Apollo vs PNC
This page compares Apollo Asset Management Inc and PNC Financial Services Group, Inc, examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each firm operates, the markets they serve, and the factors shaping their strategies and positions. Educational content, not financial advice.
This page compares Apollo Asset Management Inc and PNC Financial Services Group, Inc, examining their business models, financial performance, and market context. It presents neutral, accessible inform...
Why It's Moving
Apollo surges on massive xAI data center financing deal fueling private credit momentum.
- Apollo backed the blockbuster $5.4B Valor and xAI deal with $3.5B in financing on January 6-7, highlighting its prowess in tapping AI-driven demand for compute power.
- Private credit expansion, including xAI-linked financing, positions Apollo for boosted origination volumes amid the global industrial renaissance in energy and infrastructure.
- Valuation models flag APO as undervalued by up to 9-35%, with strong long-term returns contrasting short-term sector headwinds.
PNC Powers Into 2026 with Debt Redemption and Stellar Earnings Momentum.
- Q4 2025 delivered $7.0 billion full-year net income and $16.59 diluted EPS, generating record revenue with 5% positive operating leverage to kick off the year strong.
- Completed FirstBank acquisition on January 5, expanding into high-growth Colorado and Arizona markets to boost strategic footprint and client relationships.
- Proactive redemption of $1.25 billion 4.758% notes today at par eliminates near-term debt maturities, freeing up capital for growth initiatives.
Apollo surges on massive xAI data center financing deal fueling private credit momentum.
- Apollo backed the blockbuster $5.4B Valor and xAI deal with $3.5B in financing on January 6-7, highlighting its prowess in tapping AI-driven demand for compute power.
- Private credit expansion, including xAI-linked financing, positions Apollo for boosted origination volumes amid the global industrial renaissance in energy and infrastructure.
- Valuation models flag APO as undervalued by up to 9-35%, with strong long-term returns contrasting short-term sector headwinds.
PNC Powers Into 2026 with Debt Redemption and Stellar Earnings Momentum.
- Q4 2025 delivered $7.0 billion full-year net income and $16.59 diluted EPS, generating record revenue with 5% positive operating leverage to kick off the year strong.
- Completed FirstBank acquisition on January 5, expanding into high-growth Colorado and Arizona markets to boost strategic footprint and client relationships.
- Proactive redemption of $1.25 billion 4.758% notes today at par eliminates near-term debt maturities, freeing up capital for growth initiatives.
Investment Analysis
Apollo
APO
Pros
- Apollo Asset Management has demonstrated strong revenue growth, reporting a 24% increase in the third quarter of 2025 compared to the prior year.
- The company maintains a diversified business model, operating across asset management and retirement services with a global footprint.
- Apollo's valuation metrics remain attractive, with a price-to-earnings ratio below the sector average and a solid dividend yield.
Considerations
- The company's exposure to alternative assets can lead to higher volatility in earnings during periods of market stress.
- Apollo's reliance on market conditions for asset management fees may pressure profitability if investment performance weakens.
- Recent regulatory scrutiny in the asset management sector could increase compliance costs and operational complexity.
PNC
PNC
Pros
- PNC Financial Services Group benefits from a diversified business mix, including retail, corporate, and asset management segments.
- The company manages a large asset base, with over $190 billion in disclosed holdings, supporting scale and client reach.
- PNC maintains a stable balance sheet, with a price-to-book ratio below the industry average, indicating conservative valuation.
Considerations
- PNC's earnings are sensitive to interest rate fluctuations, which can impact net interest margins and loan demand.
- The company faces competitive pressures in retail banking from both traditional peers and fintech entrants.
- Exposure to commercial real estate lending poses credit risk if property values decline or vacancy rates rise.
Related Market Insights
Wall Street's Deal Architects: The M&A Boom Beneficiaries
The M&A market is surging, creating huge fee opportunities for Wall Street's deal architects. Discover how investment banks & advisory firms profit from this boom. Invest with Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
Wall Street's Deal Architects: The M&A Boom Beneficiaries
The M&A market is surging, creating huge fee opportunities for Wall Street's deal architects. Discover how investment banks & advisory firms profit from this boom. Invest with Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Apollo (APO) Next Earnings Date
Apollo Global Management (APO) is scheduled to announce its fourth quarter and full year 2025 financial results on February 9, 2026, before the opening of trading on the New York Stock Exchange. Management will host a conference call at 8:30 a.m. ET to review the earnings results via public webcast. The earnings report will cover the company's performance for the fourth quarter and the complete fiscal year 2025. This announcement will provide investors with comprehensive financial metrics for the period ending December 31, 2025.
PNC (PNC) Next Earnings Date
PNC Financial Services Group's next earnings release is scheduled for Friday, January 15, 2027, covering the fourth quarter of 2026. This follows their official announcement of quarterly dates, with pre-market issuance and a conference call at 10 a.m. ET. Q1 2026 results are set for April 15, 2026, providing the subsequent reporting milestone.
Apollo (APO) Next Earnings Date
Apollo Global Management (APO) is scheduled to announce its fourth quarter and full year 2025 financial results on February 9, 2026, before the opening of trading on the New York Stock Exchange. Management will host a conference call at 8:30 a.m. ET to review the earnings results via public webcast. The earnings report will cover the company's performance for the fourth quarter and the complete fiscal year 2025. This announcement will provide investors with comprehensive financial metrics for the period ending December 31, 2025.
PNC (PNC) Next Earnings Date
PNC Financial Services Group's next earnings release is scheduled for Friday, January 15, 2027, covering the fourth quarter of 2026. This follows their official announcement of quarterly dates, with pre-market issuance and a conference call at 10 a.m. ET. Q1 2026 results are set for April 15, 2026, providing the subsequent reporting milestone.
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
Explore BasketWhich 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
Explore BasketBuy APO or PNC in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Apollo vs U.S. Bancorp
Apollo vs U.S. Bancorp
Itaú Unibanco vs PNC
Itaú Unibanco vs PNC: a comparative view
Barclays vs PNC
Barclays vs PNC: Stock comparison