NWG vs APO

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

Both NWG and APO are from the Financial Services sector.

5-Year PerformanceNWG has outperformed APO, delivering a return of +34.6% compared to +17.4%

NWG vs APO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NWG(COMPANY)	APO(COMPANY)
Market Cap	$67B	$69B
Max Drawdown	98.90%	65.21%
Sharpe Ratio	1.10	-0.51
5Y Beta	1.05	1.57
Industry	Banks - Regional	Asset Management
P/E Ratio	8.69	60.49
Forward P/E	10.02	13.28
PEG Ratio	0.23	0.54
Dividend Yield	4.83%	1.77%
5Y Dividends CAGR	31.43%	6.93%
Debt to Equity	116.10%	71.27%
Free Cash Flow Yield	24.64%	11.45%
P/S Ratio	4.16	2.19
P/B Ratio	1.01	3.68

Market Cap

NWG

$67B

Winner

APO

$69B

Max Drawdown

NWG

98.90%

Winner

APO

65.21%

Sharpe Ratio

Winner

NWG

1.10

APO

-0.51

5Y Beta

Winner

NWG

1.05

APO

1.57

Industry

NWG

Banks - Regional

APO

Asset Management

P/E Ratio

Winner

NWG

8.69

APO

60.49

Forward P/E

Winner

NWG

10.02

APO

13.28

PEG Ratio

Winner

NWG

0.23

APO

0.54

Dividend Yield

Winner

NWG

4.83%

APO

1.77%

5Y Dividends CAGR

Winner

NWG

31.43%

APO

6.93%

Debt to Equity

NWG

116.10%

Winner

APO

71.27%

Free Cash Flow Yield

Winner

NWG

24.64%

APO

11.45%

P/S Ratio

NWG

4.16

Winner

APO

2.19

P/B Ratio

Winner

NWG

1.01

APO

3.68

NWG vs APO - Historical Returns

Returns include dividend reinvestment.

Period	NWG	APO
1 month	+3.36%	-8.26%
3 months	+13.90%	-3.56%
6 months	+5.53%	-11.34%
1 year	+37.74%	-19.79%
5 years(CAGR)	+34.60%	+17.43%
10 years(CAGR)	+19.53%	+26.89%
Max(CAGR)	-7.09%	+20.30%

Winner

NWG

+3.36%

APO

-8.26%

Winner

NWG

+13.90%

APO

-3.56%

Winner

NWG

+5.53%

APO

-11.34%

Winner

NWG

+37.74%

APO

-19.79%

5Y(CAGR)

Winner

NWG

+34.60%

APO

+17.43%

10Y(CAGR)

NWG

+19.53%

Winner

APO

+26.89%

Max(CAGR)

NWG

-7.09%

Winner

APO

+20.30%

NWG vs APO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	NWG	APO
2026	+4.71%	-17.57%
2025	+84.05%	-11.48%
2024	+92.41%	+83.55%
2023	-5.87%	+51.77%
2022	+9.19%	-8.42%
2021	+48.07%	+57.14%
2020	-25.84%	+8.10%
2019	+31.49%	+104.24%
2018	-26.53%	-22.29%
2017	+34.75%	+82.21%
2016	-36.51%	+34.46%
2015	-25.65%	-29.40%
2014	+8.51%	-17.75%
2013	+3.00%	+105.30%
2012	+63.24%	+46.86%
2011	-49.32%	-28.57%
2010	+18.12%	N/A
2009	-40.87%	N/A
2008	-84.23%	N/A
2007	-17.05%	N/A

NWG vs APO Drawdown Comparison

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

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

The current NWG drawdown is -75.18%. The current APO drawdown is -31.37%.

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

Correlation

Correlation between NWG and APO 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)

NWG vs APO dividend yield comparison.

Year	NWG	APO
2026	3.48%	1.61%
2025	3.69%	1.38%
2024	4.36%	1.10%
2023	9.42%	1.81%
2022	11.58%	2.51%
2021	2.74%	2.90%
2020	4.59%	4.72%
2019	9.75%	4.23%
2018	0.91%	7.86%
2017	0.00%	5.53%
2016	0.00%	6.46%
2015	0.00%	12.91%
2014	0.00%	13.19%
2013	0.00%	12.50%
2012	0.00%	7.78%
2011	0.00%	5.32%
2008	406.86%	0.00%