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CG vs KKR
Which Stock Would AI Choose? Carlyle Group (CG) vs. KKR & Co. Inc. (KKR) Stock Comparison
Key Takeaways
- KKR & Co. Inc. (KKR) manages substantially larger assets under management (AUM, total assets overseen by the firm) at approximately $744 billion compared to Carlyle Group's (CG) $477 billion.
- Both stocks have posted solid year-to-date (YTD) gains in recent market activity, with KKR at 18.5% and CG at 15.8%.
- CG trades at a lower price-to-earnings (P/E, stock price divided by earnings per share) ratio of 22.7 versus KKR's 44.3, indicating potentially better relative valuation.
- KKR recently closed a record $23 billion North America private equity fund, bolstering its growth catalysts.
- CG announced a partnership with SEI Investments to expand private markets access in recent weeks, supporting sentiment.
- CG shows stronger one-year returns at around 30% compared to KKR's 9%.
Introduction
This stock comparison examines CG and KKR, two leading alternative asset managers focused on private equity, credit, and real assets. Both firms benefit from fundraising momentum amid shifting interest rates and deal activity, making them relevant for investors seeking exposure to the asset management sector. Traders monitoring relative performance may find value in their contrasting scales, valuations, and recent catalysts, aiding decisions on market positioning in volatile conditions.
CG Overview and Recent Performance
The Carlyle Group (CG) is a global alternative asset manager with $477 billion in AUM, including $337 billion in fee-earning AUM as of late 2025. The firm specializes in private equity buyouts, growth capital, and credit strategies across sectors like energy and technology. In recent market activity, CG shares have risen about 16% YTD, reflecting resilience despite some cooling momentum after stronger gains earlier. Trading around $49 with a market cap of $18 billion, the stock's P/E stands at 23. Influences include a new partnership with SEI Investments to broaden private markets access for wealth and retirement channels, alongside interest in potential acquisitions like CAE. These developments have supported sentiment, though broader market volatility in rates has pressured asset managers.
KKR Overview and Recent Performance
KKR & Co. Inc. (KKR) operates as a premier global investment firm with roughly $744 billion in AUM, encompassing $604 billion in fee-earning assets at year-end 2025. Its diversified platform spans private equity, infrastructure, real estate, and insurance solutions. Shares have advanced approximately 18.5% YTD, trading near $104 with a $96 billion market cap and a P/E of 44. Recent weeks featured a landmark $23 billion close for its North America private equity fund, the largest ever, amid robust fundraising totaling over $129 billion recently. Upcoming Q1 earnings and strategic moves like investments in MLS NEXT Pro have buoyed performance, countering some volatility from prior earnings misses. Interest rate dynamics and deployment pace continue shaping trader focus.
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Head-to-Head Comparison
Both CG and KKR operate similar business models in alternative assets, generating revenue from management fees and performance incentives tied to AUM growth and realizations. However, KKR's larger scale provides diversification advantages, with stronger infrastructure and insurance exposure versus CG's emphasis on buyouts. Growth drivers diverge: KKR excels in mega-fundraisings, while CG leverages partnerships for distribution. Recent momentum favors KKR's YTD edge, but CG offers better one-year returns and valuation trade-offs. Risk factors include interest rate sensitivity impacting deal flow and dry powder deployment for both, with KKR facing higher expectations due to size. Market sentiment tilts toward scale amid private equity recovery.
Tickeron AI Verdict
Tickeron's AI models currently favor KKR over CG, citing superior AUM scale, recent fundraising catalysts like the $23 billion fund, and consistent YTD outperformance. While CG's attractive valuation and partnerships provide stability, KKR's momentum and positioning suggest higher probability of near-term relative strength in trending conditions.
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
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 StrongBuy.
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 1 FA rating(s) are green whileKKR’s FA Score has 0 green FA rating(s).
- CG’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.
CG’s TA Score shows that 6 TA indicator(s) are bullish while KKR’s TA Score has 4 bullish TA indicator(s).
- CG’s TA Score: 6 bullish, 4 bearish.
- KKR’s TA Score: 4 bullish, 5 bearish.
Price Growth
CG (@Investment Managers) experienced а +5.22% 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
CG is expected to report earnings on Jul 23, 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.
| CG | KKR | CG / KKR | |
| Capitalization | 16.5B | 86.4B | 19% |
| EBITDA | N/A | 9.89B | - |
| Gain YTD | -21.529 | -24.220 | 89% |
| P/E Ratio | 31.34 | 32.73 | 96% |
| Revenue | 2.9B | 20.4B | 14% |
| Total Cash | N/A | 132B | - |
| Total Debt | 14.6B | 54.6B | 27% |
CG | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 9 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 65 Fair valued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 79 | 68 | |
SMR RATING 1..100 | 70 | 70 | |
PRICE GROWTH RATING 1..100 | 61 | 61 | |
P/E GROWTH RATING 1..100 | 12 | 88 | |
SEASONALITY SCORE 1..100 | 85 | 75 |
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 (65) in the Investment Managers industry is in the same range as KKR (78). This means that CG’s stock grew similarly to 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 (79). 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 (61). This means that KKR’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (12) in the Investment Managers industry is significantly better than the same rating for KKR (88). This means that CG’s stock grew significantly faster than KKR’s over the last 12 months.
| CG | KKR | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 65% | N/A |
| Stochastic ODDS (%) | 3 days ago 72% | 3 days ago 60% |
| Momentum ODDS (%) | 3 days ago 66% | 3 days ago 68% |
| MACD ODDS (%) | 3 days ago 68% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 71% | 3 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 72% |
| Advances ODDS (%) | 3 days ago 69% | 3 days ago 72% |
| Declines ODDS (%) | 12 days ago 70% | 7 days ago 67% |
| BollingerBands ODDS (%) | 3 days ago 74% | 3 days ago 85% |
| Aroon ODDS (%) | 3 days ago 68% | 3 days ago 73% |
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