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
AON Catches Fire as Analysts Eye 18% Surge on Robust Revenue Momentum
- Revenue rocketed 10.5% to $4,155 million, crushing estimates and highlighting booming demand in insurance-linked securities with $50 billion in cat bonds.
- Reinsurance arm delivered 6% organic growth, powered by leadership in high-growth areas, boosting confidence in sustained expansion.
- Client retention climbed one point year-over-year, proving sticky operations even as profitability faces macro pressures from weak sectors like financial services.
Apollo Global Management Sets June Shareholder Meeting as Analyst Confidence Remains High Following 2026 Top Pick Designation
- Piper Sandler reaffirmed an Overweight rating and $165 price target for APO in early February, citing the company's ability to produce considerable cash flows while launching new businesses
- Apollo reiterated growth targets of 10% for spread-related earnings and 20% for fee-related earnings, with management maintaining confidence in achieving 100 basis points of fee-related earnings margin expansion annually
- As of December 31, 2025, Apollo managed approximately $938 billion in assets under management, positioning it as a significant player in the global alternative asset management space
AON Catches Fire as Analysts Eye 18% Surge on Robust Revenue Momentum
- Revenue rocketed 10.5% to $4,155 million, crushing estimates and highlighting booming demand in insurance-linked securities with $50 billion in cat bonds.
- Reinsurance arm delivered 6% organic growth, powered by leadership in high-growth areas, boosting confidence in sustained expansion.
- Client retention climbed one point year-over-year, proving sticky operations even as profitability faces macro pressures from weak sectors like financial services.
Apollo Global Management Sets June Shareholder Meeting as Analyst Confidence Remains High Following 2026 Top Pick Designation
- Piper Sandler reaffirmed an Overweight rating and $165 price target for APO in early February, citing the company's ability to produce considerable cash flows while launching new businesses
- Apollo reiterated growth targets of 10% for spread-related earnings and 20% for fee-related earnings, with management maintaining confidence in achieving 100 basis points of fee-related earnings margin expansion annually
- As of December 31, 2025, Apollo managed approximately $938 billion in assets under management, positioning it as a significant player in the global alternative asset management space
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.
Related Market Insights
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Related Market Insights
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Aon (AON) Next Earnings Date
AON's next earnings date is estimated for April 24, 2026, covering the first quarter of 2026 (Q1 2026). This projection aligns with the company's historical reporting patterns, typically late April for Q1 results. The date remains unconfirmed by AON as of now.
Apollo (APO) Next Earnings Date
Apollo Global Management's next earnings date is May 1, 2026, when the company will report Q1 2026 results. The earnings announcement is expected to occur before market open on that date. Analysts are currently projecting an EPS of approximately $2.04 for the quarter, representing continued strong operational performance following the company's recent Q4 2025 beat where it delivered $2.47 in earnings per share.
Aon (AON) Next Earnings Date
AON's next earnings date is estimated for April 24, 2026, covering the first quarter of 2026 (Q1 2026). This projection aligns with the company's historical reporting patterns, typically late April for Q1 results. The date remains unconfirmed by AON as of now.
Apollo (APO) Next Earnings Date
Apollo Global Management's next earnings date is May 1, 2026, when the company will report Q1 2026 results. The earnings announcement is expected to occur before market open on that date. Analysts are currently projecting an EPS of approximately $2.04 for the quarter, representing continued strong operational performance following the company's recent Q4 2025 beat where it delivered $2.47 in earnings per share.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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