Aon vs Apollo
This page compares Aon and Apollo, examining business models, financial performance, and market context to help readers understand how each company positions itself. The analysis is presented in a neutral, accessible manner for educational purposes. Educational content, not financial advice.
This page compares Aon and Apollo, examining business models, financial performance, and market context to help readers understand how each company positions itself. The analysis is presented in a neu...
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.
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
Aon
AON
Pros
- Aon is a leading global provider in insurance and reinsurance brokerage and human resources solutions, operating in over 120 countries with around 50,000 employees.
- The company maintains a strong market capitalization of approximately $77 billion, indicating substantial scale and market presence.
- Aon exhibits moderate valuation metrics with a price-to-earnings ratio near 23 and pays a consistent dividend yield close to 0.8% forward.
Considerations
- Aon's stock currently trades at a significant premium relative to its fair value estimates, suggesting potential valuation risk.
- The company's dividend yield is relatively low, which might limit income-focused investor appeal.
- Trading volumes are moderate compared to its large market cap, possibly implying lower liquidity or investor interest fluctuations.
Apollo
APO
Pros
- Apollo Asset Management is a major alternative investment manager with a market capitalization in the $74 billion range.
- It serves diverse sectors including chemicals, manufacturing, natural resources, and industrials, which provides sector diversification benefits.
- Apollo shows strong income generation with reported income around $4 billion and substantial sales approaching $28 billion.
Considerations
- Apollo faces sector-specific cyclicality risks due to its significant exposure to natural resources and industrial sectors.
- The company's enterprise value is notably higher than its market cap, which may reflect elevated leverage or debt levels.
- As a private markets-focused firm, Apollo’s valuation and growth drivers may be more sensitive to macroeconomic conditions and capital market fluctuations.
Related Market Insights
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Related Market Insights
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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.
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?
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Which Baskets Do They Appear In?
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