APO vs NU

Comparison between Apollo Global Management Inc (APO, Company) and Nu Holdings Ltd Class A (NU, Company).

Both APO and NU are from the Financial Services sector.

5-Year PerformanceAPO has outperformed NU, delivering a return of +18.8% compared to +7.5%

APO vs NU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APO(COMPANY)	NU(COMPANY)
Market Cap	$69B	$69B
Max Drawdown	65.21%	72.07%
Sharpe Ratio	-0.29	0.43
5Y Beta	1.53	1.33
Industry	Asset Management	Banks - Regional
P/E Ratio	60.90	21.64
Forward P/E	13.55	19.49
PEG Ratio	0.55	0.46
Dividend Yield	1.75%	N/A
5Y Dividends CAGR	-0.07%	N/A
Debt to Equity	71.27%	25.15%
Free Cash Flow Yield	11.37%	0.96%
P/S Ratio	2.21	8.93
P/B Ratio	3.72	5.63

Market Cap

Winner

APO

$69B

Max Drawdown

Winner

APO

65.21%

72.07%

Sharpe Ratio

APO

-0.29

Winner

0.43

5Y Beta

APO

1.53

Winner

1.33

Industry

APO

Asset Management

Banks - Regional

P/E Ratio

APO

60.90

Winner

21.64

Forward P/E

Winner

APO

13.55

19.49

PEG Ratio

APO

0.55

Winner

0.46

Dividend Yield

APO

1.75%

N/A

5Y Dividends CAGR

APO

-0.07%

N/A

Debt to Equity

APO

71.27%

Winner

25.15%

Free Cash Flow Yield

Winner

APO

11.37%

0.96%

P/S Ratio

Winner

APO

2.21

8.93

P/B Ratio

Winner

APO

3.72

5.63

APO vs NU - Historical Returns

Returns include dividend reinvestment.

Period	APO	NU
1 month	+9.20%	+6.10%
3 months	+0.69%	+1.98%
6 months	+2.98%	-20.31%
1 year	-7.30%	+20.03%
5 years(CAGR)	+18.79%	+7.47%
10 years(CAGR)	+27.10%	N/A
Max(CAGR)	+20.86%	+7.47%

Winner

APO

+9.20%

+6.10%

APO

+0.69%

Winner

+1.98%

Winner

APO

+2.98%

-20.31%

APO

-7.30%

Winner

+20.03%

5Y(CAGR)

Winner

APO

+18.79%

+7.47%

10Y(CAGR)

APO

+27.10%

N/A

Max(CAGR)

Winner

APO

+20.86%

+7.47%

APO vs NU - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	APO	NU
2026	-10.90%	-15.16%
2025	-11.48%	+57.48%
2024	+83.55%	+27.43%
2023	+51.77%	+133.99%
2022	-8.42%	-59.22%
2021	+57.14%	-9.20%
2020	+8.10%	N/A
2019	+104.24%	N/A
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 NU Drawdown Comparison

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

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current APO drawdown is -25.82%. The current NU drawdown is -23.03%.

Rank	APO	NU
#1	-57.02% Jan 14, 2014 - Apr 27, 2017	-72.07% Dec 10, 2021 - Mar 20, 2024
#2	-53.48% Jan 23, 2020 - Jun 3, 2020	-39.58% Nov 11, 2024 - Sep 15, 2025
#3	-47.11% May 10, 2011 - Dec 6, 2012	-38.17% Jan 28, 2026 - Jun 8, 2026
#4	-42.80% Dec 11, 2024 - Mar 12, 2026	-21.13% Jul 16, 2024 - Aug 15, 2024
#5	-40.31% Oct 25, 2021 - Jun 15, 2023	-14.45% Mar 22, 2024 - Jun 25, 2024
#6	-35.72% Oct 3, 2018 - Jul 1, 2019	-13.47% Sep 17, 2024 - Oct 28, 2024
#7	-31.47% Jun 18, 2020 - Apr 22, 2021	-10.14% Dec 4, 2025 - Jan 5, 2026
#8	-22.10% Feb 1, 2018 - Jul 12, 2018	-9.63% Sep 22, 2025 - Nov 11, 2025
#9	-20.87% Jul 31, 2024 - Sep 23, 2024	-8.84% Oct 30, 2024 - Nov 11, 2024
#10	-20.41% May 17, 2013 - Aug 2, 2013	-8.48% Aug 30, 2024 - Sep 17, 2024
#11	-16.26% Sep 25, 2023 - Nov 29, 2023	-7.69% Jan 5, 2026 - Jan 22, 2026
#12	-14.61% Oct 24, 2013 - Jan 6, 2014	-6.53% Nov 11, 2025 - Nov 25, 2025
#13	-13.14% Apr 9, 2013 - Apr 30, 2013	-4.41% Jun 27, 2024 - Jul 9, 2024
#14	-13.03% Jul 26, 2019 - Aug 22, 2019	-3.20% Aug 27, 2024 - Aug 30, 2024
#15	-12.82% Sep 9, 2019 - Oct 23, 2019	-1.66% Aug 19, 2024 - Aug 26, 2024