APO vs MS

For growth investors, Morgan Stanley (MS) is the stronger pick with 16.

8% revenue growth year-over-year, versus 16. 0% for Apollo Global Management, Inc. (APO). Apollo Global Management, Inc. (APO) offers the better valuation at 17. 8x trailing P/E (14. 6x forward), making it the more compelling value choice. Analysts rate Apollo Global Management, Inc. (APO) a "Buy" — based on 28 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.

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

(APO) is the cheapest at 17. 8x versus Morgan Stanley at 24. 3x. On forward P/E, Apollo Global Management, Inc. is actually cheaper at 14. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Apollo Global Management, Inc. wins at 1. 00x versus Morgan Stanley's 1. 83x — a reasonable growth-adjusted valuation.

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

(APO) delivered a total return of +142. 4%, compared to +142. 2% for Morgan Stanley (MS). Over 10 years, the gap is even starker: APO returned +768. 9% versus MS's +739. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Morgan Stanley (MS) is the lower-risk stock at 1.

37β versus Apollo Global Management, Inc. 's 1. 43β — meaning APO is approximately 5% more volatile than MS relative to the S&P 500. On balance sheet safety, Apollo Global Management, Inc. (APO) carries a lower debt/equity ratio of 31% versus 3% for Morgan Stanley — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Morgan Stanley (MS) is pulling ahead at 16.

8% versus 16. 0% for Apollo Global Management, Inc. (APO). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 53. 5% 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.

Apollo Global Management, Inc.

(APO) is the more profitable company, earning 14. 8% net margin versus 13. 0% for Morgan Stanley — 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 17. 1% for MS. 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.

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, Apollo Global Management, Inc. (APO) is the more undervalued stock at a PEG of 1. 00x versus Morgan Stanley's 1. 83x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Apollo Global Management, Inc. (APO) trades at 14. 6x forward P/E versus 16. 3x for Morgan Stanley — 1. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APO: 21. 4% to $157. 25.

All stocks in this comparison pay dividends.

Morgan Stanley (MS) offers the highest yield at 2. 0%, versus 1. 6% for Apollo Global Management, Inc. (APO).

For long-horizon retirement investors, Morgan Stanley (MS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.

0% yield, +739. 4% 10Y return). Both have compounded well over 10 years (MS: +739. 4%, APO: +768. 9%), 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.

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.

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.