APO vs NWG

Comparison between Apollo Global Management Inc (APO, Company) and NatWest Group Plc (NWG, Company).

Both APO and NWG are from the Financial Services sector.

5-Year PerformanceNWG has outperformed APO, delivering a return of +33.7% compared to +16.8%

APO vs NWG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APO(COMPANY)	NWG(COMPANY)
Market Cap	$68B	$67B
Max Drawdown	65.21%	98.90%
Sharpe Ratio	-0.41	1.14
5Y Beta	1.56	1.03
Industry	Asset Management	Banks - Regional
P/E Ratio	60.05	8.69
Forward P/E	13.39	9.95
PEG Ratio	0.54	0.23
Dividend Yield	1.75%	4.77%
5Y Dividends CAGR	-0.07%	31.43%
Debt to Equity	71.27%	116.10%
Free Cash Flow Yield	11.53%	24.64%
P/S Ratio	2.18	4.16
P/B Ratio	3.71	1.01

Market Cap

Winner

APO

$68B

NWG

$67B

Max Drawdown

Winner

APO

65.21%

NWG

98.90%

Sharpe Ratio

APO

-0.41

Winner

NWG

1.14

5Y Beta

APO

1.56

Winner

NWG

1.03

Industry

APO

Asset Management

NWG

Banks - Regional

P/E Ratio

APO

60.05

Winner

NWG

8.69

Forward P/E

APO

13.39

Winner

NWG

9.95

PEG Ratio

APO

0.54

Winner

NWG

0.23

Dividend Yield

APO

1.75%

Winner

NWG

4.77%

5Y Dividends CAGR

APO

-0.07%

Winner

NWG

31.43%

Debt to Equity

Winner

APO

71.27%

NWG

116.10%

Free Cash Flow Yield

APO

11.53%

Winner

NWG

24.64%

P/S Ratio

Winner

APO

2.18

NWG

4.16

P/B Ratio

APO

3.71

Winner

NWG

1.01

APO vs NWG - Historical Returns

Returns include dividend reinvestment.

Period	APO	NWG
1 month	-9.71%	+10.65%
3 months	+12.48%	+8.23%
6 months	-17.12%	+7.50%
1 year	-16.95%	+39.39%
5 years(CAGR)	+16.76%	+33.68%
10 years(CAGR)	+27.77%	+20.95%
Max(CAGR)	+20.35%	-7.13%

APO

-9.71%

Winner

NWG

+10.65%

Winner

APO

+12.48%

NWG

+8.23%

APO

-17.12%

Winner

NWG

+7.50%

APO

-16.95%

Winner

NWG

+39.39%

5Y(CAGR)

APO

+16.76%

Winner

NWG

+33.68%

10Y(CAGR)

Winner

APO

+27.77%

NWG

+20.95%

Max(CAGR)

Winner

APO

+20.35%

NWG

-7.13%

APO vs NWG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	APO	NWG
2026	-17.57%	+4.12%
2025	-11.48%	+84.05%
2024	+83.55%	+92.41%
2023	+51.77%	-5.87%
2022	-8.42%	+9.19%
2021	+57.14%	+48.07%
2020	+8.10%	-25.84%
2019	+104.24%	+31.49%
2018	-22.29%	-26.53%
2017	+82.21%	+34.75%
2016	+34.46%	-36.51%
2015	-29.40%	-25.65%
2014	-17.75%	+8.51%
2013	+105.30%	+3.00%
2012	+46.86%	+63.24%
2011	-28.57%	-49.32%
2010	N/A	+18.12%
2009	N/A	-40.87%
2008	N/A	-84.23%
2007	N/A	-17.05%

APO vs NWG Drawdown Comparison

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

The maximum drawdown for NWG was -97.62%, occurring on Sep 21, 2020. This drawdown has not yet recovered.

The current APO drawdown is -31.37%. The current NWG drawdown is -75.32%.

Rank	APO	NWG
#1	-57.02% Jan 14, 2014 - Apr 27, 2017	-97.62% Oct 31, 2007 - Sep 21, 2020
#2	-53.48% Jan 23, 2020 - Jun 3, 2020	-2.69% Oct 18, 2007 - Oct 26, 2007
#3	-47.11% May 10, 2011 - Dec 6, 2012	-1.93% Oct 29, 2007 - Oct 31, 2007
#4	-42.80% Dec 11, 2024 - Mar 12, 2026	N/A
#5	-40.31% Oct 25, 2021 - Jun 15, 2023	N/A
#6	-35.72% Oct 3, 2018 - Jul 1, 2019	N/A
#7	-31.47% Jun 18, 2020 - Apr 22, 2021	N/A
#8	-22.10% Feb 1, 2018 - Jul 12, 2018	N/A
#9	-20.87% Jul 31, 2024 - Sep 23, 2024	N/A
#10	-20.41% May 17, 2013 - Aug 2, 2013	N/A
#11	-16.26% Sep 25, 2023 - Nov 29, 2023	N/A
#12	-14.61% Oct 24, 2013 - Jan 6, 2014	N/A
#13	-13.14% Apr 9, 2013 - Apr 30, 2013	N/A
#14	-13.03% Jul 26, 2019 - Aug 22, 2019	N/A
#15	-12.82% Sep 9, 2019 - Oct 23, 2019	N/A

Correlation

Correlation between APO and NWG is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2008 - 2026)

APO vs NWG dividend yield comparison.

Year	APO	NWG
2026	0.90%	3.50%
2025	1.38%	3.69%
2024	1.10%	4.36%
2023	1.81%	9.42%
2022	2.51%	11.58%
2021	2.90%	2.74%
2020	4.72%	4.59%
2019	4.23%	9.75%
2018	7.86%	0.91%
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%
2008	0.00%	406.86%