Investors and traders comparing BN, HLNE, and KKR are effectively comparing three distinct ways to gain exposure to private markets and alternative assets. Brookfield Corporation is a diversified owner and operator of real assets and alternative investments; Hamilton Lane is a capital-light private markets investment manager and advisor; and KKR is a global alternative-asset manager spanning private equity, credit, real assets, and insurance. This stock comparison is most relevant to investors weighing relative performance, market positioning, and valuation sensitivity across different business models within the same broad sector.
BN, Brookfield Corporation, operates a broad platform spanning renewable power and transition, infrastructure, private equity, real estate, credit, and insurance solutions. Its diversified structure and large balance sheet distinguish it from pure asset managers. In recent market activity, Brookfield shares have faced sustained selling pressure, trading well below their 52-week high and posting a pronounced year-over-year decline. The pullback reflects a broader reset in valuation across alternative and real-asset equities, as well as sensitivity to higher interest rates and shifting sentiment around the sector. While the company continues to generate cash flow across its operating businesses, recent price behavior suggests investors are applying a more cautious lens to its capital-intensive segments.
HLNE, Hamilton Lane, is a private markets investment firm focused on private equity, private credit, and related advisory services, operating a capital-light model with combined assets under management and advisement surpassing $1.1 trillion. The company has reported strong recent results, including double-digit revenue growth and expanding fee-earning assets, driven by momentum in its Evergreen product suite and specialized funds. Management has also doubled its share-repurchase authorization to $100 million and expanded its European leadership team. Despite these fundamentals, Hamilton Lane's stock has declined materially year to date, leaving it trading at a lower price-to-earnings multiple than many listed peers. The divergence between operating performance and price has been a central theme in recent weeks.
KKR, KKR & Co., is a global alternative-asset manager with a diversified platform across private equity, credit, real assets, insurance, and strategic holdings, managing roughly $758 billion in assets under management (AUM). Recent results highlighted record fee-related earnings, strong fundraising, and a large monetization quarter. The firm also completed its acquisition of Arctos Partners, adding about $16 billion in AUM, and participated in a major infrastructure transaction in Kuwait. At the same time, management signaled modestly lower visibility into its full-year adjusted net income target due to the timing of monetizations, and some private credit exposure has drawn scrutiny. The stock has declined year to date despite a longer-run track record of substantial total returns.
Tickeron's Trending AI Robots page is a curated hub that highlights a select group of AI-powered trading bots from a much larger library. Tickeron hosts hundreds of AI Trading Bots that collectively monitor and trade thousands of different tickers, yet only those best suited to current market conditions earn a place in this featured section. These bots span a wide range of trading styles, strategies, timeframes, performance records, and the sets of tickers they trade, so no two are identical. Some are built for short-term swing trading, while others target longer-term trends or specific market regimes. For traders seeking a systematic, data-driven way to evaluate names such as BN, HLNE, and KKR, exploring the Trending AI Robots section can provide an additional, rules-based perspective on market positioning.
Although all three companies participate in alternative investing, their business models create distinct risk and return profiles. BN is the most capital-intensive, deriving value from owned and operated real assets, which can make earnings more sensitive to interest rates and asset values. HLNE operates a largely fee-based, capital-light model, offering more recurring revenue visibility but less upside from investment gains. KKR sits between the two, blending recurring fee-related earnings with more variable monetization and carried interest income.
On valuation, HLNE trades at a considerably lower earnings multiple than KKR, whose richer multiple reflects its scale and growth but also leaves less room for error. BN's discount reflects investor caution around its diversified, balance-sheet-heavy structure. Momentum has been weak across the group in recent weeks, though HLNE has been supported by insider buying and analyst upgrades, while KKR faces questions about near-term monetization timing and credit quality. Sector exposure also differs: Brookfield skews toward real assets and infrastructure, Hamilton Lane toward fund management and advisory, and KKR toward private equity, credit, and insurance.
Based on observable factors, Tickeron's AI would likely lean toward HLNE in the current environment. Hamilton Lane combines strong and recurring fee-based fundamentals, a lower relative valuation, insider buying, analyst support, and an active capital-return program, which together suggest a more favorable trend-consistency and catalyst profile than its two peers. KKR offers scale and diversification but faces greater near-term earnings visibility concerns, while BN remains pressured by a capital-intensive structure and broader sector repricing. This assessment is probabilistic rather than definitive, reflecting relative positioning and momentum rather than a guaranteed outcome.
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 saw its Momentum Indicator move above the 0 level on October 20, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 80 similar instances where the indicator turned positive. In 60 of the 80 cases, the stock moved higher in the following days. The odds of a move higher are at 75%.
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where BN's RSI Oscillator exited the oversold zone, 19 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 73%.
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 29 of 46 cases over the following month. The odds of a continued upward trend are 63%.
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%.
The Stochastic Oscillator has been in the overbought zone for 2 days. 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 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.
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 60 (best 1 - 100 worst), indicating fairly steady 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 Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly 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 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 (1.995) is normal, around the industry mean (2.409). P/E Ratio (67.804) is within average values for comparable stocks, (-3.173). Projected Growth (PEG Ratio) (0.110) is also within normal values, averaging (1.319). Dividend Yield (0.007) settles around the average of (0.271) among similar stocks. P/S Ratio (1.135) is also within normal values, averaging (15.798).
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.
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where HLNE advanced for three days, in 215 of 314 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where HLNE's RSI Oscillator exited the oversold zone, 20 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 67%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 35 of 52 cases where HLNE'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 Moving Average Convergence Divergence (MACD) for HLNE just turned positive on October 20, 2026. Looking at past instances where HLNE's MACD turned positive, the stock continued to rise in 26 of 44 cases over the following month. The odds of a continued upward trend are 59%.
HLNE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Momentum Indicator moved below the 0 level on October 13, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on HLNE as a result. In 59 of 74 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 80%.
The 10-day moving average for HLNE crossed bearishly below the 50-day moving average on September 18, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 67%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where HLNE 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 73%.
The Aroon Indicator for HLNE 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 SMR rating for this company is 31 (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 59 (best 1 - 100 worst), indicating fairly steady price growth. HLNE’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 82 (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 (4.834) is normal, around the industry mean (2.409). P/E Ratio (12.409) is within average values for comparable stocks, (-3.173). Projected Growth (PEG Ratio) (0.310) is also within normal values, averaging (1.319). Dividend Yield (0.029) settles around the average of (0.271) among similar stocks. P/S Ratio (5.688) is also within normal values, averaging (15.798).
The Tickeron PE Growth Rating for this company is 87 (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 95 (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 98 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. HLNE’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, 19 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 73%.
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 61 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 69%.
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 34 of 43 cases over the following month. The odds of a continued upward trend are 79%.
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 has been in the overbought zone for 1 day. Expect a price pull-back in the near 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 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.
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 Price Growth Rating for this company is 71 (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 Profit vs. Risk Rating rating for this company is 73 (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 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 (2.876) is normal, around the industry mean (2.409). P/E Ratio (27.266) is within average values for comparable stocks, (-3.173). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.009) settles around the average of (0.271) 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 | HLNE | KKR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 29 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 82 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 56 | 98 | 73 | |
SMR RATING 1..100 | 87 | 31 | 67 | |
PRICE GROWTH RATING 1..100 | 60 | 59 | 71 | |
P/E GROWTH RATING 1..100 | 92 | 87 | 90 | |
SEASONALITY SCORE 1..100 | 75 | 90 | 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.
HLNE's Valuation (82) in the Investment Managers industry is in the same range as BN (83) and is in the same range as KKR (83). This means that HLNE's stock grew similarly to BN’s and similarly to KKR’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 (73) and is somewhat better than the same rating for HLNE (98). This means that BN's stock grew similarly to KKR’s and somewhat faster than HLNE’s over the last 12 months.
HLNE's SMR Rating (31) 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 HLNE's stock grew somewhat faster than KKR’s and somewhat faster than BN’s over the last 12 months.
HLNE's Price Growth Rating (59) in the Investment Managers industry is in the same range as BN (60) and is in the same range as KKR (71). This means that HLNE's stock grew similarly to BN’s and similarly to KKR’s over the last 12 months.
HLNE's P/E Growth Rating (87) 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 HLNE's stock grew similarly to KKR’s and similarly to BN’s over the last 12 months.
| BN | HLNE | KKR | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 67% | 1 day ago 73% |
| Stochastic ODDS (%) | 1 day ago 54% | 1 day ago 67% | 1 day ago 69% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 80% | 1 day ago 69% |
| MACD ODDS (%) | 1 day ago 63% | 1 day ago 59% | 1 day ago 79% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 68% | 1 day ago 71% |
| TrendMonth ODDS (%) | 1 day ago 61% | 1 day ago 76% | 1 day ago 73% |
| Advances ODDS (%) | 3 days ago 66% | 5 days ago 68% | 3 days ago 71% |
| Declines ODDS (%) | 6 days ago 67% | 11 days ago 73% | 11 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 63% | 1 day ago 59% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 75% | 1 day ago 76% |
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 HLNE’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.
BN’s TA Score shows that 4 TA indicator(s) are bullish while HLNE’s TA Score has 5 bullish TA indicator(s), and KKR’s TA Score reflects 5 bullish TA indicator(s).
BN (@Investment Managers) experienced а +3.69% price change this week, while HLNE (@Investment Managers) price change was +0.53% , and KKR (@Investment Managers) price fluctuated +5.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.72%. For the same industry, the average monthly price growth was -6.44%, and the average quarterly price growth was -2.12%.
BN is expected to report earnings on Nov 12, 2026.
HLNE is expected to report earnings on Nov 03, 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, HLNE has been closely correlated with STEP. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLNE jumps, then STEP could also see price increases.
| Ticker / NAME | Correlation To HLNE | 1D Price Change % | ||
|---|---|---|---|---|
| HLNE | 100% | -3.56% | ||
| STEP - HLNE | 74% Closely correlated | -3.29% | ||
| TPG - HLNE | 71% Closely correlated | -3.31% | ||
| BX - HLNE | 68% Closely correlated | -0.66% | ||
| KKR - HLNE | 67% Closely correlated | -1.88% | ||
| ARES - HLNE | 67% Closely correlated | -1.31% | ||
More | ||||
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.