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BX vs KKR
Which Stock Would AI Choose? Blackstone (BX) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- Blackstone Inc. (BX) oversees roughly $1.3 trillion in assets under management (AUM), providing greater scale compared to KKR & Co. Inc. (KKR)’s approximately $744 billion.
- Both firms reported solid first-quarter 2026 results, with BX posting distributable earnings growth of 25% year-over-year and KKR delivering an earnings-per-share beat.
- Year-to-date total returns stand at approximately 21% for BX and 27% for KKR, outpacing the S&P 500 in recent market activity.
- BX maintains a higher dividend yield near 4%, while KKR focuses on reinvestment with a lower yield below 1%.
- Recent deal activity highlights BX’s emphasis on energy transition and data-center assets, alongside KKR’s moves in renewables and aviation leasing.
- BX exhibits stronger balance-sheet stability through its larger AUM base, whereas KKR shows momentum from monetization activity exceeding $900 million in the quarter-to-date period ending late June 2026.
Introduction
Blackstone Inc. (BX) and KKR & Co. Inc. (KKR) rank among the largest alternative asset managers, each deploying capital across private equity, credit, real estate, and infrastructure. Investors and traders focused on the financials sector often compare these firms to assess relative positioning within private markets, fee-based revenue streams, and sensitivity to interest-rate and deal-flow environments. This analysis examines recent performance, business drivers, and market sentiment to provide a factual framework for evaluating the two stocks in the current climate.
BX Overview and Recent Performance
Blackstone Inc. (BX) operates as a global alternative asset manager with a diversified platform spanning real estate, private equity, credit, and infrastructure. In recent weeks, the stock has traded near $118–120 amid mixed daily moves, reflecting broader market volatility in financial names. Year-to-date total returns reached approximately 21%, supported by first-quarter distributable earnings of $1.8 billion, up 25% from the prior year. Key influences include continued inflows into private credit and real-estate strategies, alongside announced transactions in energy-transition assets. Analyst commentary has remained generally constructive, with several firms maintaining buy or hold ratings, though price targets have seen modest adjustments. Sentiment has benefited from the firm’s scale and fee-related earnings visibility during a period of elevated deal activity.
KKR Overview and Recent Performance
KKR & Co. Inc. (KKR) functions as a global investment firm with significant exposure to private equity, credit, infrastructure, and an expanding insurance platform. The stock has fluctuated around $93 in recent market activity, posting year-to-date total returns near 27%. First-quarter results featured an earnings-per-share beat, while monetization activity from March through late June exceeded $900 million. Recent developments include a $1.3 billion renewable-energy platform in South Korea and additional commitments to aircraft leasing. Sentiment has been shaped by these strategic expansions and upcoming second-quarter results scheduled for late July, with investors monitoring performance-fee realizations and capital-deployment trends.
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Head-to-Head Comparison
Both BX and KKR generate revenue primarily through management and performance fees on alternative assets, yet their scale and emphasis differ materially. Blackstone’s larger AUM base supports more stable fee income and broader diversification across real estate and credit, while KKR integrates a growing insurance balance sheet that can provide longer-duration capital. Recent momentum favors KKR on a year-to-date total-return basis, though Blackstone has delivered stronger earnings growth visibility in the latest reported quarter. Risk factors include sensitivity to private-market valuations and redemption pressures in retail channels for both firms; Blackstone’s greater size may offer relative resilience. Sector exposure overlaps in private credit and infrastructure, with Blackstone showing additional emphasis on data-center and energy-transition opportunities. Market sentiment remains constructive for both, tempered by valuation multiples and macroeconomic uncertainty.
Tickeron AI Verdict
Tickeron’s AI analysis currently assigns a higher probability of favorable relative positioning to Blackstone (BX) based on observable factors including its unmatched AUM scale, consistent trend stability, and catalysts in private credit and infrastructure. KKR (KKR) demonstrates solid short-term momentum from recent monetizations, yet the larger platform and dividend characteristics of Blackstone appear to confer probabilistic advantages in the current environment. This assessment reflects comparative metrics rather than definitive forecasts.
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%.
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).
BX’s FA Score shows that 2 FA rating(s) are green whileKKR’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 5 TA indicator(s) are bullish while KKR’s TA Score has 5 bullish TA indicator(s).
- BX’s TA Score: 5 bullish, 4 bearish.
- KKR’s TA Score: 5 bullish, 4 bearish.
Price Growth
BX (@Investment Managers) experienced а +7.11% price change this week, while KKR (@Investment Managers) price change was +8.20% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.64%. For the same industry, the average monthly price growth was -0.26%, and the average quarterly price growth was -9.58%.
Reported Earning Dates
BX is expected to report earnings on Jul 23, 2026.
KKR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (+2.64% 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.
| BX | KKR | BX / KKR | |
| Capitalization | 155B | 90.6B | 171% |
| EBITDA | N/A | 9.89B | - |
| Gain YTD | -15.844 | -20.511 | 77% |
| P/E Ratio | 32.58 | 34.34 | 95% |
| Revenue | 12.6B | 20.4B | 62% |
| Total Cash | N/A | 132B | - |
| Total Debt | 14.2B | 54.6B | 26% |
BX | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 71 | 67 | |
SMR RATING 1..100 | 29 | 70 | |
PRICE GROWTH RATING 1..100 | 60 | 62 | |
P/E GROWTH RATING 1..100 | 83 | 90 | |
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.
BX's Valuation (13) 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 (67) in the Investment Managers industry is in the same range as BX (71). This means that KKR’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (29) in the Investment Managers industry is somewhat better than the same rating for KKR (70). This means that BX’s stock grew somewhat faster than KKR’s over the last 12 months.
BX's Price Growth Rating (60) in the Investment Managers industry is in the same range as KKR (62). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
BX's P/E Growth Rating (83) in the Investment Managers industry is in the same range as KKR (90). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
| BX | KKR | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 61% | 1 day ago 65% |
| Momentum ODDS (%) | 1 day ago 81% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 81% | 1 day ago 83% |
| TrendWeek ODDS (%) | 1 day ago 70% | 1 day ago 72% |
| TrendMonth ODDS (%) | 1 day ago 65% | 1 day ago 70% |
| Advances ODDS (%) | 1 day ago 70% | 1 day ago 72% |
| Declines ODDS (%) | 9 days ago 69% | 9 days ago 67% |
| BollingerBands ODDS (%) | 1 day ago 69% | 1 day ago 52% |
| Aroon ODDS (%) | 1 day ago 66% | 1 day ago 72% |
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BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR could also see price increases.