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BX vs KKR
Which Stock Would AI Choose? Blackstone (BX) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- BX (Blackstone) is the world's largest alternative asset manager with roughly $1.3 trillion in assets under management (AUM), while KKR (KKR & Co.) is smaller but faster-growing, with about $758 billion in AUM.
- Both firms reported better-than-expected first-quarter 2026 results, but both stocks have declined sharply in 2026 amid a broad pullback in alternative asset manager shares.
- Blackstone is more exposed to real estate and private credit, whereas KKR leans more heavily on private equity, insurance, and strategic holdings.
- KKR's acquisition of Arctos Partners adds roughly $16 billion in AUM and deepens its presence in sports investing, a distinctive growth catalyst.
- Analyst consensus is broadly constructive on both names, though near-term sentiment across the sector has turned cautious on monetization and realization timelines.
Introduction
Blackstone and KKR & Co. are two of the most prominent publicly traded alternative asset managers, and their stocks are frequently weighed against one another by investors seeking exposure to private equity, private credit, real assets, and insurance-linked capital. A stock comparison of BX and KKR is especially relevant now, as both companies navigate a volatile market environment characterized by shifting interest-rate expectations, slower realization activity, and elevated scrutiny of private credit and data-center financing. Institutional investors, long-term allocators, and traders monitoring relative performance and market positioning may find this comparison useful in assessing how two industry leaders with different scale, growth profiles, and business mixes are positioned.
BX Overview and Recent Performance
Blackstone is the world's largest alternative asset manager, operating across private equity, real estate, credit and insurance, and other alternatives. In recent weeks, the company reported first-quarter results that included roughly $68.5 billion in inflows, driving total AUM to about $1.3 trillion and fee-earning AUM to $937.6 billion, up 12% and 9% year over year, respectively. Distributable earnings reached $1.36 per share, modestly ahead of consensus, while fee-related earnings rose about 23%.
Despite the strong fundraising, BX shares have traded under pressure in recent market activity, reflecting broader concerns about redemption activity in private-credit vehicles such as BCRED, softer fee-flow expectations, and a challenging backdrop for realizations. Analysts have trimmed price targets in recent months even as the consensus rating remains a Buy, with the average target well above the current share price. Blackstone's scale, durable fee base, and exposure to AI infrastructure financing have supported sentiment, but near-term caution around private credit and monetization has weighed on relative performance.
KKR Overview and Recent Performance
KKR & Co. is a global investment firm with significant platforms in private equity, real assets, credit and liquid strategies, and insurance. In recent weeks, KKR reported first-quarter net income of $1.39 per share, beating consensus, on segment revenues of $1.47 billion, up 22.4% year over year. Total AUM climbed 14.1% to $757.9 billion, while fee-paying AUM rose 16.8% to $614.8 billion. Fee-related earnings increased about 23.5% to $1 billion, and perpetual capital reached $326 billion, roughly 43% of AUM.
Even so, KKR shares have declined in recent market activity. Management noted that market volatility had reduced visibility, signaling that full-year 2026 adjusted net income (ANI) could land below the firm's prior $7 per share target. The completed acquisition of Arctos Partners added about $16 billion in AUM and expanded KKR's sports-investing and GP-solutions capabilities. As with Blackstone, cautious sector sentiment around realizations and data-center financing has tempered momentum despite otherwise solid fee-based growth.
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Head-to-Head Comparison
Although both companies are alternative asset managers, their market positioning differs meaningfully. BX offers unmatched scale, a diversified fee base spanning real estate, credit and insurance, and a large pool of undrawn capital available for deployment, which can support earnings through cycles. KKR, while smaller, has delivered faster AUM and fee-related earnings growth and carries a heavier strategic-holdings and insurance mix, giving it a different earnings profile.
In terms of recent momentum, both stocks have lagged the broader market in 2026, but KKR's roughly 19% year-to-date decline through the first quarter was comparatively milder than the drop in many peers, while Blackstone traded roughly 29% lower since the start of the year around the same period. Risk factors diverge as well: Blackstone faces scrutiny over private-credit redemptions and real estate exposure, while KKR contends with realization headwinds, AI-related portfolio risk, and execution risk tied to its recent acquisitions. Sector exposure further separates them—Blackstone's larger real estate franchise contrasts with KKR's growing sports, insurance, and GP-solutions platform.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative stability, and catalyst mix, Tickeron's AI would likely lean toward KKR at the present juncture, though the edge is not decisive. KKR's stronger year-over-year AUM and fee-related earnings growth, a rising share of perpetual capital, and a clearer near-term catalyst in the Arctos integration offer a steadier fundamental signal than Blackstone's heavier exposure to redemption-sensitive private credit and real estate. That said, Blackstone's scale, diversified fee base, and AI infrastructure pipeline remain meaningful strengths. In probabilistic terms, the AI's preference reflects KKR's relatively stronger growth momentum and stability, not a guaranteed outcome—and positioning could shift as realization activity and sector sentiment evolve.
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's RSI Oscillator recovers from oversold territory
The RSI Oscillator for BX moved out of oversold territory on October 15, 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 30 similar instances when the indicator left oversold territory. In 26 of the 30 cases the stock moved higher. This puts the odds of a move higher at 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on BX as a result. In 57 of 78 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 73%.
The Moving Average Convergence Divergence (MACD) for BX just turned positive on October 19, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in 23 of 36 cases over the following month. The odds of a continued upward trend are 64%.
BX moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.34% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 199 of 293 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 35 of 59 cases where BX's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 59%.
The 50-day moving average for BX moved below the 200-day moving average on October 30, 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 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%.
BX 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 BX entered a downward trend on October 23, 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 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 48 (best 1 - 100 worst), indicating steady price growth. BX’s price grows at a higher 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 80 (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 80, placing this stock worse than average.
The Tickeron PE Growth Rating for this company is 83 (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 91 (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: BX's P/B Ratio (9.977) is slightly higher than the industry average of (2.444). P/E Ratio (26.805) is within average values for comparable stocks, (-2.250). Projected Growth (PEG Ratio) (1.048) is also within normal values, averaging (1.319). Dividend Yield (0.037) settles around the average of (0.272) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (15.694).
KKR in upward trend: price rose above 50-day moving average on November 04, 2026
KKR moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend. In 28 of 34 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
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 66 of 88 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 75%.
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 34 of 42 cases over the following month. The odds of a continued upward trend are 81%.
Following a +4.24% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 232 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
Bearish Trend Analysis
The 10-day RSI Indicator for KKR moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 35 similar instances where the indicator moved out of overbought territory. In 24 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 69%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 10 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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%.
KKR broke above its upper Bollinger Band on November 04, 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 KKR entered a downward trend on October 23, 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 Price Growth Rating for this company is 50 (best 1 - 100 worst), indicating steady price growth. KKR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (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 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 69 (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 80, placing this stock better than average.
The Tickeron Valuation Rating of 84 (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 (3.096) is normal, around the industry mean (2.444). P/E Ratio (29.343) is within average values for comparable stocks, (-2.250). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.008) settles around the average of (0.272) among similar stocks. P/S Ratio (4.382) is also within normal values, averaging (15.694).
The Tickeron PE Growth Rating for this company is 89 (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.
BX | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 80 | 69 | |
SMR RATING 1..100 | 32 | 67 | |
PRICE GROWTH RATING 1..100 | 48 | 50 | |
P/E GROWTH RATING 1..100 | 83 | 89 | |
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.
KKR's Valuation (84) in the Investment Managers industry is in the same range as BX (91). This means that KKR’s stock grew similarly to BX’s over the last 12 months.
KKR's Profit vs Risk Rating (69) in the Investment Managers industry is in the same range as BX (80). 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 (48) in the Investment Managers industry is in the same range as KKR (50). 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 (89). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
| BX | KKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 87% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 73% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 71% |
| Advances ODDS (%) | 9 days ago 68% | 9 days ago 71% |
| Declines ODDS (%) | 24 days ago 69% | 24 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 66% |
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 1 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- BX’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.
BX’s TA Score shows that 5 TA indicator(s) are bullish while KKR’s TA Score has 4 bullish TA indicator(s).
- BX’s TA Score: 5 bullish, 5 bearish.
- KKR’s TA Score: 4 bullish, 6 bearish.
Price Growth
BX (@Investment Managers) experienced а +0.30% price change this week, while KKR (@Investment Managers) price change was +2.59% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.89%. For the same industry, the average monthly price growth was -4.45%, and the average quarterly price growth was -5.41%.
Reported Earning Dates
BX is expected to report earnings on Jan 28, 2027.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-0.89% 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.