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BX vs KKR
Which Stock Would AI Choose? Blackstone (BX) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- Blackstone (BX) maintains a larger scale with approximately $1.35 trillion in total assets under management (AUM) compared to KKR & Co. (KKR)’s roughly $800 billion, supporting broader diversification across private equity, real estate, credit, and insurance.
- Both stocks have experienced significant declines over the past year, with BX and KKR each down approximately 30-35% amid broader market pressures on alternative asset managers.
- BX offers a substantially higher dividend yield of around 4.2%, while KKR provides a lower yield near 0.8%, reflecting differences in capital return strategies.
- Recent market activity shows both firms reporting solid fee-earning AUM growth and analyst “Buy” ratings, though stock prices have faced volatility in recent weeks.
- KKR has pursued targeted expansions in digital infrastructure and AI-related opportunities, contrasting with BX’s emphasis on scale and steady fee generation.
- Relative performance highlights trade-offs between BX’s income stability and KKR’s potentially higher growth trajectory in select segments.
Introduction
Blackstone (BX) and KKR & Co. (KKR) represent two of the largest alternative asset managers, making their stock comparison relevant for investors seeking exposure to private markets, private equity, credit, and real assets. This analysis focuses on observable factors such as assets under management (AUM), recent price behavior, dividend policies, and sector positioning to assist traders and long-term investors evaluating relative value in the current environment. Market participants monitoring alternative investment firms or comparing large-cap financial services names may find these insights useful for portfolio allocation decisions.
BX Overview and Recent Performance
Blackstone Inc. (BX) operates as the world’s largest alternative asset manager, with total AUM reaching $1.346 trillion and fee-earning AUM at $961.6 billion as of June 2026. The firm generates revenue primarily through management fees across private equity, real estate, credit, and insurance strategies. In recent market activity, the stock has traded near $125, reflecting a decline of over 30% from its 52-week high amid broader sector pressures. Performance in recent weeks has shown volatility, with the shares influenced by macroeconomic factors affecting capital deployment and investor sentiment toward alternatives. Analyst consensus remains positive with price targets implying upside, supported by the firm’s scale and consistent fee income.
KKR Overview and Recent Performance
KKR & Co. (KKR) functions as a major alternative asset manager with total AUM of approximately $796.5 billion and fee-earning AUM of $638.4 billion as of June 2026. Its operations span private equity, infrastructure, credit, and insurance, with growing emphasis on digital and AI-adjacent opportunities. The stock has recently traded around $99, down roughly 35% over the past year and exhibiting similar volatility to peers in recent weeks. Developments such as initiatives in digital infrastructure have contributed to positioning, while earnings have reflected revenue growth. Analysts maintain “Buy” ratings with targets suggesting notable upside potential from current levels.
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Head-to-Head Comparison
Blackstone (BX) and KKR & Co. (KKR) share core business models in alternative asset management but differ in scale and focus. BX’s larger AUM base provides greater fee stability and diversification, while KKR emphasizes operational value creation and targeted expansions such as digital infrastructure. Recent momentum for both has been challenged by market-wide de-risking, though KKR’s lower dividend yield pairs with potentially higher growth catalysts in select areas. Risk factors include sensitivity to interest rates and fundraising cycles for both, with BX offering more income-oriented exposure and KKR presenting a profile oriented toward capital appreciation. Sector exposure remains aligned in private markets, yet sentiment reflects ongoing valuation debates amid comparable year-to-date declines.
Tickeron AI Verdict
Based on observable factors including relative stability from scale, consistent fee generation, and dividend support, Tickeron’s AI would currently assign a probabilistic preference toward Blackstone (BX) over KKR & Co. (KKR) in trend consistency and positioning. KKR shows competitive upside potential from catalysts in infrastructure, but BX’s broader AUM and income characteristics provide a more balanced profile under prevailing conditions. This assessment remains probabilistic and does not constitute investment advice.
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 | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 88 | 71 | |
SMR RATING 1..100 | 32 | 67 | |
PRICE GROWTH RATING 1..100 | 61 | 59 | |
P/E GROWTH RATING 1..100 | 88 | 93 | |
SEASONALITY SCORE 1..100 | 75 | 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 (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 (71) in the Investment Managers industry is in the same range as BX (88). 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.
KKR's Price Growth Rating (59) in the Investment Managers industry is in the same range as BX (61). This means that KKR’s stock grew similarly to BX’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 (93). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
| BX | KKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 72% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 72% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 66% |
| MACD ODDS (%) | 5 days ago 54% | 5 days ago 62% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 72% |
| Advances ODDS (%) | 24 days ago 70% | 6 days ago 73% |
| Declines ODDS (%) | 3 days ago 68% | 3 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 87% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days 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 5 bullish TA indicator(s).
- BX’s TA Score: 4 bullish, 6 bearish.
- KKR’s TA Score: 5 bullish, 6 bearish.
Price Growth
BX (@Investment Managers) experienced а -5.23% price change this week, while KKR (@Investment Managers) price change was -2.17% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +3.58%. For the same industry, the average monthly price growth was +3.43%, and the average quarterly price growth was +16.75%.
Reported Earning Dates
BX is expected to report earnings on Oct 15, 2026.
KKR is expected to report earnings on Nov 03, 2026.
Industries' Descriptions
@Investment Managers (+3.58% 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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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.
KKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, KKR has been closely correlated with ARES. 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 ARES could also see price increases.