BNY vs Apollo

BNY and Apollo are presented here in a straightforward comparison, outlining how each company conducts its business, their financial performance, and their place within the market context. This page compares their business models, financial performance, and market positioning in a neutral, accessible manner. Educational content, not financial advice.

BNY and Apollo are presented here in a straightforward comparison, outlining how each company conducts its business, their financial performance, and their place within the market context. This page c...

Comparison Snapshot

Key Financial Metrics

BK

Metric

APO

$83.70B

Market Cap

$77.31B

4.02%

Potential Profit

34.17%

Buy

Analyst Rating

Buy

Why It's Moving

BNY Mellon Draws Bullish Analyst Fireworks as Price Targets Surge Past $140

Barclays jumped their target from $120 to $143 with an 'overweight' nod, while firms like Goldman Sachs and Citigroup also lifted views, pushing the consensus 'Moderate Buy' average to $131.92.
Board declared a $0.53 quarterly dividend payable February 5, underscoring reliable shareholder returns with a 1.8% annualized yield amid stock trading near 52-week highs.
Accelerated push into digital assets, AI, and NEXEN platform positions BNY for cost savings and revenue growth, with valuations hinting at 9-10% undervaluation at current levels.

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

BNY Mellon Draws Bullish Analyst Fireworks as Price Targets Surge Past $140

Barclays jumped their target from $120 to $143 with an 'overweight' nod, while firms like Goldman Sachs and Citigroup also lifted views, pushing the consensus 'Moderate Buy' average to $131.92.
Board declared a $0.53 quarterly dividend payable February 5, underscoring reliable shareholder returns with a 1.8% annualized yield amid stock trading near 52-week highs.
Accelerated push into digital assets, AI, and NEXEN platform positions BNY for cost savings and revenue growth, with valuations hinting at 9-10% undervaluation at current levels.

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

Investment Analysis

BNY

BK

Pros

BNY Mellon reported a 9% year-on-year revenue increase in Q3 2025, driven by broad-based growth across its core business segments.
The company achieved a 25% year-on-year surge in earnings per share, reflecting strong cost management and improved profitability.
BNY Mellon maintains a leading position in asset servicing with $57.8 trillion in assets under custody and administration as of September 2025.

Considerations

Despite strong earnings, BNY Mellon's revenue slightly missed analyst expectations in Q3 2025, indicating potential headwinds in top-line growth.
The stock trades at a significant premium compared to its estimated fair value, raising concerns about valuation for new investors.
BNY Mellon's return on equity and return on assets remain below some key peers, suggesting less efficient capital utilisation.

Apollo

APO

Pros

Apollo Global Management has a diversified investment platform spanning private equity, credit, and real assets, providing multiple growth avenues.
The firm has consistently delivered strong returns for investors, supported by a robust track record in alternative asset management.
Apollo benefits from a scalable business model with high fee-related earnings and a growing assets under management base.

Considerations

Apollo's performance is highly sensitive to market cycles and macroeconomic conditions, which can impact fundraising and investment returns.
The company faces increasing competition from other large alternative asset managers, potentially pressuring fee margins.
Apollo's reliance on performance fees exposes it to volatility in earnings during periods of market downturns or reduced deal activity.

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