Could Apollo Global Management's Recent Recovery Indicate More Growth in 2025?
Stock Performance: Apollo Global Management's stock has seen a recent uptick, rising 1.4% in the last week and 5.6% over the past month, despite a 23.6% decline over the past year, prompting investors to reassess its long-term potential.
Valuation Insights: The Excess Returns model indicates that Apollo is undervalued by 35.0%, with an estimated intrinsic value of $202.83 per share, suggesting significant growth potential compared to its current market price.
PE Ratio Analysis: Apollo's current price-to-earnings (PE) ratio of 18.8x is above industry averages, yet a proprietary Fair Ratio of 23.7x indicates that the stock may be undervalued based on its fundamentals and growth prospects.
Investment Narratives: Investors are encouraged to create personalized Narratives that connect Apollo's strategic developments to its financial outlook, with fair value estimates ranging from $117.7 to $178 per share, reflecting varying perspectives on growth and risks.
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- Company Performance: Apolloglo Global Management shares increased by 2.6% in pre-market trading following a strong fourth-quarter profit report.
- Earnings Report: The company's profits exceeded analysts' estimates, contributing to the positive market reaction.
- Earnings Report: Apollo Global Management reported quarterly earnings that exceeded expectations.
- Stock Performance: Following the earnings report, shares of Apollo Global Management experienced an increase.
- Executive Transition: Apollo Global has appointed industry veteran Diego De Giorgi as the new partner and head of EMEA, succeeding long-time partner Rob Seminar, who will support the transition before taking on new global responsibilities later this year.
- Background Impact: De Giorgi joins Apollo from Standard Chartered, where he served as group CFO since January 2024; his departure, occurring just two weeks before the bank's full-year results, has unsettled investors and analysts who valued his role in the cost-cutting program and clear communication skills.
- Interim Appointment: Standard Chartered has appointed Peter Burrill as interim group CFO, who will be based in London and report directly to Group CEO Bill Winters, ensuring continuity in financial management during this transition.
- Future Outlook: Apollo expects to achieve over 20% growth in free revenue earnings in 2026 while expanding across six markets, anticipating $85 billion in retirement inflows, which highlights its strong market expansion potential.
- Executive Transition: Apollo has announced the appointment of industry veteran Diego De Giorgi as Head of EMEA, succeeding Rob Seminara, who will remain to support the transition and take on new global responsibilities, highlighting the company's commitment to leadership stability.
- Market Expansion: De Giorgi will oversee Apollo's rapid growth in the EMEA region, particularly in credit, equity, and hybrid origination, which is expected to drive the company's market share and business diversification in this key area.
- Asset Management Scale: Apollo manages approximately $155 billion in assets in the EMEA region with a team of nearly 600 professionals, indicating the company's increasing investment capacity and market influence in the region.
- Investment Strategy: Over the past year, Apollo has committed and deployed tens of billions in the EMEA region for critical energy infrastructure investments, including wind, nuclear, and transportation, reflecting its strategic focus on sustainable development and innovative investments.
- Leadership Transition: Apollo Global Management has announced the appointment of industry veteran Diego De Giorgi as Head of EMEA, succeeding long-time partner Rob Seminara, who will support the transition before taking on new global responsibilities, highlighting the firm's commitment to leadership continuity and strategic direction.
- Market Expansion: With over 30 years of experience in financial services, De Giorgi will oversee Apollo's rapid growth in the EMEA region, particularly in credit, equity, and hybrid investments, indicating the company's confidence in the market potential of the region.
- Asset Management Scale: Apollo manages approximately $155 billion in assets in EMEA with a team of nearly 600 professionals, having committed and deployed tens of billions in the past year for critical energy infrastructure investments, showcasing the firm's strong investment capabilities and market influence in the region.
- Strategic Investment: De Giorgi's appointment aligns with Apollo's expansion in global wealth and retirement solutions, demonstrating the company's commitment to meeting European companies' and investors' demands for long-term solutions through innovative capital strategies, further solidifying its market leadership.









