Compare · APO vs SOR
APO vs SOR
Side-by-side comparison of Apollo Global Management Inc. (New) (APO) and Source Capital Inc. Cmn Shs of BI (SOR): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APO and SOR operate in Investment Managers (Finance), so they compete in similar markets.
- APO is the larger of the two at $71.85B, about 186.9x SOR ($384.4M).
- Over the past year, APO is down 8.9% and SOR is up 13.9% - SOR leads by 22.8 points.
- APO has been more active in the news (4 items in the past 4 weeks vs 3 for SOR).
- APO has more recent analyst coverage (25 ratings vs 0 for SOR).
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
Source Capital Inc. Cmn Shs of BI
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Latest APO
- Apollo Funds to Acquire Forvia's Automotive Interiors Business
- WestCX Launches Orchestrate, Establishing the System of Action for Regulated Industries
- Apollo Funds to Acquire 40% Interest in Pembina Gas Infrastructure
- Athene Announces First Quarter 2026 Fixed Income Investor Call
- Apollo to Announce First Quarter 2026 Financial Results on May 6, 2026
- Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture
- Apollo Funds Acquire Gatehouse Living Group from Gatehouse Bank
- New Era Energy & Digital Partners with Stream Data Centers for Flagship TCDC Campus
- Apollo Prices Offering of Senior Notes
- Athene Tops Annual Annuity Sales for Third Consecutive Year
Latest SOR
- Source Capital Declares June, July, and August 2026 Distribution on Common Stock
- SEC Form 40-APP filed by Source Capital Inc. Cmn Shs of BI
- SEC Form DEF 14A filed by Source Capital Inc. Cmn Shs of BI
- Source Capital Inc. Cmn Shs of BI filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- FPA Nominated for 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award
- SEC Form N-CEN filed by Source Capital Inc. Cmn Shs of BI
- SEC Form N-CSR filed by Source Capital Inc. Cmn Shs of BI
- SEC Form 5 filed by Richards Karen E
- Source Capital Inc. Cmn Shs of BI filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Source Capital Announces U.S. Federal Tax Treatment of 2025 Dividends