COMP <GO>
APO vs JPM // FORWARD P/E MULTIPLE
Apollo Global Management Inc. (New) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: APO 4
— JPM 10
▲ FORWARD P/E MULTIPLE LEADER: JPM
LAST: $115.84 (-2.29%) • MKT CAP: $70.01B
forward-pe
17.3x
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
forward-pe
13.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APO VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APO | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.30% | 17.37% | -15.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.5x | 9.7x | +25.83 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 8.29% | -18.14% | +26.43 | APO | /fcf-yield <GO> |
| Operating Margin | 12.90% | 42.07% | -29.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 32.63% | -22.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 22.70% | 13.53% | +9.17 | APO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.72% | 1.96% | -0.24 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | APO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | APO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 4.84% | +1.96 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 49.0 | -0.88 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.00 | -0.02 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 17.3x | 13.6x | +3.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $70.01B | $895.92B | -$825.90B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APO REV | JPM REV | APO GROSS % | JPM GROSS % | APO FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $32.05B | $182.45B | 44.0% | — | $5.80B | -$147.78B |
| FY 2024 | $26.11B | $177.56B | 44.0% | — | $2.08B | -$42.01B |
| FY 2023 | $32.64B | $158.10B | 44.0% | — | $4.85B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APO // BETA 0.98
JPM // BETA 1.00