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CGABL vs APO
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management - Global
CGABL vs APO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Credit Services | Asset Management - Global |
| Market Cap | $6.07B | $74.68B |
| Revenue (TTM) | $5.43B | $30.30B |
| Net Income (TTM) | $773M | $4.48B |
| Gross Margin | 50.1% | 88.5% |
| Operating Margin | 25.2% | 34.4% |
| Forward P/E | 6.1x | 14.4x |
| Total Debt | $0.00 | $13.36B |
| Cash & Equiv. | $1.27B | $19.24B |
CGABL vs APO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 21 | May 26 | Return |
|---|---|---|---|
| The Carlyle Group I… (CGABL) | 100 | 66.6 | -33.4% |
| Apollo Global Manag… (APO) | 100 | 222.9 | +122.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CGABL vs APO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CGABL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.71, yield 8.1%
- Rev growth 83.1%, EPS growth 264.9%
- Lower volatility, beta 0.71, current ratio 14.94x
APO is the clearest fit if your priority is long-term compounding.
- 7.7% 10Y total return vs CGABL's -9.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 83.1% NII/revenue growth vs APO's 16.0% | |
| Value | Lower P/E (6.1x vs 14.4x) | |
| Quality / Margins | Efficiency ratio 0.2% vs APO's 0.5% (lower = leaner) | |
| Stability / Safety | Beta 0.71 vs APO's 1.43 | |
| Dividends | 8.1% yield, vs APO's 1.6% | |
| Momentum (1Y) | +5.1% vs APO's +1.7% | |
| Efficiency (ROA) | Efficiency ratio 0.2% vs APO's 0.5% |
CGABL vs APO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CGABL vs APO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
APO leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
APO is the larger business by revenue, generating $30.3B annually — 5.6x CGABL's $5.4B. Profitability is closely matched — net margins range from 18.8% (CGABL) to 14.8% (APO).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.4B | $30.3B |
| EBITDAEarnings before interest/tax | $249M | $11.5B |
| Net IncomeAfter-tax profit | $773M | $4.5B |
| Free Cash FlowCash after capex | $1.1B | $5.4B |
| Gross MarginGross profit ÷ Revenue | +50.1% | +88.5% |
| Operating MarginEBIT ÷ Revenue | +25.2% | +34.4% |
| Net MarginNet income ÷ Revenue | +18.8% | +14.8% |
| FCF MarginFCF ÷ Revenue | +18.6% | +24.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -81.6% | +16.3% |
Valuation Metrics
CGABL leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 6.1x trailing earnings, CGABL trades at a 66% valuation discount to APO's 17.8x P/E. On an enterprise value basis, CGABL's 3.1x EV/EBITDA is more attractive than APO's 6.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.1B | $74.7B |
| Enterprise ValueMkt cap + debt − cash | $4.8B | $68.8B |
| Trailing P/EPrice ÷ TTM EPS | 6.08x | 17.84x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 14.42x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.24x |
| EV / EBITDAEnterprise value multiple | 3.09x | 6.00x |
| Price / SalesMarket cap ÷ Revenue | 1.12x | 2.46x |
| Price / BookPrice ÷ Book value/share | 0.88x | 1.85x |
| Price / FCFMarket cap ÷ FCF | 6.00x | 10.02x |
Profitability & Efficiency
APO leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
APO delivers a 12.1% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $10 for CGABL. On the Piotroski fundamental quality scale (0–9), CGABL scores 6/9 vs APO's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +9.6% | +12.1% |
| ROA (TTM)Return on assets | +2.9% | +1.0% |
| ROICReturn on invested capital | +15.3% | +16.0% |
| ROCEReturn on capital employed | +6.2% | +8.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 3 |
| Debt / EquityFinancial leverage | — | 0.31x |
| Net DebtTotal debt minus cash | -$1.3B | -$5.9B |
| Cash & Equiv.Liquid assets | $1.3B | $19.2B |
| Total DebtShort + long-term debt | $0 | $13.4B |
| Interest CoverageEBIT ÷ Interest expense | 2.60x | 28.98x |
Total Returns (Dividends Reinvested)
APO leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in APO five years ago would be worth $24,242 today (with dividends reinvested), compared to $9,092 for CGABL. Over the past 12 months, CGABL leads with a +5.1% total return vs APO's +1.7%. The 3-year compound annual growth rate (CAGR) favors APO at 29.8% vs CGABL's 3.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.3% | -11.3% |
| 1-Year ReturnPast 12 months | +5.1% | +1.7% |
| 3-Year ReturnCumulative with dividends | +11.0% | +118.6% |
| 5-Year ReturnCumulative with dividends | -9.1% | +142.4% |
| 10-Year ReturnCumulative with dividends | -9.1% | +768.9% |
| CAGR (3Y)Annualised 3-year return | +3.5% | +29.8% |
Risk & Volatility
CGABL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CGABL is the less volatile stock with a 0.71 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. CGABL currently trades 89.7% from its 52-week high vs APO's 82.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.71x | 1.43x |
| 52-Week HighHighest price in past year | $18.80 | $157.28 |
| 52-Week LowLowest price in past year | $6.86 | $99.56 |
| % of 52W HighCurrent price vs 52-week peak | +89.7% | +82.4% |
| RSI (14)Momentum oscillator 0–100 | 47.3 | 66.7 |
| Avg Volume (50D)Average daily shares traded | 31K | 5.2M |
Analyst Outlook
Evenly matched — CGABL and APO each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, CGABL offers the higher dividend yield at 8.11% vs APO's 1.65%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $157.25 |
| # AnalystsCovering analysts | — | 28 |
| Dividend YieldAnnual dividend ÷ price | +8.1% | +1.6% |
| Dividend StreakConsecutive years of raises | 0 | 3 |
| Dividend / ShareAnnual DPS | $1.37 | $2.14 |
| Buyback YieldShare repurchases ÷ mkt cap | +9.1% | +1.0% |
APO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). CGABL leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
CGABL vs APO: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is CGABL or APO a better buy right now?
For growth investors, The Carlyle Group Inc.
4. 625% Subordinated Notes due 2061 (CGABL) is the stronger pick with 83. 1% revenue growth year-over-year, versus 16. 0% for Apollo Global Management, Inc. (APO). The Carlyle Group Inc. 4. 625% Subordinated Notes due 2061 (CGABL) offers the better valuation at 6. 1x trailing P/E, 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.
02Which has the better valuation — CGABL or APO?
On trailing P/E, The Carlyle Group Inc.
4. 625% Subordinated Notes due 2061 (CGABL) is the cheapest at 6. 1x versus Apollo Global Management, Inc. at 17. 8x.
03Which is the better long-term investment — CGABL or APO?
Over the past 5 years, Apollo Global Management, Inc.
(APO) delivered a total return of +142. 4%, compared to -9. 1% for The Carlyle Group Inc. 4. 625% Subordinated Notes due 2061 (CGABL). Over 10 years, the gap is even starker: APO returned +759. 2% versus CGABL's -9. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CGABL or APO?
By beta (market sensitivity over 5 years), The Carlyle Group Inc.
4. 625% Subordinated Notes due 2061 (CGABL) is the lower-risk stock at 0. 71β versus Apollo Global Management, Inc. 's 1. 43β — meaning APO is approximately 102% more volatile than CGABL relative to the S&P 500.
05Which is growing faster — CGABL or APO?
By revenue growth (latest reported year), The Carlyle Group Inc.
4. 625% Subordinated Notes due 2061 (CGABL) is pulling ahead at 83. 1% versus 16. 0% for Apollo Global Management, Inc. (APO). On earnings-per-share growth, the picture is similar: The Carlyle Group Inc. 4. 625% Subordinated Notes due 2061 grew EPS 264. 9% 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.
06Which has better profit margins — CGABL or APO?
The Carlyle Group Inc.
4. 625% Subordinated Notes due 2061 (CGABL) is the more profitable company, earning 18. 8% net margin versus 14. 8% for Apollo Global Management, Inc. — meaning it keeps 18. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: APO leads at 34. 4% versus 25. 2% for CGABL. 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.
07Which pays a better dividend — CGABL or APO?
All stocks in this comparison pay dividends.
The Carlyle Group Inc. 4. 625% Subordinated Notes due 2061 (CGABL) offers the highest yield at 8. 1%, versus 1. 6% for Apollo Global Management, Inc. (APO).
08Is CGABL or APO better for a retirement portfolio?
For long-horizon retirement investors, The Carlyle Group Inc.
4. 625% Subordinated Notes due 2061 (CGABL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 71), 8. 1% yield). Both have compounded well over 10 years (CGABL: -9. 1%, 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.
09What are the main differences between CGABL 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.
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.
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