IVZ
Price
$16.71
Change
-$0.01 (-0.06%)
Updated
Jul 7, 04:59 PM (EDT)
Capitalization
7.41B
14 days until earnings call
KKR
Price
$135.54
Change
-$3.06 (-2.21%)
Updated
Jul 7 closing price
Capitalization
89.01B
28 days until earnings call
Interact to see
Advertisement

IVZ vs KKR

Header iconIVZ vs KKR Comparison
Open Charts IVZ vs KKRBanner chart's image
Inves
Price$16.71
Change-$0.01 (-0.06%)
Volume$60.51K
Capitalization7.41B
KKR & Co
Price$135.54
Change-$3.06 (-2.21%)
Volume$4.56M
Capitalization89.01B
IVZ vs KKR Comparison Chart in %
Loading...
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
KKR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IVZ vs. KKR commentary
Jul 08, 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 StrongBuy and KKR is a StrongBuy.

Interact to see
Advertisement
COMPARISON
Comparison
Jul 08, 2025
Stock price -- (IVZ: $16.72 vs. KKR: $135.54)
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: 124% vs. KKR: 118%
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 $6.16B.

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 4 TA indicator(s) are bullish while KKR’s TA Score has 4 bullish TA indicator(s).

  • IVZ’s TA Score: 4 bullish, 4 bearish.
  • KKR’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, both IVZ and KKR are a good buy in the short-term.

Price Growth

IVZ (@Investment Managers) experienced а +6.02% price change this week, while KKR (@Investment Managers) price change was +1.89% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.88%. For the same industry, the average monthly price growth was +6.20%, and the average quarterly price growth was +10.14%.

Reported Earning Dates

IVZ is expected to report earnings on Oct 28, 2025.

KKR is expected to report earnings on Nov 04, 2025.

Industries' Descriptions

@Investment Managers (+0.88% 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
Loading...
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: -1.956 vs. KKR (-8.104). 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-1.956-8.10424%
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
2420
VALUATION
overvalued / fair valued / undervalued
1..100
20
Undervalued
89
Overvalued
PROFIT vs RISK RATING
1..100
5829
SMR RATING
1..100
8270
PRICE GROWTH RATING
1..100
4442
P/E GROWTH RATING
1..100
766
SEASONALITY SCORE
1..100
5095

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 (20) in the Investment Managers industry is significantly better than the same rating for KKR (89). This means that IVZ’s stock grew significantly faster than KKR’s over the last 12 months.

KKR's Profit vs Risk Rating (29) 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 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 (42) in the Investment Managers industry is in the same range as IVZ (44). This means that KKR’s stock grew similarly to IVZ’s over the last 12 months.

KKR's P/E Growth Rating (6) in the Investment Managers industry is significantly better than the same rating for IVZ (76). 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 1 day ago
67%
Bearish Trend 1 day ago
62%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
62%
Bearish Trend 1 day ago
61%
Momentum
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
83%
MACD
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 1 day ago
86%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 1 day ago
75%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
74%
Advances
ODDS (%)
Bullish Trend 5 days ago
70%
Bullish Trend 5 days ago
75%
Declines
ODDS (%)
Bearish Trend 25 days ago
67%
Bearish Trend 7 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
57%
Aroon
ODDS (%)
Bullish Trend 1 day ago
71%
Bullish Trend 1 day ago
68%
View a ticker or compare two or three
Interact to see
Advertisement
IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
KKR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BSCFX30.51N/A
N/A
Baron Small Cap Retail
WAYEX17.74N/A
N/A
Waycross Managed Risk Equity Fund
ARZMX16.62N/A
N/A
AMG River Road Small Cap Value Z
AEPFX60.28-0.35
-0.58%
American Funds EUPAC F2
VCFVX11.70-0.15
-1.27%
VALIC Company I International Value

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-0.06%
JHG - IVZ
85%
Closely correlated
-0.77%
AMG - IVZ
81%
Closely correlated
-0.36%
KKR - IVZ
80%
Closely correlated
-2.21%
BN - IVZ
79%
Closely correlated
-2.12%
CG - IVZ
79%
Closely correlated
-1.27%
More

KKR and

Correlation & Price change

A.I.dvisor indicates that over the last year, KKR has been closely correlated with ARES. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if KKR jumps, then ARES could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KKR
1D Price
Change %
KKR100%
-2.21%
ARES - KKR
87%
Closely correlated
-1.74%
APO - KKR
87%
Closely correlated
-2.04%
CG - KKR
86%
Closely correlated
-1.27%
TPG - KKR
85%
Closely correlated
-2.00%
JHG - KKR
85%
Closely correlated
-0.77%
More