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BX vs KKR
Which Stock Would AI Choose? Blackstone (BX) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- Blackstone (BX) is the world's largest alternative asset manager, with record assets under management (AUM) of $1.27 trillion, while KKR & Co. (KKR) manages roughly $758 billion.
- Both firms have expanded durable fee-related earnings and permanent capital, but KKR leans more heavily on insurance and credit, whereas Blackstone retains a larger real estate footprint.
- KKR posted stronger recent earnings momentum, with fee-related earnings up 23.5% year over year, but tempered its 2026 adjusted net income (ANI) outlook due to market volatility.
- Blackstone's scale and diversification offer relative stability, yet its shares face headwinds from private credit redemption pressure and a sluggish real estate recovery.
- Both stocks have underperformed the broader market over the past year, reflecting shared sector concerns around dealmaking, exits, and private credit liquidity.
Introduction
Blackstone and KKR are two of the most closely watched names in the alternative asset management industry, and their stock comparison is a recurring focus for investors evaluating exposure to private equity, credit, real estate, and insurance. Although they operate in the same competitive arena and respond to many of the same macroeconomic forces, their business mixes, growth drivers, and recent relative performance differ in meaningful ways. For traders and long-term investors alike, understanding these contrasts can clarify market positioning and help frame the trade-offs between scale and stability on one side and fee-growth momentum on the other.
BX Overview and Recent Performance
Blackstone Inc. is the largest alternative asset manager globally, spanning private equity, real estate, credit, and infrastructure. Its total AUM reached a record $1.27 trillion at the end of 2025, up 13% year over year, with fee-earning AUM of roughly $922 billion and about $198 billion of dry powder (committed but uninvested capital). In recent weeks, the firm launched the Blackstone Private Markets Fund (BXPM), a vehicle designed to broaden access to its platform for eligible non-U.S. investors, extending a long-running strategy of building permanent capital.
Despite solid fundraising, sentiment has been mixed. Recent market activity has been shaped by private credit redemption requests at its flagship BCRED fund, persistent pressure in multifamily real estate, and a slower recovery in property-related fees. These factors have weighed on performance fees and contributed to a notable decline in the share price over the past year. Still, Blackstone's diversified platform and fee durability have helped it outperform several direct peers during recent volatility, and analysts have generally maintained constructive long-term views on the franchise.
KKR Overview and Recent Performance
KKR & Co. Inc. is a diversified alternative asset manager with a particularly strong presence in private equity, credit, real assets, and a fast-growing insurance segment. Total AUM rose 14.1% year over year to about $758 billion as of the first quarter of 2026, with fee-paying AUM up 16.8% to roughly $615 billion. Perpetual capital of about $326 billion now represents 43% of AUM, underscoring the firm's shift toward recurring revenue streams.
Recent results have been comparatively strong. First-quarter fee-related earnings (FRE) climbed 23.5% year over year to about $1 billion, driven by a 30% jump in management fees and broad-based fundraising. The firm also closed its North America Fund XIV at $23 billion and completed the acquisition of Arctos Partners, adding roughly $16 billion in AUM tied to sports investing and general partner solutions. However, management cautioned that market volatility had reduced visibility, signaling that 2026 ANI is more likely to land below its earlier target of $7 per share, which contributed to renewed pressure on the stock.
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Head-to-Head Comparison
Although both firms are alternative asset managers, their business models diverge in important ways. Blackstone's scale and emphasis on real estate, infrastructure, and private credit give it a broad, diversified revenue base, but it carries greater sensitivity to property-market cycles and private credit liquidity. KKR, by contrast, derives a larger share of its profile from its insurance platform and asset-based finance, which has supported strong management-fee growth and recurring earnings.
On recent momentum, KKR has shown faster fee-growth and stronger monetization activity, yet its own guidance acknowledged reduced earnings visibility. Blackstone has emphasized stability and record fundraising, but its real estate fee pressure and private credit redemption headlines have tempered sentiment. In terms of risk factors, both face similar macro headwinds, including elevated interest rates, slower merger and acquisition (M&A) and initial public offering (IPO) activity, and valuation mismatches between buyers and sellers. Sector exposure and market positioning ultimately come down to a trade-off between Blackstone's unmatched scale and KKR's faster-growing, insurance-anchored fee base.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative stability, and positioning, Tickeron's AI would likely lean slightly toward the stock exhibiting steadier trend behavior and more durable, diversified earnings momentum in the current environment. Blackstone's scale, record AUM, and broader fee durability may offer a more consistent profile, while KKR's stronger near-term fee growth is partially offset by its own reduced visibility on 2026 earnings. The AI's preference would reflect a probabilistic read on these signals rather than a definitive forecast, favoring the name whose technical and fundamental characteristics align more closely with prevailing market conditions.
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.
Blackstone Inc. (BX) and KKR & Co. Inc. (KKR) are conglomerates that use equity and debt instruments, and mergers and acquisitions, to participate in a wide range of industries, primarily defining themselves in SEC filings as alternative asset management companies, which participate in real estate, private equity, publicly traded funds, capital markets, and other venues. Blackstone owns some recognizable real estate assets, such as the Bellagio and Aria properties in Las vegas, which it recently purchased from MGM. KKR recently acquired Global Atlantic Insurance, which is one of the largest life insurance and annuity companies in the US. Both companies have operations and investments around the world. BX has a market cap over $92B as of this writing, while KKR has a market cap of about $37B. BX has managed to keep the debt on its balance sheet relatively low, at about $6B, while KKR has $39B in debt. BX’s stock pays a notable dividend yield of 2.3%, while KKR has been paying about 0.9%.
BX in upward trend: price expected to rise as it breaks its lower Bollinger Band on October 14, 2026
BX may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 32 of 42 cases where BX's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 76%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BX's RSI Indicator exited the oversold zone, 19 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 63%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +1.86% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 209 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 13, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BX as a result. In 51 of 79 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 65%.
The Moving Average Convergence Divergence Histogram (MACD) for BX turned negative on October 16, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 37 similar instances when the indicator turned negative. In 25 of the 37 cases the stock turned lower in the days that followed. This puts the odds of success at 68%.
The 10-day moving average for BX crossed bearishly below the 50-day moving average on September 15, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 62%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BX 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%.
The Aroon Indicator for BX entered a downward trend on October 16, 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 Valuation Rating of 11 (best 1 - 100 worst) indicates that the company is seriously undervalued 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: BX's P/B Ratio (9.542) is slightly higher than the industry average of (3.246). P/E Ratio (25.629) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (1.048) is also within normal values, averaging (1.319). Dividend Yield (0.046) settles around the average of (0.081) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (15.798).
The Tickeron SMR rating for this company is 32 (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 64 (best 1 - 100 worst), indicating fairly steady price growth. BX’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly 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 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.
The Tickeron Profit vs. Risk Rating rating for this company is 97 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BX’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's Indicator enters downward trend
The Aroon Indicator for KKR entered a downward trend on October 16, 2026. Tickeron's A.I.dvisor identified a pattern where the AroonDown red line was above 70 while the AroonUp green line was below 30 for three straight days. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options. A.I.dvisor looked at 212 similar instances where the Aroon Indicator formed such a pattern. In 159 of the 212 cases the stock moved lower. This puts the odds of a downward move at 75%.
Technical Analysis (Indicators)
Bearish Trend Analysis
KKR moved below its 50-day moving average on September 10, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for KKR crossed bearishly below the 50-day moving average on September 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 12 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over 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 68%.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where KKR's RSI Oscillator exited the oversold zone, 17 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 65%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.
Following a +2.18% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 240 of 331 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
KKR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call 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 Price Growth Rating for this company is 75 (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 Profit vs. Risk Rating rating for this company is 77 (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 Valuation Rating of 81 (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 (2.936) is normal, around the industry mean (3.246). P/E Ratio (29.789) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). KKR has a moderately low Dividend Yield (0.008) as compared to the industry average of (0.081). P/S Ratio (4.382) is also within normal values, averaging (15.798).
The Tickeron PE Growth Rating for this company is 92 (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 Seasonality Score of 95 (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.
BX | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 97 | 77 | |
SMR RATING 1..100 | 32 | 67 | |
PRICE GROWTH RATING 1..100 | 64 | 75 | |
P/E GROWTH RATING 1..100 | 88 | 92 | |
SEASONALITY SCORE 1..100 | 75 | 90 |
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.
BX's Valuation (11) in the Investment Managers industry is significantly better than the same rating for KKR (81). This means that BX’s stock grew significantly faster than KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (77) in the Investment Managers industry is in the same range as BX (97). This means that KKR’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (32) in the Investment Managers industry is somewhat better than the same rating for KKR (67). This means that BX’s stock grew somewhat faster than KKR’s over the last 12 months.
BX's Price Growth Rating (64) in the Investment Managers industry is in the same range as KKR (75). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
BX's P/E Growth Rating (88) in the Investment Managers industry is in the same range as KKR (92). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
| BX | KKR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 63% | 1 day ago 65% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 69% |
| Momentum ODDS (%) | 1 day ago 65% | N/A |
| MACD ODDS (%) | 1 day ago 68% | N/A |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 68% | 1 day ago 73% |
| Advances ODDS (%) | 6 days ago 69% | 6 days ago 73% |
| Declines ODDS (%) | 4 days ago 69% | 4 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 87% |
| Aroon ODDS (%) | 1 day ago 71% | 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).
BX’s FA Score shows that 2 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- BX’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.
BX’s TA Score shows that 4 TA indicator(s) are bullish while KKR’s TA Score has 4 bullish TA indicator(s).
- BX’s TA Score: 4 bullish, 5 bearish.
- KKR’s TA Score: 4 bullish, 5 bearish.
Price Growth
BX (@Investment Managers) experienced а -6.72% price change this week, while KKR (@Investment Managers) price change was -5.21% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.10%. For the same industry, the average monthly price growth was -1.67%, and the average quarterly price growth was -4.06%.
Reported Earning Dates
BX is expected to report earnings on Oct 22, 2026.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-3.10% 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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