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KKR vs OWL
Which Stock Would AI Choose? KKR & Co. Inc. (KKR) vs. Blue Owl Capital Inc. (OWL) Stock Comparison
Key Takeaways
- KKR is a diversified, large-scale alternative asset manager spanning private equity, credit, infrastructure, and insurance, while OWL is a more narrowly focused credit and real-assets platform.
- Both stocks have faced significant 2026 selling pressure tied to private-credit concerns and fears of artificial intelligence (AI) disrupting software borrowers.
- OWL has borne the brunt of investor anxiety, with elevated redemption requests at two of its non-traded credit funds and a share price roughly 45% below its 52-week high.
- KKR has seen redemption pressure ease and is actively monetizing assets, including a $17 billion sale of USI Insurance Services.
- Scale, diversification, and insurance-backed permanent capital differentiate KKR, while OWL offers a higher dividend yield but more concentrated credit risk.
Introduction
Alternative asset managers have become a focal point for traders in 2026 as private-credit markets face fresh scrutiny over lending standards and AI-driven disruption in the software sector. This stock comparison examines KKR, a global alternative asset manager with assets under management (AUM) well above $700 billion, against OWL, a fast-growing but younger credit-focused manager with roughly $319 billion in AUM. Investors weighing relative performance and market positioning—particularly those monitoring private-credit liquidity, redemption trends, and valuation resets—may find the contrast between these two firms instructive. The analysis below focuses on recent developments and observable drivers of sentiment rather than single-day price moves.
KKR Overview and Recent Performance
KKR is a diversified alternative asset manager operating across private equity, credit, real assets, infrastructure, and a growing insurance business through Global Atlantic Financial Group. The firm reported a 17% year-over-year increase in AUM to about $744 billion as of late 2025, alongside rising fee-related earnings (FRE, a measure of recurring fee income). In recent weeks, management has emphasized monetization activity, announcing more than $750 million in third-quarter monetization income and the $17 billion sale of USI Insurance Services to Aon, expected to generate roughly $3.3 billion in after-tax proceeds.
Despite these catalysts, KKR shares have declined roughly 25% year to date, pressured by broader concerns that AI advances could impair software-heavy private-credit portfolios. Management has noted software represents only about 7% of its AUM, below many peers, and redemption requests at one non-traded credit fund eased to about 2.5% of net asset value (NAV) in the third quarter from above 5% previously. Analysts largely retain Buy or Outperform ratings, though price targets have been trimmed in recent months.
OWL Overview and Recent Performance
OWL, or Blue Owl Capital, manages alternative investments across three platforms: Credit, Real Assets, and GP Strategic Capital (strategic stakes in other investment managers). The firm went public in 2021 and has grown AUM to about $319 billion, up 12% year over year as of mid-2026, with distributable earnings of $0.22 per share in its latest quarter. Unlike KKR, OWL carries a substantially higher dividend yield of roughly 9%.
Sentiment toward OWL has been shaped by redemption pressure at two non-traded business development companies (BDCs, funds that lend to mid-sized firms). Investors requested to withdraw about $4.7 billion in the latest quarter, down from $5.4 billion previously, but withdrawal requests remain well above the 5% quarterly cap—particularly at its technology-focused fund, where software comprises about 64% of the portfolio. The stock has fallen roughly 45% from its 52-week high, though recent earnings and easing tender requests have occasionally sparked relief rallies.
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Head-to-Head Comparison
The most striking contrast between these two firms is diversification versus focus. KKR blends private equity, credit, infrastructure, real assets, and insurance, which provides multiple growth engines and a stable source of permanent capital. OWL, by contrast, is concentrated in credit and real assets, giving it higher sensitivity to private-credit sentiment and software-sector exposure.
On momentum and risk, OWL has experienced sharper downside as elevated redemption requests and its technology-focused fund's 64% software concentration drew sustained scrutiny. KKR has faced similar macro headwinds but benefits from lower software exposure, easing redemption activity, and active asset monetization. In terms of market positioning, OWL offers a higher dividend yield, while KKR trades on a more diversified earnings base and a larger market capitalization, currently around $90 billion versus a much smaller footprint for Blue Owl.
Tickeron AI Verdict
Based on observable factors—trend consistency, stability, catalysts, and relative positioning—Tickeron's AI would likely favor KKR over OWL in the current environment. KKR's diversified revenue mix, insurance-backed capital, easing redemption trends, and a pipeline of monetization events provide comparatively more stable footing. OWL's higher yield and improving tender data are notable, but its concentrated credit exposure and lingering redemption overhang suggest more elevated near-term risk. This assessment reflects probabilities based on recent data rather than a definitive prediction, and conditions may shift as credit markets evolve.
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 KKR is a Hold and OWL is a Hold.
KKR in downward trend: 10-day moving average crossed below 50-day moving average on September 16, 2026
The 10-day moving average for KKR crossed bearishly below the 50-day moving average on September 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 12 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 83%.
Technical Analysis (Indicators)
Bearish Trend Analysis
KKR moved below its 50-day moving average on September 10, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where KKR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
The Aroon Indicator for KKR entered a downward trend on October 13, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for KKR's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 38 of 61 cases where KKR's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 62%.
The 50-day moving average for KKR moved above the 200-day moving average on September 25, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +2.18% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 240 of 331 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
KKR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 67 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 72 (best 1 - 100 worst), indicating slightly worse than average price growth. KKR’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 78 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. KKR’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.936) is normal, around the industry mean (3.263). P/E Ratio (29.789) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). KKR has a moderately low Dividend Yield (0.008) as compared to the industry average of (0.081). P/S Ratio (4.382) is also within normal values, averaging (15.860).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 92 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
OWL sees its 50-day moving average cross bullishly above its 200-day moving average
The 50-day moving average for OWL moved above the 200-day moving average on September 23, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where OWL's RSI Indicator exited the oversold zone, 22 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 73%.
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on OWL as a result. In 61 of 79 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 77%.
The Moving Average Convergence Divergence (MACD) for OWL just turned positive on October 08, 2026. Looking at past instances where OWL's MACD turned positive, the stock continued to rise in 31 of 47 cases over the following month. The odds of a continued upward trend are 66%.
Following a +4.17% 3-day Advance, the price is estimated to grow further. Considering data from situations where OWL advanced for three days, in 228 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 75%.
OWL may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 46 of 59 cases where OWL's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 78%.
OWL moved below its 50-day moving average on September 10, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for OWL crossed bearishly below the 50-day moving average on September 18, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 13 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 81%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where OWL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 71%.
The Aroon Indicator for OWL entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 4 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.135) is normal, around the industry mean (3.263). OWL has a moderately high P/E Ratio (76.250) as compared to the industry average of (27.022). Projected Growth (PEG Ratio) (0.146) is also within normal values, averaging (1.319). Dividend Yield (0.100) settles around the average of (0.081) among similar stocks. P/S Ratio (2.303) is also within normal values, averaging (15.860).
The Tickeron Price Growth Rating for this company is 72 (best 1 - 100 worst), indicating slightly worse than average price growth. OWL’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 86 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 92 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. OWL’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
KKR | OWL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 57 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 4 Undervalued | |
PROFIT vs RISK RATING 1..100 | 78 | 100 | |
SMR RATING 1..100 | 67 | 86 | |
PRICE GROWTH RATING 1..100 | 72 | 72 | |
P/E GROWTH RATING 1..100 | 92 | 92 | |
SEASONALITY SCORE 1..100 | 85 | 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.
OWL's Valuation (4) in the null industry is significantly better than the same rating for KKR (81) in the Investment Managers industry. This means that OWL’s stock grew significantly faster than KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (78) in the Investment Managers industry is in the same range as OWL (100) in the null industry. This means that KKR’s stock grew similarly to OWL’s over the last 12 months.
KKR's SMR Rating (67) in the Investment Managers industry is in the same range as OWL (86) in the null industry. This means that KKR’s stock grew similarly to OWL’s over the last 12 months.
KKR's Price Growth Rating (72) in the Investment Managers industry is in the same range as OWL (72) in the null industry. This means that KKR’s stock grew similarly to OWL’s over the last 12 months.
KKR's P/E Growth Rating (92) in the Investment Managers industry is in the same range as OWL (92) in the null industry. This means that KKR’s stock grew similarly to OWL’s over the last 12 months.
| KKR | OWL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 62% | 2 days ago 78% |
| Momentum ODDS (%) | N/A | 2 days ago 77% |
| MACD ODDS (%) | N/A | 2 days ago 66% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 73% | 2 days ago 75% |
| Advances ODDS (%) | 3 days ago 73% | 6 days ago 75% |
| Declines ODDS (%) | 7 days ago 68% | 2 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 76% | 7 days ago 72% |
| Aroon ODDS (%) | 2 days ago 75% | 2 days ago 76% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
KKR’s FA Score shows that 0 FA rating(s) are green while OWL’s FA Score has 1 green FA rating(s).
- KKR’s FA Score: 0 green, 5 red.
- OWL’s FA Score: 1 green, 4 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.
KKR’s TA Score shows that 5 TA indicator(s) are bullish while OWL’s TA Score has 6 bullish TA indicator(s).
- KKR’s TA Score: 5 bullish, 4 bearish.
- OWL’s TA Score: 6 bullish, 5 bearish.
Price Growth
KKR (@Investment Managers) experienced а -3.87% price change this week, while OWL (@Investment Managers) price change was +2.43% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.66%. For the same industry, the average monthly price growth was -3.05%, and the average quarterly price growth was -4.27%.
Reported Earning Dates
KKR is expected to report earnings on Nov 09, 2026.
OWL is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Investment Managers (-3.66% 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.
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OWL and
Correlation & Price change
A.I.dvisor indicates that over the last year, OWL has been closely correlated with ARES. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if OWL jumps, then ARES could also see price increases.