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BX vs KKR
Which Stock Would AI Choose? Blackstone Inc. (BX) vs. KKR & Co. Inc. (KKR) Stock Comparison
Key Takeaways
- Blackstone Inc. (BX) boasts $1.3 trillion in assets under management (AUM), significantly larger than KKR & Co. Inc.'s (KKR) approximately $744 billion, offering greater scale and stability.
- BX provides a higher dividend yield of 3.93% compared to KKR's 0.71%, appealing to income-focused investors.
- Year-to-date returns show KKR slightly ahead at 18.52% versus BX's 17.08%.
- BX trades at a lower price-to-earnings (PE) ratio of 32.4 compared to KKR's 44.3, indicating relative value.
- Recent quarters highlight BX's strong Q1 results amid private credit growth, while KKR faced an earnings miss despite fundraising momentum.
- Both stocks exhibit elevated betas above 1.6, reflecting sensitivity to market swings in the asset management sector.
Introduction
Blackstone Inc. (BX) and KKR & Co. Inc. (KKR) stand as titans in alternative asset management, dominating private equity, real estate, and credit markets. This stock comparison dissects their business models, recent market performance, and positioning amid evolving investor sentiment toward private markets. Traders seeking momentum plays and long-term investors eyeing diversified income streams will find value in understanding their relative strengths, such as AUM growth and fee-related earnings stability. With both firms navigating private credit expansions and redemption pressures, insights into price behavior and catalysts offer a timely gauge for portfolio allocation in the financial services sector.
BX Overview and Recent Performance
Blackstone Inc. (BX) is the world's largest alternative asset manager, with $1.3 trillion in AUM across private equity, real estate, credit, and hedge fund solutions. The firm invests globally in sectors like energy, technology, healthcare, and data centers. In recent market activity, BX shares have rebounded, supported by record Q1 fundraising that propelled AUM to $1.3 trillion and strong investment gains in private credit. A new AI platform and a $1.16 dividend declaration have bolstered sentiment, though scrutiny over private credit liquidity persists. Trading around $126 with a market cap of $154 billion, the stock reflects resilience amid volatility, driven by fee-related revenue growth and data center investments.
KKR Overview and Recent Performance
KKR & Co. Inc. (KKR) specializes in private equity, real estate, and credit, managing around $744 billion in AUM with a focus on leveraged buyouts, growth equity, and impact investments across software, infrastructure, and more. In recent weeks, KKR has grappled with an earnings miss, prompting exploration of a $10 billion sale of Flora Food Group and bids for assets like UP Education. Despite this, robust fundraising momentum supports long-term growth projections to $13.7 billion in revenue by 2028. Shares, near $104 with a $96 billion market cap, have shown strength year-to-date but face volatility from private credit redemption caps and execution concerns.
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Head-to-Head Comparison
Both BX and KKR thrive on similar business models centered on private equity and credit, but BX's massive scale provides broader diversification into real estate and infrastructure. Growth drivers include fundraising prowess, with BX hitting record AUM versus KKR's asset sales for liquidity. Recent momentum favors KKR on YTD returns, yet BX shows superior earnings consistency. Risk factors like private credit outflows loom larger for both, amplified by KKR's higher beta (1.85 vs. 1.63). Sector exposure aligns in financial services, but market sentiment tilts toward BX for its yield and valuation edge in relative performance analyses.
Tickeron AI Verdict
Tickeron's AI currently favors BX over KKR, citing its unmatched AUM scale, recent Q1 strength, lower PE multiple, and higher dividend yield for trend consistency and stability. While KKR exhibits solid momentum, BX's catalysts in data centers and private credit position it probabilistically better amid current market dynamics.
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. Disclaimers and Limitations
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 6 TA indicator(s) are bullish while KKR’s TA Score has 4 bullish TA indicator(s).
- BX’s TA Score: 6 bullish, 4 bearish.
- KKR’s TA Score: 4 bullish, 5 bearish.
Price Growth
BX (@Investment Managers) experienced а +6.45% price change this week, while KKR (@Investment Managers) price change was +3.04% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
BX is expected to report earnings on Jul 16, 2026.
KKR is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Investment Managers (+1.75% 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 | 150B | 86.4B | 174% |
| EBITDA | N/A | 9.89B | - |
| Gain YTD | -18.666 | -24.220 | 77% |
| P/E Ratio | 31.48 | 32.73 | 96% |
| Revenue | 12.6B | 20.4B | 62% |
| Total Cash | N/A | 132B | - |
| Total Debt | 14.2B | 54.6B | 26% |
BX | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 67 | 68 | |
SMR RATING 1..100 | 28 | 70 | |
PRICE GROWTH RATING 1..100 | 54 | 61 | |
P/E GROWTH RATING 1..100 | 78 | 88 | |
SEASONALITY SCORE 1..100 | 35 | 85 |
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 (15) in the Investment Managers industry is somewhat better than the same rating for KKR (78). This means that BX’s stock grew somewhat faster than KKR’s over the last 12 months.
BX's Profit vs Risk Rating (67) in the Investment Managers industry is in the same range as KKR (68). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
BX's SMR Rating (28) 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 (54) in the Investment Managers industry is in the same range as KKR (61). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
BX's P/E Growth Rating (78) in the Investment Managers industry is in the same range as KKR (88). This means that BX’s stock grew similarly to KKR’s over the last 12 months.
| BX | KKR | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 79% | N/A |
| Stochastic ODDS (%) | 4 days ago 59% | 4 days ago 60% |
| Momentum ODDS (%) | 4 days ago 77% | 4 days ago 68% |
| MACD ODDS (%) | 4 days ago 78% | 4 days ago 79% |
| TrendWeek ODDS (%) | 4 days ago 71% | 4 days ago 72% |
| TrendMonth ODDS (%) | 4 days ago 67% | 4 days ago 72% |
| Advances ODDS (%) | 4 days ago 71% | 4 days ago 72% |
| Declines ODDS (%) | 8 days ago 67% | 8 days ago 67% |
| BollingerBands ODDS (%) | 4 days ago 73% | 4 days ago 85% |
| Aroon ODDS (%) | 4 days ago 70% | 4 days ago 73% |
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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 84% 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.