CIBC vs Apollo
This page compares CIBC and Apollo Asset Management Inc. in a clear, accessible way, outlining how each company structures its business, what informs its financial performance, and the market context in which it operates. The aim is to present factual contrasts and similarities for readers seeking understanding, not investment advice. Educational content, not financial advice.
This page compares CIBC and Apollo Asset Management Inc. in a clear, accessible way, outlining how each company structures its business, what informs its financial performance, and the market context ...
Why It's Moving
CIBC Stock Dips Modestly Amid Overheated Momentum Debate After Crushing 2025 Gains.
- CIBC crushed the TSX in 2025 with explosive momentum, but a recent 2% drop highlights rising valuation risks and a trimmed dividend yield of just 3.4%.
- Stock closed at C$126.29 after flat weekly returns, yet excess returns analysis pegs it 31.6% undervalued with fair value around C$184, driven by digital adoption and U.S. growth.
- Capital markets unit powers ahead strongly, though analysts urge caution until yield rebounds toward 4%, eyeing better entry points on broader banking sector dips.
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.
CIBC Stock Dips Modestly Amid Overheated Momentum Debate After Crushing 2025 Gains.
- CIBC crushed the TSX in 2025 with explosive momentum, but a recent 2% drop highlights rising valuation risks and a trimmed dividend yield of just 3.4%.
- Stock closed at C$126.29 after flat weekly returns, yet excess returns analysis pegs it 31.6% undervalued with fair value around C$184, driven by digital adoption and U.S. growth.
- Capital markets unit powers ahead strongly, though analysts urge caution until yield rebounds toward 4%, eyeing better entry points on broader banking sector dips.
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.
Investment Analysis
CIBC
CM
Pros
- Reported a significant 10.71% increase in revenue to 23.61 billion CAD for 2024, demonstrating strong top-line growth.
- Net income surged by 44.74% to 6.85 billion CAD in 2024, reflecting improved profitability and operational efficiency.
- Offers a solid dividend yield of about 3.3-3.5%, providing consistent income generation for investors.
Considerations
- Exhibits a beta of 1.23, indicating above-market volatility which could increase investment risk during downturns.
- Growth and profitability are somewhat dependent on the Canadian and U.S. economies, exposing it to regional economic fluctuations.
- Neutral to cautious analyst coverage with moderate price appreciation potential, implying valuation is currently fair but not highly discounted.
Apollo
APO
Pros
- Apollo Asset Management has a diversified asset management business with exposure to private equity, credit, and real assets, enabling multiple growth drivers.
- Strong fee-generating capabilities and growing assets under management drive stable revenue streams and cash flow.
- Experienced management team with a proven track record in navigating complex investment environments and capitalising on market dislocations.
Considerations
- Highly sensitive to macroeconomic cycles and credit market conditions, which can significantly impact fundraising and investment performance.
- Faces regulatory scrutiny and potential compliance costs due to the complex nature of alternative asset management.
- Valuation and earnings can be volatile because of reliance on realized investment income and carried interest, making earnings less predictable.
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CIBC (CM) Next Earnings Date
CIBC's next earnings date is estimated for February 26, 2026, covering the first fiscal quarter ending January 2026. This date aligns with the company's historical pattern of late-February releases for Q1 results, as seen in prior years. Investors should monitor official announcements, as the precise timing remains unconfirmed by the company.
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.
CIBC (CM) Next Earnings Date
CIBC's next earnings date is estimated for February 26, 2026, covering the first fiscal quarter ending January 2026. This date aligns with the company's historical pattern of late-February releases for Q1 results, as seen in prior years. Investors should monitor official announcements, as the precise timing remains unconfirmed by the company.
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.
Which Baskets Do They Appear In?
Canada Domestic Champions Explained | Trade War Shield
Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.
Published: August 30, 2025
Explore BasketNorth American Trade Normalization
Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.
Published: August 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Canada Domestic Champions Explained | Trade War Shield
Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.
Published: August 30, 2025
Explore BasketNorth American Trade Normalization
Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.
Published: August 24, 2025
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