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Side-by-side financial comparison of Apollo Global Management (APO) and Oracle Corporation (ORCL). Click either name above to swap in a different company.
Oracle Corporation is the larger business by last-quarter revenue ($16.1B vs $9.9B, roughly 1.6× Apollo Global Management). Oracle Corporation runs the higher net margin — 38.2% vs 6.9%, a 31.3% gap on every dollar of revenue. On growth, Apollo Global Management posted the faster year-over-year revenue change (86.7% vs 14.2%). Over the past eight quarters, Apollo Global Management's revenue compounded faster (18.4% CAGR vs 10.0%).
Apollo Global Management, Inc. is an American asset management firm that primarily invests in alternative assets. As of 2025, the company had $840 billion of assets under management, including $392 billion invested in credit, including mezzanine capital, hedge funds, non-performing loans, and collateralized loan obligations, $99 billion invested in private equity, and $46.2 billion invested in real assets, which includes real estate and infrastructure. The company invests money on behalf of p...
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
APO vs ORCL — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $9.9B | $16.1B |
| Net Profit | $684.0M | $6.1B |
| Gross Margin | — | — |
| Operating Margin | 17.8% | 29.5% |
| Net Margin | 6.9% | 38.2% |
| Revenue YoY | 86.7% | 14.2% |
| Net Profit YoY | -54.0% | 94.7% |
| EPS (diluted) | $1.09 | $2.10 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $9.9B | $16.1B | ||
| Q3 25 | $9.8B | $14.9B | ||
| Q2 25 | $6.8B | $15.9B | ||
| Q1 25 | $5.5B | $14.1B | ||
| Q4 24 | $5.3B | $14.1B | ||
| Q3 24 | $7.8B | $13.3B | ||
| Q2 24 | $6.0B | $14.3B | ||
| Q1 24 | $7.0B | $13.3B |
| Q4 25 | $684.0M | $6.1B | ||
| Q3 25 | $1.7B | $2.9B | ||
| Q2 25 | $630.0M | $3.4B | ||
| Q1 25 | $442.0M | $2.9B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $811.0M | $2.9B | ||
| Q2 24 | $853.0M | $3.1B | ||
| Q1 24 | $1.4B | $2.4B |
| Q4 25 | 17.8% | 29.5% | ||
| Q3 25 | 29.5% | 28.7% | ||
| Q2 25 | 12.4% | 32.1% | ||
| Q1 25 | 21.3% | 30.8% | ||
| Q4 24 | 32.6% | 30.0% | ||
| Q3 24 | 26.8% | 30.0% | ||
| Q2 24 | 23.9% | 32.8% | ||
| Q1 24 | 31.1% | 28.2% |
| Q4 25 | 6.9% | 38.2% | ||
| Q3 25 | 17.7% | 19.6% | ||
| Q2 25 | 9.2% | 21.5% | ||
| Q1 25 | 8.0% | 20.8% | ||
| Q4 24 | 28.1% | 22.4% | ||
| Q3 24 | 10.4% | 22.0% | ||
| Q2 24 | 14.2% | 22.0% | ||
| Q1 24 | 20.3% | 18.1% |
| Q4 25 | $1.09 | $2.10 | ||
| Q3 25 | $2.78 | $1.01 | ||
| Q2 25 | $0.99 | $1.19 | ||
| Q1 25 | $0.68 | $1.02 | ||
| Q4 24 | $2.41 | $1.10 | ||
| Q3 24 | $1.29 | $1.03 | ||
| Q2 24 | $1.35 | $1.11 | ||
| Q1 24 | $2.28 | $0.85 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $19.2B |
| Total DebtLower is stronger | $13.4B | — |
| Stockholders' EquityBook value | $23.3B | $30.0B |
| Total Assets | $460.9B | $205.0B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $19.2B | ||
| Q3 25 | — | $10.4B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $17.4B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | — | $10.6B | ||
| Q2 24 | — | $10.5B | ||
| Q1 24 | — | $9.5B |
| Q4 25 | $13.4B | — | ||
| Q3 25 | $12.6B | — | ||
| Q2 25 | $12.1B | — | ||
| Q1 25 | $10.6B | — | ||
| Q4 24 | $10.6B | — | ||
| Q3 24 | $9.8B | — | ||
| Q2 24 | $9.8B | — | ||
| Q1 24 | $9.6B | — |
| Q4 25 | $23.3B | $30.0B | ||
| Q3 25 | $23.1B | $24.2B | ||
| Q2 25 | $19.3B | $20.5B | ||
| Q1 25 | $18.0B | $16.7B | ||
| Q4 24 | $17.3B | $13.7B | ||
| Q3 24 | $17.9B | $10.8B | ||
| Q2 24 | $15.3B | $8.7B | ||
| Q1 24 | $14.8B | $5.6B |
| Q4 25 | $460.9B | $205.0B | ||
| Q3 25 | $449.5B | $180.4B | ||
| Q2 25 | $419.6B | $168.4B | ||
| Q1 25 | $395.0B | $161.4B | ||
| Q4 24 | $377.9B | $148.5B | ||
| Q3 24 | $368.7B | $144.2B | ||
| Q2 24 | $346.5B | $141.0B | ||
| Q1 24 | $334.1B | $137.1B |
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 0.61× | — | ||
| Q3 24 | 0.55× | — | ||
| Q2 24 | 0.64× | — | ||
| Q1 24 | 0.65× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $4.7B | $2.1B |
| Free Cash FlowOCF − Capex | — | $-10.0B |
| FCF MarginFCF / Revenue | — | -62.1% |
| Capex IntensityCapex / Revenue | — | 74.9% |
| Cash ConversionOCF / Net Profit | 6.83× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-13.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.7B | $2.1B | ||
| Q3 25 | $303.0M | $8.1B | ||
| Q2 25 | $1.3B | $6.2B | ||
| Q1 25 | $1.0B | $5.9B | ||
| Q4 24 | $-4.0M | $1.3B | ||
| Q3 24 | $1.9B | $7.4B | ||
| Q2 24 | $1.3B | $6.1B | ||
| Q1 24 | $70.0M | $5.5B |
| Q4 25 | — | $-10.0B | ||
| Q3 25 | — | $-362.0M | ||
| Q2 25 | — | $-2.9B | ||
| Q1 25 | — | $71.0M | ||
| Q4 24 | — | $-2.7B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | — | $3.3B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | — | -62.1% | ||
| Q3 25 | — | -2.4% | ||
| Q2 25 | — | -18.4% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | -19.0% | ||
| Q3 24 | — | 38.5% | ||
| Q2 24 | — | 23.0% | ||
| Q1 24 | — | 28.6% |
| Q4 25 | — | 74.9% | ||
| Q3 25 | — | 57.0% | ||
| Q2 25 | — | 57.1% | ||
| Q1 25 | — | 41.5% | ||
| Q4 24 | — | 28.2% | ||
| Q3 24 | — | 17.3% | ||
| Q2 24 | — | 19.6% | ||
| Q1 24 | — | 12.6% |
| Q4 25 | 6.83× | 0.34× | ||
| Q3 25 | 0.17× | 2.78× | ||
| Q2 25 | 2.00× | 1.80× | ||
| Q1 25 | 2.29× | 2.02× | ||
| Q4 24 | -0.00× | 0.41× | ||
| Q3 24 | 2.29× | 2.54× | ||
| Q2 24 | 1.56× | 1.93× | ||
| Q1 24 | 0.05× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APO
| Retirement Services Segment | $8.5B | 86% |
| Asset Management1 | $681.0M | 7% |
| Principal Investing Segment | $624.0M | 6% |
| Management Service Incentive | $96.0M | 1% |
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
