APOApollo Global Management, Inc.
Investment Advice
- Revenue
- $32.0B
- 23% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear213% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear27% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $6.0B | $11.0B | $32.6B | $26.1B | $32.0B | 23% |
| Net income | $1.8B | −$2.0B | $5.0B | $4.5B | $3.4B | 24% |
| Operating cash flow | $1.1B | $3.8B | $6.3B | $3.3B | $7.2B | 123% |
| Stock-based comp | $1.2B | $540M | $1.0B | $721M | $789M | 9.4% |
| Buybacks | $299M | $635M | $561M | $890M | $773M | 13% |
| Dividends | $517M | $962M | $1.0B | $1.1B | $1.2B | 10.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 331 | 196 |
| FY2024 | — | — | 372 | 187 |
| FY2023 | — | — | 207 | 135 |
| FY2022 | — | — | 139 | 110 |
| FY2021 | — | — | 153 | 141 |