Professional
Added to YB: 2026-06-10
Pitch date: 2026-05-18
APO [bullish]
Apollo Global Management, Inc.
+0.9%
current return
Author Info
No bio for this author
Company Info
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets.
Market Cap
$73.5B
Pitch Price
$131.52
Price Target
160.00 (+21%)
Dividend
1.76%
EV/EBITDA
N/A
P/E
80.75
EV/Sales
N/A
Sector
Financial Services
Category
growth
Silver Beech Capital Portfolio Holding: Apollo Global Management, Inc.
APO (new position): Integrated alt asset manager + captive life insurer (Athene) misunderstood for complexity; mistakenly lumped w/ private credit risk despite 97% IG, ~2% software exposure. $1T AUM, 18% FRE CAGR, 30% ROE, 29% shareholder returns. At ~$111 (25x FRE), base case $160 (+40%), upside $210. Risks: capital reform, credit cycle, peer convergence.
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