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BX vs KKR
Which Stock Would AI Choose? Blackstone (BX) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- Blackstone (BX) manages over $1.3 trillion in assets under management (AUM), significantly larger than KKR & Co. (KKR)’s $758 billion as of the end of the first quarter of 2026, providing scale advantages in fee generation.
- Both stocks delivered strong year-to-date returns through mid-July 2026, with KKR posting approximately 20.5% and BX around 15.9%, each outperforming the S&P 500’s 8.9%.
- Recent market activity shows both stocks consolidating in ranges amid broader volatility, with BX near $126.91 and KKR near $100.94 as of July 17, 2026.
- BX has highlighted AI infrastructure initiatives and realization revenue estimates exceeding $500 million for the second quarter, while KKR has announced infrastructure acquisitions and joint ventures.
- Risk factors for both include sensitivity to interest rates, private market valuations, and realization timing, with similar exposure to private equity, credit, and real assets.
- Market sentiment remains constructive for alternative asset managers, supported by capital-raising momentum and diversified platforms.
Introduction
Blackstone Inc. (BX) and KKR & Co. Inc. (KKR) are two of the largest alternative asset managers, offering investors exposure to private equity, credit, real assets, and infrastructure. This comparison examines their relative performance, business models, and positioning in the current environment. Professional and retail investors seeking to understand differences in scale, growth drivers, and recent momentum may find the analysis relevant when evaluating allocation decisions within the alternatives sector.
BX Overview and Recent Performance
Blackstone Inc. (BX) operates as the world’s largest alternative asset manager, with more than $1.3 trillion in AUM as of March 31, 2026. Its platform spans private equity, real estate, credit, and infrastructure. In recent weeks, shares have traded in a contained range near $127, remaining roughly flat over the trailing 30 days while posting a year-to-date gain of approximately 15.9% as of July 17, 2026. Key developments include an intra-quarter estimate of more than $500 million in realization-related revenue for the second quarter and partnerships advancing AI infrastructure and services. These factors have supported sentiment, though analyst price targets have seen some downward revisions amid broader market conditions.
KKR Overview and Recent Performance
KKR & Co. Inc. (KKR) manages $758 billion in AUM as of March 31, 2026, with significant exposure across private equity, credit, and real assets. The firm reported fee-paying AUM of $615 billion in the first quarter. Shares closed near $101 on July 17, 2026, after a year-to-date advance of about 20.5%. Recent activity includes infrastructure acquisitions and joint ventures, such as a stake in Thomson Reuters’ print business and power solutions transactions. The stock has exhibited similar consolidation patterns to peers in recent weeks, with second-quarter results scheduled for release on July 30, 2026.
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Head-to-Head Comparison
Blackstone (BX) and KKR & Co. (KKR) share similar business models as diversified alternative asset managers but differ in scale and recent emphasis. Blackstone’s larger AUM base supports greater fee-related earnings stability, while KKR has shown slightly stronger year-to-date price appreciation. Both benefit from private market growth drivers such as infrastructure and credit deployment, yet face comparable risks from interest-rate sensitivity and realization timing. Sector exposure overlaps significantly in private equity and real assets, with market sentiment favoring firms that demonstrate consistent capital raising and diversified revenue streams. Trade-offs include Blackstone’s size advantage versus KKR’s potentially more agile positioning in select deals.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative momentum, and recent catalysts, Tickeron’s AI models currently assign a modestly higher probabilistic preference to KKR & Co. (KKR) over Blackstone (BX) in the near term. This assessment reflects KKR’s stronger year-to-date performance and deal activity, though both names remain subject to broader market and interest-rate influences.
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 6 TA indicator(s) are bullish while KKR’s TA Score has 6 bullish TA indicator(s).
- BX’s TA Score: 6 bullish, 3 bearish.
- KKR’s TA Score: 6 bullish, 3 bearish.
Price Growth
BX (@Investment Managers) experienced а +2.43% price change this week, while KKR (@Investment Managers) price change was -1.57% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.16%. For the same industry, the average monthly price growth was -0.29%, and the average quarterly price growth was -12.08%.
Reported Earning Dates
BX is expected to report earnings on Oct 15, 2026.
KKR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-3.16% 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 | 104B | 89.2B | 117% |
| EBITDA | N/A | 9.89B | - |
| Gain YTD | -13.890 | -21.763 | 64% |
| P/E Ratio | 29.08 | 33.80 | 86% |
| Revenue | 12.6B | 20.4B | 62% |
| Total Cash | N/A | 132B | - |
| Total Debt | 14.2B | 54.6B | 26% |
BX | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 35 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 69 | 71 | |
SMR RATING 1..100 | 29 | 70 | |
PRICE GROWTH RATING 1..100 | 58 | 61 | |
P/E GROWTH RATING 1..100 | 88 | 93 | |
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 (14) 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.
BX's Profit vs Risk Rating (69) in the Investment Managers industry is in the same range as KKR (71). This means that BX’s stock grew similarly to KKR’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 (58) 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 (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 (%) | N/A | 1 day ago 62% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 65% |
| Momentum ODDS (%) | 1 day ago 68% | 1 day ago 68% |
| MACD ODDS (%) | 1 day ago 72% | 1 day ago 70% |
| TrendWeek ODDS (%) | 1 day ago 70% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 65% | 1 day ago 70% |
| Advances ODDS (%) | 1 day ago 70% | 1 day ago 71% |
| Declines ODDS (%) | 6 days ago 69% | 6 days ago 68% |
| BollingerBands ODDS (%) | 6 days ago 71% | 1 day ago 58% |
| Aroon ODDS (%) | 1 day ago 59% | N/A |
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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 BX. 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 BX could also see price increases.