Apollo Global Management has been actively aligning its investment portfolio by expressing interest in Infrabuild Trading amidst Sanjeev Gupta's ongoing challenges and considering divesting Cox Media Group in the media sector. These strategic decisions, against the backdrop of market-wide turbulence, likely influenced the company's 10% share price decline over the past month. The market was already experiencing volatility as tariff tensions sent indices like the Dow Jones and Nasdaq into correction and bear market territories. This broader uncertainty has affected many companies, including Apollo, contributing to its recent performance.

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Over the past five years, Apollo Global Management's total shareholder return has been impressive, with a growth of 260.42%. Despite the recent underperformance compared to the US Diversified Financial industry over the past year, Apollo has effectively exceeded the broader US market return. This long-term performance can be attributed to Apollo's expansion of its retirement services platform, Athene, which aimed at enhancing net margins through scale efficiencies. Additionally, the launch of wealth products and investment strategies aimed at individual investors, such as the AAA fund, contributed to Apollo's strong earnings and long-term growth.

Further boosting its position, Apollo has pursued various acquisition opportunities, including potential involvement with companies like Infrabuild Trading and Reckitt Benckiser Group's homecare brands, despite financial challenges. The company's efforts to strengthen its client partnerships, as seen in its collaboration with InvestCloud, have also played a crucial role in its performance. These strategic moves have helped Apollo maintain a strong presence in the market, reflecting in its significant shareholder returns over the period.

The valuation report we've compiled suggests that Apollo Global Management's current price could be quite moderate.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include NYSE:APO.

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