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BAM vs KKR
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. KKR & Co. Inc. (KKR) Stock Comparison
Key Takeaways
- Both BAM and KKR are among the world's largest alternative asset managers, yet they differ in business mix, capital-return profile, and recent momentum.
- BAM has reported record fundraising and double-digit growth in fee-related earnings, while KKR recently tempered its 2026 adjusted net income (ANI) outlook.
- BAM carries a meaningfully higher dividend yield (roughly 4%) than KKR (below 1%), reflecting a stronger recurring income profile.
- Both firms are expanding exposure to AI and data-center infrastructure, a shared long-term growth catalyst.
- Tickeron AI Verdict: The AI analysis currently favors BAM (Brookfield Asset Management) based on trend consistency, fundraising momentum, and relative positioning.
- For deeper coverage, explore BAM Major News and BAM Today's Price Move, as well as KKR Major News and KKR Today's Price Move.
- To see how automated strategies are navigating the market right now, explore Trending AI Robots.
Introduction
Investors tracking the alternative asset management sector frequently weigh BAM and KKR against one another, given their overlapping exposure to private equity, credit, real assets, and, increasingly, AI-driven infrastructure. This stock comparison is relevant for traders and long-term investors seeking to understand how two leading franchises differ in growth drivers, fee durability, valuation, and market sentiment. While both firms have benefited from the secular shift toward private markets, their recent relative performance and forward guidance have diverged, creating a meaningful contrast in market positioning that warrants a closer look.
BAM Overview and Recent Performance
Brookfield Asset Management (BAM) is a pure-play alternative asset manager focused on real assets, infrastructure, renewable power, private equity, and credit. As of mid-2026, the firm oversaw roughly $1.3 trillion in total managed assets, including about $672 billion in fee-earning assets under management (AUM, the capital on which the firm earns management fees).
Recent market activity has favored BAM. The company reported record quarterly fundraising and fee-related earnings growth of about 20% year over year, supported by strong institutional and wealth-channel inflows. Sentiment has also been shaped by a series of AI-infrastructure developments, including a $100 billion AI Infrastructure Fund, an expanded partnership with Bloom Energy, and co-leadership of OpenAI's deployment-company initiative. The stock has staged a notable rebound in recent weeks after a softer stretch, and it offers a dividend yield near 4%, an uncommon feature among high-growth alternative managers.
KKR Overview and Recent Performance
KKR & Co. Inc. (KKR) is a diversified alternative asset manager and insurer, with platforms spanning private equity, credit, infrastructure, energy, real estate, and an insurance arm through Global Atlantic. As of mid-2026, KKR managed roughly $797 billion in total assets, including about $638 billion in fee-earning AUM.
KKR delivered a solid recent quarter, with earnings per share beating estimates and fee-related earnings rising more than 20% year over year, driven by higher management and transaction fees. However, shares have come under pressure after management signaled that full-year adjusted net income (ANI) may land below its earlier target, citing reduced visibility amid market volatility. The firm has remained active on the deal front, completing its acquisition of Arctos Partners (sports investing) and agreeing to acquire Gen II Fund Services, but its share price trades well below prior highs, and the stock carries a lower dividend yield of under 1%.
Trending AI Robots
Tickeron's Trending AI Robots page highlights a curated selection of automated trading strategies drawn from a much larger universe of hundreds of AI trading bots covering thousands of different tickers. Rather than listing every available bot, the platform surfaces the strategies best suited to current market conditions. These bots vary widely in trading style, strategy, timeframe, historical performance, and the sets of tickers they trade, allowing users to match a bot's profile to their own objectives. For readers evaluating names such as BAM and KKR, exploring the Trending AI Robots page offers a data-driven way to monitor how automated systems are positioned.
Head-to-Head Comparison
The two firms diverge in several key dimensions. On business model, BAM is a pure-play asset manager with a heavier tilt toward real assets and infrastructure, while KKR blends asset management with an insurance platform, which adds balance-sheet and capital considerations. On growth drivers, BAM's momentum is concentrated in AI infrastructure, renewable power, and record fundraising, whereas KKR leans on credit, capital-markets fees, and strategic acquisitions.
Recent momentum has favored BAM, which has rebounded on earnings strength, while KKR has lagged after guiding toward a lower ANI outcome. Risk factors differ as well: KKR's broader private-equity and credit exposure ties results more closely to exit activity and market cycles, whereas BAM's long-duration, contracted assets provide steadier fee streams but depend on continued large-scale fundraising. On market sentiment, analyst consensus remains broadly constructive on both, but estimate revisions for KKR have trended lower in recent months, a contrast to BAM's more stable outlook. Valuation also differs, with BAM's premium multiple partially offset by its substantially higher dividend yield.
Tickeron AI Verdict
Based on observable factors such as trend consistency, fundraising momentum, the durability of fee-related earnings, and relative market positioning, Tickeron's AI analysis currently leans toward BAM over KKR. BAM's record capital-raising, resilient fee growth, sizable dividend, and concentrated AI-infrastructure catalysts present a comparatively steadier profile, whereas KKR's tempered ANI guidance and softer estimate revisions introduce greater near-term uncertainty. This assessment is probabilistic rather than definitive and reflects current conditions rather than a prediction of future prices.
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 BAM is a Hold and KKR is a Buy.
BAM in upward trend: price rose above 50-day moving average on October 28, 2026
BAM moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend. In 36 of 49 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BAM as a result. In 58 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 70%.
The 10-day moving average for BAM crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 62%.
Following a +3.28% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 316 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 129 of 242 cases where BAM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 53%.
Bearish Trend Analysis
The 10-day RSI Indicator for BAM moved out of overbought territory on November 10, 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 38 similar instances where the indicator moved out of overbought territory. In 28 of the 38 cases, the stock moved lower in the following days. This puts the odds of a move lower at 74%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 14 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BAM moved below the 200-day moving average on October 26, 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 BAM 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 65%.
BAM 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.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable 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 44 (best 1 - 100 worst), indicating steady price growth. BAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 61 (best 1 - 100 worst), pointing to 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 Valuation Rating of 95 (best 1 - 100 worst) indicates that the company is significantly 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: BAM's P/B Ratio (11.257) is slightly higher than the industry average of (2.412). P/E Ratio (30.257) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.038) settles around the average of (0.270) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.694).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BAM’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 worse than average.
KKR's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for KKR 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%.
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 64 of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 74%.
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.
The 10-day moving average for KKR crossed bullishly above the 50-day moving average on November 09, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 9 of 13 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 69%.
Following a +4.53% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 232 of 325 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
The Aroon Indicator entered an Uptrend today. In 145 of 235 cases where KKR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 62%.
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 21 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 60%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 36 of 54 cases where KKR's Stochastic Oscillator exited the overbought zone, the price fell further within 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 69%.
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.
Fundamental Analysis (Ratings)
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 Price Growth Rating for this company is 52 (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 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 70 (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 (3.038) is normal, around the industry mean (2.412). P/E Ratio (28.800) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.008) settles around the average of (0.270) 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 88 (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.
BAM | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 70 | |
SMR RATING 1..100 | 29 | 67 | |
PRICE GROWTH RATING 1..100 | 44 | 52 | |
P/E GROWTH RATING 1..100 | 61 | 88 | |
SEASONALITY SCORE 1..100 | 75 | 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.
KKR's Valuation (84) in the Investment Managers industry is in the same range as BAM (95) in the null industry. This means that KKR’s stock grew similarly to BAM’s over the last 12 months.
KKR's Profit vs Risk Rating (70) in the Investment Managers industry is in the same range as BAM (100) in the null industry. This means that KKR’s stock grew similarly to BAM’s over the last 12 months.
BAM's SMR Rating (29) in the null industry is somewhat better than the same rating for KKR (67) in the Investment Managers industry. This means that BAM’s stock grew somewhat faster than KKR’s over the last 12 months.
BAM's Price Growth Rating (44) in the null industry is in the same range as KKR (52) in the Investment Managers industry. This means that BAM’s stock grew similarly to KKR’s over the last 12 months.
BAM's P/E Growth Rating (61) in the null industry is in the same range as KKR (88) in the Investment Managers industry. This means that BAM’s stock grew similarly to KKR’s over the last 12 months.
| BAM | KKR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 74% | 1 day ago 60% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 67% |
| Momentum ODDS (%) | 3 days ago 70% | 1 day ago 74% |
| MACD ODDS (%) | N/A | 1 day ago 81% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 57% | 1 day ago 71% |
| Advances ODDS (%) | 3 days ago 59% | 2 days ago 71% |
| Declines ODDS (%) | 1 day ago 65% | 6 days ago 69% |
| BollingerBands ODDS (%) | 1 day ago 61% | 1 day ago 57% |
| Aroon ODDS (%) | 1 day ago 53% | 1 day ago 62% |
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).
BAM’s FA Score shows that 1 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- BAM’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.
BAM’s TA Score shows that 5 TA indicator(s) are bullish while KKR’s TA Score has 6 bullish TA indicator(s).
- BAM’s TA Score: 5 bullish, 5 bearish.
- KKR’s TA Score: 6 bullish, 5 bearish.
Price Growth
BAM (@Investment Managers) experienced а -2.86% price change this week, while KKR (@Investment Managers) price change was -1.27% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.51%. For the same industry, the average monthly price growth was -2.71%, and the average quarterly price growth was -1.65%.
Reported Earning Dates
KKR is expected to report earnings on Feb 09, 2027.
Industries' Descriptions
@Investment Managers (-2.51% 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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BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN 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 ARES. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if KKR jumps, then ARES could also see price increases.