Apollo Global Management Inc - Ordinary Shares - Class A (New)
APO
Market Cap$75.7B
Close$
Earnings Call Q1 2025
May 2, 2025 - AI Summary
Strong Financial Performance: Apollo Global Management reported record fee-related earnings (FRE) of $559 million, up 21% year-over-year, with spread-related earnings (SRE) of $826 million (excluding notable items). Adjusted net income reached $1.1 billion, or $1.82 per share, indicating robust operational performance despite market volatility.
Increased Dividends: The company declared a cash dividend of $0.51 per share, reflecting a 10% increase from the previous quarterly run rate. This aligns with Apollo's stated growth trajectory and demonstrates confidence in future earnings sustainability.
Challenges with SRE Growth: While the company anticipates spreading-related earnings totaling $3.5 billion for the year, recent competitive pressures and rising costs of funds may lead to mid-single-digit growth rates, a reduction from previous expectations of 11% growth. The impact of prepayment rates and interest rate adjustments were highlighted as key factors affecting these earnings.
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$104.83
27.7% downside
Current Fair Value
27.7% downsideOvervalued by 27.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $75.70 Billion |
|---|---|
| Enterprise Value | $323.76 Billion |
| Dividend Yield | $1.85 (1.39664804469274%) |
| Earnings per Share | $9.83 |
| Beta | 1.65 |
| Outstanding Shares | 584,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 16.9 |
|---|---|
| PEG | -36.68 |
| Price to Sales | 3.3 |
| Price to Book Ratio | 2.74 |
| Enterprise Value to Revenue | 12.38 |
| Enterprise Value to EBIT | 21.82 |
| Enterprise Value to Net Income | 46 |
| Total Debt to Enterprise | 0.82 |
| Debt to Equity | 15.31 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Apollo Global Management Inc
2,949 employees
CEO: Leon Black apollo global management, llc and its subsidiaries ("apollo") is a leading global alternative investment manager. we are contrarian, value-oriented investors in private equity, credit and real estate, with significant distressed expertis...