NU vs APO

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

Both NU and APO are from the Financial Services sector.

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

NU vs APO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$69B

Winner

APO

$69B

Max Drawdown

72.07%

Winner

APO

65.21%

Sharpe Ratio

Winner

0.43

APO

-0.29

5Y Beta

Winner

1.33

APO

1.53

Industry

Banks - Regional

APO

Asset Management

P/E Ratio

Winner

21.64

APO

60.90

Forward P/E

19.49

Winner

APO

13.55

PEG Ratio

Winner

0.46

APO

0.55

Dividend Yield

N/A

APO

1.75%

5Y Dividends CAGR

N/A

APO

-0.07%

Debt to Equity

Winner

25.15%

APO

71.27%

Free Cash Flow Yield

0.96%

Winner

APO

11.37%

P/S Ratio

8.93

Winner

APO

2.21

P/B Ratio

5.63

Winner

APO

3.72

NU vs APO - Historical Returns

Returns include dividend reinvestment.

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

+6.10%

Winner

APO

+9.20%

Winner

+1.98%

APO

+0.69%

-20.31%

Winner

APO

+2.98%

Winner

+20.03%

APO

-7.30%

5Y(CAGR)

+7.47%

Winner

APO

+18.79%

10Y(CAGR)

N/A

APO

+27.10%

Max(CAGR)

+7.47%

Winner

APO

+20.86%

NU vs APO - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NU	APO
2026	-15.16%	-10.90%
2025	+57.48%	-11.48%
2024	+27.43%	+83.55%
2023	+133.99%	+51.77%
2022	-59.22%	-8.42%
2021	-9.20%	+57.14%
2020	N/A	+8.10%
2019	N/A	+104.24%
2018	N/A	-22.29%
2017	N/A	+82.21%
2016	N/A	+34.46%
2015	N/A	-29.40%
2014	N/A	-17.75%
2013	N/A	+105.30%
2012	N/A	+46.86%
2011	N/A	-28.57%

NU vs APO Drawdown Comparison

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

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

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

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