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EQH vs KKR
Which Stock Would AI Choose? Equitable Holdings (EQH) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- KKR has outperformed EQH year-to-date with approximately 18% gains compared to 11%, driven by strong fundraising momentum.
- Both stocks await Q1 earnings reports this week, with EQH on May 4 and KKR on May 5, potentially influencing near-term momentum.
- EQH benefits from a recent all-stock merger with Corebridge Financial targeting $500 million in synergies by 2028, boosting growth prospects.
- KKR, with a market cap nearly 10 times larger at $97 billion, offers broader exposure to private equity and real estate amid deal activity like a potential $10 billion asset sale.
- Recent weeks show EQH gaining around 16% in the past month, reflecting merger optimism, while KKR rebounded strongly post-earnings miss.
- Divergent risk profiles: EQH's insurance focus provides steadier cash flows; KKR's investment model ties to market cycles.
Introduction
Equitable Holdings (EQH) and KKR & Co. (KKR) represent distinct facets of the financial services sector, with EQH emphasizing retirement products and insurance, and KKR focusing on private equity and alternative investments. This stock comparison is relevant for investors evaluating relative performance in financials, particularly those balancing stability against growth potential amid volatile markets. Traders may find insights into momentum shifts and catalysts useful for position sizing in portfolios exposed to interest rate sensitivity and deal-making activity.
EQH Overview and Recent Performance
Equitable Holdings (EQH) is a diversified financial services firm offering annuities, retirement plans, life insurance, and asset management through segments like Individual Retirement and Protection Solutions. With a market capitalization of about $12 billion, it caters to affluent individuals and institutions. In recent market activity, EQH shares have climbed roughly 16% over the past month, trading near $42 amid anticipation for Q1 earnings on May 4. Sentiment has been lifted by the March announcement of an all-stock merger with Corebridge Financial, aiming for $500 million in annual synergies by 2028, alongside product launches like a 403(b) pooled employer plan for nonprofits. Year-to-date gains stand at around 11%, supported by improving life insurance fundamentals, though shares remain below 52-week highs of $57.
KKR Overview and Recent Performance
KKR & Co. (KKR) is a global investment firm specializing in private equity, real estate, and credit, managing assets across buyouts, growth equity, and infrastructure with a focus on diverse sectors like technology and energy. Its $97 billion market cap underscores its scale. Recent weeks have seen KKR shares rebound over 5% in a single session to around $104, following an earnings miss but buoyed by fundraising strength and strategic moves like a potential $10 billion sale of its Flora Food Group unit and investment in MLS NEXT Pro soccer league. Year-to-date performance exceeds 18%, outpacing benchmarks, though shares are off 52-week highs near $154 after recent volatility tied to market rotations. Q1 results due May 5 could clarify growth trajectory.
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Head-to-Head Comparison
EQH and KKR diverge in business models: EQH generates stable revenue from net interest income (NII, earnings from interest spreads on policies) and fees in insurance and retirement, while KKR relies on management fees, carried interest, and realizations from assets under management (AUM, total invested capital). Growth drivers favor KKR with its deal pipeline and AUM expansion, versus EQH’s merger integration. Recent momentum tilts to KKR on YTD basis but EQH in monthly gains. Risk factors include interest rate exposure for EQH and cyclical M&A (mergers and acquisitions) sensitivity for KKR. Both maintain positive sector exposure in financials, with analyst targets implying upside—$57 for EQH, $123 for KKR.
Tickeron AI Verdict
Tickeron’s AI currently leans toward KKR based on superior year-to-date trend consistency, larger scale, and catalysts like asset sales amid robust private equity positioning. While EQH shows merger-driven stability and recent monthly strength, KKR’s relative momentum and growth prospects suggest higher probability of outperformance in the near term, pending earnings outcomes.
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 EQH is a Buy and KKR is a Hold.
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).
EQH’s FA Score shows that 2 FA rating(s) are green whileKKR’s FA Score has 0 green FA rating(s).
- EQH’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.
EQH’s TA Score shows that 5 TA indicator(s) are bullish while KKR’s TA Score has 4 bullish TA indicator(s).
- EQH’s TA Score: 5 bullish, 4 bearish.
- KKR’s TA Score: 4 bullish, 5 bearish.
Price Growth
EQH (@Investment Managers) experienced а -0.49% price change this week, while KKR (@Investment Managers) price change was -1.20% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
EQH is expected to report earnings on Aug 05, 2026.
KKR is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Investment Managers (-2.28% 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.
| EQH | KKR | EQH / KKR | |
| Capitalization | 12.6B | 84B | 15% |
| EBITDA | N/A | 9.89B | - |
| Gain YTD | -4.256 | -23.700 | 18% |
| P/E Ratio | 37.88 | 32.96 | 115% |
| Revenue | 11.3B | 20.4B | 55% |
| Total Cash | 41.1B | 132B | 31% |
| Total Debt | 6.93B | 54.6B | 13% |
EQH | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 54 | 68 | |
SMR RATING 1..100 | 100 | 70 | |
PRICE GROWTH RATING 1..100 | 49 | 60 | |
P/E GROWTH RATING 1..100 | 10 | 86 | |
SEASONALITY SCORE 1..100 | 34 | 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.
EQH's Valuation (13) in the Financial Conglomerates industry is significantly better than the same rating for KKR (80) in the Investment Managers industry. This means that EQH’s stock grew significantly faster than KKR’s over the last 12 months.
EQH's Profit vs Risk Rating (54) in the Financial Conglomerates industry is in the same range as KKR (68) in the Investment Managers industry. This means that EQH’s stock grew similarly to KKR’s over the last 12 months.
KKR's SMR Rating (70) in the Investment Managers industry is in the same range as EQH (100) in the Financial Conglomerates industry. This means that KKR’s stock grew similarly to EQH’s over the last 12 months.
EQH's Price Growth Rating (49) in the Financial Conglomerates industry is in the same range as KKR (60) in the Investment Managers industry. This means that EQH’s stock grew similarly to KKR’s over the last 12 months.
EQH's P/E Growth Rating (10) in the Financial Conglomerates industry is significantly better than the same rating for KKR (86) in the Investment Managers industry. This means that EQH’s stock grew significantly faster than KKR’s over the last 12 months.
| EQH | KKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 72% | N/A |
| Stochastic ODDS (%) | 2 days ago 55% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 69% |
| Advances ODDS (%) | 8 days ago 66% | 8 days ago 72% |
| Declines ODDS (%) | 2 days ago 69% | 2 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 67% |
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EQH and
Correlation & Price change
A.I.dvisor indicates that over the last year, EQH has been closely correlated with CRBG. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then CRBG could also see price increases.