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APO or HLNE or VCTR
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Hamilton Lane (HLNE) vs. Victory Capital Holdings (VCTR) Stock Comparison
Key Takeaways
- APO, the largest by assets under management (AUM) at approximately $938 billion, shows resilience with a recent share rebound ahead of Q1 earnings.
- HLNE boasts strong YTD gains of 30.71% but trades near its 52-week low after volatility, supported by new fund launches in private credit and infrastructure.
- VCTR has hit all-time highs recently, reflecting robust momentum with AUM around $313 billion and steady growth in client assets.
- Across the trio, VCTR leads in recent price stability, while APO offers scale in credit and private equity, and HLNE emphasizes private markets expertise.
- Valuations vary, with HLNE's trailing P/E (price-to-earnings ratio) at 16.50 appearing attractive relative to APO's 23.55.
- Market sentiment favors momentum plays like VCTR in the current environment of rotating sector interest.
Introduction
Apollo Global Management (APO), Hamilton Lane (HLNE), and Victory Capital Holdings (VCTR) represent diverse players in the asset management space, spanning private equity, alternative investments, and diversified funds. This comparison analyzes their business models, recent performance, and market positioning amid evolving interest rate dynamics and investor appetite for alternatives. Traders seeking short-term momentum and long-term investors eyeing growth in AUM (assets under management) will find value in understanding relative strengths, such as scale versus niche expertise, and how recent developments influence stock trajectories in today's market.
APO Overview and Recent Performance
Apollo Global Management (APO) is a leading alternative asset manager focused on credit, private equity, and real estate, with $938 billion in AUM as of late 2025. The firm serves institutional investors through strategies like direct lending and buyouts. In recent weeks, APO shares have rebounded, trading around $130 with a market cap of $75 billion and YTD gains of 9.51%. Key influences include anticipation for Q1 earnings on May 6, featuring expected EPS (earnings per share) of $1.98, alongside investments like a $225 million stake in Pickleball Inc. Analyst targets average $139, signaling cautious optimism amid macroeconomic pressures.
HLNE Overview and Recent Performance
Hamilton Lane (HLNE) specializes in private markets, offering fund-of-funds, secondaries, and direct investments, with over $1 trillion in AUM and supervision, including $146 billion discretionary. Headquartered in Philadelphia, it targets venture, buyouts, and credit for global clients. Recent market activity has seen HLNE shares fluctuate, closing near $93 with a $5.2 billion market cap and impressive YTD return of 30.71%, though down from a 52-week high of $179. Sentiment is buoyed by launches of interval funds in private credit and infrastructure, senior promotions, and upcoming Q4 results on May 21. Analysts maintain equal-weight ratings with targets around $138.
VCTR Overview and Recent Performance
Victory Capital Holdings (VCTR) operates a multi-boutique asset management platform with $313 billion in AUM as of March 2026, focusing on mutual funds, ETFs, and institutional strategies. It emphasizes U.S. equities, fixed income, and alternatives. In recent weeks, VCTR has demonstrated strong momentum, reaching all-time highs near $78 amid reports of growing client assets to $320 billion in January. This performance reflects consistent AUM expansion and market rotation into financials, with shares up significantly over the past six months. Stable volatility and positive earnings beats have bolstered investor confidence.
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Head-to-Head Comparison
APO dominates in scale with credit-heavy AUM, driving growth via fee-earning assets but exposing it to interest rate sensitivity. HLNE differentiates through private markets FoFs (funds-of-funds) and secondaries, offering lower correlation to publics yet higher volatility from fundraising cycles. VCTR provides diversified exposure via boutiques, balancing mutual funds and alternatives with steady organic AUM flows. Recent momentum favors VCTR's highs versus HLNE's pullback, while APO leads catalysts like earnings. Risks include M&A (mergers and acquisitions) integration for APO, deployment delays for HLNE, and fee pressure for VCTR. Valuation sensitivity is lowest for HLNE, with sentiment tilting toward momentum in financials.
Tickeron AI Verdict
Tickeron's AI currently leans toward VCTR based on trend consistency, recent all-time highs, and relative stability in AUM growth amid sector rotation. While APO offers scale and HLNE attractive valuation, VCTR's momentum positions it favorably in the near term, though shifts in rates or earnings could alter dynamics.
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 whileHLNE’s FA Score has 2 green FA rating(s), and VCTR’s FA Score reflects 3 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- HLNE’s FA Score: 2 green, 3 red.
- VCTR’s FA Score: 3 green, 2 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 HLNE’s TA Score has 3 bullish TA indicator(s), and VCTR’s TA Score reflects 6 bullish TA indicator(s).
- APO’s TA Score: 5 bullish, 4 bearish.
- HLNE’s TA Score: 3 bullish, 7 bearish.
- VCTR’s TA Score: 6 bullish, 4 bearish.
Price Growth
APO (@Investment Managers) experienced а +1.25% price change this week, while HLNE (@Investment Managers) price change was -5.69% , and VCTR (@Investment Managers) price fluctuated +7.11% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.48%. For the same industry, the average monthly price growth was +4.98%, and the average quarterly price growth was +7.73%.
Reported Earning Dates
APO is expected to report earnings on Jul 30, 2026.
HLNE is expected to report earnings on May 21, 2026.
VCTR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-0.48% 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 | HLNE | VCTR | |
| Capitalization | 76.1B | 3.83B | 5.44B |
| EBITDA | 7.72B | 446M | 655M |
| Gain YTD | -8.491 | -34.764 | 38.955 |
| P/E Ratio | 82.97 | 15.53 | 19.56 |
| Revenue | 31.5B | 763M | 1.48B |
| Total Cash | 253B | 58.2M | 75.8M |
| Total Debt | 14.2B | 360M | 1.01B |
APO | HLNE | VCTR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 80 | 12 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 19 Undervalued | 19 Undervalued | |
PROFIT vs RISK RATING 1..100 | 45 | 96 | 10 | |
SMR RATING 1..100 | 91 | 32 | 51 | |
PRICE GROWTH RATING 1..100 | 46 | 88 | 39 | |
P/E GROWTH RATING 1..100 | 4 | 94 | 20 | |
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.
HLNE's Valuation (19) in the Investment Managers industry is in the same range as VCTR (19) and is somewhat better than the same rating for APO (78). This means that HLNE's stock grew similarly to VCTR’s and somewhat faster than APO’s over the last 12 months.
VCTR's Profit vs Risk Rating (10) in the Investment Managers industry is somewhat better than the same rating for APO (45) and is significantly better than the same rating for HLNE (96). This means that VCTR's stock grew somewhat faster than APO’s and significantly faster than HLNE’s over the last 12 months.
HLNE's SMR Rating (32) in the Investment Managers industry is in the same range as VCTR (51) and is somewhat better than the same rating for APO (91). This means that HLNE's stock grew similarly to VCTR’s and somewhat faster than APO’s over the last 12 months.
VCTR's Price Growth Rating (39) in the Investment Managers industry is in the same range as APO (46) and is somewhat better than the same rating for HLNE (88). This means that VCTR's stock grew similarly to APO’s and somewhat faster than HLNE’s over the last 12 months.
APO's P/E Growth Rating (4) in the Investment Managers industry is in the same range as VCTR (20) and is significantly better than the same rating for HLNE (94). This means that APO's stock grew similarly to VCTR’s and significantly faster than HLNE’s over the last 12 months.
| APO | HLNE | VCTR | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 57% | 2 days ago 82% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 66% | 2 days ago 61% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 78% | 2 days ago 75% |
| MACD ODDS (%) | N/A | 2 days ago 67% | 2 days ago 78% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 73% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 72% | 2 days ago 70% |
| Advances ODDS (%) | 12 days ago 71% | 5 days ago 66% | 2 days ago 73% |
| Declines ODDS (%) | 6 days ago 70% | 6 days ago 70% | 19 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 59% | 2 days ago 72% | 2 days ago 61% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days ago 67% | 2 days ago 66% |
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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.
HLNE and
Correlation & Price change
A.I.dvisor indicates that over the last year, HLNE has been closely correlated with STEP. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLNE jumps, then STEP could also see price increases.
| Ticker / NAME | Correlation To HLNE | 1D Price Change % | ||
|---|---|---|---|---|
| HLNE | 100% | -1.59% | ||
| STEP - HLNE | 74% Closely correlated | +0.90% | ||
| BX - HLNE | 66% Closely correlated | +1.12% | ||
| KKR - HLNE | 66% Loosely correlated | +0.01% | ||
| CG - HLNE | 64% Loosely correlated | +1.17% | ||
| APO - HLNE | 63% Loosely correlated | +1.13% | ||
More | ||||
VCTR and
Correlation & Price change
A.I.dvisor indicates that over the last year, VCTR has been loosely correlated with BAM. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if VCTR jumps, then BAM could also see price increases.
| Ticker / NAME | Correlation To VCTR | 1D Price Change % | ||
|---|---|---|---|---|
| VCTR | 100% | +1.41% | ||
| BAM - VCTR | 63% Loosely correlated | -0.39% | ||
| APAM - VCTR | 60% Loosely correlated | -1.78% | ||
| BEN - VCTR | 59% Loosely correlated | +0.41% | ||
| KKR - VCTR | 59% Loosely correlated | +0.01% | ||
| BLK - VCTR | 58% Loosely correlated | +1.03% | ||
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