Apollo Global Management Stock Five Year Return

APO Stock

USD 165.02 2.13 1.31%

Apollo Global Management fundamentals help investors to digest information that contributes to Apollo Global's financial success or failures. It also enables traders to predict the movement of Apollo Stock. The fundamental analysis module provides a way to measure Apollo Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Apollo Global stock.

Short Long Term Debt Total Total Assets

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Apollo Global Management Company Five Year Return Analysis

Apollo Global's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Apollo Global Five Year Return

4.88 %

Most of Apollo Global's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Apollo Global Management is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Apollo Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Apollo Global is extremely important. It helps to project a fair market value of Apollo Stock properly, considering its historical fundamentals such as Five Year Return. Since Apollo Global's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Apollo Global's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Apollo Global's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Accounts Payable	Net Receivables	Short Term Investments	Total Liab	Total Current Assets	Short Term Debt	Retained Earnings	Good Will	Intangible Assets	Long Term Debt	Property Plant Equipment	Total Permanent Equity	Deferred Long Term Liab	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.99	1.0	-0.65	0.82	0.91	-0.06	1.0	0.65	-0.38	0.72	1.0	0.6	0.79	0.7	0.31	0.53	-0.12	0.21	-0.32	1.0	-0.3	0.83	0.9	-1.0	0.82
Total Stockholder Equity	0.99		0.98	-0.63	0.81	0.91	-0.06	0.99	0.64	-0.38	0.73	0.98	0.6	0.8	0.73	0.38	0.57	-0.07	0.26	-0.33	0.99	-0.31	0.83	0.88	-0.98	0.81
Current Deferred Revenue	1.0	0.98		-0.69	0.82	0.91	-0.07	1.0	0.64	-0.38	0.71	1.0	0.6	0.78	0.68	0.3	0.51	-0.17	0.17	-0.33	1.0	-0.31	0.83	0.89	-1.0	0.83
Net Debt	-0.65	-0.63	-0.69		-0.64	-0.6	0.06	-0.66	-0.3	0.51	-0.53	-0.7	-0.31	-0.53	-0.49	-0.18	-0.42	0.45	-0.07	0.3	-0.69	0.51	-0.61	-0.48	0.71	-0.59
Accounts Payable	0.82	0.81	0.82	-0.64		0.93	0.03	0.82	0.48	-0.45	0.45	0.84	0.79	0.7	0.8	0.31	0.59	-0.18	0.21	-0.4	0.83	-0.38	0.99	0.72	-0.83	0.68
Net Receivables	0.91	0.91	0.91	-0.6	0.93		0.0	0.91	0.61	-0.28	0.49	0.92	0.78	0.65	0.69	0.35	0.46	-0.15	0.09	-0.33	0.91	-0.28	0.93	0.77	-0.91	0.75
Short Term Investments	-0.06	-0.06	-0.07	0.06	0.03	0.0		-0.07	0.67	0.22	-0.34	-0.07	0.51	-0.17	-0.05	0.3	-0.23	0.38	-0.27	0.59	-0.07	0.5	0.01	-0.14	0.07	-0.06
Total Liab	1.0	0.99	1.0	-0.66	0.82	0.91	-0.07		0.64	-0.37	0.72	1.0	0.6	0.79	0.7	0.32	0.53	-0.13	0.2	-0.33	1.0	-0.3	0.83	0.9	-1.0	0.82
Total Current Assets	0.65	0.64	0.64	-0.3	0.48	0.61	0.67	0.64		0.1	0.22	0.63	0.74	0.35	0.29	0.42	0.04	0.22	-0.18	0.3	0.62	0.3	0.46	0.51	-0.62	0.52
Short Term Debt	-0.38	-0.38	-0.38	0.51	-0.45	-0.28	0.22	-0.37	0.1		-0.71	-0.39	-0.02	-0.59	-0.7	-0.37	-0.85	0.37	-0.7	0.75	-0.41	0.78	-0.53	-0.51	0.41	-0.32
Retained Earnings	0.72	0.73	0.71	-0.53	0.45	0.49	-0.34	0.72	0.22	-0.71		0.71	0.03	0.82	0.7	0.39	0.74	-0.28	0.65	-0.63	0.73	-0.62	0.53	0.82	-0.72	0.59
Good Will	1.0	0.98	1.0	-0.7	0.84	0.92	-0.07	1.0	0.63	-0.39	0.71		0.61	0.79	0.7	0.31	0.53	-0.18	0.19	-0.35	1.0	-0.33	0.85	0.89	-1.0	0.82
Intangible Assets	0.6	0.6	0.6	-0.31	0.79	0.78	0.51	0.6	0.74	-0.02	0.03	0.61		0.34	0.5	0.25	0.2	0.18	-0.15	0.11	0.59	0.18	0.76	0.44	-0.59	0.49
Long Term Debt	0.79	0.8	0.78	-0.53	0.7	0.65	-0.17	0.79	0.35	-0.59	0.82	0.79	0.34		0.88	0.36	0.76	-0.04	0.68	-0.48	0.8	-0.51	0.74	0.9	-0.79	0.64
Property Plant Equipment	0.7	0.73	0.68	-0.49	0.8	0.69	-0.05	0.7	0.29	-0.7	0.7	0.7	0.5	0.88		0.44	0.83	0.0	0.73	-0.52	0.71	-0.56	0.85	0.77	-0.7	0.55
Total Permanent Equity	0.31	0.38	0.3	-0.18	0.31	0.35	0.3	0.32	0.42	-0.37	0.39	0.31	0.25	0.36	0.44		0.53	-0.21	0.4	-0.39	0.32	-0.44	0.37	0.37	-0.32	0.24
Deferred Long Term Liab	0.53	0.57	0.51	-0.42	0.59	0.46	-0.23	0.53	0.04	-0.85	0.74	0.53	0.2	0.76	0.83	0.53		-0.27	0.76	-0.75	0.55	-0.74	0.66	0.65	-0.55	0.42
Net Tangible Assets	-0.12	-0.07	-0.17	0.45	-0.18	-0.15	0.38	-0.13	0.22	0.37	-0.28	-0.18	0.18	-0.04	0.0	-0.21	-0.27		0.01	0.67	-0.16	0.67	-0.21	-0.15	0.17	-0.15
Long Term Debt Total	0.21	0.26	0.17	-0.07	0.21	0.09	-0.27	0.2	-0.18	-0.7	0.65	0.19	-0.15	0.68	0.73	0.4	0.76	0.01		-0.61	0.22	-0.64	0.31	0.5	-0.21	0.19
Capital Surpluse	-0.32	-0.33	-0.33	0.3	-0.4	-0.33	0.59	-0.33	0.3	0.75	-0.63	-0.35	0.11	-0.48	-0.52	-0.39	-0.75	0.67	-0.61		-0.35	0.89	-0.49	-0.51	0.36	-0.32
Long Term Investments	1.0	0.99	1.0	-0.69	0.83	0.91	-0.07	1.0	0.62	-0.41	0.73	1.0	0.59	0.8	0.71	0.32	0.55	-0.16	0.22	-0.35		-0.34	0.84	0.9	-1.0	0.82
Short Long Term Debt	-0.3	-0.31	-0.31	0.51	-0.38	-0.28	0.5	-0.3	0.3	0.78	-0.62	-0.33	0.18	-0.51	-0.56	-0.44	-0.74	0.67	-0.64	0.89	-0.34		-0.44	-0.43	0.34	-0.26
Cash And Equivalents	0.83	0.83	0.83	-0.61	0.99	0.93	0.01	0.83	0.46	-0.53	0.53	0.85	0.76	0.74	0.85	0.37	0.66	-0.21	0.31	-0.49	0.84	-0.44		0.78	-0.84	0.69
Net Invested Capital	0.9	0.88	0.89	-0.48	0.72	0.77	-0.14	0.9	0.51	-0.51	0.82	0.89	0.44	0.9	0.77	0.37	0.65	-0.15	0.5	-0.51	0.9	-0.43	0.78		-0.89	0.73
Net Working Capital	-1.0	-0.98	-1.0	0.71	-0.83	-0.91	0.07	-1.0	-0.62	0.41	-0.72	-1.0	-0.59	-0.79	-0.7	-0.32	-0.55	0.17	-0.21	0.36	-1.0	0.34	-0.84	-0.89		-0.85
Capital Stock	0.82	0.81	0.83	-0.59	0.68	0.75	-0.06	0.82	0.52	-0.32	0.59	0.82	0.49	0.64	0.55	0.24	0.42	-0.15	0.19	-0.32	0.82	-0.26	0.69	0.73	-0.85

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Apollo Return On Tangible Assets

Return On Tangible Assets

0.0171

At this time, Apollo Global's Return On Tangible Assets are very stable compared to the past year.

According to the company disclosure, Apollo Global Management has a Five Year Return of 4.88%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

Apollo Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Apollo Global's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Apollo Global could also be used in its relative valuation, which is a method of valuing Apollo Global by comparing valuation metrics of similar companies.

Apollo Global is currently under evaluation in five year return category among its peers.

Apollo Global Current Valuation Drivers

We derive many important indicators used in calculating different scores of Apollo Global from analyzing Apollo Global's financial statements. These drivers represent accounts that assess Apollo Global's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Apollo Global's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	6.4B	4.9B	9.9B	17.1B	15.4B	16.2B
Enterprise Value	7.9B	6.5B	11.2B	19.9B	17.9B	18.8B

Apollo Global ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Apollo Global's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Apollo Global's managers, analysts, and investors.

Environmental

Governance

Social

Apollo Fundamentals

	Return On Equity	0.34
	Return On Asset	0.0254
	Profit Margin	0.18 %
	Operating Margin	0.35 %
	Current Valuation	(101.64 B)
	Shares Outstanding	565.82 M
	Shares Owned By Insiders	26.75 %
	Shares Owned By Institutions	62.07 %
	Number Of Shares Shorted	27.32 M
	Price To Earning	10.19 X
	Price To Book	5.60 X
	Price To Sales	2.91 X
	Revenue	32.64 B
	Gross Profit	29.47 B
	EBITDA	6.69 B
	Net Income	4.88 B
	Cash And Equivalents	8.98 B
	Cash Per Share	33.39 X
	Total Debt	8.09 B
	Debt To Equity	6.72 %
	Current Ratio	2.58 X
	Book Value Per Share	29.10 X
	Cash Flow From Operations	6.32 B
	Short Ratio	9.36 X
	Earnings Per Share	9.46 X
	Price To Earnings To Growth	1.37 X
	Target Price	166.06
	Number Of Employees	5.05 K
	Beta	1.59
	Market Capitalization	92.17 B
	Total Asset	313.49 B
	Retained Earnings	2.97 B
	Working Capital	(39.84 B)
	Annual Yield	0.01 %
	Five Year Return	4.88 %
	Net Asset	313.49 B
	Last Dividend Paid	1.82

About Apollo Global Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Apollo Global Management's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Apollo Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Apollo Global Management based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Apollo Global

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Apollo Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Apollo Global will appreciate offsetting losses from the drop in the long position's value.

Moving together with Apollo Stock

0.88	AC	Associated Capital	Pair Corr
0.88	GS	Goldman Sachs Group Fiscal Year End 21st of January 2025	Pair Corr
0.79	MC	Moelis Potential Growth	Pair Corr
0.96	MS	Morgan Stanley Fiscal Year End 21st of January 2025	Pair Corr

Moving against Apollo Stock

0.78	XP	Xp Inc	Pair Corr
0.76	GROW	US Global Investors	Pair Corr
0.7	PT	Pintec Technology	Pair Corr

The ability to find closely correlated positions to Apollo Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Apollo Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Apollo Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Apollo Global Management to buy it.

The correlation of Apollo Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Apollo Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Apollo Global Management moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Apollo Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Apollo Global Management is a strong investment it is important to analyze Apollo Global's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Apollo Global's future performance. For an informed investment choice regarding Apollo Stock, refer to the following important reports:

How To Invest In Apollo

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Is Apollo Stock a good investment?

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What is Apollo Global's Net Worth?

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Largest Trading Companies

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Top Sectors

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Check out Apollo Global Piotroski F Score and Apollo Global Altman Z Score analysis.

You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.

Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Apollo Global. If investors know Apollo will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Apollo Global listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.174

Dividend Share

1.818

Earnings Share

9.46

Revenue Per Share

54.036

Quarterly Revenue Growth

2.851

The market value of Apollo Global Management is measured differently than its book value, which is the value of Apollo that is recorded on the company's balance sheet. Investors also form their own opinion of Apollo Global's value that differs from its market value or its book value, called intrinsic value, which is Apollo Global's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Apollo Global's market value can be influenced by many factors that don't directly affect Apollo Global's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Apollo Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Apollo Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apollo Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Apollo Global Management Stock Five Year Return

Apollo Global Management Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Current Apollo Global Five Year Return

Apollo Five Year Return Driver Correlations

Apollo Return On Tangible Assets

Return On Tangible Assets

0.0171

Apollo Five Year Return Peer Comparison

Apollo Global Current Valuation Drivers

Apollo Global ESG Sustainability

Apollo Fundamentals

About Apollo Global Fundamental Analysis

Pair Trading with Apollo Global

Moving together with Apollo Stock

Moving against Apollo Stock

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