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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 StrongBuy and OWL is a Hold.
KKR in upward trend: price expected to rise as it breaks its lower Bollinger Band on October 14, 2026
KKR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 32 of 39 cases where KKR's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where KKR's RSI Indicator exited the oversold zone, 21 of 27 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 78%.
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on KKR as a result. In 66 of 88 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 75%.
The Moving Average Convergence Divergence (MACD) for KKR just turned positive on October 20, 2026. Looking at past instances where KKR's MACD turned positive, the stock continued to rise in 32 of 43 cases over the following month. The odds of a continued upward trend are 74%.
KKR moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +4.24% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 232 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 7 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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 23, 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 Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued 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 Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating fairly steady 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 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 Profit vs. Risk Rating rating for this company is 68 (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 80, placing this stock better than average.
The Tickeron Valuation Rating of 84 (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 (3.086) is normal, around the industry mean (2.420). P/E Ratio (29.257) is within average values for comparable stocks, (-3.848). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.008) settles around the average of (0.268) among similar stocks. P/S Ratio (4.382) is also within normal values, averaging (15.694).
The Tickeron PE Growth Rating for this company is 89 (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's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for OWL turned positive on October 08, 2026. Looking at past instances where OWL's MACD turned positive, the stock continued to rise in 38 of 45 cases over the following month. The odds of a continued upward trend are 84%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 26, 2026. You may want to consider a long position or call options on OWL as a result. In 57 of 78 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 73%.
OWL moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +11.82% 3-day Advance, the price is estimated to grow further. Considering data from situations where OWL advanced for three days, in 224 of 298 cases, the price rose further within the following month. The odds of a continued upward trend are 75%.
Bearish Trend Analysis
The RSI Indicator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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 72%.
OWL broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for OWL entered a downward trend on October 26, 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 Seasonality Score of 39 (best 1 - 100 worst) indicates that the company is fair valued 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 Price Growth Rating for this company is 48 (best 1 - 100 worst), indicating steady price growth. OWL’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 84 (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 Valuation Rating of 86 (best 1 - 100 worst) indicates that the company is significantly 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 (3.638) is normal, around the industry mean (2.420). P/E Ratio (88.500) is within average values for comparable stocks, (-3.848). Projected Growth (PEG Ratio) (0.146) is also within normal values, averaging (1.319). Dividend Yield (0.087) settles around the average of (0.268) among similar stocks. P/S Ratio (2.303) is also within normal values, averaging (15.694).
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 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 80, placing this stock worse than average.
KKR | OWL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 68 | 100 | |
SMR RATING 1..100 | 67 | 86 | |
PRICE GROWTH RATING 1..100 | 59 | 48 | |
P/E GROWTH RATING 1..100 | 89 | 84 | |
SEASONALITY SCORE 1..100 | 50 | 39 |
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.
KKR's Valuation (84) 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 Profit vs Risk Rating (68) 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.
OWL's Price Growth Rating (48) in the null industry is in the same range as KKR (59) in the Investment Managers industry. This means that OWL’s stock grew similarly to KKR’s over the last 12 months.
OWL's P/E Growth Rating (84) in the null industry is in the same range as KKR (89) in the Investment Managers industry. This means that OWL’s stock grew similarly to KKR’s over the last 12 months.
| KKR | OWL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 78% | 2 days ago 72% |
| Stochastic ODDS (%) | 2 days ago 61% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 75% | 2 days ago 73% |
| MACD ODDS (%) | 2 days ago 74% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 72% |
| Advances ODDS (%) | 6 days ago 71% | 6 days ago 75% |
| Declines ODDS (%) | 21 days ago 68% | 8 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 82% | 2 days ago 71% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 80% |
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 0 green FA rating(s).
- KKR’s FA Score: 0 green, 5 red.
- OWL’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.
KKR’s TA Score shows that 6 TA indicator(s) are bullish while OWL’s TA Score has 4 bullish TA indicator(s).
- KKR’s TA Score: 6 bullish, 3 bearish.
- OWL’s TA Score: 4 bullish, 5 bearish.
Price Growth
KKR (@Investment Managers) experienced а +6.97% price change this week, while OWL (@Investment Managers) price change was +13.70% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.18%. For the same industry, the average monthly price growth was -5.53%, and the average quarterly price growth was -4.15%.
Reported Earning Dates
KKR is expected to report earnings on Nov 09, 2026.
OWL is expected to report earnings on Feb 17, 2027.
Industries' Descriptions
@Investment Managers (+0.18% 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 77% 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.