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APO or BN or CG
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Brookfield Corporation (BN) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- APO has surpassed $1 trillion in assets under management (AUM), reflecting strong scale in alternative investments, while BN and CG maintain substantial but comparatively smaller AUM bases.
- Recent market activity shows APO trading near $125 with positive year-to-date returns, contrasting with more tempered movements in BN and CG amid sector volatility.
- All three firms are preparing for second-quarter 2026 earnings releases in early August, with analysts focusing on fee-related earnings growth and deployment of capital in private markets.
- APO demonstrates broader diversification across credit and equity strategies, whereas BN emphasizes infrastructure and real assets, and CG concentrates on private equity and global opportunities.
- Valuation sensitivity remains elevated across the group due to interest rate expectations and fundraising dynamics in alternatives, with APO showing relatively consistent momentum in recent weeks.
- Sector exposure to private credit and equity markets positions these stocks as proxies for institutional investor sentiment, with relative performance influenced by deal activity and regulatory developments.
Introduction
Apollo Global Management (APO), Brookfield Corporation (BN), and The Carlyle Group (CG) represent leading alternative asset managers with significant influence in private equity, credit, and real assets. This comparison examines their business models, recent stock behavior, and market positioning to assist institutional investors, portfolio managers, and traders evaluating exposure to the alternatives sector. The analysis draws on verifiable performance metrics and developments from recent market activity to highlight contrasts in scale, growth drivers, and risk profiles without projecting future outcomes.
APO Overview and Recent Performance
Apollo Global Management operates as a global alternative asset manager with strategies spanning credit, equity, and hybrid investments. As of the first quarter of 2026, the firm reported assets under management exceeding $1 trillion, supported by record fee-related earnings. In recent weeks, the stock has traded around $125, reflecting a year-to-date gain amid broader financial sector dynamics. Key influences include ongoing capital deployment in private markets and anticipation of second-quarter results scheduled for August 4, 2026. Sentiment has been shaped by strong fundraising momentum and strategic initiatives, such as investments in infrastructure-related funds, contributing to relative stability compared to peers.
BN Overview and Recent Performance
Brookfield Corporation focuses on infrastructure, real estate, renewable energy, and private equity investments through its asset management platform. The firm manages hundreds of billions in AUM across long-duration, inflation-protected assets. Recent market activity has seen the stock exhibit measured movements consistent with sector peers, influenced by interest rate sensitivity and deployment opportunities in global infrastructure. Developments in recent weeks include continued emphasis on sustainable investments and capital raising, positioning the company amid evolving regulatory and macroeconomic conditions. Performance reflects broader trends in alternatives without standout single-factor catalysts during the period.
CG Overview and Recent Performance
The Carlyle Group specializes in private equity, credit, and investment solutions with a global footprint. AUM stood at approximately $477 billion as of late 2025, with ongoing focus on direct investments and fund strategies. In recent weeks, the stock has traded near $46, showing sensitivity to earnings expectations and private market conditions. The firm is set to report second-quarter results on August 5, 2026. Influences on performance include fundraising cycles and portfolio company activity, with recent market sentiment reflecting typical volatility for the sector amid mixed first-quarter outcomes.
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Head-to-Head Comparison
Business models differ notably: APO balances credit and equity with large-scale hybrid approaches, BN prioritizes real assets and infrastructure for stable cash flows, and CG leans toward traditional private equity with opportunistic credit exposure. Growth drivers include APO’s rapid AUM expansion past the $1 trillion threshold, contrasted with BN’s emphasis on renewable and infrastructure deployment, and CG’s focus on global buyouts. Recent momentum favors APO in relative terms amid consistent fee growth signals, while BN and CG face greater valuation sensitivity to interest rates and fundraising cycles. Risk factors encompass private market illiquidity for all three, with sector exposure amplifying responses to monetary policy shifts. Market sentiment remains neutral to constructive, driven by institutional demand for alternatives rather than company-specific events.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AUM growth, earnings stability signals, and relative positioning within the alternatives sector, Tickeron’s AI would currently assign a probabilistic edge to APO. This assessment reflects stronger recent momentum and scale advantages without implying definitive superiority or investment recommendations.
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.
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 whileBN’s FA Score has 0 green FA rating(s), and CG’s FA Score reflects 2 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- BN’s FA Score: 0 green, 5 red.
- CG’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 while BN’s TA Score has 5 bullish TA indicator(s), and CG’s TA Score reflects 6 bullish TA indicator(s).
- APO’s TA Score: 6 bullish, 5 bearish.
- BN’s TA Score: 5 bullish, 5 bearish.
- CG’s TA Score: 6 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а +1.47% price change this week, while BN (@Investment Managers) price change was +3.64% , and CG (@Investment Managers) price fluctuated +3.85% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +5.96%. For the same industry, the average monthly price growth was +4.73%, and the average quarterly price growth was +15.35%.
Reported Earning Dates
APO is expected to report earnings on Nov 04, 2026.
BN is expected to report earnings on Aug 13, 2026.
CG is expected to report earnings on Nov 10, 2026.
Industries' Descriptions
@Investment Managers (+5.96% 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 | BN | CG | |
| Capitalization | 73.4B | 108B | 17.2B |
| EBITDA | 7.72B | 33.1B | N/A |
| Gain YTD | -10.849 | -3.842 | -16.161 |
| P/E Ratio | 45.35 | 86.43 | 32.73 |
| Revenue | 31.5B | 75.7B | 2.9B |
| Total Cash | 253B | N/A | N/A |
| Total Debt | 14.2B | 264B | 14.6B |
APO | BN | CG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 28 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 89 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 50 | 37 | 84 | |
SMR RATING 1..100 | 92 | 89 | 70 | |
PRICE GROWTH RATING 1..100 | 55 | 59 | 58 | |
P/E GROWTH RATING 1..100 | 12 | 91 | 15 | |
SEASONALITY SCORE 1..100 | 50 | 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.
CG's Valuation (14) in the Investment Managers industry is somewhat better than the same rating for APO (72) and is significantly better than the same rating for BN (89). This means that CG's stock grew somewhat faster than APO’s and significantly faster than BN’s over the last 12 months.
BN's Profit vs Risk Rating (37) in the Investment Managers industry is in the same range as APO (50) and is somewhat better than the same rating for CG (84). This means that BN's stock grew similarly to APO’s and somewhat faster than CG’s over the last 12 months.
CG's SMR Rating (70) in the Investment Managers industry is in the same range as BN (89) and is in the same range as APO (92). This means that CG's stock grew similarly to BN’s and similarly to APO’s over the last 12 months.
APO's Price Growth Rating (55) in the Investment Managers industry is in the same range as CG (58) and is in the same range as BN (59). This means that APO's stock grew similarly to CG’s and similarly to BN’s over the last 12 months.
APO's P/E Growth Rating (12) in the Investment Managers industry is in the same range as CG (15) and is significantly better than the same rating for BN (91). This means that APO's stock grew similarly to CG’s and significantly faster than BN’s over the last 12 months.
| APO | BN | CG | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 56% | 2 days ago 80% | 2 days ago 58% |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 63% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 72% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 78% | 4 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 67% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 61% | 2 days ago 67% |
| Advances ODDS (%) | 5 days ago 73% | 5 days ago 67% | 5 days ago 69% |
| Declines ODDS (%) | 2 days ago 69% | 3 days ago 66% | 2 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 53% | 2 days ago 69% | 2 days ago 59% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days ago 60% | 2 days ago 65% |
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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.