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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 boasts a significantly larger market capitalization of approximately $96 billion compared to OWL's $15.6 billion, reflecting its established scale in alternative assets.
- Both firms have expanded assets under management (AUM), with KKR at $744 billion total and OWL reaching $315 billion in recent quarters, driven by fundraising momentum.
- OWL delivered a Q1 earnings beat with revenue growth and AUM expansion, boosting its stock amid gains from a SpaceX stake sale, while KKR reported an earnings miss but highlighted strong fund closings.
- Year-to-date, OWL has outperformed with roughly 32% returns versus KKR's 19%, though both show volatility in recent market activity.
- OWL's price-to-earnings ratio (P/E) stands higher at nearly 100 versus KKR's 44, indicating differing valuations amid growth trajectories.
Introduction
In the competitive landscape of alternative asset management, KKR and OWL represent key players focusing on private equity, credit, and real assets. Investors and traders interested in non-traditional investments, such as those seeking exposure to private markets amid shifting interest rates and economic uncertainty, may find value in comparing their business models, recent performance, and growth drivers. This analysis highlights relative strengths in recent market activity, aiding decisions on portfolio positioning in the asset management sector.
KKR Overview and Recent Performance
KKR & Co. Inc. is a global investment firm specializing in private equity, credit, real estate, and infrastructure, managing approximately $744 billion in total AUM. In recent weeks, the stock has traded around $104, reflecting a year-to-date gain of about 19% but moderated by broader market pressures. Key influences include a recent earnings miss, which tempered sentiment despite robust fundraising, such as closing a record $23 billion North America private equity fund. Strategic moves like exploring a $10 billion sale of Flora Food Group and bidding for UP Education underscore portfolio optimization efforts. With fee-earning AUM at $604 billion, KKR's scale supports long-term stability, though upcoming Q1 results may shape near-term momentum.
OWL Overview and Recent Performance
OWL, or Blue Owl Capital Inc., focuses on credit, GP strategic capital, and real assets, with AUM growing to $315 billion. The stock, trading near $10, has shown year-to-date returns of around 32%, buoyed by positive recent developments. Q1 earnings exceeded expectations, with revenue of $700 million and net income of $293 million, fueled by AUM expansion and gains from a SpaceX stake sale. Despite some volatility, including prior dips tied to private credit concerns, OWL raised $3 billion in its wealth channel, signaling resilient inflows. CEO comments on AI-driven opportunities from Big Tech bolstered optimism, contributing to a post-earnings surge.
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Head-to-Head Comparison
Both KKR and OWL operate in alternative investments, but KKR's diversified model spans private equity and infrastructure, contrasting OWL's emphasis on credit and GP stakes. Growth drivers differ: KKR leverages massive scale and fund closings, while OWL accelerates via permanent capital and wealth inflows. Recent momentum favors OWL with its earnings beat and stock surge, versus KKR's post-miss pullback. Risk factors include interest rate sensitivity for credit exposure and execution on deals; KKR faces revenue volatility, OWL private credit outflows. Sector-wise, both benefit from private markets tailwinds, but market sentiment tilts toward OWL's relative stability in recent weeks.
Tickeron AI Verdict
Tickeron's AI currently leans toward OWL based on stronger recent trend consistency, earnings outperformance, and AUM growth momentum amid positive catalysts like SpaceX gains. KKR's superior scale offers stability, but OWL's relative positioning suggests higher near-term probability of upside in the current environment.
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 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 KKR is a Hold and OWL 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).
KKR’s FA Score shows that 0 FA rating(s) are green whileOWL’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 4 TA indicator(s) are bullish while OWL’s TA Score has 3 bullish TA indicator(s).
- KKR’s TA Score: 4 bullish, 5 bearish.
- OWL’s TA Score: 3 bullish, 5 bearish.
Price Growth
KKR (@Investment Managers) experienced а -5.53% price change this week, while OWL (@Investment Managers) price change was -3.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.37%. For the same industry, the average monthly price growth was -2.55%, and the average quarterly price growth was -8.16%.
Reported Earning Dates
KKR is expected to report earnings on Aug 04, 2026.
OWL is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-2.37% 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.
| KKR | OWL | KKR / OWL | |
| Capitalization | 84B | 6.02B | 1,395% |
| EBITDA | 9.89B | 951M | 1,040% |
| Gain YTD | -26.377 | -35.512 | 74% |
| P/E Ratio | 32.96 | 76.92 | 43% |
| Revenue | 20.4B | 2.94B | 694% |
| Total Cash | 132B | 190M | 69,474% |
| Total Debt | 54.6B | 4.36B | 1,253% |
KKR | ||
|---|---|---|
OUTLOOK RATING 1..100 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 68 | |
SMR RATING 1..100 | 70 | |
PRICE GROWTH RATING 1..100 | 60 | |
P/E GROWTH RATING 1..100 | 86 | |
SEASONALITY SCORE 1..100 | 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.
| KKR | OWL | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 72% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 71% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 74% |
| Advances ODDS (%) | 8 days ago 72% | 23 days ago 76% |
| Declines ODDS (%) | 2 days ago 67% | 9 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 76% | N/A |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 75% |
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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.