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BN or BX or KKR
Which Stock Would AI Choose? Brookfield Corporation (BN) vs. Blackstone (BX) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- Three of the world's largest alternative asset managers, BN, BX, and KKR, are competing for the same pools of institutional, insurance, and retail capital.
- Scale favors Blackstone, whose assets under management (AUM, the total value of investments a firm oversees) surpassed $1.2 trillion, well ahead of its two rivals.
- Growth momentum is strongest at KKR, where AUM and fee-paying AUM each rose roughly 16% year over year on record credit-led fundraising.
- Brookfield trades at a discount to management's view of intrinsic value and is streamlining its structure by combining its insurance and investment businesses.
- All three are pivoting toward permanent capital through insurance and private wealth channels, reshaping their risk and earnings profiles.
- Relative performance diverged, with Blackstone and KKR shares lagging the broader market in recent quarters even as fee-related earnings climbed.
Introduction
Brookfield Corporation, Blackstone, and KKR & Co. rank among the most influential franchises in alternative asset management, a sector that has increasingly absorbed insurance and retail capital while expanding into private credit, infrastructure, and real estate. Although they share a common industry, their business mixes, growth engines, and valuations differ meaningfully. This stock comparison is relevant for investors and traders evaluating relative performance, market positioning, and how each firm converts fundraising into durable fee-related earnings. Understanding these contrasts helps clarify which name may be better suited to a given risk appetite or investment horizon in the current environment.
BN Overview and Recent Performance
BN, or Brookfield Corporation, operates through three core businesses: asset management, wealth solutions (its insurance platform), and operating businesses spanning infrastructure, energy, private equity, and real estate. This diversified "owner-operator" model distinguishes it from pure asset managers. In recent results, distributable earnings (a non-IFRS measure of cash available for distribution or reinvestment) before realizations rose about 7% year over year, while fee-bearing capital climbed 12% to $614 billion. Sentiment has been supported by active share repurchases—management bought back over $1 billion of its own and affiliate shares—and by structural simplification, including a planned combination of Brookfield Corporation with its insurance business. A three-for-two stock split and an expanding deployable capital base have also shaped recent market activity.
BX Overview and Recent Performance
BX, or Blackstone, is the world's largest alternative asset manager, with total AUM surpassing $1.24 trillion. Its scale across real estate, private equity, credit, and insurance gives it broad diversification. Recent quarters showed strong operating momentum: distributable earnings per share rose roughly 50% year over year, fee-related earnings increased about 26%, and inflows of more than $54 billion in a single quarter extended a streak of outsized fundraising. Growth has been concentrated in private credit, infrastructure, and the private wealth channel, while real estate showed signs of recovery. Despite solid fundamentals, the stock underperformed the broader market in the recent period, partly reflecting margin pressure and broader concerns around private credit, even though management emphasized disciplined underwriting.
KKR Overview and Recent Performance
KKR, or KKR & Co., has delivered some of the fastest AUM growth of the three. Total AUM rose about 16% year over year to $723 billion, with fee-paying AUM growing at a similar pace. A standout quarter featured roughly $43 billion in new capital raised—the firm's best in more than four years—led by record demand for credit products. Its Global Atlantic insurance unit and private wealth "K-Series" products have become increasingly important engines. Fee-related earnings advanced modestly, while management reiterated a goal of reaching $1 trillion in assets by 2030. A planned fourth-quarter charge tied to an underperforming Asia private equity fund tempered near-term sentiment, and the shares were broadly lower on the year despite beating earnings estimates.
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Head-to-Head Comparison
The three firms differ most in scale, growth trajectory, and business mix. Blackstone commands the largest AUM and the most established private wealth distribution, giving it unmatched fee stability, though its sheer size makes percentage growth more difficult. KKR is growing fastest on a relative basis, powered by credit and insurance, but carries the most exposure to fundraising momentum and the near-term drag of an Asia fund charge. Brookfield's owner-operator model and conglomerate-style structure produce lower price-to-earnings visibility on a GAAP basis, yet it trades at a discount that management has actively highlighted through buybacks.
On risk and sentiment, all three face sensitivity to interest rates, monetization (asset sales) conditions, and private credit defaults. Brookfield and KKR lean on permanent capital through insurance to reduce cyclicality, while Blackstone's diversification and liquidity are structural strengths. Relative performance and valuation sensitivity thus hinge on whether investors prioritize scale, growth, or value.
Tickeron AI Verdict
Based on observable trend consistency, relative positioning, and catalyst alignment, Tickeron's AI would likely favor BX in the current environment. Blackstone combines the most durable fee-related earnings base, record AUM, and sustained fundraising breadth across institutions, insurance, and individuals—factors that tend to translate into more stable trend behavior. KKR offers the strongest growth signal but introduces near-term earnings volatility, while Brookfield's value and restructuring catalysts are compelling yet more dependent on execution timing. The assessment is probabilistic and may shift as relative momentum and market conditions 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.
BN's RSI Indicator climbs out of oversold territory
The RSI Oscillator for BN moved out of oversold territory on October 01, 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 26 similar instances when the indicator left oversold territory. In 20 of the 26 cases the stock moved higher. This puts the odds of a move higher at 77%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 20, 2026. You may want to consider a long position or call options on BN as a result. In 59 of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 74%.
The Moving Average Convergence Divergence (MACD) for BN just turned positive on September 29, 2026. Looking at past instances where BN's MACD turned positive, the stock continued to rise in 27 of 46 cases over the following month. The odds of a continued upward trend are 59%.
Following a +2.57% 3-day Advance, the price is estimated to grow further. Considering data from situations where BN advanced for three days, in 225 of 340 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BN 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 67%.
BN 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 BN 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.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 56 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 70 (best 1 - 100 worst), indicating slightly worse than average price growth. BN’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 (1.971) is normal, around the industry mean (2.404). P/E Ratio (66.982) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.110) is also within normal values, averaging (1.319). Dividend Yield (0.007) settles around the average of (0.272) among similar stocks. P/S Ratio (1.135) 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 SMR rating for this company is 87 (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.
BX's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for BX turned positive on October 19, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in 29 of 37 cases over the following month. The odds of a continued upward trend are 78%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where BX's RSI Oscillator 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 Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 41 of 61 cases where BX'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 67%.
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on BX as a result. In 54 of 78 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 69%.
Following a +3.50% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 203 of 297 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BX 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 69%.
BX 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 BX 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.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 32 (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 Price Growth Rating for this company is 63 (best 1 - 100 worst), indicating fairly steady price growth. BX’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 85 (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 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 Profit vs. Risk Rating rating for this company is 88 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BX’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 Tickeron Valuation Rating of 90 (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: BX's P/B Ratio (9.124) is slightly higher than the industry average of (2.404). P/E Ratio (24.512) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (1.048) is also within normal values, averaging (1.319). Dividend Yield (0.047) settles around the average of (0.272) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (15.798).
KKR in upward trend: price may jump up because it broke 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 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%.
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, 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%.
Bearish Trend Analysis
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.
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 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.
BN | BX | KKR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 13 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 90 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 56 | 88 | 72 | |
SMR RATING 1..100 | 87 | 32 | 67 | |
PRICE GROWTH RATING 1..100 | 70 | 63 | 73 | |
P/E GROWTH RATING 1..100 | 92 | 85 | 90 | |
SEASONALITY SCORE 1..100 | 85 | 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.
BN's Valuation (83) in the Investment Managers industry is in the same range as KKR (83) and is in the same range as BX (90). This means that BN's stock grew similarly to KKR’s and similarly to BX’s over the last 12 months.
BN's Profit vs Risk Rating (56) in the Investment Managers industry is in the same range as KKR (72) and is in the same range as BX (88). This means that BN's stock grew similarly to KKR’s and similarly to BX’s over the last 12 months.
BX's SMR Rating (32) in the Investment Managers industry is somewhat better than the same rating for KKR (67) and is somewhat better than the same rating for BN (87). This means that BX's stock grew somewhat faster than KKR’s and somewhat faster than BN’s over the last 12 months.
BX's Price Growth Rating (63) in the Investment Managers industry is in the same range as BN (70) and is in the same range as KKR (73). This means that BX's stock grew similarly to BN’s and similarly to KKR’s over the last 12 months.
BX's P/E Growth Rating (85) in the Investment Managers industry is in the same range as KKR (90) and is in the same range as BN (92). This means that BX's stock grew similarly to KKR’s and similarly to BN’s over the last 12 months.
| BN | BX | KKR | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 77% | 1 day ago 73% | 1 day ago 77% |
| Stochastic ODDS (%) | 1 day ago 60% | 1 day ago 67% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 74% | 1 day ago 69% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 59% | 1 day ago 78% | 1 day ago 81% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 69% | 1 day ago 71% |
| TrendMonth ODDS (%) | 1 day ago 61% | 1 day ago 68% | 1 day ago 73% |
| Advances ODDS (%) | 1 day ago 66% | 3 days ago 68% | 1 day ago 71% |
| Declines ODDS (%) | 4 days ago 67% | 9 days ago 69% | 9 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 57% | 1 day ago 61% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 72% | 1 day 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).
BN’s FA Score shows that 0 FA rating(s) are green while BX’s FA Score has 1 green FA rating(s), and KKR’s FA Score reflects 0 green FA rating(s).
- BN’s FA Score: 0 green, 5 red.
- BX’s FA Score: 1 green, 4 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.
BN’s TA Score shows that 4 TA indicator(s) are bullish while BX’s TA Score has 5 bullish TA indicator(s), and KKR’s TA Score reflects 5 bullish TA indicator(s).
- BN’s TA Score: 4 bullish, 4 bearish.
- BX’s TA Score: 5 bullish, 3 bearish.
- KKR’s TA Score: 5 bullish, 4 bearish.
Price Growth
BN (@Investment Managers) experienced а +3.99% price change this week, while BX (@Investment Managers) price change was +8.75% , and KKR (@Investment Managers) price fluctuated +6.23% 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%.
Reported Earning Dates
BN is expected to report earnings on Nov 12, 2026.
BX is expected to report earnings on Jan 28, 2027.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (-1.39% 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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BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR 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.