Apollo vs PNC

This page compares Apollo Asset Management Inc and PNC Financial Services Group, Inc, examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each firm operates, the markets they serve, and the factors shaping their strategies and positions. Educational content, not financial advice.

This page compares Apollo Asset Management Inc and PNC Financial Services Group, Inc, examining their business models, financial performance, and market context. It presents neutral, accessible inform...

Comparison Snapshot

Key Financial Metrics

APO

Metric

PNC

$77.31B

Market Cap

$88.78B

34.17%

Potential Profit

0.45%

Buy

Analyst Rating

Buy

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.

Sentiment:

⚖️Neutral

PNC Stock Surges to New 52-Week High on Acquisition Momentum and Strong Fundamentals.

Closed $26B FirstBank deal on Jan. 5, adding $16B in loans and $23B in deposits to turbocharge growth in key Sun Belt regions.
Stock climbed 1.68% to $227.06 on Feb. 2, eyeing record close with YTD gains of 8.78% on solid Q4 results showing net interest margin expansion.
Steady $1.70 quarterly dividend payable Feb. 5 underscores financial strength, yielding ~3% amid favorable analyst upgrades.

Sentiment:

🐃Bullish

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.

Sentiment:

⚖️Neutral

PNC Stock Surges to New 52-Week High on Acquisition Momentum and Strong Fundamentals.

Closed $26B FirstBank deal on Jan. 5, adding $16B in loans and $23B in deposits to turbocharge growth in key Sun Belt regions.
Stock climbed 1.68% to $227.06 on Feb. 2, eyeing record close with YTD gains of 8.78% on solid Q4 results showing net interest margin expansion.
Steady $1.70 quarterly dividend payable Feb. 5 underscores financial strength, yielding ~3% amid favorable analyst upgrades.

Sentiment:

🐃Bullish

Investment Analysis

Apollo

APO

Pros

Apollo Asset Management has demonstrated strong revenue growth, reporting a 24% increase in the third quarter of 2025 compared to the prior year.
The company maintains a diversified business model, operating across asset management and retirement services with a global footprint.
Apollo's valuation metrics remain attractive, with a price-to-earnings ratio below the sector average and a solid dividend yield.

Considerations

The company's exposure to alternative assets can lead to higher volatility in earnings during periods of market stress.
Apollo's reliance on market conditions for asset management fees may pressure profitability if investment performance weakens.
Recent regulatory scrutiny in the asset management sector could increase compliance costs and operational complexity.

PNC

Pros

PNC Financial Services Group benefits from a diversified business mix, including retail, corporate, and asset management segments.
The company manages a large asset base, with over $190 billion in disclosed holdings, supporting scale and client reach.
PNC maintains a stable balance sheet, with a price-to-book ratio below the industry average, indicating conservative valuation.

Considerations

PNC's earnings are sensitive to interest rate fluctuations, which can impact net interest margins and loan demand.
The company faces competitive pressures in retail banking from both traditional peers and fintech entrants.
Exposure to commercial real estate lending poses credit risk if property values decline or vacancy rates rise.

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About The Companies

Apollo (APO)

Apollo Asset Management Inc (APO) is a large, US-listed alternative asset manager specialising in private equity, credit, and real assets. With a market capitalisation of about $73.75bn, Apollo combines fee-based earnings from asset management with investment returns from capital it invests alongside clients. Its business mixes closed-end funds, credit vehicles and publicly traded platforms, giving exposure to diverse fee streams, performance fees (carried interest) and balance-sheet investments. Investors should watch assets under management (AUM) growth, realised exits and credit-market conditions, as these drive fees and earnings, while also monitoring leverage and valuation assumptions used for illiquid holdings. Advantages include scale, a broad product set and distribution reach; risks include illiquidity, mark-to-market volatility, regulatory scrutiny and dependence on fundraising and investment performance. This summary provides general, educational information only and is not personalised advice — returns can rise or fall and are not guaranteed.

PNC (PNC)

PNC Financial Services Group, Inc. (PNC) is a large US regional bank offering retail and commercial banking, asset management, wealth services and payments. With a market capitalisation of about $71.3 billion, PNC operates an extensive branch network concentrated in the eastern and midwestern United States and serves consumers, small businesses and corporate clients. Its earnings are driven largely by net interest income—sensitive to interest-rate cycles—and by fee-based services such as wealth management and payments. Important investor themes include interest-rate movements and their effect on net interest margins, credit quality across loan portfolios, regulatory capital requirements and deposit funding costs. The group is investing in digital channels and efficiency initiatives while managing legacy branch expenses. Key risks include economic slowdowns that raise loan-loss provisions, regulatory scrutiny and competition from larger banks and fintechs. This is general educational information only and not personalised investment advice; investors should consider their own circumstances and seek regulated advice.

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.

PNC (PNC) Next Earnings Date

PNC Financial Services Group's next earnings release is scheduled for Wednesday, April 15, 2026, pre-market open, covering the first quarter ending March 31, 2026. This date follows the company's official announcement of its 2026 quarterly schedule, with a conference call at 10 a.m. ET. Investors should monitor investor relations updates for any changes.

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.

PNC (PNC) Next Earnings Date

PNC Financial Services Group's next earnings release is scheduled for Wednesday, April 15, 2026, pre-market open, covering the first quarter ending March 31, 2026. This date follows the company's official announcement of its 2026 quarterly schedule, with a conference call at 10 a.m. ET. Investors should monitor investor relations updates for any changes.

Which Baskets Do They Appear In?

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Published: June 30, 2025

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Which Baskets Do They Appear In?

The Dealmakers: M&A Boom

A carefully selected group of financial institutions driving today's surge in mergers and acquisitions. These companies are the architects behind billion-dollar deals, earning significant fees as corporate dealmaking accelerates.

Published: June 30, 2025

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Comparison Snapshot

Why It's Moving

Apollo gears up for pivotal Q4 earnings reveal and CFO spotlight at UBS conference.

PNC Stock Surges to New 52-Week High on Acquisition Momentum and Strong Fundamentals.

Apollo gears up for pivotal Q4 earnings reveal and CFO spotlight at UBS conference.

PNC Stock Surges to New 52-Week High on Acquisition Momentum and Strong Fundamentals.