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BLK vs KKR
Which Stock Would AI Choose? BlackRock (BLK) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- BlackRock (BLK) operates as a leading asset manager with substantial assets under management (AUM), emphasizing passive and active strategies, while KKR & Co. (KKR) focuses on private equity, alternative investments, and direct deal-making.
- In recent market activity, BLK shares have shown relative stability with a year-to-date (YTD) return near 7%, compared to KKR's stronger YTD performance exceeding 26%.
- Both firms face upcoming quarterly earnings, with BlackRock reporting on July 15, 2026, and KKR on July 30, 2026, amid broader market focus on earnings growth and AI-related themes.
- BlackRock benefits from diversified fee-based revenue tied to AUM, offering potentially lower volatility, whereas KKR derives significant income from performance fees and monetization of investments, introducing greater variability.
- Sector exposure differs notably: BlackRock maintains broad equity and fixed-income market sensitivity, while KKR has heightened exposure to private markets, infrastructure, and opportunistic deals.
- Market sentiment reflects BlackRock's scale and consistency versus KKR's momentum from recent monetization activity and strategic expansions in areas like renewables and medical technology.
Introduction
BlackRock (BLK) and KKR & Co. (KKR) represent two prominent players in the asset and investment management industry, making them relevant for comparison among institutional investors, portfolio managers, and traders seeking exposure to financial services. This analysis examines their business models, recent performance trends, and relative positioning in the current market environment. The comparison appeals to those evaluating large-cap financial stocks for diversification, growth potential, or risk-adjusted returns within broader equity allocations.
BlackRock Overview and Recent Performance
BlackRock (BLK) is the world's largest asset manager, overseeing trillions in assets under management (AUM) through a mix of index funds, exchange-traded funds (ETFs), and active strategies. In recent weeks, shares have traded in a range influenced by broader equity market movements and anticipation of second-quarter results. The stock closed near $990 on July 8, 2026, reflecting a modest year-to-date gain of approximately 7% that lagged the S&P 500. Sentiment has been shaped by expectations for solid revenue growth from AUM expansion, alongside selective positioning in AI-related investments amid concerns over market concentration. Upcoming earnings on July 15 are projected to show EPS growth of about 4% and revenue increases near 25%, supporting a narrative of steady fee income in a volatile environment.
KKR Overview and Recent Performance
KKR & Co. (KKR) specializes in private equity, alternative assets, and strategic investments, generating revenue through management fees, carried interest, and investment realizations. Recent market activity has highlighted the firm's momentum, with shares closing around $93 on July 8, 2026, and delivering a year-to-date return exceeding 26%, outpacing broader benchmarks. Developments include the launch of specialized platforms such as Allyntra targeting medical technology and a $1.3 billion renewable energy initiative in Korea. Intra-quarter monetization activity surpassed $900 million through June, bolstering performance fee potential. Second-quarter results scheduled for July 30 will provide further insight into deal flow and asset growth amid ongoing market volatility.
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Head-to-Head Comparison
BlackRock (BLK) and KKR & Co. (KKR) differ fundamentally in business models: the former relies primarily on scalable, recurring management fees from a massive AUM base, providing relative stability, while the latter emphasizes higher-margin performance income from private equity deals and asset monetizations, which can amplify both upside and downside. Recent momentum favors KKR with stronger year-to-date gains, driven by accelerated realizations, whereas BlackRock exhibits more measured performance tied to market levels and net flows. Risk factors include BlackRock's sensitivity to equity market drawdowns and fee pressure in passive products, contrasted with KKR's exposure to illiquidity in private markets and variability in carried interest. Sector positioning sees BlackRock with broad public-market exposure across equities and fixed income, while KKR maintains concentrated bets in alternatives, infrastructure, and growth sectors such as renewables. Market sentiment currently reflects optimism around KKR's deal activity alongside steady institutional confidence in BlackRock's scale and diversification.
Tickeron AI Verdict
Based on observable factors including stronger recent momentum, consistent monetization catalysts, and favorable year-to-date relative positioning, Tickeron’s AI models currently assign a higher probabilistic preference to KKR & Co. (KKR) over BlackRock (BLK) for trend-following or momentum-oriented strategies in the near term. BlackRock offers advantages in stability and lower volatility that may suit more defensive approaches. This assessment draws from quantitative signals rather than forward projections.
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 BLK is a Buy and KKR is a Buy.
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).
BLK’s FA Score shows that 0 FA rating(s) are green whileKKR’s FA Score has 0 green FA rating(s).
- BLK’s FA Score: 0 green, 5 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.
BLK’s TA Score shows that 6 TA indicator(s) are bullish while KKR’s TA Score has 5 bullish TA indicator(s).
- BLK’s TA Score: 6 bullish, 4 bearish.
- KKR’s TA Score: 5 bullish, 3 bearish.
Price Growth
BLK (@Investment Managers) experienced а +4.06% price change this week, while KKR (@Investment Managers) price change was +3.30% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.43%. For the same industry, the average monthly price growth was +0.42%, and the average quarterly price growth was -10.28%.
Reported Earning Dates
BLK is expected to report earnings on Jul 15, 2026.
KKR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-0.43% 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.
| BLK | KKR | BLK / KKR | |
| Capitalization | 161B | 87B | 185% |
| EBITDA | 10.6B | 9.89B | 107% |
| Gain YTD | -2.111 | -23.669 | 9% |
| P/E Ratio | 26.08 | 32.97 | 79% |
| Revenue | 25.6B | 20.4B | 125% |
| Total Cash | 13.1B | 132B | 10% |
| Total Debt | 15B | 54.6B | 27% |
BLK | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 16 | 12 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 62 | 69 | |
SMR RATING 1..100 | 66 | 70 | |
PRICE GROWTH RATING 1..100 | 57 | 62 | |
P/E GROWTH RATING 1..100 | 53 | 91 | |
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.
BLK's Valuation (70) in the Investment Managers industry is in the same range as KKR (78). This means that BLK’s stock grew similarly to KKR’s over the last 12 months.
BLK's Profit vs Risk Rating (62) in the Investment Managers industry is in the same range as KKR (69). This means that BLK’s stock grew similarly to KKR’s over the last 12 months.
BLK's SMR Rating (66) in the Investment Managers industry is in the same range as KKR (70). This means that BLK’s stock grew similarly to KKR’s over the last 12 months.
BLK's Price Growth Rating (57) in the Investment Managers industry is in the same range as KKR (62). This means that BLK’s stock grew similarly to KKR’s over the last 12 months.
BLK's P/E Growth Rating (53) in the Investment Managers industry is somewhat better than the same rating for KKR (91). This means that BLK’s stock grew somewhat faster than KKR’s over the last 12 months.
| BLK | KKR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 82% | N/A |
| Stochastic ODDS (%) | 1 day ago 47% | 2 days ago 62% |
| Momentum ODDS (%) | 1 day ago 68% | 2 days ago 67% |
| MACD ODDS (%) | 1 day ago 58% | 2 days ago 79% |
| TrendWeek ODDS (%) | 1 day ago 64% | 2 days ago 71% |
| TrendMonth ODDS (%) | 1 day ago 58% | 2 days ago 69% |
| Advances ODDS (%) | 1 day ago 58% | 5 days ago 72% |
| Declines ODDS (%) | 3 days ago 58% | 3 days ago 67% |
| BollingerBands ODDS (%) | 4 days ago 63% | 2 days ago 71% |
| Aroon ODDS (%) | 1 day ago 50% | 2 days ago 75% |
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