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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
- KKR has outperformed BAM year-to-date with returns of 18.52% compared to 8.01%, reflecting stronger momentum in recent market activity.
- BAM offers a higher dividend yield of 3.78% versus KKR's 0.71%, appealing to income-focused investors.
- Both firms manage vast assets under management (AUM), with Brookfield exceeding $1 trillion and KKR around $744 billion.
- BAM recently announced a 15% dividend increase following record 2025 results, boosting sentiment.
- KKR's forward price-to-earnings (P/E) ratio of 16.42 is lower than BAM's 25.51, suggesting potential value in growth prospects.
- Recent volatility has pressured both, but KKR shows greater resilience amid fundraising successes.
Introduction
Brookfield Asset Management (BAM) and KKR & Co. Inc. (KKR) are prominent players in the alternative asset management space, focusing on private equity, real assets, infrastructure, and credit. This comparison is timely as investors navigate shifting interest rates, geopolitical tensions, and opportunities in AI-driven infrastructure. Traders seeking exposure to financial services with growth potential, or those weighing income versus capital appreciation, will find value in evaluating their business models, recent performance, and market positioning. Both stocks have experienced volatility in recent weeks, but distinct catalysts shape their trajectories.
BAM Overview and Recent Performance
Brookfield Asset Management (BAM) is a leading global alternative asset manager with over $1 trillion in AUM, emphasizing real assets like real estate, infrastructure, renewable power, private equity, and credit. Headquartered in New York, the firm targets institutional and high-net-worth clients through diverse funds and co-investments. Shares trade around $47.98, down slightly in recent sessions, with year-to-date gains of 8.01% but trailing the broader market amid sector rotation. The stock's 52-week range spans $42.20 to $64.10, reflecting sensitivity to rate expectations. Key influences include a 15% dividend hike after record 2025 results, with fee-related earnings growth and an AI infrastructure push enhancing long-term sentiment. Trailing P/E stands at 31.16, with market cap near $78.6 billion.
KKR Overview and Recent Performance
KKR & Co. Inc. (KKR) is a global investment firm with approximately $744 billion in AUM, specializing in private equity, real estate, credit, and infrastructure across sectors like technology, energy, and healthcare. Based in New York, it pursues acquisitions, growth equity, and impact investments worldwide. The stock hovers at $103.68, off 0.63% recently, but boasts robust year-to-date returns of 18.52%, outperforming peers. Trading between $82.67 and $153.87 over 52 weeks, shares have benefited from record fundraising and deployment pace. Upcoming Q1 2026 earnings on May 5 add anticipation, despite a prior quarter miss offset by strong momentum. Trailing P/E is 44.31, with market cap at $96 billion.
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Head-to-Head Comparison
Both BAM and KKR operate in alternative assets, but BAM leans toward real assets and renewables, while KKR emphasizes private equity and credit with broader sector exposure. Growth drivers include fundraising: BAM's fee growth from $1T+ AUM versus KKR's record $723B+ inflows. Recent momentum favors KKR with superior YTD gains, though BAM counters with higher yield and dividend growth. Risk factors involve interest rate sensitivity and deployment cycles; BAM faces real estate headwinds, KKR execution risks post-earnings. Market sentiment tilts toward KKR's diversification, but BAM's stability suits conservative plays.
Tickeron AI Verdict
Tickeron's AI models currently lean toward KKR due to its consistent trend strength, lower forward P/E, and catalysts like Q1 earnings and fundraising momentum. BAM remains compelling for yield seekers with its dividend trajectory, but relative underperformance in recent weeks suggests KKR holds an edge in the near term for growth-oriented positioning.
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. Disclaimers and Limitations
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 Hold.
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 undervalued. 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 whileKKR’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 3 TA indicator(s) are bullish while KKR’s TA Score has 3 bullish TA indicator(s).
- BAM’s TA Score: 3 bullish, 4 bearish.
- KKR’s TA Score: 3 bullish, 6 bearish.
Price Growth
BAM (@Investment Managers) experienced а -1.92% price change this week, while KKR (@Investment Managers) price change was -0.57% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.33%. For the same industry, the average monthly price growth was -3.81%, and the average quarterly price growth was -8.17%.
Reported Earning Dates
KKR is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Investment Managers (-2.33% 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.
| BAM | KKR | BAM / KKR | |
| Capitalization | 77.1B | 85.3B | 90% |
| EBITDA | 3.46B | 9.89B | 35% |
| Gain YTD | -6.953 | -25.629 | 27% |
| P/E Ratio | 30.61 | 32.13 | 95% |
| Revenue | 4.77B | 20.4B | 23% |
| Total Cash | 402M | N/A | - |
| Total Debt | 3.62B | 54.5B | 7% |
BAM | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 6 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 77 Overvalued | |
PROFIT vs RISK RATING 1..100 | 88 | 71 | |
SMR RATING 1..100 | 32 | 70 | |
PRICE GROWTH RATING 1..100 | 57 | 62 | |
P/E GROWTH RATING 1..100 | 78 | 87 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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 (16) in the null industry is somewhat better than the same rating for KKR (77) in the Investment Managers industry. This means that BAM’s stock grew somewhat faster than KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (71) in the Investment Managers industry is in the same range as BAM (88) in the null industry. This means that KKR’s stock grew similarly to BAM’s over the last 12 months.
BAM's SMR Rating (32) in the null industry is somewhat better than the same rating for KKR (70) 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 (57) 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 (78) in the null industry is in the same range as KKR (87) 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 (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 65% | 2 days ago 59% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 57% | 2 days ago 72% |
| Advances ODDS (%) | 6 days ago 61% | 8 days ago 72% |
| Declines ODDS (%) | 2 days ago 66% | 2 days ago 66% |
| BollingerBands ODDS (%) | N/A | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 52% | 2 days ago 70% |
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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 84% 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.