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BAM or BLK or KKR
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. BlackRock (BLK) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- BAM reported record Q2 2026 fundraising of $77 billion and 20% year-over-year growth in fee-related earnings, with strong momentum in AI infrastructure and insurance-related capital.
- BLK achieved $15.3 trillion in assets under management (AUM) by end-Q2 2026, supported by robust net inflows and 31% revenue growth, driven by ETFs and the Aladdin platform.
- KKR posted record fee-related earnings of $1.2 billion in Q2 2026, up 37% year-over-year, alongside expansion in digital infrastructure via initiatives like Helix.
- All three firms benefit from secular tailwinds in private markets, credit, and AI-related infrastructure, though recent weeks have seen varied stock price reactions amid broader market volatility.
- Valuation metrics show differences in scale and growth profiles, with BLK maintaining the largest AUM base and BAM and KKR emphasizing alternative strategies.
- Market sentiment reflects continued institutional interest in alternative asset managers, tempered by sensitivity to interest rates and economic growth indicators.
Introduction
Brookfield Asset Management (BAM), BlackRock (BLK), and KKR & Co. (KKR) represent leading players in the global asset management sector, each with significant exposure to alternatives, private markets, and fee-based revenue streams. This comparison examines their recent performance, business positioning, and relative dynamics in the current environment of elevated interest in infrastructure and technology-driven investments. Institutional investors, portfolio managers, and traders focused on financial sector exposure or relative value opportunities within asset managers may find the analysis relevant for assessing diversification and momentum factors.
BAM Overview and Recent Performance
Brookfield Asset Management (BAM) operates as a global alternative asset manager with focus areas including infrastructure, private equity, real estate, credit, and renewable energy. In recent market activity, the firm highlighted record second-quarter fundraising of $77 billion and year-to-date totals reaching $98 billion, contributing to fee-bearing capital of approximately $672 billion. Fee-related earnings rose 20% year-over-year to $808 million, supported by deployment across flagship strategies and partnerships in AI infrastructure and retirement services. Stock performance in recent weeks reflected broader sector movements, with shares trading near the lower end of the 52-week range amid analyst adjustments to price targets following peer multiple shifts. Investor Day presentations in mid-September underscored long-term targets for doubling fee-bearing capital by 2031, reinforcing emphasis on durable fee streams from long-duration capital.
BLK Overview and Recent Performance
BlackRock (BLK) is the world’s largest asset manager, with a diversified platform spanning ETFs, active strategies, private markets, and technology services via Aladdin. Recent quarters demonstrated continued scale advantages, with AUM reaching $15.3 trillion by June 30, 2026, alongside strong net inflows across ETFs and fixed income. Revenue increased 31% year-over-year in Q2, supported by organic base fee growth and technology subscription revenue. In recent weeks, shares experienced a technical pullback toward support levels before rebounding modestly, consistent with market-wide movements in large-cap financials. Product expansions, including tokenized cash offerings and enhanced target-date retirement solutions, have sustained client engagement, while the firm maintains a leading position in institutional and retail channels.
KKR Overview and Recent Performance
KKR & Co. (KKR) functions as a global investment firm with strengths in private equity, infrastructure, credit, and capital markets activities. Q2 2026 results featured record fee-related earnings of $1.2 billion, reflecting 37% year-over-year growth and broad-based fundraising success. Assets under management stood at $796 billion, up 16% from the prior year. Recent developments include the launch of Helix Digital Infrastructure with $10 billion in committed capital targeting AI-related data centers and power needs. Stock price action in recent weeks aligned with sector volatility, with shares remaining below earlier 2026 highs but supported by monetization activity and recurring earnings streams. The firm continues to expand exposure to secular themes such as digital infrastructure and retirement solutions.
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Head-to-Head Comparison
The three firms differ in scale and emphasis: BLK maintains the broadest AUM base with heavy ETF and technology exposure, providing relative stability through diversified inflows. BAM and KKR prioritize alternative strategies, with both highlighting infrastructure and AI-adjacent opportunities that introduce growth catalysts alongside cyclical sensitivity in private markets. Recent momentum favors earnings growth at BAM and KKR through fundraising records, while BLK demonstrates consistent organic fee expansion. Risk factors include interest-rate sensitivity for all, with KKR showing higher beta characteristics in recent periods. Valuation sensitivity varies, as larger AUM at BLK supports premium multiples compared with growth-oriented multiples at the alternatives-focused peers. Market sentiment remains constructive on fee-based models amid ongoing capital deployment into private and digital assets.
Tickeron AI Verdict
Based on observable factors such as trend consistency in inflows, earnings stability, and positioning around secular catalysts like infrastructure, Tickeron’s AI models would currently assign a modestly higher probabilistic preference to BLK for its scale advantages and diversified revenue resilience, while noting competitive momentum at BAM and KKR in alternative segments. This assessment reflects relative historical patterns rather than forward guarantees.
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.
BAM | BLK | KKR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 84 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 71 Overvalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 57 | 75 | |
SMR RATING 1..100 | 29 | 63 | 67 | |
PRICE GROWTH RATING 1..100 | 59 | 51 | 73 | |
P/E GROWTH RATING 1..100 | 84 | 48 | 92 | |
SEASONALITY SCORE 1..100 | 75 | 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.
BAM's Valuation (14) in the null industry is somewhat better than the same rating for BLK (71) in the Investment Managers industry, and is significantly better than the same rating for KKR (81) in the Investment Managers industry. This means that BAM's stock grew somewhat faster than BLK’s and significantly faster than KKR’s over the last 12 months.
BLK's Profit vs Risk Rating (57) in the Investment Managers industry is in the same range as KKR (75) in the Investment Managers industry, and is somewhat better than the same rating for BAM (100) in the null industry. This means that BLK's stock grew similarly to KKR’s and somewhat faster than BAM’s over the last 12 months.
BAM's SMR Rating (29) in the null industry is somewhat better than the same rating for BLK (63) in the Investment Managers industry, and is somewhat better than the same rating for KKR (67) in the Investment Managers industry. This means that BAM's stock grew somewhat faster than BLK’s and somewhat faster than KKR’s over the last 12 months.
BLK's Price Growth Rating (51) in the Investment Managers industry is in the same range as BAM (59) in the null industry, and is in the same range as KKR (73) in the Investment Managers industry. This means that BLK's stock grew similarly to BAM’s and similarly to KKR’s over the last 12 months.
BLK's P/E Growth Rating (48) in the Investment Managers industry is somewhat better than the same rating for BAM (84) in the null industry, and is somewhat better than the same rating for KKR (92) in the Investment Managers industry. This means that BLK's stock grew somewhat faster than BAM’s and somewhat faster than KKR’s over the last 12 months.
| BAM | BLK | KKR | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 80% | 2 days ago 75% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 73% | 2 days ago 67% | 2 days ago 83% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 53% | 4 days ago 62% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 65% | N/A |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 65% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 60% | 2 days ago 72% |
| Advances ODDS (%) | 2 days ago 59% | 5 days ago 58% | 20 days ago 73% |
| Declines ODDS (%) | 10 days ago 66% | 3 days ago 56% | 3 days ago 68% |
| BollingerBands ODDS (%) | 3 days ago 76% | 2 days ago 64% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 53% | 2 days ago 53% | 2 days ago 75% |
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).
BAM’s FA Score shows that 2 FA rating(s) are green while BLK’s FA Score has 0 green FA rating(s), and KKR’s FA Score reflects 0 green FA rating(s).
- BAM’s FA Score: 2 green, 3 red.
- BLK’s FA Score: 0 green, 5 red.
- KKR’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.
BAM’s TA Score shows that 6 TA indicator(s) are bullish while BLK’s TA Score has 5 bullish TA indicator(s), and KKR’s TA Score reflects 5 bullish TA indicator(s).
- BAM’s TA Score: 6 bullish, 4 bearish.
- BLK’s TA Score: 5 bullish, 5 bearish.
- KKR’s TA Score: 5 bullish, 5 bearish.
Price Growth
BAM (@Investment Managers) experienced а +2.30% price change this week, while BLK (@Investment Managers) price change was +2.15% , and KKR (@Investment Managers) price fluctuated +0.73% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.61%. For the same industry, the average monthly price growth was -0.13%, and the average quarterly price growth was +5.00%.
Reported Earning Dates
BLK is expected to report earnings on Oct 14, 2026.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-2.61% 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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BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.
BLK and
Correlation & Price change
A.I.dvisor indicates that over the last year, BLK has been closely correlated with IVZ. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLK jumps, then IVZ could also see price increases.
KKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, KKR has been closely correlated with BX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if KKR jumps, then BX could also see price increases.