Compare · APO vs MORN
APO vs MORN
Side-by-side comparison of Apollo Global Management Inc. (New) (APO) and Morningstar Inc. (MORN): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APO and MORN operate in Investment Managers (Finance), so they compete in similar markets.
- APO is the larger of the two at $73.81B, about 10.4x MORN ($7.06B).
- Over the past year, APO is down 4.2% and MORN is down 40.3% - APO leads by 36.1 points.
- MORN has been more active in the news (19 items in the past 4 weeks vs 5 for APO).
- APO has more recent analyst coverage (25 ratings vs 6 for MORN).
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
Morningstar Inc.
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Latest APO
- Apollo Funds Complete Sale of ALTEMIRA, Leading Pan-Asian Aluminum Packaging Company
- Bridge Logistics Properties Raises Nearly $1.4 Billion For Its Value Fund II, Exceeding $1 Billion Target
- Apollo to Present at the Morgan Stanley 2026 US Financials Conference
- Athene Announces Key Leadership Appointment
- Apollo to Present at the Bernstein 42nd Annual Strategic Decisions Conference
- Stream Data Centers' Executive Leadership Expands to Meet Accelerated Hyperscale Demand, Deliver Efficient, Capital-Backed Results
- Apollo Funds Acquire Majority Stake in Noble Environmental, Inc.
- MidOcean Partners Signs Definitive Agreement to Exit Questex
- Onex Partners Announces the Sale of Emerald to Apollo Funds
- Apollo Funds to Acquire Emerald and Questex to Create Leading North American B2B Events Platform
Latest MORN
- PitchBook Announces New Premium Connector Integration with Harvey, Bringing Private Market Intelligence Into AI-Native Legal and Deal Workflows
- Morningstar Credit Analytics Launches AI Access to CRE Surveillance and CMBS Analytics
- Director Lyons William M sold $125,300 worth of shares (700 units at $179.00), decreasing direct ownership by 5% to 13,904 units (SEC Form 4)
- Morningstar Shares Perspective from Global Asset Owners
- Executive Chairman Mansueto Joseph D sold $1,651,985 worth of shares (9,520 units at $173.53) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,043,492 units (SEC Form 4)
- Morningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Executive Chairman Mansueto Joseph D sold $3,718,526 worth of shares (21,228 units at $175.17) as part of a pre-agreed trading plan, decreasing direct ownership by 0.26% to 8,053,012 units (SEC Form 4)
- Morningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit Analytics
- Director Bramman Anne L was granted 1,505 shares (SEC Form 4)
- Director Tsay Caroline J was granted 1,144 shares, increasing direct ownership by 31% to 4,889 units (SEC Form 4)