Barings Corporate Investors (NYSE:MCI) vs. Apollo Global Management (NYSE:APO) Head-To-Head Survey

Barings Corporate Investors (NYSE:MCI – Get Free Report) and Apollo Global Management (NYSE:APO – Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, dividends, valuation, profitability and institutional ownership.

Volatility & Risk

Barings Corporate Investors has a beta of 0.28, meaning that its stock price is 72% less volatile than the S&P 500. Comparatively, Apollo Global Management has a beta of 1.57, meaning that its stock price is 57% more volatile than the S&P 500.

Profitability

This table compares Barings Corporate Investors and Apollo Global Management’s net margins, return on equity and return on assets.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Barings Corporate Investors and Apollo Global Management, as reported by MarketBeat.

Apollo Global Management has a consensus price target of $165.62, suggesting a potential upside of 23.08%. Given Apollo Global Management’s stronger consensus rating and higher probable upside, analysts clearly believe Apollo Global Management is more favorable than Barings Corporate Investors.

Insider & Institutional Ownership

77.1% of Apollo Global Management shares are owned by institutional investors. 1.1% of Barings Corporate Investors shares are owned by company insiders. Comparatively, 8.5% of Apollo Global Management shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Earnings and Valuation

This table compares Barings Corporate Investors and Apollo Global Management”s top-line revenue, earnings per share and valuation.

Apollo Global Management has higher revenue and earnings than Barings Corporate Investors.

Dividends

Barings Corporate Investors pays an annual dividend of $1.60 per share and has a dividend yield of 7.7%. Apollo Global Management pays an annual dividend of $2.04 per share and has a dividend yield of 1.5%. Apollo Global Management pays out 29.8% of its earnings in the form of a dividend. Apollo Global Management has increased its dividend for 3 consecutive years.

Summary

Apollo Global Management beats Barings Corporate Investors on 12 of the 14 factors compared between the two stocks.

About Barings Corporate Investors

(Get Free Report)

Babson Capital Corporate Investors trust is a closed ended fixed income mutual fund launched and managed by Barings LLC. It invests in fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in a portfolio of privately placed, below-investment grade, long term corporate debt obligations. The fund also invests in marketable investment grade debt securities, other marketable debt securities, and marketable common stocks. It was formerly known as Babson Capital Corporate Investors. Babson Capital Corporate Investors trust was formed in 1971 and is domiciled in the United States.

About Apollo Global Management

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Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public 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, venture capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. For credit strategies, the firm focuses to invest in multi-sector credit, semi-liquid credit, direct lending, first lien, unitranche, whole loans and private credit. 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 also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest in companies based in across Africa, Asia, North America with a focus on United States, Western Europe and Europe. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $75 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia, Africa and Europe.