP) provides customized investment solutions in private equity, venture capital, and other private markets through primary, secondary, and advisory services. As a more specialized player, it emphasizes portfolio monitoring and tailored strategies for institutional clients. Recent market activity reflects similar sector headwinds, with the stock navigating valuation adjustments tied to slower transaction volumes and interest rate sensitivity. Performance has been influenced by growth in evergreen strategies and defined contribution initiatives, maintaining a focus on niche opportunities within private markets.
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Head-to-Head Comparison
APO operates with greater scale and diversification across asset classes, while STEP maintains a more focused approach centered on private markets advisory and fund solutions. Growth drivers for APO include broader AUM expansion and private credit initiatives, contrasting with STEP’s emphasis on secondaries and customized portfolios. Recent momentum has been tempered for both by sector challenges, though APO’s larger platform may offer more buffers through fee stability. Risk factors include liquidity considerations in credit for APO and dependency on deal flow for STEP. Sector exposure remains aligned in alternatives, with market sentiment reflecting caution toward valuations but support for firms with strong perpetual capital elements.
Tickeron AI Verdict
Based on observable factors such as trend consistency, scale advantages, and relative positioning in private credit, Tickeron’s AI would currently favor APO with moderate probability. Its larger AUM base and diversified revenue streams appear to provide greater stability amid recent market activity compared to STEP’s more specialized model. This assessment remains probabilistic and tied to prevailing conditions rather than guarantees of future outcomes.
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 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 whileSTEP’s FA Score has 1 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- STEP’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 STEP’s TA Score has 6 bullish TA indicator(s).
- APO’s TA Score: 6 bullish, 5 bearish.
- STEP’s TA Score: 6 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а +1.47% price change this week, while STEP (@Investment Managers) price change was +5.81% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +5.92%. For the same industry, the average monthly price growth was +4.69%, and the average quarterly price growth was +15.28%.
Reported Earning Dates
APO is expected to report earnings on Nov 04, 2026.
STEP is expected to report earnings on Nov 05, 2026.
Industries' Descriptions
@Investment Managers (+5.92% 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 | 73.4B | 3.82B | 1,922% |
| EBITDA | 7.72B | -826.94M | -934% |
| Gain YTD | -11.233 | -25.857 | 43% |
| P/E Ratio | 45.35 | 104.85 | 43% |
| Revenue | 31.5B | 1.99B | 1,580% |
| Total Cash | 253B | N/A | - |
| Total Debt | 14.2B | 1.31B | 1,088% |
APO | STEP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 66 Overvalued | |
PROFIT vs RISK RATING 1..100 | 50 | 79 | |
SMR RATING 1..100 | 92 | 100 | |
PRICE GROWTH RATING 1..100 | 55 | 62 | |
P/E GROWTH RATING 1..100 | 12 | 5 | |
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.
STEP's Valuation (66) in the null industry is in the same range as APO (72) in the Investment Managers industry. This means that STEP’s stock grew similarly to APO’s over the last 12 months.
APO's Profit vs Risk Rating (50) in the Investment Managers industry is in the same range as STEP (79) in the null industry. This means that APO’s stock grew similarly to STEP’s over the last 12 months.
APO's SMR Rating (92) in the Investment Managers industry is in the same range as STEP (100) in the null industry. This means that APO’s stock grew similarly to STEP’s over the last 12 months.
APO's Price Growth Rating (55) in the Investment Managers industry is in the same range as STEP (62) in the null industry. This means that APO’s stock grew similarly to STEP’s over the last 12 months.
STEP's P/E Growth Rating (5) in the null industry is in the same range as APO (12) in the Investment Managers industry. This means that STEP’s stock grew similarly to APO’s over the last 12 months.
| APO | STEP | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 56% | 3 days ago 73% |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 73% |
| Momentum ODDS (%) | 3 days ago 77% | 3 days ago 83% |
| MACD ODDS (%) | 3 days ago 72% | 5 days ago 75% |
| TrendWeek ODDS (%) | 3 days ago 74% | 3 days ago 76% |
| TrendMonth ODDS (%) | 3 days ago 72% | 3 days ago 78% |
| Advances ODDS (%) | 6 days ago 73% | 5 days ago 75% |
| Declines ODDS (%) | 3 days ago 69% | 12 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 53% | 3 days ago 66% |
| Aroon ODDS (%) | 3 days ago 72% | 3 days ago 79% |
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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 KKR. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if STEP jumps, then KKR could also see price increases.
| Ticker / NAME | Correlation To STEP | 1D Price Change % | ||
|---|---|---|---|---|
| STEP | 100% | -7.79% | ||
| KKR - STEP | 74% Closely correlated | -0.52% | ||
| HLNE - STEP | 71% Closely correlated | +2.63% | ||
| BX - STEP | 71% Closely correlated | +2.76% | ||
| ARES - STEP | 70% Closely correlated | -0.96% | ||
| CG - STEP | 69% Closely correlated | -2.23% | ||
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