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KKR & Co. Inc. (KKR) Competitors

KKR & Co. Inc. logo
$142.85 +0.66 (+0.46%)
As of 10:43 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

KKR vs. CG, CSQ, TPG, APO, ARES, BN, BX, EVR, OWL, and BAM

Should you be buying KKR & Co. Inc. stock or one of its competitors? The main competitors of KKR & Co. Inc. include Carlyle Group (CG), Calamos Strategic Total Return Fund (CSQ), TPG (TPG), Apollo Global Management (APO), Ares Management (ARES), Brookfield (BN), Blackstone (BX), Evercore (EVR), Blue Owl Capital (OWL), and Brookfield Asset Management (BAM).

KKR & Co. Inc. vs. Its Competitors

KKR & Co. Inc. (NYSE:KKR) and Carlyle Group (NASDAQ:CG) are both large-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, earnings, media sentiment, valuation, risk and dividends.

KKR & Co. Inc. has a beta of 1.87, indicating that its stock price is 87% more volatile than the S&P 500. Comparatively, Carlyle Group has a beta of 1.9, indicating that its stock price is 90% more volatile than the S&P 500.

KKR & Co. Inc. has higher revenue and earnings than Carlyle Group. Carlyle Group is trading at a lower price-to-earnings ratio than KKR & Co. Inc., indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
KKR & Co. Inc.$21.88B5.79$3.08B$2.1566.20
Carlyle Group$5.43B4.10$1.02B$2.9520.86

KKR & Co. Inc. pays an annual dividend of $0.74 per share and has a dividend yield of 0.5%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.3%. KKR & Co. Inc. pays out 34.4% of its earnings in the form of a dividend. Carlyle Group pays out 47.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. KKR & Co. Inc. has increased its dividend for 5 consecutive years and Carlyle Group has increased its dividend for 4 consecutive years.

Carlyle Group has a net margin of 20.22% compared to KKR & Co. Inc.'s net margin of 12.95%. Carlyle Group's return on equity of 23.60% beat KKR & Co. Inc.'s return on equity.

Company Net Margins Return on Equity Return on Assets
KKR & Co. Inc.12.95% 6.42% 1.09%
Carlyle Group 20.22%23.60%6.41%

76.3% of KKR & Co. Inc. shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 39.3% of KKR & Co. Inc. shares are held by insiders. Comparatively, 26.3% of Carlyle Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

KKR & Co. Inc. presently has a consensus price target of $157.73, suggesting a potential upside of 10.82%. Carlyle Group has a consensus price target of $58.40, suggesting a potential downside of 5.12%. Given KKR & Co. Inc.'s stronger consensus rating and higher probable upside, equities research analysts clearly believe KKR & Co. Inc. is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
KKR & Co. Inc.
0 Sell rating(s)
4 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.76
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.44

In the previous week, KKR & Co. Inc. had 25 more articles in the media than Carlyle Group. MarketBeat recorded 52 mentions for KKR & Co. Inc. and 27 mentions for Carlyle Group. KKR & Co. Inc.'s average media sentiment score of 1.07 beat Carlyle Group's score of 0.62 indicating that KKR & Co. Inc. is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KKR & Co. Inc.
32 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Carlyle Group
11 Very Positive mention(s)
2 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

KKR & Co. Inc. beats Carlyle Group on 13 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding KKR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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KKR vs. The Competition

MetricKKR & Co. Inc.FIN IndustryFinance SectorNYSE Exchange
Market Cap$126.72B$13.77B$12.15B$20.67B
Dividend Yield0.51%5.80%5.64%3.66%
P/E Ratio66.1836.0419.8628.65
Price / Sales5.797.3326.1168.82
Price / Cash38.4816.2621.4923.59
Price / Book2.092.662.114.32
Net Income$3.08B$572.25M$1.00B$995.66M
7 Day Performance-0.17%1.21%1.01%1.91%
1 Month Performance3.16%1.70%-0.11%-0.54%
1 Year Performance26.16%15.07%543.15%14.76%

KKR & Co. Inc. Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
KKR
KKR & Co. Inc.
4.9364 of 5 stars
$142.85
+0.5%
$157.73
+10.4%
+30.7%$127.23B$21.88B66.444,834Positive News
Insider Trade
CG
Carlyle Group
4.3694 of 5 stars
$60.33
+2.8%
$57.73
-4.3%
+61.1%$21.79B$5.43B20.452,300Dividend Announcement
Analyst Forecast
CSQ
Calamos Strategic Total Return Fund
N/A$18.18
+0.9%
N/A+15.5%$0.00$280.21M0.00N/APositive News
Dividend Announcement
TPG
TPG
3.5945 of 5 stars
$57.11
+2.3%
$60.43
+5.8%
+38.1%$21.26B$3.50B-173.011,900Earnings Report
Dividend Increase
Analyst Forecast
APO
Apollo Global Management
4.3653 of 5 stars
$142.03
+2.7%
$161.00
+13.4%
+37.0%$81.22B$26.11B24.895,108Trending News
Earnings Report
Dividend Announcement
Analyst Forecast
Insider Trade
Gap Up
ARES
Ares Management
4.2959 of 5 stars
$188.69
+3.2%
$177.56
-5.9%
+38.1%$61.62B$3.88B109.073,200Earnings Report
Dividend Announcement
Analyst Forecast
BN
Brookfield
3.6263 of 5 stars
$66.68
+2.1%
$70.00
+5.0%
+51.3%$109.93B$86.01B238.14250,000Positive News
Earnings Report
Analyst Forecast
Stock Split
BX
Blackstone
4.4556 of 5 stars
$170.44
+0.6%
$170.12
-0.2%
+31.4%$124.56B$13.23B45.894,895Positive News
Insider Trade
EVR
Evercore
4.6794 of 5 stars
$300.20
+2.1%
$284.29
-5.3%
+33.1%$11.75B$2.98B27.302,380Insider Trade
OWL
Blue Owl Capital
3.6494 of 5 stars
$19.33
+2.6%
$24.02
+24.3%
+16.4%$29.73B$2.47B214.801,100Options Volume
BAM
Brookfield Asset Management
3.9432 of 5 stars
$61.42
+2.7%
$62.06
+1.0%
+57.9%$100.59B$3.98B43.56250,000Trending News
Dividend Announcement
Analyst Forecast

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This page (NYSE:KKR) was last updated on 8/8/2025 by MarketBeat.com Staff
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