After rallying off their midyear lows early in the third quarter, the shares of the alternative asset managers ended the period down 1% on average as the prospect of rising short-term rates raised concerns about deployments and monetizations in the near to medium term.
Brookfield, with USD 672.2 billion in fee-earning AUM as of June 2026, is a go-to firm for institutional and high-net-worth investors seeking exposure to alternative assets.
Private equity and real estate/real assets are both highly cyclical and heavily reliant on efficient deployments and exits for performance and incentive income.
|
Metric
|
BAM
|
KKR
|
APO
|
|---|---|---|---|
Price/Earnings (Normalized) | 27.34 | 16.46 | 13.03 |
Price/Book Value | 10.00 | 2.88 | 3.31 |
Price/Sales | 15.82 | 4.13 | 1.87 |
Price/Cash Flow | 32.72 | 4,760.02 | — |
|
Metric
|
BAM
|
KKR
|
APO
|
|---|---|---|---|
Quick Ratio | 2.64 | 3.91 | 0.77 |
Current Ratio | 2.64 | 3.92 | 0.78 |
Interest Coverage | 8.74 | 2.18 | 15.51 |
|
Metric
|
BAM
|
KKR
|
APO
|
|---|---|---|---|
Return on Assets (Normalized) | 19.20% | 1.25% | 1.18% |
Return on Equity (Normalized) | 41.96% | 18.24% | 27.16% |
Return on Invested Capital (Normalized) | 25.51% | 2.99% | 10.77% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BlackRock Inc
BLK
| LOCK|zxYcm>c | LOCK|@s@ | $173B | |||
| Blackstone Inc
BX
| LOCK|<q>M?Jv | LOCK|@V | $94B | |||
| KKR & Co Inc Ordinary Shares
KKR
| LOCK|PtbBcNs | LOCK|STQ< | $82B | |||
| Apollo Global Management Inc
APO
| LOCK|!S%RzG | LOCK|>@nLp | $67B | |||
| State Street Corp
STT
| LOCK|X<@Gm$f | LOCK|$m | $46B | |||
| Ameriprise Financial Inc
AMP
| LOCK|QYtrv^F | LOCK|@BXV | $43B | |||
| Northern Trust Corp
NTRS
| LOCK|$Kvyyx# | LOCK|?!g | $31B | |||
| Raymond James Financial Inc
RJF
| LOCK|zJF$?v | LOCK|xHG$^ | $30B | |||
| Ares Management Corp Ordinary Shares - Class A
ARES
| LOCK|%C$%SQ? | LOCK|@?ktr | $28B |
United States