APO vs JPM-P-C

Comparison between Apollo Global Management Inc (APO, Company) and JPMorgan Chase & Company (JPM-P-C, Company).

5-Year PerformanceAPO has outperformed JPM-P-C, delivering a return of +18.1% compared to +3.6%

APO vs JPM-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APO(COMPANY)	JPM-P-C(COMPANY)
Market Cap	$69B	$69B
Max Drawdown	65.21%	17.47%
Sharpe Ratio	-0.51	0.27
5Y Beta	1.57	0.09
Industry	Asset Management	N/A
P/E Ratio	60.49	1.16
Forward P/E	13.28	N/A
PEG Ratio	0.54	0.12
Dividend Yield	1.77%	N/A
5Y Dividends CAGR	6.93%	0.00%
5Y EPS CAGR	N/A	15.42%
Debt to Equity	71.27%	18.69%
Free Cash Flow Yield	11.45%	N/A
P/S Ratio	2.19	N/A
P/B Ratio	3.68	N/A

Market Cap

APO

$69B

Winner

JPM-P-C

$69B

Max Drawdown

APO

65.21%

Winner

JPM-P-C

17.47%

Sharpe Ratio

APO

-0.51

Winner

JPM-P-C

0.27

5Y Beta

APO

1.57

Winner

JPM-P-C

0.09

Industry

APO

Asset Management

JPM-P-C

N/A

P/E Ratio

APO

60.49

Winner

JPM-P-C

1.16

Forward P/E

APO

13.28

JPM-P-C

N/A

PEG Ratio

APO

0.54

Winner

JPM-P-C

0.12

Dividend Yield

APO

1.77%

JPM-P-C

N/A

5Y Dividends CAGR

Winner

APO

6.93%

JPM-P-C

0.00%

5Y EPS CAGR

APO

N/A

JPM-P-C

15.42%

Debt to Equity

APO

71.27%

Winner

JPM-P-C

18.69%

Free Cash Flow Yield

APO

11.45%

JPM-P-C

N/A

P/S Ratio

APO

2.19

JPM-P-C

N/A

P/B Ratio

APO

3.68

JPM-P-C

N/A

APO vs JPM-P-C - Historical Returns

Returns include dividend reinvestment.

Period	APO	JPM-P-C
1 month	+0.75%	-0.44%
3 months	-0.17%	+0.30%
6 months	-8.60%	+1.40%
1 year	-17.20%	+4.68%
5 years(CAGR)	+18.13%	+3.61%
10 years(CAGR)	+27.34%	N/A
Max(CAGR)	+20.53%	+5.81%

Winner

APO

+0.75%

JPM-P-C

-0.44%

APO

-0.17%

Winner

JPM-P-C

+0.30%

APO

-8.60%

Winner

JPM-P-C

+1.40%

APO

-17.20%

Winner

JPM-P-C

+4.68%

5Y(CAGR)

Winner

APO

+18.13%

JPM-P-C

+3.61%

10Y(CAGR)

APO

+27.34%

JPM-P-C

N/A

Max(CAGR)

Winner

APO

+20.53%

JPM-P-C

+5.81%

APO vs JPM-P-C - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	APO	JPM-P-C
2026	-15.02%	+2.28%
2025	-11.48%	+5.26%
2024	+83.55%	+6.90%
2023	+51.77%	+7.50%
2022	-8.42%	-3.44%
2021	+57.14%	+1.58%
2020	+8.10%	+5.48%
2019	+104.24%	+17.96%
2018	-22.29%	N/A
2017	+82.21%	N/A
2016	+34.46%	N/A
2015	-29.40%	N/A
2014	-17.75%	N/A
2013	+105.30%	N/A
2012	+46.86%	N/A
2011	-28.57%	N/A

APO vs JPM-P-C Drawdown Comparison

The maximum drawdown for APO was -57.02%, occurring on Feb 11, 2016. Recovery took 827 trading sessions.

The maximum drawdown for JPM-P-C was -16.13%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current APO drawdown is -29.26%. The current JPM-P-C drawdown is -1.14%.

Rank	APO	JPM-P-C
#1	-57.02% Jan 14, 2014 - Apr 27, 2017	-16.13% Jan 16, 2020 - Jun 8, 2020
#2	-53.48% Jan 23, 2020 - Jun 3, 2020	-10.40% Jul 6, 2021 - Nov 3, 2023
#3	-47.11% May 10, 2011 - Dec 6, 2012	-4.84% Dec 21, 2020 - May 20, 2021
#4	-42.80% Dec 11, 2024 - Mar 12, 2026	-3.78% Jul 30, 2020 - Nov 9, 2020
#5	-40.31% Oct 25, 2021 - Jun 15, 2023	-3.65% Oct 31, 2019 - Jan 2, 2020
#6	-35.72% Oct 3, 2018 - Jul 1, 2019	-2.21% Jun 9, 2020 - Jul 20, 2020
#7	-31.47% Jun 18, 2020 - Apr 22, 2021	-2.19% Sep 12, 2019 - Oct 17, 2019
#8	-22.10% Feb 1, 2018 - Jul 12, 2018	-2.03% Nov 8, 2024 - Jan 21, 2025
#9	-20.87% Jul 31, 2024 - Sep 23, 2024	-2.01% Mar 17, 2025 - May 16, 2025
#10	-20.41% May 17, 2013 - Aug 2, 2013	-1.94% Mar 2, 2026 - Apr 14, 2026
#11	-16.26% Sep 25, 2023 - Nov 29, 2023	-1.61% Mar 15, 2019 - Apr 23, 2019
#12	-14.61% Oct 24, 2013 - Jan 6, 2014	-1.52% Jul 24, 2019 - Jul 30, 2019
#13	-13.14% Apr 9, 2013 - Apr 30, 2013	-1.51% Sep 24, 2024 - Nov 7, 2024
#14	-13.03% Jul 26, 2019 - Aug 22, 2019	-1.38% Aug 29, 2019 - Sep 12, 2019
#15	-12.82% Sep 9, 2019 - Oct 23, 2019	-1.36% Nov 16, 2020 - Dec 17, 2020

Correlation

Correlation between APO and JPM-P-C is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2011 - 2026)

APO vs JPM-P-C dividend yield comparison.

Year	APO	JPM-P-C
2026	1.56%	2.99%
2025	1.38%	5.97%
2024	1.10%	5.90%
2023	1.81%	5.93%
2022	2.51%	6.06%
2021	2.90%	5.50%
2020	4.72%	5.27%
2019	4.23%	4.55%
2018	7.86%	0.00%
2017	5.53%	0.00%
2016	6.46%	0.00%
2015	12.91%	0.00%
2014	13.19%	0.00%
2013	12.50%	0.00%
2012	7.78%	0.00%
2011	5.32%	0.00%