Aon vs Apollo
This page compares Aon and Apollo, examining business models, financial performance, and market context to help readers understand how each company positions itself. The analysis is presented in a neutral, accessible manner for educational purposes. Educational content, not financial advice.
This page compares Aon and Apollo, examining business models, financial performance, and market context to help readers understand how each company positions itself. The analysis is presented in a neu...
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.
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.
Which Baskets Do They Appear In?
No baskets available in this category
Which Baskets Do They Appear In?
No baskets available in this category
Investment Analysis
Aon
AON
Pros
- Aon is a leading global provider in insurance and reinsurance brokerage and human resources solutions, operating in over 120 countries with around 50,000 employees.
- The company maintains a strong market capitalization of approximately $77 billion, indicating substantial scale and market presence.
- Aon exhibits moderate valuation metrics with a price-to-earnings ratio near 23 and pays a consistent dividend yield close to 0.8% forward.
Considerations
- Aon's stock currently trades at a significant premium relative to its fair value estimates, suggesting potential valuation risk.
- The company's dividend yield is relatively low, which might limit income-focused investor appeal.
- Trading volumes are moderate compared to its large market cap, possibly implying lower liquidity or investor interest fluctuations.
Apollo
APO
Pros
- Apollo Asset Management is a major alternative investment manager with a market capitalization in the $74 billion range.
- It serves diverse sectors including chemicals, manufacturing, natural resources, and industrials, which provides sector diversification benefits.
- Apollo shows strong income generation with reported income around $4 billion and substantial sales approaching $28 billion.
Considerations
- Apollo faces sector-specific cyclicality risks due to its significant exposure to natural resources and industrial sectors.
- The company's enterprise value is notably higher than its market cap, which may reflect elevated leverage or debt levels.
- As a private markets-focused firm, Apollo’s valuation and growth drivers may be more sensitive to macroeconomic conditions and capital market fluctuations.
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