APO
Price
$137.99
Change
+$1.63 (+1.20%)
Updated
Apr 29, 04:53 PM (EDT)
Capitalization
63.9B
3 days until earnings call
WHG
Price
$16.80
Change
+$0.21 (+1.27%)
Updated
Apr 29, 02:40 PM (EDT)
Capitalization
111.65M
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APO vs WHG

Header iconAPO vs WHG Comparison
Open Charts APO vs WHGBanner chart's image
Apollo Global Management
Price$137.99
Change+$1.63 (+1.20%)
Volume$6.24K
Capitalization63.9B
Westwood Holdings Group
Price$16.80
Change+$0.21 (+1.27%)
Volume$242
Capitalization111.65M
APO vs WHG Comparison Chart
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APO
Daily Signalchanged days ago
Gain/Loss if bought
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WHG
Daily Signalchanged days ago
Gain/Loss if bought
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APO vs. WHG commentary
Apr 29, 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 WHG is a Buy.

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COMPARISON
Comparison
Apr 29, 2025
Stock price -- (APO: $136.36 vs. WHG: $16.59)
Brand notoriety: APO and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APO: 59% vs. WHG: 90%
Market capitalization -- APO: $63.9B vs. WHG: $111.65M
APO [@Investment Managers] is valued at $63.9B. WHG’s [@Investment Managers] market capitalization is $111.65M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

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 whileWHG’s FA Score has 2 green FA rating(s).

  • APO’s FA Score: 2 green, 3 red.
  • WHG’s FA Score: 2 green, 3 red.
According to our system of comparison, APO is a better buy in the long-term than WHG.

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 WHG’s TA Score has 6 bullish TA indicator(s).

  • APO’s TA Score: 5 bullish, 4 bearish.
  • WHG’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, WHG is a better buy in the short-term than APO.

Price Growth

APO (@Investment Managers) experienced а +13.98% price change this week, while WHG (@Investment Managers) price change was +4.08% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +3.39%. For the same industry, the average monthly price growth was -1.06%, and the average quarterly price growth was -1.34%.

Reported Earning Dates

APO is expected to report earnings on Jul 31, 2025.

WHG is expected to report earnings on Feb 12, 2025.

Industries' Descriptions

@Investment Managers (+3.39% 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
Fundamentals
APO($63.9B) has a higher market cap than WHG($112M). APO has higher P/E ratio than WHG: APO (13.58) vs WHG (11.18). WHG YTD gains are higher at: 15.431 vs. APO (-17.202). APO has higher annual earnings (EBITDA): 6.65B vs. WHG (8.27M). APO has more cash in the bank: 170B vs. WHG (53.1M). WHG has less debt than APO: WHG (4.55M) vs APO (8.09B). APO has higher revenues than WHG: APO (32.6B) vs WHG (89.8M).
APOWHGAPO / WHG
Capitalization63.9B112M57,054%
EBITDA6.65B8.27M80,423%
Gain YTD-17.20215.431-111%
P/E Ratio13.5811.18122%
Revenue32.6B89.8M36,303%
Total Cash170B53.1M320,151%
Total Debt8.09B4.55M177,768%
FUNDAMENTALS RATINGS
APO vs WHG: Fundamental Ratings
APO
WHG
OUTLOOK RATING
1..100
716
VALUATION
overvalued / fair valued / undervalued
1..100
34
Fair valued
29
Undervalued
PROFIT vs RISK RATING
1..100
2371
SMR RATING
1..100
4188
PRICE GROWTH RATING
1..100
6045
P/E GROWTH RATING
1..100
152
SEASONALITY SCORE
1..100
n/a50

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.

WHG's Valuation (29) in the Investment Banks Or Brokers industry is in the same range as APO (34) in the Investment Managers industry. This means that WHG’s stock grew similarly to APO’s over the last 12 months.

APO's Profit vs Risk Rating (23) in the Investment Managers industry is somewhat better than the same rating for WHG (71) in the Investment Banks Or Brokers industry. This means that APO’s stock grew somewhat faster than WHG’s over the last 12 months.

APO's SMR Rating (41) in the Investment Managers industry is somewhat better than the same rating for WHG (88) in the Investment Banks Or Brokers industry. This means that APO’s stock grew somewhat faster than WHG’s over the last 12 months.

WHG's Price Growth Rating (45) in the Investment Banks Or Brokers industry is in the same range as APO (60) in the Investment Managers industry. This means that WHG’s stock grew similarly to APO’s over the last 12 months.

WHG's P/E Growth Rating (2) in the Investment Banks Or Brokers industry is in the same range as APO (15) in the Investment Managers industry. This means that WHG’s stock grew similarly to APO’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APOWHG
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
75%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
49%
Bearish Trend 2 days ago
80%
Momentum
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
83%
MACD
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
74%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
73%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
71%
Bullish Trend 2 days ago
69%
Advances
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 13 days ago
72%
Declines
ODDS (%)
Bearish Trend 26 days ago
64%
Bearish Trend 19 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
76%
Bearish Trend 2 days ago
72%
Aroon
ODDS (%)
Bearish Trend 2 days ago
71%
Bullish Trend 2 days ago
81%
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APO
Daily Signalchanged days ago
Gain/Loss if bought
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WHG
Daily Signalchanged days ago
Gain/Loss if bought
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WHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHG has been loosely correlated with OWL. These tickers have moved in lockstep 33% of the time. This A.I.-generated data suggests there is some statistical probability that if WHG jumps, then OWL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
+0.91%
OWL - WHG
33%
Loosely correlated
+1.35%
VRTS - WHG
33%
Poorly correlated
+0.63%
APO - WHG
31%
Poorly correlated
+2.22%
AMP - WHG
30%
Poorly correlated
+0.52%
BX - WHG
29%
Poorly correlated
+1.25%
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