Barclays vs Apollo

This page compares Barclays PLC and Apollo Asset Management Inc, outlining their business models, financial performance, and market context in a clear, neutral way. It presents context for readers evaluating how each company positions itself, its revenue drivers, risk factors, and competitive landscape. Educational content, not financial advice.

This page compares Barclays PLC and Apollo Asset Management Inc, outlining their business models, financial performance, and market context in a clear, neutral way. It presents context for readers eva...

Comparison Snapshot

Key Financial Metrics

BCS

Metric

APO

$90.69B

Market Cap

$76.36B

5.26%

Potential Profit

25.42%

Strong Buy

Analyst Rating

Buy

Why It's Moving

Barclays Stock Edges Up as AI Surges Past Macro Worries in 2026 Outlook

Bank highlights AI eclipsing macro risks as the top market driver for 2026, signaling robust tech momentum boosting trading and investment banking.
Stock up 0.73% to $26.39 last session amid a tight daily range of 26.34-26.39, reflecting controlled optimism.
Valuation edge shows P/E at 8.7x versus sector 10.1x and price/book at 0.7x below peers, drawing value hunters in financials.

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

Barclays Stock Edges Up as AI Surges Past Macro Worries in 2026 Outlook

Bank highlights AI eclipsing macro risks as the top market driver for 2026, signaling robust tech momentum boosting trading and investment banking.
Stock up 0.73% to $26.39 last session amid a tight daily range of 26.34-26.39, reflecting controlled optimism.
Valuation edge shows P/E at 8.7x versus sector 10.1x and price/book at 0.7x below peers, drawing value hunters in financials.

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

Barclays

BCS

Pros

Barclays demonstrated strong financial performance with a 28% profit before tax increase year-over-year and a return on tangible equity (RoTE) rising to 12.3% in Q2 2025.
The bank has a diversified business model including retail, corporate and investment banking, and wealth management, with recent acquisitions like Tesco’s retail banking business and US personal loan platform Best Egg broadening its growth avenues.
Barclays has strong capital management, evidenced by a £500 million share buyback announced in Q3 2025 and a 40.9% share price increase over the past year.

Considerations

Exposure to investment banking brings increased risk and higher volatility compared to more conservative UK-focused banks.
Recent acquisitions, while growth-oriented, pose execution risk and potential integration challenges that could impact future earnings.
Despite strong recent growth, macroeconomic factors such as UK growth weakness and inflation-related uncertainties remain potential headwinds.

Apollo

APO

Pros

Apollo Global Management has a long-standing value-driven investment philosophy focused on delivering strong financial returns and downside protection.
The company operates across credit and equity investing, offering diversified exposure to both public and private market financing opportunities.
Analysts, including Barclays, have maintained an Overweight or Buy rating with upward revisions in price targets, reflecting confidence in Apollo’s growth and investment strategies.

Considerations

Apollo’s business depends heavily on market conditions and investment performance, which can be volatile and cyclical, affecting earnings unpredictably.
The private and credit market focus exposes Apollo to credit risk and potential liquidity constraints during market downturns.
Recent analyst price target revisions have shown some downward adjustments, indicating some caution around near-term stock valuation and growth prospects.

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