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APO vs KKR
Which Stock Would AI Choose? Apollo Global Management (APO) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- Both APO and KKR are leading alternative asset managers with major insurance platforms, but Apollo is more concentrated in private credit, while KKR maintains a more diversified, fee-heavy earnings mix.
- Apollo has crossed $1 trillion in total AUM (assets under management), while KKR reported roughly $758 billion in AUM as of its most recent quarter.
- Apollo trades at a lower earnings multiple but carries higher short interest; KKR trades at a premium multiple with more visible fee-related growth.
- Both stocks pulled back sharply from their 52-week highs amid broader private-credit and liquidity concerns in early 2026.
- Analyst consensus remains broadly constructive on both names, with average price targets implying notable upside from current levels.
Introduction
Apollo Global Management and KKR & Co. sit at the center of the alternative-asset-management industry, competing for institutional and retail capital across private equity, credit, real assets, and insurance. Because both firms have expanded into retirement-services and insurance businesses, they are frequently evaluated side by side by investors weighing growth, valuation, and risk. This stock comparison is most relevant to investors and traders interested in private-market exposure, relative performance, and how market positioning differs between two of the sector's largest players. Understanding the contrasts in their business models helps clarify why their shares have moved differently in recent market conditions.
APO Overview and Recent Performance
APO, or Apollo Global Management, operates through two core segments: asset management and retirement services (through its Athene insurance platform). The firm is one of the world's largest private-credit originators and has leaned heavily into investment-grade credit and capital-solutions financing tied to infrastructure, energy, and AI-related data-center buildouts. In recent quarters, Apollo surpassed $1 trillion in total AUM, with fee-generating AUM climbing roughly 34% year over year to about $858 billion.
Recent market activity has been mixed. Apollo's shares trade near the low end of their 52-week range, well below their prior peak, reflecting the broader private-credit sell-off that pressured alternative managers earlier in 2026. Its latest reported adjusted EPS (earnings per share) modestly missed consensus estimates as expenses rose, even as higher AUM balances supported revenue. Sentiment has been shaped by both strong capital formation and lingering scrutiny of credit quality and insurance spread earnings. The stock's elevated short interest relative to peers signals a degree of investor caution around its credit-heavy, insurance-linked earnings base.
KKR Overview and Recent Performance
KKR, formally KKR & Co., is a diversified alternative-asset manager spanning private equity, credit, real assets, and infrastructure, alongside its Global Atlantic insurance business. Its growth has been supported by steady fundraising and a capital-markets business that generates transaction fees. KKR reported total AUM of roughly $758 billion in its most recent quarter, up about 14% year over year, with fee-paying AUM rising around 17%. The firm recently completed its acquisition of Arctos Partners, adding roughly $16 billion in AUM and expanding into sports investing and GP solutions.
KKR's recent stock behavior has also been volatile. Like Apollo, KKR shares fell sharply from their 52-week highs during the early-2026 liquidity shock in private markets and now trade well below their peak. Its latest quarterly results beat estimates on strong fee-related earnings growth, though management tempered its full-year adjusted net income (ANI) outlook, citing reduced visibility from market volatility. The stock's higher beta (a measure of volatility relative to the market) indicates it has tended to swing more than the broader market in recent months.
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Head-to-Head Comparison
The two firms diverge most clearly in earnings mix and risk profile. Apollo's earnings lean more heavily on insurance spread-related income from Athene, meaning its results are sensitive to investment returns relative to policyholder funding costs. KKR's earnings base is more weighted toward asset-management and fee-related earnings, which grew roughly 37% in its latest reported quarter, though some of that growth reflected performance-fee strength that may not repeat every quarter.
On valuation, Apollo appears cheaper on trailing earnings multiples, while KKR commands a premium that investors have historically been willing to pay for a more fee-centric, diversified model. On momentum and positioning, both names remain below their highs, but Apollo's higher short interest and deeper private-credit concentration make it more exposed to credit-quality and funding-cost concerns. KKR's broader strategy diversification and growing perpetual capital provide some offsetting stability, though its higher beta means greater price sensitivity to market swings. Sector exposure also differs: Apollo is more concentrated in credit, whereas KKR's capital is spread more evenly across private equity, credit, and real assets.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, and relative positioning, Tickeron's AI would likely lean slightly toward KKR in the current environment. KKR's more diversified earnings mix, stronger fee-related growth trajectory, and lower short interest suggest comparatively steadier underlying fundamentals, even as both stocks remain under pressure from broader private-market sentiment. Apollo's lower valuation and dominant private-credit franchise present a meaningful opportunity, but its insurance-linked earnings and elevated short interest introduce greater near-term uncertainty. This assessment reflects a probabilistic, data-driven reading of current conditions rather than a definitive forecast, and the balance could shift quickly if credit-market sentiment or funding conditions change.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APO is a Hold and KKR is a Hold.
APO's Indicator enters downward trend
The Aroon Indicator for APO entered a downward trend on October 16, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 144 similar instances where the Aroon Indicator formed such a pattern. In 114 of the 144 cases the stock moved lower. This puts the odds of a downward move at 79%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 13, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on APO as a result. In 53 of 87 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 61%.
The Moving Average Convergence Divergence Histogram (MACD) for APO turned negative on October 15, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 29 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 60%.
APO moved below its 50-day moving average on September 15, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for APO crossed bearishly below the 50-day moving average on September 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 13 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 62%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where APO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
Bullish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
Following a +3.40% 3-day Advance, the price is estimated to grow further. Considering data from situations where APO advanced for three days, in 251 of 352 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
APO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 10 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 15 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.584) is normal, around the industry mean (3.246). P/E Ratio (42.349) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.446) is also within normal values, averaging (1.319). Dividend Yield (0.018) settles around the average of (0.081) among similar stocks. P/S Ratio (2.062) is also within normal values, averaging (15.798).
The Tickeron Profit vs. Risk Rating rating for this company is 55 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 71 (best 1 - 100 worst), indicating slightly worse than average price growth. APO’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 88 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
KKR's Indicator enters downward trend
The Aroon Indicator for KKR entered a downward trend on October 16, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 212 similar instances where the Aroon Indicator formed such a pattern. In 159 of the 212 cases the stock moved lower. This puts the odds of a downward move at 75%.
Technical Analysis (Indicators)
Bearish Trend Analysis
KKR moved below its 50-day moving average on September 10, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for KKR crossed bearishly below the 50-day moving average on September 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 12 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 67%.
The 50-day moving average for KKR moved below the 200-day moving average on October 16, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where KKR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where KKR's RSI Oscillator exited the oversold zone, 17 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 65%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.
Following a +2.18% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 240 of 331 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
KKR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 67 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 75 (best 1 - 100 worst), indicating slightly worse than average price growth. KKR’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 77 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. KKR’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.936) is normal, around the industry mean (3.246). P/E Ratio (29.789) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). KKR has a moderately low Dividend Yield (0.008) as compared to the industry average of (0.081). P/S Ratio (4.382) is also within normal values, averaging (15.798).
The Tickeron PE Growth Rating for this company is 92 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
APO | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 55 | 77 | |
SMR RATING 1..100 | 88 | 67 | |
PRICE GROWTH RATING 1..100 | 71 | 75 | |
P/E GROWTH RATING 1..100 | 10 | 92 | |
SEASONALITY SCORE 1..100 | 85 | 90 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
APO's Valuation (15) in the Investment Managers industry is significantly better than the same rating for KKR (81). This means that APO’s stock grew significantly faster than KKR’s over the last 12 months.
APO's Profit vs Risk Rating (55) in the Investment Managers industry is in the same range as KKR (77). This means that APO’s stock grew similarly to KKR’s over the last 12 months.
KKR's SMR Rating (67) in the Investment Managers industry is in the same range as APO (88). This means that KKR’s stock grew similarly to APO’s over the last 12 months.
APO's Price Growth Rating (71) in the Investment Managers industry is in the same range as KKR (75). This means that APO’s stock grew similarly to KKR’s over the last 12 months.
APO's P/E Growth Rating (10) in the Investment Managers industry is significantly better than the same rating for KKR (92). This means that APO’s stock grew significantly faster than KKR’s over the last 12 months.
| APO | KKR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 1 day ago 65% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 69% |
| Momentum ODDS (%) | 1 day ago 61% | N/A |
| MACD ODDS (%) | 1 day ago 60% | N/A |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 73% |
| Advances ODDS (%) | 6 days ago 71% | 6 days ago 73% |
| Declines ODDS (%) | 1 day ago 69% | 4 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 71% | 1 day ago 87% |
| Aroon ODDS (%) | 1 day ago 79% | 1 day ago 75% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APO’s FA Score shows that 2 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- APO’s FA Score: 2 green, 3 red.
- KKR’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APO’s TA Score shows that 4 TA indicator(s) are bullish while KKR’s TA Score has 4 bullish TA indicator(s).
- APO’s TA Score: 4 bullish, 6 bearish.
- KKR’s TA Score: 4 bullish, 5 bearish.
Price Growth
APO (@Investment Managers) experienced а -6.63% price change this week, while KKR (@Investment Managers) price change was -5.21% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.10%. For the same industry, the average monthly price growth was -1.67%, and the average quarterly price growth was -4.06%.
Reported Earning Dates
APO is expected to report earnings on Nov 03, 2026.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-3.10% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
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APO and
Correlation & Price change
A.I.dvisor indicates that over the last year, APO has been closely correlated with KKR. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if APO jumps, then KKR could also see price increases.