BNY vs Apollo

BNY and Apollo are presented here in a straightforward comparison, outlining how each company conducts its business, their financial performance, and their place within the market context. This page compares their business models, financial performance, and market positioning in a neutral, accessible manner. Educational content, not financial advice.

BNY and Apollo are presented here in a straightforward comparison, outlining how each company conducts its business, their financial performance, and their place within the market context. This page c...

Comparison Snapshot

Key Financial Metrics

BK

Metric

APO

$81.91B

Market Cap

$76.36B

3.98%

Potential Profit

25.42%

Buy

Analyst Rating

Buy

Why It's Moving

BNY Mellon Shines Post-Record Q4 as Investors Eye Digital Momentum and Capital Strength

Q4 earnings smashed expectations with record revenue, fueled by expanded relationships and efficiency gains from AI initiatives.
Active share buybacks at recent prices around $119 underscore confidence in undervaluation and long-term growth potential.
Recent $1.55B senior notes issuance bolsters funding flexibility, aligning with Fitch's view of strong capital distribution ahead in 2026.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

BNY Mellon Shines Post-Record Q4 as Investors Eye Digital Momentum and Capital Strength

Q4 earnings smashed expectations with record revenue, fueled by expanded relationships and efficiency gains from AI initiatives.
Active share buybacks at recent prices around $119 underscore confidence in undervaluation and long-term growth potential.
Recent $1.55B senior notes issuance bolsters funding flexibility, aligning with Fitch's view of strong capital distribution ahead in 2026.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Investment Analysis

BNY

BK

Pros

BNY Mellon reported a 9% year-on-year revenue increase in Q3 2025, driven by broad-based growth across its core business segments.
The company achieved a 25% year-on-year surge in earnings per share, reflecting strong cost management and improved profitability.
BNY Mellon maintains a leading position in asset servicing with $57.8 trillion in assets under custody and administration as of September 2025.

Considerations

Despite strong earnings, BNY Mellon's revenue slightly missed analyst expectations in Q3 2025, indicating potential headwinds in top-line growth.
The stock trades at a significant premium compared to its estimated fair value, raising concerns about valuation for new investors.
BNY Mellon's return on equity and return on assets remain below some key peers, suggesting less efficient capital utilisation.

Apollo

APO

Pros

Apollo Global Management has a diversified investment platform spanning private equity, credit, and real assets, providing multiple growth avenues.
The firm has consistently delivered strong returns for investors, supported by a robust track record in alternative asset management.
Apollo benefits from a scalable business model with high fee-related earnings and a growing assets under management base.

Considerations

Apollo's performance is highly sensitive to market cycles and macroeconomic conditions, which can impact fundraising and investment returns.
The company faces increasing competition from other large alternative asset managers, potentially pressuring fee margins.
Apollo's reliance on performance fees exposes it to volatility in earnings during periods of market downturns or reduced deal activity.

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