Apollo Story

APO -- USA Stock  

USD 49.93  0.45  0.89%

It looks like Bank of New York will continue to recover much faster as its share price surged up 0.94% today to Apollo Global's 2.6238%. As many rational traders are trying to avoid financial services space, it makes sense to outline Apollo Global Management a little further and understand how it stands against Bank of New York and other similar entities. We are going to inspect some of the competitive aspects of both Apollo and Bank of New York.
Published over three weeks ago
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Will Apollo Global (NYSE:APO) shadow Bank of New York price growth?
By analyzing existing essential indicators between Apollo Global and Bank of New York, you can compare the effects of market volatilities on both companies' prices and check if they can diversify away market risk if combined in one of your portfolios. You can also utilize pair trading strategies for matching a long position in Bank of New York with a short position in Apollo Global. Check out our pair correlation module for more information.

Let's begin by analyzing the assets. The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Apollo Global has an asset utilization ratio of 40.57 percent. This suggests that the company is making $0.41 for each dollar of assets. An increasing asset utilization means that Apollo Global Management is more efficient with each dollar of assets it utilizes for everyday operations.
Out of tens of thousands of stocks, funds, and ETFs that trade on global exchanges each represent an individual company which you can analyze using comparative analysis. To determine which one of the two companies, such as Apollo or Carlyle is a better fit for your portfolio, analyzing a few basic fundamental indicators is a good first step.

UNDERSTANDING Apollo Global dividends

A dividend is the distribution of a portion of Apollo Global earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. Apollo Global dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. Apollo one year expected dividend income is about $1.09 per share.
Apollo Global Dividend Yield is quite stable at the moment as compared to the past year. The company's current value of Dividend Yield is estimated at 0.06. Dividends per Basic Common Share is expected to rise to 2.38 this year, although the value of Preferred Dividends Income Statement Impact will most likely fall to about 38 M.
Last ReportedProjected for 2021
Preferred Dividends Income Statement Impact42.2 M38 M
Payment of Dividends and Other Cash Distributions-391.7 M-422.7 M
Dividend Yield 0.0378  0.06 
Dividends per Basic Common Share 2.32  2.38 
Investing in dividend-paying stocks, such as Apollo Global Management is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in Apollo Global must own a stock before its ex-dividend date to receive its next dividend.
This type of analysis is very useful when you want to generate a past dividend schedule and payout information for Apollo Global. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

How important is Apollo Global's Liquidity

Apollo Global financial leverage refers to using borrowed capital as a funding source to finance Apollo Global Management ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Apollo Global financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Please check the breakdown between Apollo Global's total debt and its cash.

What do experts say?

Stock analysis is a method for investors and traders to make buying and selling decisions. By studying and evaluating past and current data, investors and traders attempt to gain an edge in the markets by making informed decisions.
It is good to see analyst projects for Apollo Global, but it might be worth checking our own buy vs. sell analysis

Correlation Between Apollo and Carlyle Group

In general, stock analysis is a method for investors and traders to make individual buying and selling decisions. Stock correlation analysis is also essential because it can help investors realize that they may not be as diversified as they think. Risk management strategies are usually required to make sure all portfolios are properly aligned against their risk tolerance level. You can consider holding Apollo Global together with similar or unrelated positions with a negative correlation. For example, you can also add Carlyle to your portfolio. If Carlyle is not perfectly correlated to Apollo Global it will diversify some of the market risks out of the positively correlated stocks in your portfolio. However, the disadvantage of this sort of hedging is that it can potentially affect your investment returns throughout market cycles. When Apollo Global for example, for example, performs excellent and delivers stable returns, the negatively correlated position you locked in as a hedge may drag your returns down.
Please check pair correlation details between APO and CG for more information.

Acquisition or disposition of Apollo Global securities by Brh Holdings Gp Ltd

Legal trades by Apollo Global insiders are very common, as founders, directors, or employees of any publicly traded firm often have stock or stock options. These trades are made public in the United States through the filing of Form 4 of the Securities and Exchange Commission. Below entry was recorded recently and is publicly available as an insider trade:
Apollo insider trading alert for acquisition or disposition of apollo operating group units by Brh Holdings Gp Ltd, the corporate stakeholder, on 24th of February 2021. This event was filed by Apollo Global Management with SEC on 2021-02-24. Statement of changes in beneficial ownership - SEC Form 4 [view details]   
Note, although insider trading is legal, in the United States, Canada, Australia, and Germany, for mandatory reporting purposes, corporate insiders are defined as a company's officers, directors, and any beneficial owners of more than 10% of a class of the company's equity securities.

An Additional Perspective On Apollo Global Management

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include product or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Let me now analyze Apollo Global revenue. Based on the latest financial disclosure, Apollo Global Management reported 1.85 B of revenue. This is 83.5% lower than that of the Financial Services sector and 65.48% lower than that of the Asset Management industry. The revenue for all United States stocks is 80.39% higher than that of Apollo Global Manage. As for Bank of New York we see revenue of 15.47 B, which is 188.64% higher than that of the Asset Management

5.4 B
15.5 B
APO1.85 Billion8.16
Sector5.36 Billion23.63
BK15.47 Billion68.21

Will Apollo Global latest rise continue?

Apollo Global latest maximum drawdown surges over 10.45. Apollo Global Management currently demonstrates below-verage downside deviation. It has Information Ratio of 0.03 and Jensen Alpha of 0.24. However, we do advice investors to further question Apollo Global Management expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk.

Our Final Takeaway

Whereas some other entities under the asset management industry are still a bit expensive, Apollo Global may offer a potential longer-term growth to institutional investors. While some institutional investors may not share our view we believe that the current risk-reward utility is not appealing enough to do any trading. Please use our equity advice module to run different scenarios to ensure your current risk level and investment horizon are fully reflective of your current investing preferences in regards to Apollo Global.

About Contributor

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of Apollo Global Management. Please refer to our Terms of Use for any information regarding our disclosure principles.

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