APO vs CODI
APO: A diversified asset manager and insurer managing $392+ billion in AUM through alternative investment funds, retirement services, and integrated origination and capital solutions capabilities. CODI: A permanent capital holding company acquiring and actively managing a diversified portfolio of profitable middle-market businesses in branded consumer and industrial sectors, but currently facing significant operational and financial headwinds from internal control failures and a major subsidiary bankruptcy.
Side-by-side fundamentals
| Metric | APO | CODI | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $119.04 | $10.34 | |
| Market cap as of 2026-07-23 | $68.6B | $778M | |
| P/E as of 2026-07-23 | 59.99 | n/a | |
| PEG as of 2026-07-23 | 5.18 | -1.59 | CODI lower |
| Net margin as of 2026-07-23 | +4.1% | -12.3% | APO higher |
| Gross margin as of 2026-07-23 | n/a | +43.7% | |
| Operating margin as of 2026-07-23 | +23.9% | -5.9% | APO higher |
| ROE as of 2026-07-23 | +5.3% | -46.3% | APO higher |
| ROA as of 2026-07-23 | +0.3% | -7.3% | APO higher |
| Debt / equity as of 2026-07-23 | 0.71 | 4.66 | APO lower |
| Revenue growth (YoY) as of 2026-07-23 | +26.2% | -13.2% | APO higher |
| Revenue CAGR (3y) SEC XBRL | +43.0% | +2.2% | APO higher |
| Dividend yield as of 2026-07-23 | +1.9% | +4.9% | CODI higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | APO higher |
| Beta as of 2026-07-23 | 1.53 | 1.26 | |
| 1-year return as of 2026-07-22 close | -20.5% | +60.6% | CODI higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.