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KKR & Co. Inc. (KKR) Competitors

KKR & Co. Inc. logo
$142.58 -4.00 (-2.73%)
Closing price 08/1/2025 03:59 PM Eastern
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$142.75 +0.17 (+0.12%)
As of 08/1/2025 07:59 PM Eastern
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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 superior investment? We will contrast the two businesses based on the strength of their earnings, risk, analyst recommendations, valuation, institutional ownership, media sentiment, dividends and profitability.

Carlyle Group has a net margin of 19.00% compared to KKR & Co. Inc.'s net margin of 12.95%. Carlyle Group's return on equity of 23.78% 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 19.00%23.78%6.40%

In the previous week, KKR & Co. Inc. had 42 more articles in the media than Carlyle Group. MarketBeat recorded 62 mentions for KKR & Co. Inc. and 20 mentions for Carlyle Group. KKR & Co. Inc.'s average media sentiment score of 1.02 beat Carlyle Group's score of 1.00 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.
35 Very Positive mention(s)
5 Positive mention(s)
19 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
12 Very Positive mention(s)
0 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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 2.4%. KKR & Co. Inc. pays out 31.2% 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 raised its dividend for 5 consecutive years and Carlyle Group has raised its dividend for 4 consecutive years.

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.$21.88B5.80$3.08B$2.3760.16
Carlyle Group$5.43B3.91$1.02B$2.9519.90

KKR & Co. Inc. currently has a consensus target price of $155.00, indicating a potential upside of 8.71%. Carlyle Group has a consensus target price of $57.73, indicating a potential downside of 1.66%. Given KKR & Co. Inc.'s stronger consensus rating and higher probable upside, 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

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

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$130.55B$13.75B$12.06B$20.69B
Dividend Yield0.50%5.77%5.63%3.67%
P/E Ratio66.3235.9219.7429.07
Price / Sales5.807.2925.9266.37
Price / Cash39.0216.1621.3322.84
Price / Book2.102.682.094.43
Net Income$3.08B$572.21M$1.00B$994.22M
7 Day Performance-6.34%-3.53%-2.46%-3.35%
1 Month Performance5.94%-0.39%-0.96%-2.06%
1 Year Performance31.30%11.40%537.06%10.15%

KKR & Co. Inc. Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
KKR
KKR & Co. Inc.
4.7292 of 5 stars
$142.58
-2.7%
$155.00
+8.7%
+19.1%$130.55B$21.88B66.324,834Trending News
Earnings Report
Dividend Increase
Analyst Forecast
Gap Down
CG
Carlyle Group
4.2855 of 5 stars
$62.95
-0.8%
$57.73
-8.3%
+22.9%$22.68B$5.43B21.292,300Upcoming Earnings
Gap Down
CSQ
Calamos Strategic Total Return Fund
N/A$18.51
-0.2%
N/A+8.3%$0.00$280.21M0.00N/APositive News
TPG
TPG
3.5681 of 5 stars
$58.41
+0.0%
$59.77
+2.3%
+13.4%$21.77B$3.50B-177.161,900Trending News
Upcoming Earnings
Analyst Upgrade
APO
Apollo Global Management
4.6742 of 5 stars
$148.53
-1.7%
$161.00
+8.4%
+19.2%$84.92B$26.11B26.025,108Upcoming Earnings
ARES
Ares Management
4.338 of 5 stars
$187.11
+0.5%
$177.50
-5.1%
+22.7%$61.13B$4.27B110.113,200Trending News
Earnings Report
Dividend Announcement
Gap Down
BN
Brookfield
3.636 of 5 stars
$67.47
-0.2%
$66.13
-2.0%
+37.2%$111.34B$86.01B241.18250,000News Coverage
Positive News
Upcoming Earnings
Analyst Forecast
Analyst Revision
BX
Blackstone
4.3544 of 5 stars
$176.56
-0.9%
$170.12
-3.6%
+24.4%$129.09B$11.58B47.564,895Positive News
EVR
Evercore
4.6604 of 5 stars
$302.40
+0.4%
$283.14
-6.4%
+23.2%$11.83B$3.09B28.942,380Earnings Report
Dividend Announcement
Analyst Forecast
Analyst Revision
Gap Down
OWL
Blue Owl Capital
4.1802 of 5 stars
$19.77
-1.2%
$24.02
+21.5%
+9.7%$30.41B$2.30B152.111,100Trending News
Earnings Report
Dividend Announcement
Gap Down
BAM
Brookfield Asset Management
3.934 of 5 stars
$62.71
-0.5%
$60.29
-3.9%
+42.5%$102.82B$543M44.53250,000Trending News
Upcoming Earnings
Analyst Forecast
Analyst Revision

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This page (NYSE:KKR) was last updated on 8/2/2025 by MarketBeat.com Staff
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