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Stock Comparison · Structural lead, mixed market

Apollo Global Management vs RenaissanceRe Holdings: Which Stock Looks Stronger in 2026?

RenaissanceRe holds the cleaner structural position, with the lead spread across valuation and stability. Apollo Global Management still has the edge on profitability, which keeps the comparison from looking entirely one-sided. On the market side, RenaissanceRe is in better shape — its trend is intact while Apollo Global Management's trend has broken down. That puts structure and market broadly in agreement — RenaissanceRe's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

The clearest separation starts in valuation, but stability adds another real layer to the result. RenaissanceRe Holdings Ltd. leads by 25 points on the overall comparison score.

Trajectory Similarity
0.72
Similar
Peer-set rank: #4
within Apollo Global Management, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The clearest structural overlap shows up in investment intensity and revenue growth trajectory.

Similarity drivers
investment intensityrevenue growth trajectory
What reduces the match
revenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
APO
Apollo Global Management, Inc.
42
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
RNR
RenaissanceRe Holdings Ltd.
67
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: APO vs RNR Profitability 82 56 Stability 28 81 Valuation 25 88 Growth 23 37 APO RNR
Gap Ranking
#1 Valuation +63
#2 Stability +53
#3 Profitability +26
#4 Growth +14
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for APO and RNR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer APORNR Relative valuation Structural strength

RenaissanceRe Holdings Ltd. looks stronger both structurally and on relative valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where APO and RNR each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY APO Neutral · above norm 0th 50th 100th 31 pct gap RNR Elevated · near norm 0th 50th 100th 68th 99th
Today APO sits in the upper-middle of its own 5-year history (68th percentile), while RNR sits higher in its own history (99th). Within each stock's own 5-year context, APO is at a historically more favourable entry position than RNR. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
RenaissanceRe Holdings Ltd. ranks near the top of the group on valuation; Apollo Global Management, Inc. sits in the weaker half.
Stability
On stability, the gap still runs the same way: RenaissanceRe Holdings Ltd. sits near the top of the group, while Apollo Global Management, Inc. remains in the weaker half.
Valuation — Dominant Gap
APO
25
RNR
88
Gap+63in favour of RNR

The multiple-based pricing edge comes from a forward P/E that is 3.2 turns lower.

What else supports the lead

Stability still reinforces the same direction, which makes the lead look broader across the profile.

What this means for the comparison

The lead is built on both valuation and stability — though profitability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the APO vs RNR comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how APO and RNR each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.