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Stock Comparison

CUB vs APO

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
CUB
Lionheart Holdings

Shell Companies

Financial ServicesNASDAQ • KY
Market Cap$83M
5Y Perf.+7.9%
APO
Apollo Global Management, Inc.

Asset Management - Global

Financial ServicesNYSE • US
Market Cap$73.67B
5Y Perf.+10.4%

CUB vs APO — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
CUB logoCUB
APO logoAPO
IndustryShell CompaniesAsset Management - Global
Market Cap$83M$73.67B
Revenue (TTM)$0.00$30.30B
Net Income (TTM)$10M$4.48B
Gross Margin88.5%
Operating Margin34.4%
Forward P/E3.7x14.4x
Total Debt$0.00$13.36B
Cash & Equiv.$891K$19.24B

CUB vs APOLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

CUB
APO
StockAug 24May 26Return
Lionheart Holdings (CUB)100107.9+7.9%
Apollo Global Manag… (APO)100110.4+10.4%

Price return only. Dividends and distributions are not included.

Quick Verdict: CUB vs APO

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: CUB leads in 3 of 5 categories, making it the strongest pick for valuation and capital efficiency and recent price momentum and sentiment. Apollo Global Management, Inc. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
CUB
Lionheart Holdings
The Banking Pick

CUB carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and valuation efficiency.

  • Lower volatility, beta -0.02, current ratio 12.25x
  • PEG 0.15 vs APO's 0.19
  • Beta -0.02, current ratio 12.25x
Best for: sleep-well-at-night and valuation efficiency
APO
Apollo Global Management, Inc.
The Banking Pick

APO is the clearest fit if your priority is income & stability and growth exposure.

  • Dividend streak 3 yrs, beta 1.43, yield 1.7%
  • Rev growth 16.0%, EPS growth -1.0%
  • 7.6% 10Y total return vs CUB's 21.7%
Best for: income & stability and growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthAPO logoAPO16.0% NII/revenue growth vs CUB's -100.0%
ValueCUB logoCUBLower P/E (3.7x vs 14.4x), PEG 0.15 vs 0.19
DividendsAPO logoAPO1.7% yield; 3-year raise streak; the other pay no meaningful dividend
Momentum (1Y)CUB logoCUB+4.5% vs APO's +0.4%
Efficiency (ROA)CUB logoCUB4.3% ROA vs APO's 1.0%, ROIC -0.0% vs 16.0%

CUB vs APO — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

CUBLionheart Holdings
FY 2020
Transportation Systems
72.1%$381M
Global Defense
21.2%$112M
Mission Solutions
6.7%$35M
APOApollo Global Management, Inc.
FY 2025
Retirement Services Segment
84.4%$27.0B
Asset Management Segment
15.6%$5.0B

CUB vs APO — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLAPOLAGGINGCUB

Income & Cash Flow (Last 12 Months)

APO leads this category, winning 1 of 1 comparable metric.

APO and CUB operate at a comparable scale, with $30.3B and $0 in trailing revenue.

MetricCUB logoCUBLionheart HoldingsAPO logoAPOApollo Global Man…
RevenueTrailing 12 months$0$30.3B
EBITDAEarnings before interest/tax$2M$11.5B
Net IncomeAfter-tax profit$10M$4.5B
Free Cash FlowCash after capex-$589,072$5.4B
Gross MarginGross profit ÷ Revenue+88.5%
Operating MarginEBIT ÷ Revenue+34.4%
Net MarginNet income ÷ Revenue+14.8%
FCF MarginFCF ÷ Revenue+24.6%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-28.6%+16.3%
APO leads this category, winning 1 of 1 comparable metric.

Valuation Metrics

APO leads this category, winning 3 of 5 comparable metrics.

At 17.6x trailing earnings, APO trades at a 69% valuation discount to CUB's 56.8x P/E. Adjusting for growth (PEG ratio), APO offers better value at 0.23x vs CUB's 2.35x — a lower PEG means you pay less per unit of expected earnings growth.

MetricCUB logoCUBLionheart HoldingsAPO logoAPOApollo Global Man…
Market CapShares × price$83M$73.7B
Enterprise ValueMkt cap + debt − cash$82M$67.8B
Trailing P/EPrice ÷ TTM EPS56.84x17.60x
Forward P/EPrice ÷ next-FY EPS est.3.71x14.42x
PEG RatioP/E ÷ EPS growth rate2.35x0.23x
EV / EBITDAEnterprise value multiple826.61x5.92x
Price / SalesMarket cap ÷ Revenue2.43x
Price / BookPrice ÷ Book value/share1.02x1.83x
Price / FCFMarket cap ÷ FCF9.89x
APO leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

APO leads this category, winning 4 of 7 comparable metrics.

APO delivers a 12.1% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $6 for CUB. On the Piotroski fundamental quality scale (0–9), CUB scores 4/9 vs APO's 3/9, reflecting mixed financial health.

MetricCUB logoCUBLionheart HoldingsAPO logoAPOApollo Global Man…
ROE (TTM)Return on equity+6.2%+12.1%
ROA (TTM)Return on assets+4.3%+1.0%
ROICReturn on invested capital-0.0%+16.0%
ROCEReturn on capital employed-0.1%+8.8%
Piotroski ScoreFundamental quality 0–943
Debt / EquityFinancial leverage0.31x
Net DebtTotal debt minus cash-$891,017-$5.9B
Cash & Equiv.Liquid assets$891,017$19.2B
Total DebtShort + long-term debt$0$13.4B
Interest CoverageEBIT ÷ Interest expense28.98x
APO leads this category, winning 4 of 7 comparable metrics.

Total Returns (Dividends Reinvested)

APO leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in APO five years ago would be worth $23,514 today (with dividends reinvested), compared to $10,822 for CUB. Over the past 12 months, CUB leads with a +4.5% total return vs APO's +0.4%. The 3-year compound annual growth rate (CAGR) favors APO at 29.2% vs CUB's 2.7% — a key indicator of consistent wealth creation.

MetricCUB logoCUBLionheart HoldingsAPO logoAPOApollo Global Man…
YTD ReturnYear-to-date+1.6%-12.5%
1-Year ReturnPast 12 months+4.5%+0.4%
3-Year ReturnCumulative with dividends+8.2%+115.8%
5-Year ReturnCumulative with dividends+8.2%+135.1%
10-Year ReturnCumulative with dividends+21.7%+759.2%
CAGR (3Y)Annualised 3-year return+2.7%+29.2%
APO leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

CUB leads this category, winning 2 of 2 comparable metrics.

CUB is the less volatile stock with a -0.02 beta — it tends to amplify market swings less than APO's 1.43 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CUB currently trades 99.5% from its 52-week high vs APO's 81.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricCUB logoCUBLionheart HoldingsAPO logoAPOApollo Global Man…
Beta (5Y)Sensitivity to S&P 500-0.02x1.43x
52-Week HighHighest price in past year$10.85$157.28
52-Week LowLowest price in past year$10.33$99.56
% of 52W HighCurrent price vs 52-week peak+99.5%+81.3%
RSI (14)Momentum oscillator 0–10053.964.9
Avg Volume (50D)Average daily shares traded13K5.2M
CUB leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

APO leads this category, winning 1 of 1 comparable metric.

Wall Street rates CUB as "Buy" and APO as "Buy". APO is the only dividend payer here at 1.67% yield — a key consideration for income-focused portfolios.

MetricCUB logoCUBLionheart HoldingsAPO logoAPOApollo Global Man…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$157.25
# AnalystsCovering analysts1128
Dividend YieldAnnual dividend ÷ price+1.7%
Dividend StreakConsecutive years of raises03
Dividend / ShareAnnual DPS$2.14
Buyback YieldShare repurchases ÷ mkt cap0.0%+1.0%
APO leads this category, winning 1 of 1 comparable metric.
Key Takeaway

APO leads in 5 of 6 categories (Income & Cash Flow, Valuation Metrics). CUB leads in 1 (Risk & Volatility).

Best OverallApollo Global Management, I… (APO)Leads 5 of 6 categories
Loading custom metrics...

CUB vs APO: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is CUB or APO a better buy right now?

For growth investors, Apollo Global Management, Inc.

(APO) is the stronger pick with 16. 0% revenue growth year-over-year, versus -100. 0% for Lionheart Holdings (CUB). Apollo Global Management, Inc. (APO) offers the better valuation at 17. 6x trailing P/E (14. 4x forward), making it the more compelling value choice. Analysts rate Lionheart Holdings (CUB) a "Buy" — based on 11 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — CUB or APO?

On trailing P/E, Apollo Global Management, Inc.

(APO) is the cheapest at 17. 6x versus Lionheart Holdings at 56. 8x. On forward P/E, Lionheart Holdings is actually cheaper at 3. 7x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Lionheart Holdings wins at 0. 15x versus Apollo Global Management, Inc. 's 0. 19x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — CUB or APO?

Over the past 5 years, Apollo Global Management, Inc.

(APO) delivered a total return of +135. 1%, compared to +8. 2% for Lionheart Holdings (CUB). Over 10 years, the gap is even starker: APO returned +759. 2% versus CUB's +21. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — CUB or APO?

By beta (market sensitivity over 5 years), Lionheart Holdings (CUB) is the lower-risk stock at -0.

02β versus Apollo Global Management, Inc. 's 1. 43β — meaning APO is approximately -7642% more volatile than CUB relative to the S&P 500.

05

Which is growing faster — CUB or APO?

By revenue growth (latest reported year), Apollo Global Management, Inc.

(APO) is pulling ahead at 16. 0% versus -100. 0% for Lionheart Holdings (CUB). On earnings-per-share growth, the picture is similar: Lionheart Holdings grew EPS 290. 0% year-over-year, compared to -1. 0% for Apollo Global Management, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — CUB or APO?

Apollo Global Management, Inc.

(APO) is the more profitable company, earning 14. 8% net margin versus 0. 0% for Lionheart Holdings — meaning it keeps 14. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: APO leads at 34. 4% versus 0. 0% for CUB. At the gross margin level — before operating expenses — APO leads at 88. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is CUB or APO more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Lionheart Holdings (CUB) is the more undervalued stock at a PEG of 0. 15x versus Apollo Global Management, Inc. 's 0. 19x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Lionheart Holdings (CUB) trades at 3. 7x forward P/E versus 14. 4x for Apollo Global Management, Inc. — 10. 7x cheaper on a one-year earnings basis.

08

Which pays a better dividend — CUB or APO?

In this comparison, APO (1.

7% yield) pays a dividend. CUB does not pay a meaningful dividend and should not be held primarily for income.

09

Is CUB or APO better for a retirement portfolio?

For long-horizon retirement investors, Lionheart Holdings (CUB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.

02)). Both have compounded well over 10 years (CUB: +21. 7%, APO: +759. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between CUB and APO?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: CUB is a small-cap quality compounder stock; APO is a mid-cap high-growth stock. APO pays a dividend while CUB does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

CUB

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
Run This Screen
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APO

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 8%
  • Net Margin > 8%
Run This Screen
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Beat Both

Find stocks that outperform CUB and APO on the metrics below

Revenue Growth>
%
(CUB: -100.0% · APO: 16.0%)
P/E Ratio<
x
(CUB: 56.8x · APO: 17.6x)

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