IVZ
Price
$14.89
Change
+$0.08 (+0.54%)
Updated
Jun 23, 11:31 AM (EDT)
Capitalization
7.41B
36 days until earnings call
KKR
Price
$120.46
Change
-$2.14 (-1.75%)
Updated
Jun 23, 12:30 PM (EDT)
Capitalization
89.01B
43 days until earnings call
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IVZ vs KKR

Header iconIVZ vs KKR Comparison
Open Charts IVZ vs KKRBanner chart's image
Inves
Price$14.89
Change+$0.08 (+0.54%)
Volume$1.82K
Capitalization7.41B
KKR & Co
Price$120.46
Change-$2.14 (-1.75%)
Volume$6.74K
Capitalization89.01B
IVZ vs KKR Comparison Chart in %
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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KKR
Daily Signalchanged days ago
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IVZ vs. KKR commentary
Jun 23, 2025

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 IVZ is a Hold and KKR is a Hold.

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COMPARISON
Comparison
Jun 23, 2025
Stock price -- (IVZ: $14.81 vs. KKR: $122.60)
Brand notoriety: IVZ and KKR are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 169% vs. KKR: 98%
Market capitalization -- IVZ: $7.41B vs. KKR: $89.01B
IVZ [@Investment Managers] is valued at $7.41B. KKR’s [@Investment Managers] market capitalization is $89.01B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.13B.

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).

IVZ’s FA Score shows that 1 FA rating(s) are green whileKKR’s FA Score has 2 green FA rating(s).

  • IVZ’s FA Score: 1 green, 4 red.
  • KKR’s FA Score: 2 green, 3 red.
According to our system of comparison, KKR is a better buy in the long-term than IVZ.

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.

IVZ’s TA Score shows that 3 TA indicator(s) are bullish while KKR’s TA Score has 3 bullish TA indicator(s).

  • IVZ’s TA Score: 3 bullish, 5 bearish.
  • KKR’s TA Score: 3 bullish, 5 bearish.
According to our system of comparison, both IVZ and KKR are a bad buy in the short-term.

Price Growth

IVZ (@Investment Managers) experienced а +1.93% price change this week, while KKR (@Investment Managers) price change was +1.05% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.51%. For the same industry, the average monthly price growth was +3.41%, and the average quarterly price growth was +6.61%.

Reported Earning Dates

IVZ is expected to report earnings on Jul 29, 2025.

KKR is expected to report earnings on Aug 05, 2025.

Industries' Descriptions

@Investment Managers (+1.51% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
KKR($89B) has a higher market cap than IVZ($7.41B). KKR has higher P/E ratio than IVZ: KKR (24.45) vs IVZ (12.27). IVZ YTD gains are higher at: -13.156 vs. KKR (-16.877). KKR has higher annual earnings (EBITDA): 9.5B vs. IVZ (1.13B). KKR has more cash in the bank: 20.3B vs. IVZ (1.93B). IVZ has less debt than KKR: IVZ (9.05B) vs KKR (49.4B). KKR has higher revenues than IVZ: KKR (14.3B) vs IVZ (5.72B).
IVZKKRIVZ / KKR
Capitalization7.41B89B8%
EBITDA1.13B9.5B12%
Gain YTD-13.156-16.87778%
P/E Ratio12.2724.4550%
Revenue5.72B14.3B40%
Total Cash1.93B20.3B10%
Total Debt9.05B49.4B18%
FUNDAMENTALS RATINGS
IVZ vs KKR: Fundamental Ratings
IVZ
KKR
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
17
Undervalued
88
Overvalued
PROFIT vs RISK RATING
1..100
5532
SMR RATING
1..100
8270
PRICE GROWTH RATING
1..100
5854
P/E GROWTH RATING
1..100
828
SEASONALITY SCORE
1..100
n/a50

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.

IVZ's Valuation (17) in the Investment Managers industry is significantly better than the same rating for KKR (88). This means that IVZ’s stock grew significantly faster than KKR’s over the last 12 months.

KKR's Profit vs Risk Rating (32) in the Investment Managers industry is in the same range as IVZ (55). This means that KKR’s stock grew similarly to IVZ’s over the last 12 months.

KKR's SMR Rating (70) in the Investment Managers industry is in the same range as IVZ (82). This means that KKR’s stock grew similarly to IVZ’s over the last 12 months.

KKR's Price Growth Rating (54) in the Investment Managers industry is in the same range as IVZ (58). This means that KKR’s stock grew similarly to IVZ’s over the last 12 months.

KKR's P/E Growth Rating (8) in the Investment Managers industry is significantly better than the same rating for IVZ (82). This means that KKR’s stock grew significantly faster than IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZKKR
RSI
ODDS (%)
Bearish Trend 4 days ago
66%
Bearish Trend 7 days ago
61%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
67%
Bearish Trend 4 days ago
56%
Momentum
ODDS (%)
Bullish Trend 4 days ago
77%
Bullish Trend 4 days ago
85%
MACD
ODDS (%)
Bearish Trend 4 days ago
67%
Bearish Trend 4 days ago
55%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
68%
Bearish Trend 4 days ago
60%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
68%
Bearish Trend 4 days ago
67%
Advances
ODDS (%)
Bullish Trend 4 days ago
70%
Bullish Trend 4 days ago
75%
Declines
ODDS (%)
Bearish Trend 11 days ago
67%
Bearish Trend 11 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 4 days ago
56%
Aroon
ODDS (%)
Bullish Trend 4 days ago
69%
Bullish Trend 4 days ago
74%
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IVZ
Daily Signalchanged days ago
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KKR
Daily Signalchanged days ago
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