Aon vs Apollo
This page compares Aon and Apollo, examining business models, financial performance, and market context to help readers understand how each company positions itself. The analysis is presented in a neutral, accessible manner for educational purposes. Educational content, not financial advice.
This page compares Aon and Apollo, examining business models, financial performance, and market context to help readers understand how each company positions itself. The analysis is presented in a neu...
Why It's Moving
Apollo gears up for pivotal Q4 earnings reveal and CFO spotlight at UBS conference.
- Q4 earnings set for Feb. 9 before market open, with 8:30 AM ET webcast—analysts expect results signaling strength in private credit and equity amid $908B AUM.
- CFO Martin Kelly's UBS fireside chat on Feb. 10 offers fresh insights into deal flow and growth, building on recent refinancings and portfolio wins.
- Moderate Buy consensus prevails with average target above $165, as recent sector deals highlight Apollo's active capital solutions despite mixed stock reactions.
Apollo gears up for pivotal Q4 earnings reveal and CFO spotlight at UBS conference.
- Q4 earnings set for Feb. 9 before market open, with 8:30 AM ET webcast—analysts expect results signaling strength in private credit and equity amid $908B AUM.
- CFO Martin Kelly's UBS fireside chat on Feb. 10 offers fresh insights into deal flow and growth, building on recent refinancings and portfolio wins.
- Moderate Buy consensus prevails with average target above $165, as recent sector deals highlight Apollo's active capital solutions despite mixed stock reactions.
Investment Analysis
Aon
AON
Pros
- Aon is a leading global provider in insurance and reinsurance brokerage and human resources solutions, operating in over 120 countries with around 50,000 employees.
- The company maintains a strong market capitalization of approximately $77 billion, indicating substantial scale and market presence.
- Aon exhibits moderate valuation metrics with a price-to-earnings ratio near 23 and pays a consistent dividend yield close to 0.8% forward.
Considerations
- Aon's stock currently trades at a significant premium relative to its fair value estimates, suggesting potential valuation risk.
- The company's dividend yield is relatively low, which might limit income-focused investor appeal.
- Trading volumes are moderate compared to its large market cap, possibly implying lower liquidity or investor interest fluctuations.
Apollo
APO
Pros
- Apollo Asset Management is a major alternative investment manager with a market capitalization in the $74 billion range.
- It serves diverse sectors including chemicals, manufacturing, natural resources, and industrials, which provides sector diversification benefits.
- Apollo shows strong income generation with reported income around $4 billion and substantial sales approaching $28 billion.
Considerations
- Apollo faces sector-specific cyclicality risks due to its significant exposure to natural resources and industrial sectors.
- The company's enterprise value is notably higher than its market cap, which may reflect elevated leverage or debt levels.
- As a private markets-focused firm, Apollo’s valuation and growth drivers may be more sensitive to macroeconomic conditions and capital market fluctuations.
Related Market Insights
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Related Market Insights
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Apollo (APO) Next Earnings Date
Apollo Global Management (APO) is scheduled to report its next earnings on February 9, 2026, ahead of the market open, covering the fourth quarter and full year 2025. This date aligns with the company's investor relations announcement and consensus from multiple analyst sources. The prior quarter's results were released on November 4, 2025, for Q3 2025.
Apollo (APO) Next Earnings Date
Apollo Global Management (APO) is scheduled to report its next earnings on February 9, 2026, ahead of the market open, covering the fourth quarter and full year 2025. This date aligns with the company's investor relations announcement and consensus from multiple analyst sources. The prior quarter's results were released on November 4, 2025, for Q3 2025.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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