CIBC vs Apollo
This page compares CIBC and Apollo Asset Management Inc. in a clear, accessible way, outlining how each company structures its business, what informs its financial performance, and the market context in which it operates. The aim is to present factual contrasts and similarities for readers seeking understanding, not investment advice. Educational content, not financial advice.
This page compares CIBC and Apollo Asset Management Inc. in a clear, accessible way, outlining how each company structures its business, what informs its financial performance, and the market context ...
Why It's Moving
CIBC Shares Surge on Multi-Year Highs Amid Institutional Buying and Strategic Moves
- State of Wyoming added $1.02 million position in CM, while CIBC Asset Management boosted its stake by 384,414 shares to nearly 10 million, underscoring strong institutional interest.
- Shares surged as highlighted in recent TSX 60 analysis, with multi-year performance standing out amid a raised quarterly dividend to $1.07 for a 4.6% yield.
- Priced $2B senior notes due 2030 and launched MSCI EAFE index-linked notes, plus announced support for a new defence, security, and resilience bank, expanding funding capabilities.
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 webcastβanalysts 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.
CIBC Shares Surge on Multi-Year Highs Amid Institutional Buying and Strategic Moves
- State of Wyoming added $1.02 million position in CM, while CIBC Asset Management boosted its stake by 384,414 shares to nearly 10 million, underscoring strong institutional interest.
- Shares surged as highlighted in recent TSX 60 analysis, with multi-year performance standing out amid a raised quarterly dividend to $1.07 for a 4.6% yield.
- Priced $2B senior notes due 2030 and launched MSCI EAFE index-linked notes, plus announced support for a new defence, security, and resilience bank, expanding funding capabilities.
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 webcastβanalysts 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
CIBC
CM
Pros
- Reported a significant 10.71% increase in revenue to 23.61 billion CAD for 2024, demonstrating strong top-line growth.
- Net income surged by 44.74% to 6.85 billion CAD in 2024, reflecting improved profitability and operational efficiency.
- Offers a solid dividend yield of about 3.3-3.5%, providing consistent income generation for investors.
Considerations
- Exhibits a beta of 1.23, indicating above-market volatility which could increase investment risk during downturns.
- Growth and profitability are somewhat dependent on the Canadian and U.S. economies, exposing it to regional economic fluctuations.
- Neutral to cautious analyst coverage with moderate price appreciation potential, implying valuation is currently fair but not highly discounted.
Apollo
APO
Pros
- Apollo Asset Management has a diversified asset management business with exposure to private equity, credit, and real assets, enabling multiple growth drivers.
- Strong fee-generating capabilities and growing assets under management drive stable revenue streams and cash flow.
- Experienced management team with a proven track record in navigating complex investment environments and capitalising on market dislocations.
Considerations
- Highly sensitive to macroeconomic cycles and credit market conditions, which can significantly impact fundraising and investment performance.
- Faces regulatory scrutiny and potential compliance costs due to the complex nature of alternative asset management.
- Valuation and earnings can be volatile because of reliance on realized investment income and carried interest, making earnings less predictable.
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CIBC (CM) Next Earnings Date
Canadian Imperial Bank of Commerce will release its Q1 2026 earnings report on February 26, 2026 at 7:30 am ET. This upcoming announcement will cover the first quarter of fiscal year 2026. The company has confirmed this date through its official investor relations schedule, making it one of the nearest near-term catalysts for the stock. Analysts are forecasting Q1 EPS of approximately $2.39 with revenue expected around $7.66 billion CAD.
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.
CIBC (CM) Next Earnings Date
Canadian Imperial Bank of Commerce will release its Q1 2026 earnings report on February 26, 2026 at 7:30 am ET. This upcoming announcement will cover the first quarter of fiscal year 2026. The company has confirmed this date through its official investor relations schedule, making it one of the nearest near-term catalysts for the stock. Analysts are forecasting Q1 EPS of approximately $2.39 with revenue expected around $7.66 billion CAD.
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?
Canada Domestic Champions Explained | Trade War Shield
Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.
Published: August 30, 2025
Explore BasketNorth American Trade Normalization
Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.
Published: August 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Canada Domestic Champions Explained | Trade War Shield
Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.
Published: August 30, 2025
Explore BasketNorth American Trade Normalization
Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.
Published: August 24, 2025
Explore BasketBuy CM or APO in Nemo
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