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.

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.

Comparison Snapshot

Key Financial Metrics

APO

Metric

USB

$85.93B

Market Cap

$83.13B

10.01%

Potential Profit

3.89%

Buy

Analyst Rating

Buy

Why It's Moving

Apollo's AUM hits $908B milestone amid booming private markets momentum.

AUM surged to $908B, up from $840B in Q2 2025, signaling accelerated capital deployment and fee diversification through partnerships with JPMorgan and Goldman Sachs.
Strategic infrastructure push, including the T.D. Williamson acquisition, positions Apollo to capture stable cash flows from energy transition trends.
Q2 highlights included $61B quarterly inflows and 21% year-over-year growth in fee-generating AUM, reinforcing post-recessionary outperformance.

Sentiment:

🐃Bullish

U.S. Bancorp Signals Stability with Steady Dividend Declaration Amid Regional Banking Gains.

Board declared consistent $0.52 common stock dividend, reinforcing commitment to shareholder returns despite mixed insider activity earlier in the month.
Preferred series dividends held firm across A-O, highlighting robust capital position for preferred holders amid stable trading volumes.
Shares climbed 0.04% to $53.58 on December 11, riding positive banking sector momentum with peers like M&T Bank and Northern Trust also advancing.

Sentiment:

🐃Bullish

Apollo's AUM hits $908B milestone amid booming private markets momentum.

AUM surged to $908B, up from $840B in Q2 2025, signaling accelerated capital deployment and fee diversification through partnerships with JPMorgan and Goldman Sachs.
Strategic infrastructure push, including the T.D. Williamson acquisition, positions Apollo to capture stable cash flows from energy transition trends.
Q2 highlights included $61B quarterly inflows and 21% year-over-year growth in fee-generating AUM, reinforcing post-recessionary outperformance.

Sentiment:

🐃Bullish

U.S. Bancorp Signals Stability with Steady Dividend Declaration Amid Regional Banking Gains.

Board declared consistent $0.52 common stock dividend, reinforcing commitment to shareholder returns despite mixed insider activity earlier in the month.
Preferred series dividends held firm across A-O, highlighting robust capital position for preferred holders amid stable trading volumes.
Shares climbed 0.04% to $53.58 on December 11, riding positive banking sector momentum with peers like M&T Bank and Northern Trust also advancing.

Sentiment:

🐃Bullish

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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Which Baskets Do They Appear In?

The Dealmakers: M&A Boom

Published: June 30, 2025

Explore Basket

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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Apollo vs U.S. Bancorp

About The Companies

Comparison Snapshot

Why It's Moving

Apollo's AUM hits $908B milestone amid booming private markets momentum.

U.S. Bancorp Signals Stability with Steady Dividend Declaration Amid Regional Banking Gains.

Apollo's AUM hits $908B milestone amid booming private markets momentum.

U.S. Bancorp Signals Stability with Steady Dividend Declaration Amid Regional Banking Gains.

Which Baskets Do They Appear In?

The Dealmakers: M&A Boom

Which Baskets Do They Appear In?

The Dealmakers: M&A Boom

Investment Analysis

Apollo

Pros

Considerations

U.S. Bancorp

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What is the difference between a diversified alternative asset manager and a traditional bank?

How should I interpret return on equity (ROE) and investable capital in the context of Apollo?

What does a growing dividend imply for a stock like Apollo?

Why might valuation premiums matter when comparing Apollo to peers?

What should I know about diversification when comparing Apollo and U.S. Bancorp?

How can cyclical exposure affect stock performance for Apollo?

What are some risks specific to U.S. Bancorp to monitor?

How does market context influence these two companies differently?

What does it mean when a stock underperforms a broader index?

How should I use this comparison page to educate myself without receiving financial advice?

What is the educational disclaimer for this comparison?

About The Companies

Comparison Snapshot