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CG vs KKR
Which Stock Would AI Choose? The Carlyle Group (CG) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- The Carlyle Group (CG) and KKR & Co. (KKR) are leading alternative asset managers with overlapping exposure to private equity, credit, and infrastructure amid broader market volatility in 2026.
- Both stocks have experienced similar year-to-date declines of approximately 24-26%, reflecting sector-wide pressures from interest rate uncertainty and private credit concerns.
- KKR maintains a larger scale with assets under management (AUM) exceeding Carlyle’s reported $475 billion as of March 31, 2026, supporting stronger recent fundraising momentum.
- Recent quarterly results showed mixed performance, with Carlyle missing revenue estimates in Q1 2026 while both firms prepare for Q2 earnings releases in late July and early August.
- Relative momentum favors KKR in recent market activity due to deal flow and asset monetization trends, though both face comparable risk factors tied to economic sensitivity.
- Market sentiment remains cautious for the pair, with analysts highlighting valuation opportunities alongside ongoing macroeconomic headwinds.
Introduction
Alternative asset managers The Carlyle Group (CG) and KKR & Co. (KKR) offer investors exposure to private markets through private equity, credit, and real assets. This comparison examines their business models, recent performance trends, and positioning in the current environment of market volatility and shifting monetary policy. Professional traders and long-term investors focused on financial sector relative value, growth catalysts in alternatives, and sector rotation strategies may find the analysis relevant for portfolio construction and risk assessment.
CG Overview and Recent Performance
The Carlyle Group (CG) is a global investment firm managing approximately $475 billion in assets under management (AUM) across private equity, credit, and other strategies as of March 31, 2026. In recent weeks, the stock has traded near $43–44 amid broader declines for alternative asset managers, with year-to-date returns approximately -24% to -26%. Q1 2026 results missed revenue estimates, contributing to sentiment pressure, while the firm announced plans to release Q2 2026 earnings on August 5. Performance has reflected sector challenges including private credit market concerns and macroeconomic uncertainties, resulting in reduced investor appetite for the shares relative to broader indices in the recent period.
KKR Overview and Recent Performance
KKR & Co. (KKR) operates as a leading global alternative asset manager with a diversified platform spanning private equity, credit, infrastructure, and real estate. The stock has followed a comparable path to peers, declining roughly 24–26% year-to-date and trading in the $93–96 range amid recent market activity. Q1 2026 results demonstrated resilience through asset sales and fee growth, though the firm noted volatility impacting near-term outlook. Upcoming Q2 2026 earnings are scheduled for July 30. Recent deal activity and fundraising have provided some support, yet the shares remain sensitive to the same economic and policy factors affecting the sector.
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Head-to-Head Comparison
The Carlyle Group (CG) and KKR & Co. (KKR) share core alternative asset management models but differ in scale and emphasis. KKR operates with larger AUM and broader global reach, enabling more diversified fee streams and recent fundraising success compared with Carlyle’s more concentrated exposure. Both exhibit high correlation to equity markets and economic cycles, yet KKR has shown marginally stronger momentum in recent deal monetization and intra-quarter updates. Risk factors overlap significantly, including sensitivity to interest rates, regulatory shifts in private markets, and AUM growth sustainability. Market sentiment has treated the pair similarly, with valuation multiples compressed across the sector; KKR’s larger platform provides a relative buffer in volatility, while Carlyle offers potentially attractive entry points for value-oriented approaches. Trade-offs center on size-driven stability versus focused operational agility.
Tickeron AI Verdict
Based on observable factors including AUM scale, recent fundraising catalysts, trend consistency in deal activity, and relative positioning within the alternative asset manager group, Tickeron’s AI models currently assign a higher probability of near-term strength to KKR & Co. (KKR) over The Carlyle Group (CG). This assessment reflects probabilistic evaluation of momentum indicators and sector context rather than definitive forecasts.
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.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CG is a StrongBuy and KKR is a Buy.
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).
CG’s FA Score shows that 2 FA rating(s) are green whileKKR’s FA Score has 0 green FA rating(s).
- CG’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.
CG’s TA Score shows that 5 TA indicator(s) are bullish while KKR’s TA Score has 5 bullish TA indicator(s).
- CG’s TA Score: 5 bullish, 3 bearish.
- KKR’s TA Score: 5 bullish, 3 bearish.
Price Growth
CG (@Investment Managers) experienced а +0.23% price change this week, while KKR (@Investment Managers) price change was +0.98% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.29%. For the same industry, the average monthly price growth was -1.18%, and the average quarterly price growth was -11.56%.
Reported Earning Dates
CG is expected to report earnings on Aug 05, 2026.
KKR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-0.29% 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.
| CG | KKR | CG / KKR | |
| Capitalization | 15.9B | 87B | 18% |
| EBITDA | N/A | 9.89B | - |
| Gain YTD | -24.291 | -23.692 | 103% |
| P/E Ratio | 30.24 | 32.96 | 92% |
| Revenue | 2.9B | 20.4B | 14% |
| Total Cash | N/A | 132B | - |
| Total Debt | 14.6B | 54.6B | 27% |
CG | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 83 | 68 | |
SMR RATING 1..100 | 70 | 70 | |
PRICE GROWTH RATING 1..100 | 62 | 61 | |
P/E GROWTH RATING 1..100 | 18 | 91 | |
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.
CG's Valuation (13) in the Investment Managers industry is significantly better than the same rating for KKR (80). This means that CG’s stock grew significantly faster than KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (68) in the Investment Managers industry is in the same range as CG (83). This means that KKR’s stock grew similarly to CG’s over the last 12 months.
KKR's SMR Rating (70) in the Investment Managers industry is in the same range as CG (70). This means that KKR’s stock grew similarly to CG’s over the last 12 months.
KKR's Price Growth Rating (61) in the Investment Managers industry is in the same range as CG (62). This means that KKR’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (18) in the Investment Managers industry is significantly better than the same rating for KKR (91). This means that CG’s stock grew significantly faster than KKR’s over the last 12 months.
| CG | KKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | N/A |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 69% |
| Advances ODDS (%) | 5 days ago 69% | 5 days ago 72% |
| Declines ODDS (%) | 21 days ago 70% | 7 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 71% | 2 days ago 89% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days ago 73% |
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CG and
Correlation & Price change
A.I.dvisor indicates that over the last year, CG has been closely correlated with TPG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then TPG could also see price increases.