Added to YB: 2026-06-25
Pitch date: 2026-04-22
APO [bullish]
Apollo Global Management, Inc.
+9.21%
current return
Author Info
No bio for this author
Company Info
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.
Market Cap
$75.3B
Pitch Price
$126.80
Price Target
181.00 (+31%)
Dividend
1.72%
EV/EBITDA
N/A
P/E
82.68
EV/Sales
N/A
Sector
Financial Services
Category
value
Apollo Global Management, Inc. - $APO
APO: Sector-leading alts compounder at 18.7x EV/FRE (vs 25x historical avg, 28x yr ago) despite fastest 15-19% organic AUM & 22.5% FRE growth. Market wrongly applies Direct Lending panic—DL only 8% of AUM (ADS BDC 2% FPAUM), vs ARES 47%/OWL 38%. ABS origination leader, Athene 'FRE machine,' Rowan-led, 401k optionality. SOTP fair value ~40% upside.
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