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.
KKR, with $638.4 billion in fee-earning AUM at the end of June 2026, is a go-to firm for institutional and high-net-worth investors looking for exposure to alternative assets.
Private equity and real estate are both highly cyclical and heavily reliant on elevated market returns and regular exits to generate incentive income.
|
Metric
|
KKR
|
BAM
|
APO
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.07 | 26.70 | 12.84 |
Price/Book Value | 2.81 | 9.76 | 3.27 |
Price/Sales | 4.04 | 15.45 | 1.84 |
Price/Cash Flow | 4,649.02 | 31.96 | — |
|
Metric
|
KKR
|
BAM
|
APO
|
|---|---|---|---|
Quick Ratio | 3.80 | 2.64 | 0.77 |
Current Ratio | 3.80 | 2.64 | 0.78 |
Interest Coverage | 2.15 | 8.74 | 15.51 |
|
Metric
|
KKR
|
BAM
|
APO
|
|---|---|---|---|
Return on Assets (Normalized) | 1.25% | 19.20% | 1.18% |
Return on Equity (Normalized) | 18.24% | 41.96% | 27.16% |
Return on Invested Capital (Normalized) | 2.99% | 25.51% | 10.77% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BlackRock Inc
BLK
| LOCK|cxk>?t# | LOCK|#> | $175B | |||
| Blackstone Inc
BX
| LOCK|&jyvNY& | LOCK|Cn | $88B | |||
| Brookfield Asset Management Ltd Ordinary Shares - Class A
BAM
| LOCK|qDw^nwn | LOCK|kn<?h | $73B | |||
| Apollo Global Management Inc
APO
| LOCK|YRZ#<B | LOCK|?^&#k | $66B | |||
| State Street Corp
STT
| LOCK|$!^p#> | LOCK|Qq | $46B | |||
| Ameriprise Financial Inc
AMP
| LOCK|@Jz@Qn@ | LOCK|#!p! | $43B | |||
| Northern Trust Corp
NTRS
| LOCK|dKQg<V! | LOCK|$&^ | $30B | |||
| Raymond James Financial Inc
RJF
| LOCK|#HP$gB> | LOCK|^XK@& | $30B | |||
| Ares Management Corp Ordinary Shares - Class A
ARES
| LOCK|@&@&y@? | LOCK|M&%cq | $26B |
United States