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CUB vs APO
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management - Global
CUB vs APO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Shell Companies | Asset Management - Global |
| Market Cap | $83M | $73.67B |
| Revenue (TTM) | $0.00 | $30.30B |
| Net Income (TTM) | $10M | $4.48B |
| Gross Margin | — | 88.5% |
| Operating Margin | — | 34.4% |
| Forward P/E | 3.7x | 14.4x |
| Total Debt | $0.00 | $13.36B |
| Cash & Equiv. | $891K | $19.24B |
CUB vs APO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Aug 24 | May 26 | Return |
|---|---|---|---|
| Lionheart Holdings (CUB) | 100 | 107.9 | +7.9% |
| Apollo Global Manag… (APO) | 100 | 110.4 | +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.
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
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%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 16.0% NII/revenue growth vs CUB's -100.0% | |
| Value | Lower P/E (3.7x vs 14.4x), PEG 0.15 vs 0.19 | |
| Dividends | 1.7% yield; 3-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +4.5% vs APO's +0.4% | |
| Efficiency (ROA) | 4.3% 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
CUB 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 1 of 1 comparable metric.
Income & Cash Flow (Last 12 Months)
APO and CUB operate at a comparable scale, with $30.3B and $0 in trailing revenue.
| Metric | ||
|---|---|---|
| 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% |
Valuation Metrics
APO leads this category, winning 3 of 5 comparable metrics.
Valuation 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.
| Metric | ||
|---|---|---|
| Market CapShares × price | $83M | $73.7B |
| Enterprise ValueMkt cap + debt − cash | $82M | $67.8B |
| Trailing P/EPrice ÷ TTM EPS | 56.84x | 17.60x |
| Forward P/EPrice ÷ next-FY EPS est. | 3.71x | 14.42x |
| PEG RatioP/E ÷ EPS growth rate | 2.35x | 0.23x |
| EV / EBITDAEnterprise value multiple | 826.61x | 5.92x |
| Price / SalesMarket cap ÷ Revenue | — | 2.43x |
| Price / BookPrice ÷ Book value/share | 1.02x | 1.83x |
| Price / FCFMarket cap ÷ FCF | — | 9.89x |
Profitability & Efficiency
APO leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||
|---|---|---|
| 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 0–9 | 4 | 3 |
| Debt / EquityFinancial leverage | — | 0.31x |
| 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 expense | — | 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 $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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
CUB leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.02x | 1.43x |
| 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 0–100 | 53.9 | 64.9 |
| Avg Volume (50D)Average daily shares traded | 13K | 5.2M |
Analyst Outlook
APO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
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.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $157.25 |
| # AnalystsCovering analysts | 11 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | +1.7% |
| Dividend StreakConsecutive years of raises | 0 | 3 |
| Dividend / ShareAnnual DPS | — | $2.14 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% |
APO leads in 5 of 6 categories (Income & Cash Flow, Valuation Metrics). CUB leads in 1 (Risk & Volatility).
CUB vs APO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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.
09Is 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.
10What 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.
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