BNYApollo

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 c...

Why It's Moving

BNY

BNY Mellon Stock Surges to New 52-Week High on Momentum and Rate Cut Signal.

  • Shares climbed to $118.88 on December 10-11, outpacing analyst targets and signaling sustained demand for BNY's custody and asset management services.
  • BNY lowered its prime lending rate by 25 basis points to 6.75% effective December 11, potentially easing borrowing costs and supporting client growth.
  • Analysts raised price targets with a 'Moderate Buy' consensus, driven by solid earnings outlook and international revenue expansion.
Sentiment:
πŸƒBullish
Apollo

Apollo's AUM hits $908B milestone amid booming private markets momentum.

  • AUM surged to $908B, up from $840B in Q2 2025, signaling accelerated capital deployment and fee diversification through partnerships with JPMorgan and Goldman Sachs.
  • Strategic infrastructure push, including the T.D. Williamson acquisition, positions Apollo to capture stable cash flows from energy transition trends.
  • Q2 highlights included $61B quarterly inflows and 21% year-over-year growth in fee-generating AUM, reinforcing post-recessionary outperformance.
Sentiment:
πŸƒBullish

Which Baskets Do They Appear In?

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S&P Stock Access: Could Infrastructure Stocks Hedge Risk?

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Lagos Stock Exchange: Beyond Local Trading Systems

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As Nigeria's financial markets continue to modernise and attract global interest, the underlying infrastructure powering this growth presents a unique opportunity. This basket offers exposure to leading US and EU-listed companies that provide the essential technology, data, and services for stock exchanges worldwide.

Published: September 18, 2025

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UK Banking Consolidation

UK Banking Consolidation

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Published: July 2, 2025

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Banking & Finance Powerhouses

Banking & Finance Powerhouses

Invest in the cornerstones of the global economy. These carefully selected financial titans form the backbone of worldwide commerce and capital flow, chosen by our analysts for their market dominance and potential to benefit from changing economic conditions.

Published: June 17, 2025

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Investment Analysis

BNY

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.

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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