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APO or BX or CG
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Blackstone (BX) vs. Carlyle Group (CG) Stock Comparison
Key Takeaways
- APO, BX, and CG are leading alternative asset managers focused on private equity, credit, and related strategies, with recent market activity showing price declines amid broader sector pressures.
- BX maintains the largest assets under management (AUM) at approximately $1.35 trillion, supported by strong quarterly inflows and diversified exposure across real estate, private equity, and infrastructure.
- APO has demonstrated notable deal activity in credit and infrastructure financing, with recent announcements including multi-billion-dollar equity solutions and potential large-scale acquisitions.
- CG reported record fee-related earnings in its latest quarter but has experienced steeper year-to-date stock underperformance compared with peers.
- Relative performance over recent weeks reflects sensitivity to interest rate expectations and private market conditions, with all three showing volatility but varying degrees of resilience tied to AUM growth and origination pipelines.
- Valuation metrics and momentum indicators highlight trade-offs between scale, growth trajectory, and sector exposure across the trio.
Introduction
Apollo Global Management (APO), Blackstone (BX), and Carlyle Group (CG) represent three prominent publicly traded alternative asset managers. These firms compete in private equity, credit, real estate, and infrastructure, attracting institutional and high-net-worth capital through fee-based and performance-driven models. Investors and traders monitoring the financial sector often compare them to assess relative positioning amid evolving market conditions, including interest rate dynamics and private market activity. This analysis provides a factual overview of their recent performance and key contrasts to support informed evaluation.
APO Overview and Recent Performance
Apollo Global Management operates as a global alternative asset manager with significant emphasis on credit strategies and retirement services. In recent market activity, APO shares have traded near $126, reflecting declines of approximately 5% over the past month and 13% year-to-date. Key developments include a $1.25 billion equity commitment to support a music rights combination and ongoing discussions around a potential $20 billion acquisition in the medical devices sector. Strong origination volumes and a robust transaction pipeline have supported sentiment, though broader private credit concerns have influenced price behavior.
BX Overview and Recent Performance
Blackstone is the largest of the three by AUM, with a diversified platform spanning private equity, real estate, credit, and infrastructure. BX shares have recently hovered around $125, posting roughly 11% declines over the past month and 16% year-to-date. Recent quarters featured record AUM exceeding $1.35 trillion and substantial inflows, alongside transactions such as the acquisition of a data center cooling specialist and participation in large-scale financing arrangements. Performance has been shaped by fee-related earnings growth and market sensitivity to real estate and credit conditions.
CG Overview and Recent Performance
The Carlyle Group focuses on private equity, credit, and investment solutions across multiple strategies. CG shares have traded near $40, with steeper recent declines of about 18% over the past month and 32% year-to-date. The firm reported record fee-related earnings in its second-quarter results, supported by transaction fee growth and capital returns to investors. Recent activity includes new acquisitions and partnerships, though the stock has shown greater volatility relative to larger peers amid sector-wide pressures.
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Head-to-Head Comparison
The three firms differ in scale and emphasis: BX leads with the broadest diversification and largest AUM base, providing greater stability in fee income but exposing it more to real estate cycles. APO stands out for its credit origination strength and integrated insurance platform, which can offer steadier spread-related earnings. CG maintains a more concentrated private equity orientation, resulting in higher sensitivity to exit activity and realizations. Recent momentum has favored larger platforms with consistent inflows, while valuation sensitivity appears higher for smaller entities amid private market caution. Sector exposure to credit and infrastructure has supported deal flow across all three, yet relative performance reflects differences in AUM growth rates and geographic reach.
Tickeron AI Verdict
Based on observable factors such as AUM scale, inflow consistency, and positioning in credit and infrastructure, Tickeron’s AI would currently assign a higher probabilistic preference to BX for its demonstrated resilience in fee-related earnings and diversified platform. APO follows closely due to origination momentum, while CG shows comparatively lower trend stability in recent periods. This assessment relies on historical patterns and current positioning rather than forward guarantees.
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.
APO's Indicator enters downward trend
The Aroon Indicator for APO entered a downward trend on October 12, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 144 similar instances where the Aroon Indicator formed such a pattern. In 112 of the 144 cases the stock moved lower. This puts the odds of a downward move at 78%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 13, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on APO as a result. In 56 of 87 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 64%.
The Moving Average Convergence Divergence Histogram (MACD) for APO turned negative on October 15, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In 28 of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at 60%.
APO moved below its 50-day moving average on September 15, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for APO crossed bearishly below the 50-day moving average on September 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 13 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 54%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where APO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for APO's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 43 of 60 cases where APO's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 72%.
Following a +3.40% 3-day Advance, the price is estimated to grow further. Considering data from situations where APO advanced for three days, in 251 of 352 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
APO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 10 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 15 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.584) is normal, around the industry mean (3.246). P/E Ratio (42.349) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.446) is also within normal values, averaging (1.319). Dividend Yield (0.018) settles around the average of (0.081) among similar stocks. P/S Ratio (2.062) is also within normal values, averaging (15.798).
The Tickeron Profit vs. Risk Rating rating for this company is 56 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 71 (best 1 - 100 worst), indicating slightly worse than average price growth. APO’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 88 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
BX's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for BX turned positive on October 09, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in 30 of 37 cases over the following month. The odds of a continued upward trend are 81%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BX's RSI Oscillator exited the oversold zone, 21 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 70%.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
Following a +1.86% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 209 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
BX may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 13, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BX as a result. In 54 of 79 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 68%.
The 10-day moving average for BX crossed bearishly below the 50-day moving average on September 15, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 62%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
The Aroon Indicator for BX entered a downward trend on October 15, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 11 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BX's P/B Ratio (9.542) is slightly higher than the industry average of (3.246). P/E Ratio (25.629) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (1.048) is also within normal values, averaging (1.319). Dividend Yield (0.046) settles around the average of (0.081) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (15.798).
The Tickeron SMR rating for this company is 32 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 64 (best 1 - 100 worst), indicating fairly steady price growth. BX’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
CG in downward trend: 10-day moving average moved below 50-day moving average on September 11, 2026
The 10-day moving average for CG crossed bearishly below the 50-day moving average on September 11, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 12 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 75%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 02, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CG as a result. In 54 of 77 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 70%.
The Moving Average Convergence Divergence Histogram (MACD) for CG turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 45 similar instances when the indicator turned negative. In 31 of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at 69%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 72%.
The Aroon Indicator for CG entered a downward trend on October 15, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where CG's RSI Indicator exited the oversold zone, 23 of 29 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 7 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +1.64% 3-day Advance, the price is estimated to grow further. Considering data from situations where CG advanced for three days, in 241 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
CG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 6 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 12 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.687) is normal, around the industry mean (3.246). P/E Ratio (41.156) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.646) is also within normal values, averaging (1.319). Dividend Yield (0.035) settles around the average of (0.081) among similar stocks. P/S Ratio (5.356) is also within normal values, averaging (15.798).
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 59 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 81 (best 1 - 100 worst), indicating slightly worse than average price growth. CG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
APO | BX | CG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 8 | 61 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 11 Undervalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 56 | 100 | 100 | |
SMR RATING 1..100 | 88 | 32 | 59 | |
PRICE GROWTH RATING 1..100 | 71 | 64 | 81 | |
P/E GROWTH RATING 1..100 | 10 | 88 | 6 | |
SEASONALITY SCORE 1..100 | 85 | 75 | 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.
BX's Valuation (11) in the Investment Managers industry is in the same range as CG (12) and is in the same range as APO (15). This means that BX's stock grew similarly to CG’s and similarly to APO’s over the last 12 months.
APO's Profit vs Risk Rating (56) in the Investment Managers industry is somewhat better than the same rating for BX (100) and is somewhat better than the same rating for CG (100). This means that APO's stock grew somewhat faster than BX’s and somewhat faster than CG’s over the last 12 months.
BX's SMR Rating (32) in the Investment Managers industry is in the same range as CG (59) and is somewhat better than the same rating for APO (88). This means that BX's stock grew similarly to CG’s and somewhat faster than APO’s over the last 12 months.
BX's Price Growth Rating (64) in the Investment Managers industry is in the same range as APO (71) and is in the same range as CG (81). This means that BX's stock grew similarly to APO’s and similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (6) in the Investment Managers industry is in the same range as APO (10) and is significantly better than the same rating for BX (88). This means that CG's stock grew similarly to APO’s and significantly faster than BX’s over the last 12 months.
| APO | BX | CG | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | 1 day ago 70% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 72% | 1 day ago 71% | 1 day ago 73% |
| Momentum ODDS (%) | 1 day ago 64% | 1 day ago 68% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 60% | 1 day ago 81% | 1 day ago 69% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 66% | 1 day ago 74% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 68% | 1 day ago 73% |
| Advances ODDS (%) | 4 days ago 71% | 4 days ago 69% | 7 days ago 69% |
| Declines ODDS (%) | 1 day ago 69% | 2 days ago 69% | 2 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 81% | 1 day ago 63% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 71% | 1 day ago 70% |
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 overvalued. 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 BX’s FA Score has 2 green FA rating(s), and CG’s FA Score reflects 2 green FA rating(s).
- APO’s FA Score: 2 green, 3 red.
- BX’s FA Score: 2 green, 3 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 BX’s TA Score has 5 bullish TA indicator(s), and CG’s TA Score reflects 4 bullish TA indicator(s).
- APO’s TA Score: 6 bullish, 5 bearish.
- BX’s TA Score: 5 bullish, 4 bearish.
- CG’s TA Score: 4 bullish, 5 bearish.
Price Growth
APO (@Investment Managers) experienced а -1.87% price change this week, while BX (@Investment Managers) price change was -3.09% , and CG (@Investment Managers) price fluctuated -4.12% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.63%. For the same industry, the average monthly price growth was +0.49%, and the average quarterly price growth was -2.12%.
Reported Earning Dates
APO is expected to report earnings on Nov 03, 2026.
BX is expected to report earnings on Oct 22, 2026.
CG is expected to report earnings on Nov 05, 2026.
Industries' Descriptions
@Investment Managers (-1.63% 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.
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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 82% 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.
CG and
Correlation & Price change
A.I.dvisor indicates that over the last year, CG has been closely correlated with TPG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then TPG could also see price increases.