COMP <GO>
APO vs MS // EV/EBITDA & P/E VALUATION
Apollo Global Management Inc. (New) (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: APO 5
— MS 9
▲ EV/EBITDA & P/E VALUATION LEADER: MS
LAST: $115.84 (-2.29%) • MKT CAP: $70.01B
valuation
35.5x
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
valuation
31.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APO VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APO | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.30% | 3.00% | -0.70 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 35.5x | 31.0x | +4.50 | MS | /valuation <GO> |
| Free Cash Flow Yield | 8.29% | -7.25% | +15.54 | APO | /fcf-yield <GO> |
| Operating Margin | 12.90% | 24.60% | -11.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 20.20% | -9.60 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 22.70% | 5.50% | +17.20 | APO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.72% | 2.21% | -0.49 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | APO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | APO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 43.3 | +4.88 | APO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.04 | -0.06 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 16.5x | +0.80 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $70.01B | $298.41B | -$228.39B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APO REV | MS REV | APO GROSS % | MS GROSS % | APO FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $32.05B | $0 | 44.0% | — | $5.80B | -$17.89B |
| FY 2024 | $26.11B | $0 | 44.0% | — | $2.08B | $1.36B |
| FY 2023 | $32.64B | $0 | 44.0% | — | $4.85B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APO // BETA 0.98
MS // BETA 1.04