Brookfield Asset Management (BAM), The Carlyle Group (CG), and KKR & Co. (KKR) are three of the most closely watched names in alternative asset management, a segment that has become central to institutional and individual portfolios alike. Comparing them is useful for investors who want exposure to private equity, private credit, infrastructure, real assets, and wealth channels but who must weigh differences in scale, growth momentum, valuation, and risk. In recent weeks, all three stocks have pulled back alongside broader market volatility, even as their underlying businesses continue to grow fee-based revenue. This stock comparison examines each firm's recent performance, business positioning, and relative momentum to help traders and investors understand how they stack up in the current market environment.
Brookfield Asset Management is a global alternative asset manager focused on real assets, infrastructure, renewable power, private equity, and credit, with a growing private-wealth and insurance franchise. The firm's scale and diversification have been reinforced by its completed acquisition of Oaktree, a credit specialist, which broadens its fee-bearing capital base. In its most recent quarter, BAM reported fee-related earnings (FRE, earnings generated from recurring management fees) of $808 million, up 20% year over year, and distributable earnings (DE, cash earnings available for distribution) of $707 million. Fee-bearing capital reached $672 billion, supported by a record fundraising quarter that included a $40 billion insurance mandate from Just Group. Sentiment has also been shaped by BAM's expanding AI infrastructure strategy: its dedicated fund, targeting $10 billion of equity commitments, is positioned to anchor a program pursuing roughly $100 billion of opportunities across data centers, power, and compute. In recent weeks, however, the stock has pulled back from its highs, reflecting broader market pressure on alternative-asset managers despite generally constructive fundamentals.
The Carlyle Group is a global investment firm that deploys private capital across three segments: Global Private Equity, Global Credit, and Carlyle AlpInvest, which focuses on secondaries and co-investments. In its most recent quarter, CG posted post-tax distributable earnings of $1.07 per share, comfortably above consensus estimates, supported by higher realized performance revenues and fee-related performance revenues. Total AUM rose 4% year over year to about $485.5 billion, with pending fee-earning AUM up 57%. The firm has continued to expand into wealth management, completing a majority investment in MAI Capital Management, and has maintained capital returns through a $0.35 quarterly dividend and share repurchases. Despite these developments, CG's stock has underperformed in recent weeks, declining more sharply than peers, and analysts have noted that its revenue growth has been slower than the group average. Piper Sandler recently initiated coverage with an Overweight rating, arguing the shares are "too cheap to ignore," while management has reiterated confidence in its 2028 earnings targets.
KKR & Co. is a diversified global investment firm spanning private equity, real assets, credit, insurance, and wealth solutions. The firm reported a record quarter recently, with record fee-related earnings, strong fundraising, and record monetization activity, while AUM climbed to approximately $758 billion. KKR's fee base is notably diversified, with private equity, real assets, and credit each contributing roughly one-third of total fees. The firm has expanded through acquisitions, including the completion of its Arctos Partners purchase, which added about $16 billion in AUM in sports and sponsor solutions, and through landmark transactions such as a $16 billion lease-and-lease-back joint venture with Kuwait Oil Company alongside other global investors. At the same time, management has acknowledged reduced visibility on monetization timing and indicated its 2026 adjusted net income (ANI, a measure of total after-tax earnings power) target of more than $7 per share is now "more likely" to come in below that level. KKR's stock has declined significantly year to date, with the pullback partly reflecting this tempered outlook even as fee growth remains strong.
Tickeron operates hundreds of AI Trading Bots that collectively trade thousands of different tickers, each with its own trading style, strategy, timeframe, performance profile, and set of symbols it follows. Because market conditions change constantly, only a subset of these bots is well suited to the current environment at any given moment. The Trending AI Robots page curates precisely that group: the strongest-performing, most relevant bots selected to match today's market conditions rather than the entire catalog. The featured bots span a range of approaches, from swing and trend-following strategies to intraday setups, with varied historical performance statistics and risk profiles. For traders and investors comparing stocks like BAM, CG, and KKR, exploring this curated selection can help identify automated strategies aligned with current momentum. Visit the Trending AI Robots page to review the latest selection and performance data.
The three firms share a common business model—earning management fees on committed capital plus performance-related income—but differ in emphasis and trajectory. KKR is the largest by AUM and has the most diversified fee mix, with meaningful exposure to perpetual capital, insurance, and strategic holdings; this supports fee stability but also leaves earnings sensitive to monetization timing. BAM is weighted toward real assets, infrastructure, and credit, and its insurance inflows and AI infrastructure program provide long-duration, recurring fee streams that have supported relatively steadier fundamentals. CG remains more private-equity-centric, with its Global Credit and AlpInvest segments growing faster and helping offset a softer private equity contribution. On valuation, CG trades at a discount to the group, while BAM and KKR command higher multiples reflecting their scale and growth. In terms of recent momentum, BAM has held up better, whereas CG and KKR have seen steeper year-to-date declines. Common risk factors include credit-market tightening, slower fundraising, and delays in realizations, all of which can compress performance fees and sentiment across the sector.
Based on observable factors such as trend consistency, fee-growth durability, catalyst visibility, and relative market positioning, Tickeron's AI would likely favor BAM over CG and KKR in the current environment. BAM's record fundraising, insurance-related inflows, completed Oaktree integration, and rapidly scaling AI infrastructure platform point to more consistent, longer-duration fee growth than its peers, while its share price has shown relatively greater stability during the recent pullback. KKR remains a strong franchise but carries the overhang of a tempered near-term earnings outlook, and CG offers attractive valuation yet slower growth momentum. These assessments are probabilistic rather than definitive: conditions can shift quickly, and no single factor guarantees future relative performance.
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.
The RSI Indicator for BAM moved out of oversold territory on October 02, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 25 similar instances when the indicator left oversold territory. In 19 of the 25 cases the stock moved higher. This puts the odds of a move higher at 76%.
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BAM as a result. In 56 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 67%.
The Moving Average Convergence Divergence (MACD) for BAM just turned positive on October 05, 2026. Looking at past instances where BAM's MACD turned positive, the stock continued to rise in 28 of 45 cases over the following month. The odds of a continued upward trend are 62%.
Following a +3.72% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BAM 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 66%.
BAM broke above its upper Bollinger Band on October 22, 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 BAM entered a downward trend on October 07, 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.
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable 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 Seasonality Score of 38 (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 57 (best 1 - 100 worst), indicating steady price growth. BAM’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 77 (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 94 (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: BAM's P/B Ratio (9.790) is slightly higher than the industry average of (2.404). P/E Ratio (26.314) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.044) settles around the average of (0.272) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.798).
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. BAM’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.
The RSI Indicator for CG moved out of oversold territory on October 19, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 24 of the 29 cases the stock moved higher. This puts the odds of a move higher at 83%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 38 of 59 cases where CG'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 64%.
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on CG as a result. In 48 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 63%.
The Moving Average Convergence Divergence (MACD) for CG just turned positive on October 20, 2026. Looking at past instances where CG's MACD turned positive, the stock continued to rise in 36 of 45 cases over the following month. The odds of a continued upward trend are 80%.
Following a +2.56% 3-day Advance, the price is estimated to grow further. Considering data from situations where CG advanced for three days, in 234 of 343 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
CG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CG 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%.
The Aroon Indicator for CG entered a downward trend on October 21, 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.
The Tickeron PE Growth Rating for this company is 4 (best 1 - 100 worst), pointing to outstanding 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 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 SMR rating for this company is 59 (best 1 - 100 worst), indicating strong sales and a profitable 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 76 (best 1 - 100 worst), indicating slightly worse than average price growth. CG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 88 (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 (2.665) is normal, around the industry mean (2.404). P/E Ratio (38.812) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.646) is also within normal values, averaging (1.319). Dividend Yield (0.036) settles around the average of (0.272) among similar stocks. P/S Ratio (5.356) is also within normal values, averaging (15.798).
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. CG’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 may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 33 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 85%.
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, 20 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 77%.
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 63 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 71%.
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 35 of 43 cases over the following month. The odds of a continued upward trend are 81%.
Following a +4.35% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 234 of 328 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
The 50-day moving average for KKR moved below the 200-day moving average on October 16, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an 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 22, 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.
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 72 (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 Price Growth Rating for this company is 73 (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 Valuation Rating of 83 (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 (2.830) is normal, around the industry mean (2.404). P/E Ratio (26.827) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.009) settles around the average of (0.272) among similar stocks. P/S Ratio (4.382) is also within normal values, averaging (15.798).
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 90 (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.
BAM | CG | KKR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 11 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 88 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | 72 | |
SMR RATING 1..100 | 29 | 59 | 67 | |
PRICE GROWTH RATING 1..100 | 57 | 76 | 73 | |
P/E GROWTH RATING 1..100 | 77 | 4 | 90 | |
SEASONALITY SCORE 1..100 | 38 | 50 | 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's Valuation (83) in the Investment Managers industry is in the same range as CG (88) in the Investment Managers industry, and is in the same range as BAM (94) in the null industry. This means that KKR's stock grew similarly to CG’s and similarly to BAM’s over the last 12 months.
KKR's Profit vs Risk Rating (72) in the Investment Managers industry is in the same range as CG (100) in the Investment Managers industry, and is in the same range as BAM (100) in the null industry. This means that KKR's stock grew similarly to CG’s and similarly to BAM’s over the last 12 months.
BAM's SMR Rating (29) in the null industry is in the same range as CG (59) 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 similarly to CG’s and somewhat faster than KKR’s over the last 12 months.
BAM's Price Growth Rating (57) in the null industry is in the same range as KKR (73) in the Investment Managers industry, and is in the same range as CG (76) in the Investment Managers industry. This means that BAM's stock grew similarly to KKR’s and similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (4) in the Investment Managers industry is significantly better than the same rating for BAM (77) in the null industry, and is significantly better than the same rating for KKR (90) in the Investment Managers industry. This means that CG's stock grew significantly faster than BAM’s and significantly faster than KKR’s over the last 12 months.
| BAM | CG | KKR | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | 1 day ago 83% | 1 day ago 77% |
| Stochastic ODDS (%) | 1 day ago 55% | 1 day ago 64% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 63% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 80% | 1 day ago 81% |
| TrendWeek ODDS (%) | 1 day ago 64% | 1 day ago 70% | 1 day ago 71% |
| TrendMonth ODDS (%) | 1 day ago 57% | 1 day ago 73% | 1 day ago 73% |
| Advances ODDS (%) | 1 day ago 59% | 3 days ago 68% | 1 day ago 71% |
| Declines ODDS (%) | 4 days ago 66% | 9 days ago 72% | 9 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 54% | 1 day ago 71% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 62% | 1 day ago 73% | 1 day ago 75% |
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 1 FA rating(s) are green while CG’s FA Score has 1 green FA rating(s), and KKR’s FA Score reflects 0 green FA rating(s).
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 4 TA indicator(s) are bullish while CG’s TA Score has 5 bullish TA indicator(s), and KKR’s TA Score reflects 6 bullish TA indicator(s).
BAM (@Investment Managers) experienced а +3.61% price change this week, while CG (@Investment Managers) price change was +4.19% , and KKR (@Investment Managers) price fluctuated +4.99% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
BAM is expected to report earnings on Nov 06, 2026.
CG is expected to report earnings on Nov 05, 2026.
KKR is expected to report earnings on Nov 09, 2026.
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.
A.I.dvisor indicates that over the last year, CG has been closely correlated with TPG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then TPG could also see price increases.
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.