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BAM vs KKR
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- BAM is a fee-centric alternative asset manager with over $1 trillion in assets under management (AUM), anchored in real assets, infrastructure, and private credit.
- KKR pairs a large alternative-asset franchise with a growing insurance platform, holding roughly $796 billion in total managed assets.
- Both firms are reporting durable fee-related earnings (FRE) growth, yet their share-price momentum has diverged notably in recent market activity.
- BAM trades below its average analyst price target and offers a higher dividend yield, while KKR has pulled back sharply from its 52-week high.
- AI infrastructure and data-center financing are emerging as shared growth catalysts for both businesses.
Introduction
Investors weighing exposure to alternative asset managers often compare BAM (Brookfield Asset Management) and KKR (KKR & Co.). Both companies monetize long-duration capital across private equity, credit, infrastructure, and real assets, and both are positioning for the artificial-intelligence build-out. Yet they differ meaningfully in business mix, income profile, and recent share-price behavior. This stock comparison examines relative performance, growth drivers, and market positioning to help traders and long-term investors assess which franchise currently offers a more compelling setup. The analysis is equally relevant for those seeking recurring fee-based income and those focused on growth momentum.
BAM Overview and Recent Performance
Brookfield Asset Management is a global alternative asset manager with over $1 trillion in AUM, concentrated in renewable power and energy transition, infrastructure, real estate, and private credit. Its model emphasizes recurring, fee-based revenue tied to long-dated, contracted assets, which supports relatively stable fee-related earnings (FRE), the income generated from management and advisory fees before incentive or performance fees.
In recent weeks, BAM shares have traded near the low end of their recent range, with the stock down modestly on a year-to-date basis and trailing the broader market. Sentiment has been pressured by sector-wide concerns about monetization timing and private-credit redemption flows, alongside multiple compression across alternative managers. Against this, the company has posted record fundraising and rising FRE: its most recent quarter showed fee-related earnings up roughly 20% year over year, supported by fee-bearing capital around $603 billion. Management also raised its dividend by 15%, underscoring confidence in cash generation. A notable catalyst is BAM's role as a co-lead founding partner in OpenAI's Deployment Company, tying the firm directly to large-scale AI infrastructure demand.
KKR Overview and Recent Performance
KKR & Co. is a diversified alternative-asset manager spanning private equity, credit, infrastructure, energy, and real estate, combined with a substantial insurance operation through its Global Atlantic subsidiary. The firm reported roughly $796 billion in total managed assets, including about $638 billion in fee-earning AUM, as of mid-2026. This insurance-linked capital provides a structural source of "perpetual" funding that supports recurring fees.
Recent market activity has been mixed for KKR. The shares rallied strongly earlier in the year but have since retreated and now trade well below their 52-week high, near the lower portion of their annual range. Fundamentals remain constructive: fee-related earnings grew about 24% year over year in the first quarter, and the firm reported record FRE and fundraising in its second-quarter results. However, management has tempered near-term guidance on adjusted net income (ANI), a measure of economic earnings, citing reduced visibility on monetizations, while analysts have flagged increased scrutiny of data-center financing. The completed acquisition of Arctos Partners, a sports-franchise investor, added roughly $16 billion in AUM and diversified the platform.
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Head-to-Head Comparison
The clearest contrast lies in business structure. BAM is a largely pure-play asset manager whose earnings are dominated by stable management and fee-related revenue, with a modest but fast-growing insurance-float contribution. KKR, by contrast, integrates a sizable insurance and retirement business that both generates fee-like income and introduces balance-sheet sensitivity to interest rates and credit markets.
On growth, KKR has delivered faster FRE expansion recently, aided by its insurance platform and record fundraising, while BAM has emphasized margin expansion and a longer runway in energy transition and AI infrastructure. On risk, BAM's exposure to private-credit redemptions and realization timing has weighed on sentiment, whereas KKR faces questions around its adjusted net income outlook and higher volatility, reflected in a beta near 1.8 (beta measures a stock's sensitivity to broad-market moves).
Valuation and income also diverge. BAM trades below its average analyst price target with a dividend yield near 4.5%, appealing to income-oriented investors. KKR offers a lower yield and trades near its 52-week low despite stronger recent relative share-price gains, reflecting a more growth-sensitive, momentum-driven profile.
Tickeron AI Verdict
Based on observable trend consistency, stability, and catalyst positioning, Tickeron's AI would likely favor BAM in the current environment. BAM's steadier fee-recurrence profile, elevated dividend yield, and valuation sitting below consensus targets suggest a more consistent trend structure, even as its share price has lagged. KKR's faster earnings growth and insurance franchise are compelling, but its sharper drawdown from highs, higher beta, and softer near-term earnings visibility introduce comparatively more noise in trend signals. This is a probabilistic assessment grounded in relative positioning rather than a definitive forecast, and it may shift as momentum, monetization data, and AI-infrastructure catalysts evolve for both names.
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 StrongBuy and KKR is a StrongBuy.
BAM's RSI Oscillator ascends from oversold territory
The RSI Indicator for BAM moved out of oversold territory on October 02, 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 25 similar instances when the indicator left oversold territory. In 19 of the 25 cases the stock moved higher. This puts the odds of a move higher at 76%.
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 56 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 67%.
The Moving Average Convergence Divergence (MACD) for BAM just turned positive on October 05, 2026. Looking at past instances where BAM's MACD turned positive, the stock continued to rise in 28 of 45 cases over the following month. The odds of a continued upward trend are 62%.
Following a +3.72% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
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 66%.
BAM broke above its upper Bollinger Band on October 22, 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 BAM entered a downward trend on October 07, 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 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 Seasonality Score of 38 (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 57 (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 77 (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 Valuation Rating of 94 (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 (9.790) is slightly higher than the industry average of (2.404). P/E Ratio (26.314) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.044) settles around the average of (0.272) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.798).
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 82, placing this stock worse than average.
KKR in upward trend: price may jump up because it broke its lower Bollinger Band on October 14, 2026
KKR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 33 of 39 cases where KKR's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 85%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where KKR's RSI Indicator exited the oversold zone, 20 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 77%.
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 63 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 71%.
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 35 of 43 cases over the following month. The odds of a continued upward trend are 81%.
Following a +4.35% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 234 of 328 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
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%.
The Aroon Indicator for KKR entered a downward trend on October 22, 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 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 72 (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 Price Growth Rating for this company is 73 (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 Valuation Rating of 83 (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 (2.830) is normal, around the industry mean (2.404). P/E Ratio (26.827) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.009) settles around the average of (0.272) among similar stocks. P/S Ratio (4.382) is also within normal values, averaging (15.798).
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 PE Growth Rating for this company is 90 (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 | 69 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 72 | |
SMR RATING 1..100 | 29 | 67 | |
PRICE GROWTH RATING 1..100 | 57 | 73 | |
P/E GROWTH RATING 1..100 | 77 | 90 | |
SEASONALITY SCORE 1..100 | 38 | 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.
KKR's Valuation (83) in the Investment Managers industry is in the same range as BAM (94) 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 (72) 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 (57) in the null industry is in the same range as KKR (73) 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 (77) in the null industry is in the same range as KKR (90) 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 76% | 1 day ago 77% |
| Stochastic ODDS (%) | 1 day ago 55% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 81% |
| TrendWeek ODDS (%) | 1 day ago 64% | 1 day ago 71% |
| TrendMonth ODDS (%) | 1 day ago 57% | 1 day ago 73% |
| Advances ODDS (%) | 1 day ago 59% | 1 day ago 71% |
| Declines ODDS (%) | 4 days ago 66% | 9 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 54% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 62% | 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).
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 4 TA indicator(s) are bullish while KKR’s TA Score has 6 bullish TA indicator(s).
- BAM’s TA Score: 4 bullish, 4 bearish.
- KKR’s TA Score: 6 bullish, 4 bearish.
Price Growth
BAM (@Investment Managers) experienced а +3.61% price change this week, while KKR (@Investment Managers) price change was +4.99% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
Reported Earning Dates
BAM is expected to report earnings on Nov 06, 2026.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-1.39% 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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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.