Head-To-Head Comparison: Apollo Global Management (APO) vs. UBS AG (UBS)

Apollo Global Management (NYSE: APO) and UBS AG (NYSE:UBS) are both mid-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, institutional ownership, earnings, analyst recommendations, risk, dividends and valuation.

Valuation and Earnings

This table compares Apollo Global Management and UBS AG’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Apollo Global Management $2.21 billion 2.63 $496.41 million $2.56 11.70
UBS AG $30.32 billion 2.06 $3.94 billion $1.06 15.85

UBS AG has higher revenue and earnings than Apollo Global Management. Apollo Global Management is trading at a lower price-to-earnings ratio than UBS AG, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Apollo Global Management and UBS AG’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Apollo Global Management 21.79% 59.61% 19.32%
UBS AG 11.09% 7.80% 0.46%

Analyst Ratings

This is a summary of current ratings and target prices for Apollo Global Management and UBS AG, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Apollo Global Management 0 3 8 0 2.73
UBS AG 0 4 6 0 2.60

Apollo Global Management presently has a consensus target price of $29.30, suggesting a potential downside of 2.17%. Given Apollo Global Management’s stronger consensus rating and higher possible upside, equities research analysts plainly believe Apollo Global Management is more favorable than UBS AG.

Risk & Volatility

Apollo Global Management has a beta of 1.22, meaning that its stock price is 22% more volatile than the S&P 500. Comparatively, UBS AG has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500.

Institutional & Insider Ownership

73.6% of Apollo Global Management shares are owned by institutional investors. Comparatively, 31.4% of UBS AG shares are owned by institutional investors. 4.1% of Apollo Global Management shares are owned by company insiders. Comparatively, 1.0% of UBS AG shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Dividends

Apollo Global Management pays an annual dividend of $2.08 per share and has a dividend yield of 6.9%. UBS AG pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Apollo Global Management pays out 81.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. UBS AG pays out 56.6% of its earnings in the form of a dividend. UBS AG has raised its dividend for 4 consecutive years.

Summary

Apollo Global Management beats UBS AG on 11 of the 17 factors compared between the two stocks.

Apollo Global Management Company Profile

Apollo Global Management, LLC (Apollo) is an alternative investment manager in private equity, credit and real estate. The Company raises, invests and manages funds on behalf of pension, endowment and sovereign wealth funds, as well as other institutional and individual investors. The Company’s segments include private equity, credit and real estate. The private equity segment invests in control equity and related debt instruments, convertible securities and distressed debt investments. The credit segment invests in non-control corporate and structured debt instruments, including performing, stressed and distressed investments across the capital structure. The real estate segment invests in real estate equity for the acquisition and recapitalization of real estate assets, portfolios, platforms and operating companies, and real estate debt, including first mortgage and mezzanine loans, preferred equity and commercial mortgage backed securities.

UBS AG Company Profile

UBS Group AG is a holding company and conducts its operations through UBS AG and its subsidiaries. The Company comprises Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. Wealth Management division provides advice and tailored financial services to wealthy private clients around the world, except those served by Wealth Management Americas. Wealth Management Americas division is a wealth manager in the Americas in terms of financial advisor productivity and invested assets by financial advisor. Personal & Corporate Banking division provides financial products and services to private, corporate and institutional clients in Switzerland. Asset Management division provides investment management products and services, platform solutions and advisory support. Investment Bank division provides investment advice, financial solutions and capital markets access.

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