Compare · APO vs CG
APO vs CG
Side-by-side comparison of Apollo Global Management Inc. (New) (APO) and The Carlyle Group Inc. (CG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APO and CG operate in Investment Managers (Finance), so they compete in similar markets.
- APO is the larger of the two at $73.44B, about 5.2x CG ($14.22B).
- Over the past year, APO is down 10.9% and CG is down 37.5% - APO leads by 26.6 points.
- APO has been more active in the news (11 items in the past 4 weeks vs 4 for CG).
- Both have 25 recent analyst ratings on file.
Apollo Global Management Inc. (New)
Apollo Global Management, Inc. is a private equity firm specializing investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1.5 billion. The firm seeks to invest in companies with Enterprise value between $200 million to $2.5 billion. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. The firm was formally know as Apollo Global Management, LLC. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia and Europe
The Carlyle Group Inc.
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is
Latest APO
- BLP Targets Northern California’s Shifting Industrial Demand as AI and Advanced Manufacturing Tighten Supply
- Apollo Provides $1.25 Billion Capital Solution to Support Combination of BMG and Concord
- Daiwa House to Acquire a Significant Minority Stake in Miller Homes from Apollo Funds
- Apollo Funds Complete €3 Billion Capital Solution for Bayer
- Apollo Provides $585 Million Financing to The Executive Centre
- Apollo to Present at the Bank of America 31st Annual Financials CEO Conference
- ONEOK Closes $9 Billion Minority Equity Investment with Apollo
- Apollo to Present at the Barclays 24th Annual Global Financial Services Conference
- Athene Names Brett Gibson as Executive Vice President, Head of Investor Relations
- Apollo Funds Agree to Sell Kelvion, a Global Leader in Cooling Solutions for Data Centers and Diversified Industrials, to SLB for $4.1 billion
Latest CG
- Piper Sandler initiated coverage on Carlyle Group with a new price target
- Director Rubenstein David M. gifted 100,000 shares and sold $17,096,000 worth of shares (400,000 units at $42.74), decreasing direct ownership by 2% to 26,899,644 units (SEC Form 4)
- Carlyle, Insight Partners, and JMI Equity Unveil Exiger's Complete AI-Built Transformation
- Carlyle and Dynasty Equity Announce Closing of Minority Investments in the Seattle Seahawks
- Co-President Nedelman Jeffrey was granted 6,615 shares, increasing direct ownership by 0.41% to 1,609,479 units (SEC Form 4)
- General Counsel Heinzelman Kate Elizabeth was granted 78 shares, increasing direct ownership by 0.71% to 11,109 units (SEC Form 4)
- Chief Accounting Officer Andrews Charles Elliott Jr. was granted 304 shares, increasing direct ownership by 0.22% to 135,668 units (SEC Form 4)
- Co-President Redett John C. was granted 8,302 shares, increasing direct ownership by 0.48% to 1,752,000 units (SEC Form 4)
- Chief Financial Officer Plouffe Justin was granted 3,769 shares, increasing direct ownership by 0.44% to 852,461 units (SEC Form 4)
- Chief Executive Officer Schwartz Harvey M was granted 19,240 shares, increasing direct ownership by 0.37% to 5,273,362 units (SEC Form 4)