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BAM vs KKR
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- Two alternative-asset leaders: BAM (Brookfield Asset Management) and KKR (KKR & Co.) are both large-cap managers of private equity, credit, real assets, and infrastructure.
- Similar scale, different mix: BAM reported roughly $614 billion in fee-bearing capital, while KKR's assets under management (AUM) approached $758 billion, with a larger insurance footprint.
- Both stocks have lagged year to date despite record fee-related earnings (FRE), reflecting a broader de-rating across the alternative-asset-manager group.
- BAM's narrative centers on AI and power infrastructure partnerships, while KKR's centers on recurring fees and insurance/wealth expansion.
- KKR is delivering heavier monetization, including a $17 billion USI Insurance Services sale, while BAM is emphasizing deployment into long-duration assets.
Introduction
Investors evaluating the alternative-asset sector often weigh BAM against KKR, two of the largest publicly traded managers of private markets capital. Although both generate the majority of earnings from management fees on long-lived funds, their business mixes, growth drivers, and recent market positioning differ in ways that matter for relative performance. This stock comparison is relevant to investors seeking exposure to private equity, credit, real assets, and insurance, as well as to traders monitoring momentum and sentiment shifts across the financial sector. A neutral review of their recent results and catalysts can clarify which franchise currently carries stronger momentum and positioning.
BAM Overview and Recent Performance
Brookfield Asset Management (BAM) is a global alternative asset manager focused on real assets, infrastructure, renewable power, real estate, private equity, and credit. Its fee-bearing capital reached approximately $614 billion in recent quarters, up roughly 12% year over year, supporting fee-related earnings (FRE) that rose about 11% in its latest reported quarter. The firm has emphasized large, long-duration mandates tied to AI and power infrastructure, including an expanded Bloom Energy partnership and agreements with government and technology partners on data-center and nuclear capacity.
Despite strong operating results, the stock has been volatile in recent market activity, trading lower on a year-to-date basis even as multi-year total shareholder return (TSR) remains solidly positive. Sentiment has been shaped by fundraising momentum, share buybacks, and the July completion of its Oaktree acquisition, balanced against a premium valuation and broader sector weakness.
KKR Overview and Recent Performance
KKR & Co. (KKR) is a global investment firm spanning alternative asset management, capital markets, and insurance solutions. Its AUM grew roughly 14% year over year to about $758 billion, with fee-paying AUM rising at a faster clip, reflecting strong fundraising across private equity, real assets, and credit. Fee-related earnings have climbed more than 20% year over year, with fee margins near 70%, underscoring a shift toward recurring income.
The stock has likewise pulled back on a year-to-date basis, even as KKR posted record fee-related earnings and a record monetization quarter. A key development was the announced sale of USI Insurance Services to Aon for $17 billion, expected to generate substantial adjusted net income (ANI). However, management withdrew its prior full-year ANI-per-share target, citing reduced near-term visibility, which has tempered sentiment despite otherwise strong fundamentals.
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Head-to-Head Comparison
The two franchises diverge most clearly in business mix and growth emphasis. BAM leans heavily on real assets and infrastructure, with a pronounced tilt toward AI-driven power and data-center deployment, positioning it around long-duration, contracted cash flows. KKR operates a more diversified platform in which insurance and wealth channels contribute a growing share of earnings, alongside deep private-equity and credit franchises.
On momentum, both stocks have been pressured in recent market activity, but KKR has shown heavier monetization activity and higher recurring-fee margins, while BAM has leaned on fundraising scale and strategic partnerships. Risk factors also differ: BAM carries exposure to rate-sensitive real estate and energy infrastructure, whereas KKR faces execution and visibility risk tied to the timing of monetizations and insurance integration. Neither name currently offers a clear valuation advantage, as both trade at premium multiples relative to traditional financial peers.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely view KKR as holding a modest edge in the current environment. Its more recurring, fee-centric earnings mix, near-70% fee margins, and substantial realized monetization pipeline provide relatively greater consistency, even as near-term guidance visibility has softened. BAM offers a compelling long-duration infrastructure narrative, but its heavier reliance on deployment timing and capital-markets sentiment introduces somewhat more variability. This assessment is probabilistic and reflects trend consistency, catalyst quality, and relative positioning rather than a definitive forecast.
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 StrongBuy.
BAM | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 58 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 75 | |
SMR RATING 1..100 | 29 | 67 | |
PRICE GROWTH RATING 1..100 | 61 | 62 | |
P/E GROWTH RATING 1..100 | 84 | 92 | |
SEASONALITY SCORE 1..100 | 37 | 75 |
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.
BAM's Valuation (14) in the null industry is significantly better than the same rating for KKR (81) in the Investment Managers industry. This means that BAM’s stock grew significantly faster than KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (75) 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 (61) in the null industry is in the same range as KKR (62) 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 (84) in the null industry is in the same range as KKR (92) 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 (%) | 2 days ago 88% | 2 days ago 65% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 81% |
| Momentum ODDS (%) | N/A | 2 days ago 63% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 72% |
| Advances ODDS (%) | 12 days ago 61% | 12 days ago 73% |
| Declines ODDS (%) | 2 days ago 66% | 2 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 81% | 2 days ago 84% |
| Aroon ODDS (%) | 2 days ago 53% | 2 days 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).
BAM’s FA Score shows that 2 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- BAM’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.
BAM’s TA Score shows that 5 TA indicator(s) are bullish while KKR’s TA Score has 5 bullish TA indicator(s).
- BAM’s TA Score: 5 bullish, 4 bearish.
- KKR’s TA Score: 5 bullish, 5 bearish.
Price Growth
BAM (@Investment Managers) experienced а -0.04% price change this week, while KKR (@Investment Managers) price change was -4.60% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.16%. For the same industry, the average monthly price growth was +5.68%, and the average quarterly price growth was +11.79%.
Reported Earning Dates
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (+1.16% 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 85% 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 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.