COMP <GO>
APO vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Apollo Global Management Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: APO 6
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $118.56 (+4.50%) • MKT CAP: $70.01B
roic
2.30%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APO VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APO | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.30% | 11.47% | -9.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.5x | 9.7x | +25.82 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 8.29% | 2.09% | +6.20 | APO | /fcf-yield <GO> |
| Operating Margin | 12.90% | 27.80% | -14.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 22.30% | -11.70 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 22.70% | 3.93% | +18.77 | APO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.72% | 0.00% | +1.72 | APO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | APO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 67.7 | -13.90 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 0.61 | +0.37 | APO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 24.3x | -7.04 | APO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $70.01B | $1.20T | -$1.13T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APO REV | BRK-B REV | APO GROSS % | BRK-B GROSS % | APO FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $32.05B | $371.44B | — | — | $5.80B | $25.04B |
| FY 2024 | $26.11B | $371.43B | — | — | $2.08B | $11.62B |
| FY 2023 | $32.64B | $364.48B | — | — | $4.85B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APO // BETA 0.98
BRK-B // BETA 0.61