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.
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...
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.
U.S. Bancorp Shares Surge Ahead of Earnings, Riding Wave of Positive Momentum.
- Stock rallied from $53.85 on January 20 to $55-$56 by January 21, reflecting pre-earnings excitement and recent 52-week gains of over 10%.
- Analysts eye EPS of $1.19, building on pattern of beats like last quarter's $0.10 surprise that steadied shares.
- Short interest plunged 28.85% recently, underscoring shifting bullish investor vibes amid broader bank sector strength.
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.
U.S. Bancorp Shares Surge Ahead of Earnings, Riding Wave of Positive Momentum.
- Stock rallied from $53.85 on January 20 to $55-$56 by January 21, reflecting pre-earnings excitement and recent 52-week gains of over 10%.
- Analysts eye EPS of $1.19, building on pattern of beats like last quarter's $0.10 surprise that steadied shares.
- Short interest plunged 28.85% recently, underscoring shifting bullish investor vibes amid broader bank sector strength.
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 (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.
U.S. Bancorp (USB) Next Earnings Date
U.S. Bancorp's next earnings date is Thursday, April 16, 2026, for the first quarter of 2026. This schedule aligns with the company's official announcement for its 2026 earnings conference calls. A detailed confirmation will be issued approximately two weeks prior to the release.
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.
U.S. Bancorp (USB) Next Earnings Date
U.S. Bancorp's next earnings date is Thursday, April 16, 2026, for the first quarter of 2026. This schedule aligns with the company's official announcement for its 2026 earnings conference calls. A detailed confirmation will be issued approximately two weeks prior to the release.
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 USB in Nemo
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