Analysis and predictions BX vs KKR
Loading...
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 1 green FA rating(s).
- BX’s FA Score: 2 green, 3 red.
- KKR’s FA Score: 1 green, 4 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 3 TA indicator(s) are bullish while KKR’s TA Score has 3 bullish TA indicator(s).
- BX’s TA Score: 3 bullish, 6 bearish.
- KKR’s TA Score: 3 bullish, 6 bearish.
Price Growth
BX (@Investment Managers) experienced а +0.76% price change this week, while KKR (@Investment Managers) price change was -1.43% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.28%. For the same industry, the average monthly price growth was +0.02%, and the average quarterly price growth was +21.79%.
Reported Earning Dates
BX is expected to report earnings on Jul 18, 2024.
KKR is expected to report earnings on Aug 06, 2024.
Industries' Descriptions
@Investment Managers (+1.28% 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 | 98.7B | 89B | 111% |
| EBITDA | N/A | 9.5B | - |
| Gain YTD | -6.034 | 14.222 | -42% |
| P/E Ratio | 71.21 | 24.45 | 291% |
| Revenue | 7.01B | 14.3B | 49% |
| Total Cash | N/A | 20.3B | - |
| Total Debt | 12.3B | 49.4B | 25% |
BX | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 71 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 20 | 13 | |
SMR RATING 1..100 | 25 | 50 | |
PRICE GROWTH RATING 1..100 | 48 | 40 | |
P/E GROWTH RATING 1..100 | 88 | 92 | |
SEASONALITY SCORE 1..100 | 50 | 5 |
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 (86) in the Investment Managers industry is in the same range as BX (87). This means that KKR’s stock grew similarly to BX’s over the last 12 months.
KKR's Profit vs Risk Rating (13) in the Investment Managers industry is in the same range as BX (20). This means that KKR’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (25) 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.
KKR's Price Growth Rating (40) in the Investment Managers industry is in the same range as BX (48). 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 (92). 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 (%) | 2 days ago 86% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 49% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 53% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 60% |
| Advances ODDS (%) | 7 days ago 77% | 29 days ago 73% |
| Declines ODDS (%) | 5 days ago 61% | 5 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 88% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 64% |
