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APO vs KKR
Which Stock Would AI Choose? Apollo Global Management (APO) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- APO (Apollo Global Management) posted stronger recent earnings momentum, with record 2025 origination activity exceeding $300 billion and assets under management (AUM) reaching roughly $938 billion.
- KKR (KKR & Co.) grew AUM to about $744 billion but missed fourth-quarter earnings estimates and absorbed a one-time charge tied to an underperforming Asia private equity fund.
- Both firms are diversified alternative asset managers with expanding credit and insurance platforms, yet their near-term relative performance has diverged.
- Tickeron AI Verdict: APO is the ticker of choice, reflecting more consistent trend strength and favorable catalysts relative to KKR.
- For deeper context, explore APO Major News and APO Today's Price Move, as well as KKR Major News and KKR Today's Price Move.
- To see which strategies are outperforming in the current market, explore Trending AI Robots.
Introduction
Apollo Global Management and KKR & Co. are two of the largest publicly traded alternative asset managers, operating across private equity, credit, real assets, and insurance. Investors frequently compare them because they compete for the same institutional and wealth-management capital and are both broadening beyond traditional buyout strategies. This stock comparison is relevant for traders tracking momentum and for longer-horizon investors evaluating growth, balance-sheet diversification, and market positioning. While the two firms share a similar blueprint, their recent relative performance, earnings trajectories, and near-term catalysts have differed enough to reshape how each is viewed in the current market environment.
APO Overview and Recent Performance
Apollo Global Management has reinforced its reputation as a leader in credit and retirement services through Athene, its insurance arm, alongside its private equity and real assets businesses. In recent weeks, APO reported fourth-quarter adjusted net income that topped consensus estimates, capping a year management described as record-setting. Full-year origination activity surpassed $300 billion, and total AUM climbed to approximately $938 billion, up roughly 25% year over year, helped by the completed Bridge Investment Group acquisition.
Recent market activity has reflected optimism around Apollo's fee-related earnings growth and its push into wealth channels, while higher expenses and balance-sheet leverage remain watch points. Analyst sentiment has generally leaned positive, with several firms maintaining Buy ratings and price targets above the stock's recent trading range, supporting a comparatively constructive outlook.
KKR Overview and Recent Performance
KKR & Co. has built a diversified platform spanning private equity, credit, infrastructure, real estate, and its Global Atlantic insurance business. In recent weeks, KKR reported total AUM of roughly $744 billion, up about 17% year over year, and highlighted record fundraising in credit. However, its fourth-quarter adjusted earnings per share came in below consensus, and the firm disclosed a charge to refund carried interest on an underperforming Asia private equity fund.
Recent market activity has been more mixed for KKR, with strong long-term growth ambitions — including a $1 trillion AUM target by 2030 and a roughly $7 per share operating-earnings goal — offset in the near term by the Asia fund setback and elevated expenses. The stock has traded within a wide range, reflecting ongoing debate over valuation and momentum.
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Head-to-Head Comparison
Although both firms are diversified alternative asset managers, their market positioning differs in meaningful ways. Apollo leans heavily on its Athene retirement-services franchise and credit origination, giving it a large base of permanent, spread-based capital and record origination volumes. KKR's profile is more evenly spread across private equity, infrastructure, and its growing insurance and Strategic Holdings units, with a heavier emphasis on longer-dated, buy-and-build strategies.
On growth drivers, Apollo has benefited from fee-related earnings (earnings generated from management fees rather than investment gains) and wealth-channel expansion, while KKR has leaned on credit fundraising and insurance scale. Risk factors diverge too: Apollo faces balance-sheet leverage and expense pressures, whereas KKR recently confronted an underperforming Asia fund and rising costs. In terms of sentiment, Apollo's recent earnings beat has supported a more favorable near-term view, while KKR's earnings miss and one-time charge have introduced caution. This contrast in recent momentum is a key differentiator for traders evaluating relative performance.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would currently lean toward APO. The firm's recent earnings beat, record origination activity, and rising AUM provide more consistent trend strength and clearer near-term catalysts than KKR's earnings miss and Asia fund charge. That said, KKR retains a robust long-term growth framework and substantial diversification, so the gap is one of relative positioning rather than fundamental quality. As market conditions evolve, momentum between the two could shift, but on current data, Apollo's more favorable relative performance and catalyst profile give it the edge in this comparison.
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 RSI Oscillator recovers from oversold territory
The RSI Indicator for APO moved out of oversold territory on October 21, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 27 similar instances when the indicator left oversold territory. In 22 of the 27 cases the stock moved higher. This puts the odds of a move higher at 81%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 28, 2026. You may want to consider a long position or call options on APO as a result. In 66 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 77%.
The Moving Average Convergence Divergence (MACD) for APO just turned positive on October 22, 2026. Looking at past instances where APO's MACD turned positive, the stock continued to rise in 37 of 46 cases over the following month. The odds of a continued upward trend are 80%.
Following a +3.25% 3-day Advance, the price is estimated to grow further. Considering data from situations where APO advanced for three days, in 247 of 346 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 35 of 61 cases where APO's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 57%.
APO moved below its 50-day moving average on November 05, 2026 date and that indicates a change from an upward trend to a downward trend.
The 50-day moving average for APO moved below the 200-day moving average on October 28, 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 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%.
APO broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for APO entered a downward trend on October 30, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 7 (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 Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued 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 Profit vs. Risk Rating rating for this company is 51 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 55 (best 1 - 100 worst), indicating fairly steady 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 Valuation Rating of 82 (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 (3.532) is normal, around the industry mean (2.444). P/E Ratio (41.292) is within average values for comparable stocks, (-2.250). Projected Growth (PEG Ratio) (0.446) is also within normal values, averaging (1.319). Dividend Yield (0.019) settles around the average of (0.272) among similar stocks. P/S Ratio (2.062) is also within normal values, averaging (15.694).
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 in upward trend: price rose above 50-day moving average on November 04, 2026
KKR moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend. In 28 of 34 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on KKR as a result. In 66 of 88 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 75%.
The Moving Average Convergence Divergence (MACD) for KKR just turned positive on October 20, 2026. Looking at past instances where KKR's MACD turned positive, the stock continued to rise in 34 of 42 cases over the following month. The odds of a continued upward trend are 81%.
Following a +4.24% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 232 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
Bearish Trend Analysis
The 10-day RSI Indicator for KKR moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 35 similar instances where the indicator moved out of overbought territory. In 24 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 69%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 10 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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%.
KKR broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for KKR entered a downward trend on October 23, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 50 (best 1 - 100 worst), indicating steady price growth. KKR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued 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 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 Profit vs. Risk Rating rating for this company is 69 (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 80, placing this stock better than average.
The Tickeron Valuation Rating of 84 (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 (3.096) is normal, around the industry mean (2.444). P/E Ratio (29.343) is within average values for comparable stocks, (-2.250). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.008) settles around the average of (0.272) among similar stocks. P/S Ratio (4.382) is also within normal values, averaging (15.694).
The Tickeron PE Growth Rating for this company is 89 (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.
APO | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 9 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 51 | 69 | |
SMR RATING 1..100 | 88 | 67 | |
PRICE GROWTH RATING 1..100 | 55 | 50 | |
P/E GROWTH RATING 1..100 | 7 | 89 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 (82) in the Investment Managers industry is in the same range as KKR (84). This means that APO’s stock grew similarly to KKR’s over the last 12 months.
APO's Profit vs Risk Rating (51) in the Investment Managers industry is in the same range as KKR (69). 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.
KKR's Price Growth Rating (50) in the Investment Managers industry is in the same range as APO (55). This means that KKR’s stock grew similarly to APO’s over the last 12 months.
APO's P/E Growth Rating (7) in the Investment Managers industry is significantly better than the same rating for KKR (89). This means that APO’s stock grew significantly faster than KKR’s over the last 12 months.
| APO | KKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 81% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 57% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 71% |
| Advances ODDS (%) | 16 days ago 71% | 9 days ago 71% |
| Declines ODDS (%) | 10 days ago 69% | 24 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 80% | 2 days ago 66% |
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 1 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- APO’s FA Score: 1 green, 4 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, 6 bearish.
Price Growth
APO (@Investment Managers) experienced а -1.09% price change this week, while KKR (@Investment Managers) price change was +2.59% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.89%. For the same industry, the average monthly price growth was -4.45%, and the average quarterly price growth was -5.41%.
Reported Earning Dates
APO is expected to report earnings on Feb 11, 2027.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-0.89% 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.
KKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, KKR has been closely correlated with BX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if KKR jumps, then BX could also see price increases.