Apollo Global Management (APO) ROIC: History & Chart

Apollo Global Management, Inc. (APO)APOApollo Global Management, Inc.

About Apollo Global Management, Inc.

Apollo Global Management, Inc. operates as a prominent investment management firm, primarily concentrating its efforts across credit, private equity, and real estate asset classes. Within its private equity division, Apollo engages in a broad spectrum of transactions, ranging from traditional management buyouts, recapitalizations, and distressed acquisitions to corporate carve-outs, growth capital infusions, turnaround financing, bridge loans, strategic acquisitions, and industry consolidation initiatives. This also includes debt investments in real estate and corporate partnerships, along with investments in distressed assets and special situations within the middle market. Its client base is diverse, encompassing sovereign wealth and endowment funds, as well as various other institutional and private investors. The firm constructs and oversees bespoke portfolios for clients and actively manages a suite of investment vehicles, including hedge funds, real estate funds, and private equity funds. Globally, Apollo also deploys capital in fixed income and alternative investment markets. Its fixed income strategies span a wide array, featuring income-oriented senior secured loans, corporate bonds, collateralized loan obligations (CLOs), structured credit products, opportunistic and non-performing loans, distressed debt, mezzanine financing, and other value-oriented fixed income instruments. Apollo seeks investment opportunities across numerous sectors, such as chemicals, energy (including oil, gas, natural resources), metals and mining, agriculture, consumer and retail, distribution and transportation, financial and business services, manufacturing and industrial, media (distribution, cable, entertainment), telecommunications, technology, packaging and materials, and satellite and wireless communications. Geographically, the firm targets investments in Africa, North America (with a strong emphasis on the United States), and Europe, while also making significant inroads into Western Europe and Asia. Its investment methodology combines contrarian insights with a rigorous focus on intrinsic value and distressed situations. Apollo typically commits equity capital ranging from $10 million to $1.5 billion per transaction, generally pursuing companies with an enterprise value between $750 million and $2.5 billion. Proprietary in-house research underpins its investment selection process. The firm is open to acquiring both minority and controlling stakes in its portfolio companies. Established in 1990 and headquartered in New York, New York, Apollo maintains additional offices across North America, Asia, and Europe to support its global operations.

New York City, NY

6,140 employees

www.apollo.com/institutional/homepage

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Marc Jeffrey Rowan

View full financials

APO Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

7.24%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

6.91%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

3.79%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

4.20%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

8.60%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

3.91%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

4.70%

CURRENT VS TTM AVG

+4.85%

CURRENT VS 3Y AVG

+90.78%

CURRENT VS 5Y AVG

+72.31%

CURRENT VS 10Y AVG

-15.77%

CURRENT VS 15Y AVG

+85.05%

CURRENT VS 20Y AVG

+54.04%

SECTOR MEDIAN · FINANCIAL SERVICES

6.38%

median of 95 covered companies

CURRENT VS SECTOR MEDIAN

+13.48%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
Apollo Global Management, Inc. (APO)	$71.89B	7.24%	6.91%	3.79%	4.20%
Nu Holdings Ltd. (NU)vs ›	$71.10B	16.31%	16.68%	9.88%	2.77%
The Allstate Corporation (ALL)vs ›	$70.13B	20.79%	12.46%	5.83%	5.47%
Arthur J. Gallagher & Co. (AJG)vs ›	$68.16B	5.25%	5.15%	6.33%	6.87%
Brookfield Asset Management Ltd. (BAM)vs ›	$76.73B	14.45%	39.92%	70.92%	49.63%
Truist Financial Corporation (TFC)vs ›	$66.02B	3.61%	1.79%	1.78%	2.63%
Aflac Incorporated (AFL)vs ›	$65.94B	3.37%	1.69%	0.84%	0.98%
iShares Russell 2000 ETF (IWM)vs ›	$79.30B	N/A	N/A	N/A	N/A
MetLife, Inc. (MET)vs ›	$62.73B	0.72%	0.89%	0.86%	230.58%
Aon plc (AON)vs ›	$81.43B	12.16%	11.68%	17.25%	15.63%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

Apollo Global Management, Inc. (APO)

$71.89B

7.24%

6.91%

3.79%

4.20%

Nu Holdings Ltd. (NU)vs ›

$71.10B

16.31%

16.68%

9.88%

2.77%

The Allstate Corporation (ALL)vs ›

$70.13B

20.79%

12.46%

5.83%

5.47%

Arthur J. Gallagher & Co. (AJG)vs ›

$68.16B

5.25%

5.15%

6.33%

6.87%

Brookfield Asset Management Ltd. (BAM)vs ›

$76.73B

14.45%

39.92%

70.92%

49.63%

Truist Financial Corporation (TFC)vs ›

$66.02B

3.61%

1.79%

1.78%

2.63%

Aflac Incorporated (AFL)vs ›

$65.94B

3.37%

1.69%

0.84%

0.98%

iShares Russell 2000 ETF (IWM)vs ›

$79.30B

N/A

MetLife, Inc. (MET)vs ›

$62.73B

0.72%

0.89%

0.86%

230.58%

Aon plc (AON)vs ›

$81.43B

12.16%

11.68%

17.25%

15.63%

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for Apollo Global Management, Inc. (APO)?

The return on invested capital (ROIC) for APO stock is 7.24%.

Is Apollo Global Management, Inc.'s return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 7.24% is 72% above its 5-year average of 4.20%, near the high end of its 5-year range (-4.96%–7.24%).

What is the TTM average return on invested capital (ROIC) for Apollo Global Management, Inc. (APO)?

The TTM average return on invested capital (ROIC) for APO stock is 6.91%.

What is the 3Y average return on invested capital (ROIC) for Apollo Global Management, Inc. (APO)?

The 3Y average return on invested capital (ROIC) for APO stock is 3.79%.

What is the 5Y average return on invested capital (ROIC) for Apollo Global Management, Inc. (APO)?

The 5Y average return on invested capital (ROIC) for APO stock is 4.20%.

What is the 10Y average return on invested capital (ROIC) for Apollo Global Management, Inc. (APO)?

The 10Y average return on invested capital (ROIC) for APO stock is 8.60%.

What is the 15Y average return on invested capital (ROIC) for Apollo Global Management, Inc. (APO)?

The 15Y average return on invested capital (ROIC) for APO stock is 3.91%.

What is the 20Y average return on invested capital (ROIC) for Apollo Global Management, Inc. (APO)?

The 20Y average return on invested capital (ROIC) for APO stock is 4.70%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2025-12-31	7.24%
2024-12-31	6.57%
2023-12-31	6.33%
2022-12-31	-4.96%
2021-12-31	6.56%
2020-12-31	3.47%
2019-12-31	18.87%
2018-12-31	0.93%
2017-12-31	21.49%
2016-12-31	21.24%
2015-12-31	6.81%
2014-12-31	2.10%
2013-12-31	8.67%
2012-12-31	4.04%
2011-12-31	-20.29%
2010-12-31	-0.81%
2009-12-31	-28.16%
2008-12-31	-109.16%
2007-12-31	-23.83%
2006-12-31	-0.02%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2025-12-31

7.24%

2024-12-31

6.57%

2023-12-31

6.33%

2022-12-31

-4.96%

2021-12-31

6.56%

2020-12-31

3.47%

2019-12-31

18.87%

2018-12-31

0.93%

2017-12-31

21.49%

2016-12-31

21.24%

2015-12-31

6.81%

2014-12-31

2.10%

2013-12-31

8.67%

2012-12-31

4.04%

2011-12-31

-20.29%

2010-12-31

-0.81%

2009-12-31

-28.16%

2008-12-31

-109.16%

2007-12-31

-23.83%

2006-12-31

-0.02%

Return on Invested Capital (ROIC): 7.24%

APO Return on Invested Capital (ROIC) Chart

APO Average Return on Invested Capital (ROIC) Chart

APO Current vs Average Return on Invested Capital (ROIC) Chart

APO Return on Invested Capital (ROIC) Metrics

APO Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

APO Return on Invested Capital (ROIC) History

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