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BN or KKR or VCTR
Which Stock Would AI Choose? Brookfield Corporation (BN) vs. KKR & Co. Inc. (KKR) vs. Victory Capital Holdings (VCTR) Stock Comparison
Key Takeaways
- BN exhibits steady 1-year returns of 23.31% with fee-bearing capital reaching $614 billion, bolstered by diversification into real assets and nuclear ventures.
- KKR leads YTD performance at 19.43%, driven by Q1 earnings beats, 30% management fee growth, and $28 billion in fundraising amid active deal flow.
- VCTR outperforms with 36.22% YTD and 46.32% 1-year gains, fueled by record Q1 revenue of $388 million and AUM expansion post-Pioneer integration.
- All three firms benefit from rising assets under management (AUM), but VCTR shows superior profitability margins at 25.79% versus peers.
- Relative momentum favors VCTR and KKR in recent market activity, while BN offers stability with lower beta exposure in alternatives.
Introduction
This stock comparison examines BN, KKR, and VCTR, three asset managers navigating a dynamic environment of alternative investments, fee growth, and market volatility. Brookfield Corporation focuses on real assets, KKR & Co. Inc. on private equity and credit, and Victory Capital Holdings on diversified funds. Traders seeking momentum and investors eyeing long-term AUM expansion will find value in analyzing their relative performance, valuation sensitivity, and recent catalysts like earnings beats and strategic deals. This overview highlights key contrasts in growth drivers and risk profiles amid broader sector tailwinds.
BN Overview and Recent Performance
BN (Brookfield Corporation) is a leading alternative asset manager with exposure to real estate, infrastructure, renewables, and private equity, managing vast fee-bearing capital. In recent market activity, shares traded around $47.08, reflecting modest YTD gains of 1.89% but solid 23.31% 1-year returns, outperforming in longer horizons amid capital base quadrupling over three years. Sentiment has been influenced by a 7% profit rise, fee-bearing capital hitting $614 billion (AUM, assets under management), and developments like a nuclear joint venture and TerraForm settlement. High leverage (debt/equity 164%) and beta of 1.85 underscore cyclical risks, yet operating margins near 29% and quarterly revenue growth of 3.5% signal resilience.
KKR Overview and Recent Performance
KKR (KKR & Co. Inc.) specializes in private equity, real estate, credit, and infrastructure, with $744 billion in AUM as of late 2025. Shares recently closed at $102.52, boasting strong YTD returns of 19.43% despite 1-year gains of 13.11%, pressured by volatility from a 52-week high of $153.87. Recent weeks saw Q1 2026 earnings strength, with adjusted EPS of $1.39 beating estimates, revenue up to $2.35 billion, and 30% management fee growth from $28 billion fundraising. Acquisitions like Arctos Partners and shifts into AI, sports, and infrastructure have buoyed sentiment, though outlook concerns tempered gains. Profit margins at 11.67% and beta of 1.85 highlight deal-cycle sensitivity.
VCTR Overview and Recent Performance
VCTR (Victory Capital Holdings, Inc.) operates as a diversified asset manager offering mutual funds, ETFs, and institutional products. Trading near $85.33, it has delivered robust YTD returns of 36.22% and 46.32% over one year, with a lower beta of 1.11 indicating relative stability. Recent performance reflects record Q1 results: revenue of $388 million (up 76.7% YoY), adjusted EPS $1.82, and AUM at $309.8 billion post-Pioneer Investments integration, capturing nearly all $110 million synergies. Dividend hikes to $0.50 quarterly and share repurchases underpin positive sentiment, with operating margins at 45.85% driving superior profitability amid strong flows.
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Head-to-Head Comparison
BN, KKR, and VCTR operate in asset management but diverge in models: BN emphasizes operating real assets (infrastructure, renewables), providing tangible hedges; KKR leans on private equity/credit deals for high-fee growth; VCTR focuses on liquid funds with scale synergies. Growth drivers contrast: KKR's $28B fundraising vs. VCTR's 77% revenue surge. Recent momentum tilts to VCTR (36% YTD) over KKR (19%) and BN (2%). Risks include BN's leverage (164% debt/equity), KKR's cycle volatility (beta 1.85), and VCTR's flow dependence (lower beta 1.11). Valuation sensitivity shows VCTR cheapest (P/E 19, ROE 22%), KKR mid-range (P/E 44), BN premium (P/E 96). Sentiment favors momentum plays amid alternatives boom.
Tickeron AI Verdict
Tickeron’s AI currently favors VCTR due to superior trend consistency, with 36% YTD gains, record earnings stability, and leading profitability (26% margins, 22% ROE). Relative positioning in liquid assets offers lower risk versus peers' higher betas, while catalysts like Pioneer synergies and dividends enhance probability of outperformance in the near term. KKR trails closely on momentum, but BN lags on recent returns despite scale.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BN’s FA Score shows that 1 FA rating(s) are green whileKKR’s FA Score has 0 green FA rating(s), and VCTR’s FA Score reflects 3 green FA rating(s).
- BN’s FA Score: 1 green, 4 red.
- KKR’s FA Score: 0 green, 5 red.
- VCTR’s FA Score: 3 green, 2 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 KKR’s TA Score has 5 bullish TA indicator(s), and VCTR’s TA Score reflects 3 bullish TA indicator(s).
- BN’s TA Score: 4 bullish, 3 bearish.
- KKR’s TA Score: 5 bullish, 4 bearish.
- VCTR’s TA Score: 3 bullish, 5 bearish.
Price Growth
BN (@Investment Managers) experienced а -0.18% price change this week, while KKR (@Investment Managers) price change was +1.47% , and VCTR (@Investment Managers) price fluctuated +4.77% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.12%. For the same industry, the average monthly price growth was -4.10%, and the average quarterly price growth was -9.25%.
Reported Earning Dates
BN is expected to report earnings on Aug 06, 2026.
KKR is expected to report earnings on Aug 04, 2026.
VCTR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (+0.12% 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.
| BN | KKR | VCTR | |
| Capitalization | 99.7B | 85.3B | 5.57B |
| EBITDA | 33.1B | 9.89B | 655M |
| Gain YTD | -0.650 | -24.535 | 42.275 |
| P/E Ratio | 87.47 | 32.32 | 20.03 |
| Revenue | 75.7B | 20.4B | 1.48B |
| Total Cash | 19.7B | 132B | 75.8M |
| Total Debt | 264B | 54.6B | 1.01B |
BN | KKR | VCTR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 65 | 65 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 78 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 27 | 67 | 8 | |
SMR RATING 1..100 | 100 | 100 | 100 | |
PRICE GROWTH RATING 1..100 | 56 | 63 | 40 | |
P/E GROWTH RATING 1..100 | 95 | 87 | 21 | |
SEASONALITY SCORE 1..100 | 85 | 75 | 50 |
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.
VCTR's Valuation (13) in the Investment Managers industry is somewhat better than the same rating for KKR (78) and is significantly better than the same rating for BN (87). This means that VCTR's stock grew somewhat faster than KKR’s and significantly faster than BN’s over the last 12 months.
VCTR's Profit vs Risk Rating (8) in the Investment Managers industry is in the same range as BN (27) and is somewhat better than the same rating for KKR (67). This means that VCTR's stock grew similarly to BN’s and somewhat faster than KKR’s over the last 12 months.
VCTR's SMR Rating (100) in the Investment Managers industry is in the same range as BN (100) and is in the same range as KKR (100). This means that VCTR's stock grew similarly to BN’s and similarly to KKR’s over the last 12 months.
VCTR's Price Growth Rating (40) in the Investment Managers industry is in the same range as BN (56) and is in the same range as KKR (63). This means that VCTR's stock grew similarly to BN’s and similarly to KKR’s over the last 12 months.
VCTR's P/E Growth Rating (21) in the Investment Managers industry is significantly better than the same rating for KKR (87) and is significantly better than the same rating for BN (95). This means that VCTR's stock grew significantly faster than KKR’s and significantly faster than BN’s over the last 12 months.
| BN | KKR | VCTR | |
|---|---|---|---|
| RSI ODDS (%) | N/A | N/A | 2 days ago 52% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 80% | 2 days ago 62% |
| Momentum ODDS (%) | 2 days ago 54% | 2 days ago 68% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 61% | 2 days ago 67% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 72% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 57% | 2 days ago 72% | 2 days ago 71% |
| Advances ODDS (%) | 21 days ago 68% | 15 days ago 72% | 9 days ago 73% |
| Declines ODDS (%) | 3 days ago 66% | 3 days ago 67% | 3 days ago 63% |
| BollingerBands ODDS (%) | N/A | 2 days ago 79% | 6 days ago 59% |
| Aroon ODDS (%) | 2 days ago 65% | 2 days ago 73% | 2 days ago 66% |
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