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APO or CG or JHG
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Carlyle Group (CG) vs. Janus Henderson Group (JHG) Stock Comparison
Key Takeaways
- CG leads with the strongest year-to-date (YTD) return of 15.82%, surpassing APO (9.51%) and JHG (8.47%).
- JHG offers the lowest trailing price-to-earnings (P/E) ratio at 9.87, indicating potential relative value compared to APO (23.55) and CG (22.68).
- APO commands the largest assets under management (AUM) at approximately $938 billion and market capitalization of $75 billion.
- All three firms are gearing up for first-quarter 2026 earnings, with analysts anticipating growth amid macroeconomic shifts.
- CG and JHG show superior one-year returns of 29.58% and 53.35%, respectively, highlighting sustained momentum.
Introduction
Asset management firms like APO, CG, and JHG operate in a dynamic sector influenced by interest rates, investor flows, and alternative investments. This comparison evaluates their business models, recent market positioning, and performance metrics, aiding traders seeking short-term opportunities and long-term investors focused on growth in private equity, credit, and traditional funds. With all three preparing for quarterly earnings amid shifting sentiment, understanding relative strengths in valuation, momentum, and catalysts provides clarity in the current environment.
APO Overview and Recent Performance
Apollo Global Management, Inc. (APO) is a leading alternative asset manager specializing in private equity, credit, and real assets, with AUM reaching $938 billion. In recent market activity, APO shares have delivered a YTD gain of 9.51%, trading around $130 with a market cap of $75 billion. Sentiment has been buoyed by a strategic $225 million investment in Pickleball Inc. and anticipation for Q1 earnings, where EPS is projected at $1.98 amid 87.7% quarterly revenue growth year-over-year (yoy). However, macroeconomic pressures and revised estimates have tempered gains, with the stock rebounding in recent weeks after earlier declines.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) focuses on private equity, real assets, and credit, managing diverse global portfolios. Shares have outperformed YTD at 15.82%, closing near $49 with a $17.8 billion market cap and trailing P/E of 22.68. Recent developments include an expanded partnership with SEI Investments to broaden private markets access for wealth channels, alongside robust 93.9% quarterly revenue growth yoy. Earnings momentum persists, though daily fluctuations reflect broader sector volatility, supporting positive investor positioning in recent weeks.
JHG Overview and Recent Performance
Janus Henderson Group plc (JHG) provides active management across equities, fixed income, and alternatives, emphasizing institutional and retail clients. The stock has posted an 8.47% YTD return, trading around $52 with an $8 billion market cap and attractive trailing P/E of 9.87. Key influences include launches of structured income ETFs and strong 61.3% quarterly revenue growth yoy, with 231% earnings growth. Shareholder approvals for transactions and upcoming Q1 results have driven steady performance, though valuation debates persist amid recent share momentum.
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Head-to-Head Comparison
APO and CG emphasize alternative assets like private equity and credit, contrasting JHG’s balanced equities and fixed-income focus, exposing the former to illiquidity premiums but higher volatility. Growth drivers include AUM expansion and fee income, with APO’s scale providing diversification advantages. Recent momentum favors CG’s YTD lead, while JHG excels in one-year returns. Risk factors involve interest rate sensitivity and redemption flows, with JHG’s lower P/E signaling value amid stable dividends (3.1% yield). Market sentiment tilts toward earnings catalysts, balancing APO’s size against peers’ relative affordability.
Tickeron AI Verdict
Tickeron’s AI currently leans toward CG due to superior YTD momentum, strategic partnerships enhancing private markets access, and consistent outperformance versus benchmarks. While JHG offers compelling valuation and APO unmatched scale, CG’s trend stability and growth trajectory position it favorably in the near term, subject to earnings 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. Disclaimers and Limitations
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 whileCG’s FA Score has 1 green FA rating(s), and JHG’s FA Score reflects 1 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- CG’s FA Score: 1 green, 4 red.
- JHG’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 5 TA indicator(s) are bullish while CG’s TA Score has 7 bullish TA indicator(s), and JHG’s TA Score reflects 2 bullish TA indicator(s).
- APO’s TA Score: 5 bullish, 4 bearish.
- CG’s TA Score: 7 bullish, 2 bearish.
- JHG’s TA Score: 2 bullish, 3 bearish.
Price Growth
APO (@Investment Managers) experienced а +0.98% price change this week, while CG (@Investment Managers) price change was -1.04% , and JHG (@Investment Managers) price fluctuated +0.06% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.69%. For the same industry, the average monthly price growth was +4.77%, and the average quarterly price growth was +6.86%.
Reported Earning Dates
APO is expected to report earnings on Jul 30, 2026.
CG is expected to report earnings on Jul 23, 2026.
JHG is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-0.69% 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 | CG | JHG | |
| Capitalization | 75.2B | 17.8B | 7.96B |
| EBITDA | 7.72B | N/A | 1.2B |
| Gain YTD | -9.510 | -15.801 | 8.619 |
| P/E Ratio | 82.05 | 33.87 | 10.23 |
| Revenue | 31.5B | 2.99B | 3.17B |
| Total Cash | 253B | N/A | 2.6B |
| Total Debt | 14.2B | 12.7B | 396M |
APO | CG | JHG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 80 | 7 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 64 Fair valued | 23 Undervalued | |
PROFIT vs RISK RATING 1..100 | 45 | 67 | 45 | |
SMR RATING 1..100 | 91 | 50 | 54 | |
PRICE GROWTH RATING 1..100 | 46 | 55 | 46 | |
P/E GROWTH RATING 1..100 | 4 | 8 | 82 | |
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.
JHG's Valuation (23) in the Investment Managers industry is somewhat better than the same rating for CG (64) and is somewhat better than the same rating for APO (78). This means that JHG's stock grew somewhat faster than CG’s and somewhat faster than APO’s over the last 12 months.
JHG's Profit vs Risk Rating (45) in the Investment Managers industry is in the same range as APO (45) and is in the same range as CG (67). This means that JHG's stock grew similarly to APO’s and similarly to CG’s over the last 12 months.
CG's SMR Rating (50) in the Investment Managers industry is in the same range as JHG (54) and is somewhat better than the same rating for APO (91). This means that CG's stock grew similarly to JHG’s and somewhat faster than APO’s over the last 12 months.
JHG's Price Growth Rating (46) in the Investment Managers industry is in the same range as APO (46) and is in the same range as CG (55). This means that JHG's stock grew similarly to APO’s and similarly to CG’s over the last 12 months.
APO's P/E Growth Rating (4) in the Investment Managers industry is in the same range as CG (8) and is significantly better than the same rating for JHG (82). This means that APO's stock grew similarly to CG’s and significantly faster than JHG’s over the last 12 months.
| APO | CG | JHG | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 57% | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 70% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 63% | 2 days ago 73% |
| MACD ODDS (%) | N/A | 2 days ago 72% | N/A |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 70% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 69% | 2 days ago 62% |
| Advances ODDS (%) | 12 days ago 71% | 8 days ago 70% | 20 days ago 65% |
| Declines ODDS (%) | 6 days ago 70% | 6 days ago 69% | 29 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 59% | 2 days ago 69% | 2 days ago 46% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days ago 65% | N/A |
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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 81% 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.