# APO · Apollo Global Management, Inc. Snapshot 2026-10-26 · CIK 0001858681 · NYSE · Investment Advice Price 112.83 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 66.63 B Machine-readable: https://theclaudetrader.com/s/APO.json · index: https://theclaudetrader.com/llms.txt ## Scores ### Graham Defensive: 59.8 (partial: 3, 5) · complete: False · missing tests: 3, 5 · current inputs as of 2025-12-31 · stale inputs: Revenue · history 2020–2025 · price 2026-10-23 · verification {'verified': 7, 'mismatch': 0, 'unverified': 12, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham - 1 Adequate size: 32.05 revenue $B · threshold >= 1 · points 5.0/5 - 2 Debt <= equity (unclassified balance sheet fallback): 0.65 · threshold <= 1.0 · points 30.0/30 - 3 Positive earnings each of 10 years: 6 years reported · threshold 10 of 10 · points None/15 - 4 Dividends every year for 20 years: 15 of 20 · threshold 20 of 20 · points 11.25/15 - 5 EPS growth, 3-yr avg now vs 10 yrs ago: None · threshold >= +33% · points None/10 - 6 P/E on 3-year average EPS: 16.0 · threshold <= 15 · points 13.5/15 - 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 3.17, product 50.8 · threshold <= 1.5 or <= 22.5 · points 0.0/10 Inputs: - Price (close, per traded unit): 112.83 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Revenue: 32049000000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - debt_incl_current: 13727000000.0 · 2026-06-30 · SEC XBRL LongTermDebt (companyfacts) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - equity: 21006000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - Net income FY2020: 157000000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ · unverified - Net income FY2021: 1839000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ · unverified - Net income FY2022: -1961000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ · unverified - Net income FY2023: 5047000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Net income FY2024: 4577000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Net income FY2025: 3492000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Dividend years (Yahoo): [2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/APO/history?filter=div · verified (partly: XBRL covers 6 of 20 years) - Dividends per share FY2020 (XBRL): 2.31 · 2020-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ · verified - Dividends per share FY2021 (XBRL): 2.1 · 2021-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ · verified - Dividends per share FY2022 (XBRL): 1.6 · 2022-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ · verified - Dividends per share FY2023 (XBRL): 1.69 · 2023-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · verified - Dividends per share FY2024 (XBRL): 1.81 · 2024-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · verified - Dividends per share FY2025 (XBRL): 1.99 · 2025-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · verified - EPS diluted FY2023: 8.28 · 2023-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - EPS diluted FY2024: 7.33 · 2024-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - EPS diluted FY2025: 5.54 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Shares outstanding: 590543159.0 · 2026-08-05 · SEC cover page 10-Q 0001858681-26-000040 (590,543,159 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/apo-20260630.htm · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/R1.htm ### Magic Formula: — (insufficient data (no operating income in XBRL)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula ### Momentum: 43.4 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum - 12-1 month return: 2.7 % · threshold · points 22.2/50 - 6 month return: -8.8 % · threshold · points 4.8/20 - Price / 52-week high: 0.748 · threshold · points 11.2/15 - Volatility penalty (60d annualised): 32.7 % · threshold · points 5.2/15 Inputs: - Adjusted close series (14 months): 112.83 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · ### Insider: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider - Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold · points 0.0/35 - Distinct buyers: 0 · threshold · points 0.0/25 - Buyer seniority: 0.0 · threshold · points 0.0/20 - Recency (half-life 30d): 0.0 · threshold · points 0.0/10 - Sales penalty (excludes 10b5-1 plan sales): 0.06 bp · threshold · points -1.7/0 Inputs: - Form 4 S Kelly Martin 2026-08-14: 422550.0 · 2026-08-14 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1858681/000155728826000012/ ### Buffett Quality: 50.0 (partial: 2, 5, 6, 7) · complete: False · missing tests: 2, 5, 6, 7 · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 19, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett - 1 Average return on equity (net income / year-end equity): 16.5% over 6 yrs · threshold >= 15% · points 25.0/25 - 2 Profitable every year: 6 years reported · threshold all years · points None/15 - 3 Net income growth, 3-yr average now vs start of window: +621.0% a year · threshold >= +10% · points 10.0/10 - 4 Borrowings / 3-yr average earnings (years to repay): 3.1 years · threshold <= 4 · points 15.0/15 - 5 Operating margin, 5-yr average: 0 years with operating income and revenue · threshold >= 20% · points None/10 - 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): 0 years · threshold >= 1.0 · points None/10 - 7 Owner-earnings yield (3-yr avg free cash flow / market cap): None · threshold >= 7% · points None/15 Inputs: - Price (close, per traded unit): 112.83 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Net income FY2020: 157000000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ · unverified - Equity at FY2020 end: 5513000000.0 · 2020-12-31 · SEC XBRL StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ · unverified - Net income FY2021: 1839000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ · unverified - Equity at FY2021 end: 3789000000.0 · 2021-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ · unverified - Net income FY2022: -1961000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ · unverified - Equity at FY2022 end: 6640000000.0 · 2022-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ · unverified - Net income FY2023: 5047000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Equity at FY2023 end: 14044000000.0 · 2023-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ · unverified - Net income FY2024: 4577000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Equity at FY2024 end: 17253000000.0 · 2024-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Net income FY2025: 3492000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Equity at FY2025 end: 23341000000.0 · 2025-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - Net income FY2020: 157000000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ · unverified - Net income FY2021: 1839000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ · unverified - Net income FY2022: -1961000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ · unverified - Net income FY2023: 5047000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Net income FY2024: 4577000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Net income FY2025: 3492000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - debt_incl_current: 13727000000.0 · 2026-06-30 · SEC XBRL LongTermDebt (companyfacts) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified ### Lynch GARP: 68.7 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 5, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch - 1 PEG: P/E divided by 5-yr EPS growth (in % points): 0.31 · threshold <= 1.0 · points 30.0/30 - 2 EPS growth, 5-yr compound rate: +66.0% a year · threshold 12% to 35% a year · points 0.0/20 - 3 P/E on latest annual EPS: 20.4 · threshold <= 25 · points 10.0/10 - 4 Borrowings / equity: 0.65 · threshold <= 0.5 · points 12.7/15 - 5 Years of the last 5 in which EPS rose: 2 of 5 · threshold 5 of 5 · points 6.0/15 - 6 Net cash (cash minus borrowings) / market cap: +22.0% · threshold >= +10% · points 10.0/10 Inputs: - Price (close, per traded unit): 112.83 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - EPS diluted FY2025: 5.54 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - EPS diluted FY2020: 0.44 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ · unverified - debt_incl_current: 13727000000.0 · 2026-06-30 · SEC XBRL LongTermDebt (companyfacts) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - equity: 21006000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - cash: 28417000000.0 · 2026-06-30 · SEC XBRL CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified ### Graham Enterprising: 32.0 (partial: 1, 2, 7) · complete: False · missing tests: 1, 2, 7 · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 8, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising - 1 Current ratio: None · threshold >= 1.5 · points None/15 - 2 Borrowings vs working capital: None · threshold <= 1.1x · points None/15 - 3 No earnings deficit in the last 5 years: 4 of 5 profitable · threshold 5 of 5 · points 12.0/15 - 4 Pays a current dividend: yes · threshold yes · points 10.0/10 - 5 EPS higher than five years earlier: 0.44 -> 5.54 · threshold higher · points 10.0/10 - 6 Price / book value per share: 3.17 · threshold <= 1.2 · points 0.0/20 - 7 Price / net current asset value per share (current assets minus all liabilities): None · threshold <= 0.67 · points None/15 Inputs: - Price (close, per traded unit): 112.83 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Net income FY2021: 1839000000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ · unverified - Net income FY2022: -1961000000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ · unverified - Net income FY2023: 5047000000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Net income FY2024: 4577000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Net income FY2025: 3492000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - Dividend years (Yahoo): [2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/APO/history?filter=div - EPS diluted FY2025: 5.54 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - EPS diluted FY2020: 0.44 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ · unverified - equity: 21006000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - Shares outstanding: 590543159.0 · 2026-08-05 · SEC cover page 10-Q 0001858681-26-000040 (590,543,159 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/apo-20260630.htm · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/R1.htm ### Piotroski F-Score: 44.4 (partial: 5, 6, 8) · complete: False · missing tests: 5, 6, 8 · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 15, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski - 1 Return on assets is positive: 0.8% · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 2 Operating cash flow is positive: 7,246M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 3 Return on assets improved on the prior year: 1.2% -> 0.8% · threshold pass = 1 · points 0.0/11.11111111111111 - 4 Operating cash flow exceeds net income (accruals): 7,246M vs 3,492M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 5 Long-term debt / assets fell: None · threshold pass = 1 · points None/11.11111111111111 - 6 Current ratio improved: None · threshold pass = 1 · points None/11.11111111111111 - 7 No new shares issued (share count did not rise): 572M -> 591M · threshold pass = 1 · points 0.0/11.11111111111111 - 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): None · threshold pass = 1 · points None/11.11111111111111 - 9 Asset turnover (revenue / assets) improved: 0.07 -> 0.07 · threshold pass = 1 · points 11.11111111111111/11.11111111111111 Inputs: - net_income 2025-12-31: 3492000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - total_assets 2025-12-31: 460949000000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - cfo 2025-12-31: 7246000000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - net_income 2025-12-31: 3492000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - net_income 2024-12-31: 4577000000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - total_assets 2025-12-31: 460949000000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - total_assets 2024-12-31: 377895000000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - cfo 2025-12-31: 7246000000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - net_income 2025-12-31: 3492000000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001193125-26-177321) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - shares_out 2026-08-05: 590543159.0 · 2026-08-05 · SEC XBRL EntityCommonStockSharesOutstanding (companyfacts) · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - shares_out 2025-08-05: 572026735.0 · 2025-08-05 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000117/ · unverified - revenue 2025-12-31: 32049000000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - revenue 2024-12-31: 26114000000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified - total_assets 2025-12-31: 460949000000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/ · unverified - total_assets 2024-12-31: 377895000000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ · unverified ## Market value, source trail - Formula: market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used - Traded price: 112.83 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1 - SEC shares outstanding: 590,543,159 underlying shares, period 2026-08-05, SEC cover page 10-Q 0001858681-26-000040 (590,543,159 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/apo-20260630.htm, accession 0001858681-26-000040 · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000040/R1.htm - Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None - Market value (price date x latest reported shares): 66,630,984,630 USD; 112.83 (price 2026-10-23) / 1 x 590,543,159 (shares at 2026-08-05) = 66,630,984,630 ## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends) - FY2020 (ended 2020-12-31): 2354000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ - FY2021 (ended 2021-12-31): 5951000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ - FY2022 (ended 2022-12-31): 10968000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ - FY2023 (ended 2023-12-31): 32644000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ - FY2024 (ended 2024-12-31): 26114000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ - FY2025 (ended 2025-12-31): 32049000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ ## Net income by fiscal year (SEC XBRL) - FY2020 (ended 2020-12-31): 157000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868123000007/ - FY2021 (ended 2021-12-31): 1839000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868124000031/ - FY2022 (ended 2022-12-31): -1961000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868125000034/ - FY2023 (ended 2023-12-31): 5047000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ - FY2024 (ended 2024-12-31): 4577000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ - FY2025 (ended 2025-12-31): 3492000000.0 · https://www.sec.gov/Archives/edgar/data/1858681/000185868126000013/ ## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets) - FY2020 (ended 2020-12-31): 0.44 [filed 0.44, split factor 1.0] - FY2021 (ended 2021-12-31): 7.32 [filed 7.32, split factor 1.0] - FY2022 (ended 2022-12-31): -3.43 [filed -3.43, split factor 1.0] - FY2023 (ended 2023-12-31): 8.28 [filed 8.28, split factor 1.0] - FY2024 (ended 2024-12-31): 7.33 [filed 7.33, split factor 1.0] - FY2025 (ended 2025-12-31): 5.54 [filed 5.54, split factor 1.0] ## Dividend years (Yahoo history) 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ## Insider transactions (SEC Form 4 data set, latest 40) - 2026-08-14 S Kelly Martin (CFO) 3000 @ 140.85 = 422550 · https://www.sec.gov/Archives/edgar/data/1858681/000155728826000012/ - 2026-05-27 S Zito John P. (Pres) 11117 @ 131.68 = 1463887 · https://www.sec.gov/Archives/edgar/data/1858681/000174839426000005/ - 2026-05-27 S Zito John P. (Pres) 20019 @ 130.71 = 2616683 · https://www.sec.gov/Archives/edgar/data/1858681/000174839426000005/ - 2026-05-27 S Zito John P. (Pres) 17508 @ 129.95 = 2275165 · https://www.sec.gov/Archives/edgar/data/1858681/000174839426000005/ - 2026-05-14 S Kelly Martin (CFO) 7000 @ 134.64 = 942480 · https://www.sec.gov/Archives/edgar/data/1858681/000155728826000006/ ## Links - sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001858681 - sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001858681.json - sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001858681&type=4 - sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001858681&type=8-K - yahoo: https://finance.yahoo.com/quote/APO - stooq: https://stooq.com/q/d/?s=apo.us - morningstar (link only, nothing stored): https://www.morningstar.com/search?query=APO - finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=APO - stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/apo/ - seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/APO - openinsider (link only, nothing stored): http://openinsider.com/search?q=APO - google_news (link only, nothing stored): https://news.google.com/rss/search?q=APO+stock Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/APO; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.