Apollo vs U.S. Bancorp

This page compares Apollo Asset Management Inc and U.S. Bancorp, exploring their business models, financial performance, and market context in a neutral, accessible way to help readers understand each company. It presents factual information without recommendations. Educational content, not financial advice.

This page compares Apollo Asset Management Inc and U.S. Bancorp, exploring their business models, financial performance, and market context in a neutral, accessible way to help readers understand each...

Comparison Snapshot

Key Financial Metrics

APO

Metric

USB

$77.31B

Market Cap

$89.19B

34.17%

Potential Profit

3.80%

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

U.S. Bancorp Hits 52-Week High as Earnings Momentum Fuels Leadership Transition Buzz

Q4 EPS of $1.26 beat estimates by $0.07 with revenue at $7.92B topping $7.31B forecasts, up 5.1% year-over-year, showcasing resilient margins of 17.66% and strong return on equity.
Analysts pile on with upgrades including Barclays to $65, DA Davidson to $65, and RBC to $59, citing 370-400 basis points of positive operating leverage and broad-based profit beats.
Leadership evolves as CEO Gunjan Kedia steps into chairman role post-April 2026 meeting, amid COO retirement, while stock boasts 20.7% 12-month gains and 3.7% dividend yield.

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

U.S. Bancorp Hits 52-Week High as Earnings Momentum Fuels Leadership Transition Buzz

Q4 EPS of $1.26 beat estimates by $0.07 with revenue at $7.92B topping $7.31B forecasts, up 5.1% year-over-year, showcasing resilient margins of 17.66% and strong return on equity.
Analysts pile on with upgrades including Barclays to $65, DA Davidson to $65, and RBC to $59, citing 370-400 basis points of positive operating leverage and broad-based profit beats.
Leadership evolves as CEO Gunjan Kedia steps into chairman role post-April 2026 meeting, amid COO retirement, while stock boasts 20.7% 12-month gains and 3.7% dividend yield.

Sentiment:

🐃Bullish

Investment Analysis

Apollo

APO

Pros

Apollo has demonstrated strong profitability with robust return on equity and investable capital, reflecting efficient capital allocation across its diversified alternative asset platforms.
The firm is actively expanding through strategic acquisitions and targeting ambitious origination growth, positioning itself to capitalise on structural trends in private markets.
Apollo’s dividend has been consistently maintained and recently increased, offering shareholders a growing income stream alongside capital appreciation potential.

Considerations

The stock trades at a premium valuation relative to both sector peers and broader financials, which may limit upside if growth moderates or markets turn risk-averse.
Exposure to cyclical and sometimes illiquid alternative asset classes could lead to elevated volatility during periods of economic stress or market dislocation.
While origination targets are ambitious, execution risks remain high given the complexity of scaling in competitive, regulated global alternative asset markets.

U.S. Bancorp

USB

Pros

U.S. Bancorp maintains a diversified revenue base across commercial and consumer banking, wealth management, and payments, providing stability through economic cycles.
The bank’s strong deposit franchise and prudent risk management have historically supported reliable profitability and solid credit quality in varying interest rate environments.
Recent underperformance in share price may present a more attractive entry point for long-term investors should fundamentals stabilise or improve.

Considerations

U.S. Bancorp has recently underperformed broader banking indices, with the share price declining over the past year amid revenue headwinds and margin pressure.
The bank faces heightened regulatory scrutiny and potential compliance costs as it integrates recent acquisitions and navigates evolving financial services oversight.
Continued pressure on net interest margins and modest loan growth outlook could constrain earnings growth relative to more specialised or regionally focused peers.

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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.

U.S. Bancorp (USB)

U.S. Bancorp (USB) is a large, US-focused regional bank offering retail and commercial banking, payment processing, wealth management and corporate services. With a market capitalisation of about $74.09 billion, the group earns from net interest income (lending margins) and fee-based activities such as card services and asset management. Investors should note USB’s sensitivity to interest-rate movements, loan credit quality and economic cycles in the United States. The bank has invested in digital platforms and branch networks to balance growth and cost efficiency, while regulatory capital and liquidity requirements shape capital return policies including dividends. Key considerations for investors include exposure to commercial real estate and corporate lending, competitive pressure in payments, and evolving regulation. This summary is for general, educational purposes only and is not personal financial advice; suitability depends on your circumstances and objectives, and past performance is not a reliable indicator of future results.

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.

U.S. Bancorp (USB) Next Earnings Date

U.S. Bancorp (USB)'s next earnings date is April 15, 2026, prior to market open, covering the first quarter of 2026 (Q1 2026). This date aligns with the company's historical quarterly reporting pattern, as confirmed across multiple analyst estimates. The Q4 2025 earnings were released on January 20, 2026, marking the prior report.

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.

U.S. Bancorp (USB) Next Earnings Date

U.S. Bancorp (USB)'s next earnings date is April 15, 2026, prior to market open, covering the first quarter of 2026 (Q1 2026). This date aligns with the company's historical quarterly reporting pattern, as confirmed across multiple analyst estimates. The Q4 2025 earnings were released on January 20, 2026, marking the prior report.

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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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Apollo vs U.S. Bancorp

Comparison Snapshot

Why It's Moving

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

U.S. Bancorp Hits 52-Week High as Earnings Momentum Fuels Leadership Transition Buzz

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

U.S. Bancorp Hits 52-Week High as Earnings Momentum Fuels Leadership Transition Buzz