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Stock Comparison

CGABL vs APO

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

Live fundamentals10-year financials5-year price chart
CGABL
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061

Financial - Credit Services

Financial ServicesNASDAQ • US
Market Cap$6.07B
5Y Perf.-33.4%
APO
Apollo Global Management, Inc.

Asset Management - Global

Financial ServicesNYSE • US
Market Cap$74.68B
5Y Perf.+122.9%

CGABL vs APO — Key Financials

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

Company Snapshot
CGABL logoCGABL
APO logoAPO
IndustryFinancial - Credit ServicesAsset Management - Global
Market Cap$6.07B$74.68B
Revenue (TTM)$5.43B$30.30B
Net Income (TTM)$773M$4.48B
Gross Margin50.1%88.5%
Operating Margin25.2%34.4%
Forward P/E6.1x14.4x
Total Debt$0.00$13.36B
Cash & Equiv.$1.27B$19.24B

CGABL vs APOLong-Term Stock Performance

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

CGABL
APO
StockMay 21May 26Return
The Carlyle Group I… (CGABL)10066.6-33.4%
Apollo Global Manag… (APO)100222.9+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.

Bottom line: CGABL leads in 7 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
CGABL
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061
The Banking Pick

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
Best for: income & stability and growth exposure
APO
Apollo Global Management, Inc.
The Banking Pick

APO is the clearest fit if your priority is long-term compounding.

  • 7.7% 10Y total return vs CGABL's -9.1%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthCGABL logoCGABL83.1% NII/revenue growth vs APO's 16.0%
ValueCGABL logoCGABLLower P/E (6.1x vs 14.4x)
Quality / MarginsCGABL logoCGABLEfficiency ratio 0.2% vs APO's 0.5% (lower = leaner)
Stability / SafetyCGABL logoCGABLBeta 0.71 vs APO's 1.43
DividendsCGABL logoCGABL8.1% yield, vs APO's 1.6%
Momentum (1Y)CGABL logoCGABL+5.1% vs APO's +1.7%
Efficiency (ROA)CGABL logoCGABLEfficiency 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

CGABLThe Carlyle Group Inc. 4.625% Subordinated Notes due 2061
FY 2024
Fund Management Fee
62.3%$2.2B
Performance Allocations
26.4%$940M
Principal Investment Income (Loss)
7.5%$268M
Incentive Fee
3.8%$134M
APOApollo Global Management, Inc.
FY 2025
Retirement Services Segment
84.4%$27.0B
Asset Management Segment
15.6%$5.0B

CGABL vs APO — Financial Metrics

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

BEST OVERALLAPOLAGGINGCGABL

Income & Cash Flow (Last 12 Months)

APO leads this category, winning 4 of 5 comparable metrics.

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).

MetricCGABL logoCGABLThe Carlyle Group…APO logoAPOApollo Global Man…
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%
APO leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

CGABL leads this category, winning 5 of 5 comparable 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.

MetricCGABL logoCGABLThe Carlyle Group…APO logoAPOApollo Global Man…
Market CapShares × price$6.1B$74.7B
Enterprise ValueMkt cap + debt − cash$4.8B$68.8B
Trailing P/EPrice ÷ TTM EPS6.08x17.84x
Forward P/EPrice ÷ next-FY EPS est.14.42x
PEG RatioP/E ÷ EPS growth rate0.24x
EV / EBITDAEnterprise value multiple3.09x6.00x
Price / SalesMarket cap ÷ Revenue1.12x2.46x
Price / BookPrice ÷ Book value/share0.88x1.85x
Price / FCFMarket cap ÷ FCF6.00x10.02x
CGABL leads this category, winning 5 of 5 comparable metrics.

Profitability & Efficiency

APO leads this category, winning 5 of 8 comparable metrics.

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.

MetricCGABL logoCGABLThe Carlyle Group…APO logoAPOApollo Global Man…
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 0–963
Debt / EquityFinancial leverage0.31x
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 expense2.60x28.98x
APO leads this category, winning 5 of 8 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 $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.

MetricCGABL logoCGABLThe Carlyle Group…APO logoAPOApollo Global Man…
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%
APO leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

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

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.

MetricCGABL logoCGABLThe Carlyle Group…APO logoAPOApollo Global Man…
Beta (5Y)Sensitivity to S&P 5000.71x1.43x
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 0–10047.366.7
Avg Volume (50D)Average daily shares traded31K5.2M
CGABL leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — CGABL and APO each lead in 1 of 2 comparable metrics.

For income investors, CGABL offers the higher dividend yield at 8.11% vs APO's 1.65%.

MetricCGABL logoCGABLThe Carlyle Group…APO logoAPOApollo Global Man…
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$157.25
# AnalystsCovering analysts28
Dividend YieldAnnual dividend ÷ price+8.1%+1.6%
Dividend StreakConsecutive years of raises03
Dividend / ShareAnnual DPS$1.37$2.14
Buyback YieldShare repurchases ÷ mkt cap+9.1%+1.0%
Evenly matched — CGABL and APO each lead in 1 of 2 comparable metrics.
Key Takeaway

APO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). CGABL leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.

Best OverallApollo Global Management, I… (APO)Leads 3 of 6 categories
Loading custom metrics...

CGABL vs APO: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Which 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).

08

Is 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.

09

What 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.

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

CGABL

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 41%
  • Net Margin > 11%
Run This Screen
Stocks Like

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 CGABL and APO on the metrics below

Revenue Growth>
%
(CGABL: 83.1% · APO: 16.0%)
Net Margin>
%
(CGABL: 18.8% · APO: 14.8%)
P/E Ratio<
x
(CGABL: 6.1x · APO: 17.8x)

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