BX vs. KKR
Compare and contrast key facts about The Blackstone Group Inc. (BX) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BX or KKR.
Correlation
The correlation between BX and KKR is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BX vs. KKR - Performance Comparison
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Key characteristics
BX:
0.27
KKR:
0.24
BX:
0.71
KKR:
0.71
BX:
1.09
KKR:
1.10
BX:
0.32
KKR:
0.30
BX:
0.78
KKR:
0.80
BX:
15.74%
KKR:
16.37%
BX:
38.63%
KKR:
46.73%
BX:
-87.65%
KKR:
-53.10%
BX:
-29.85%
KKR:
-29.32%
Fundamentals
BX:
$174.95B
KKR:
$114.86B
BX:
$3.30
KKR:
$2.32
BX:
43.70
KKR:
53.51
BX:
2.11
KKR:
0.60
BX:
14.14
KKR:
5.66
BX:
13.82
KKR:
4.44
BX:
$11.95B
KKR:
$15.09B
BX:
$11.95B
KKR:
$2.73B
BX:
$6.03B
KKR:
$8.49B
Returns By Period
In the year-to-date period, BX achieves a -19.01% return, which is significantly higher than KKR's -20.16% return. Over the past 10 years, BX has underperformed KKR with an annualized return of 17.99%, while KKR has yielded a comparatively higher 20.43% annualized return.
BX
-19.01%
15.17%
-24.53%
10.54%
12.13%
24.84%
17.99%
KKR
-20.16%
20.41%
-22.40%
11.21%
32.67%
35.73%
20.43%
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Risk-Adjusted Performance
BX vs. KKR — Risk-Adjusted Performance Rank
BX
KKR
BX vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Blackstone Group Inc. (BX) and KKR & Co. Inc. (KKR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BX vs. KKR - Dividend Comparison
BX's dividend yield for the trailing twelve months is around 2.95%, more than KKR's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX The Blackstone Group Inc. | 2.95% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.76% | 5.57% |
KKR KKR & Co. Inc. | 0.60% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
Drawdowns
BX vs. KKR - Drawdown Comparison
The maximum BX drawdown since its inception was -87.65%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for BX and KKR. For additional features, visit the drawdowns tool.
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Volatility
BX vs. KKR - Volatility Comparison
The Blackstone Group Inc. (BX) and KKR & Co. Inc. (KKR) have volatilities of 11.67% and 12.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BX vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between The Blackstone Group Inc. and KKR & Co. Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BX vs. KKR - Profitability Comparison
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.83B. Therefore, the gross margin over that period was 100.0%.
KKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported a gross profit of -84.67M and revenue of 3.05B. Therefore, the gross margin over that period was -2.8%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.83B, resulting in an operating margin of 51.4%.
KKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported an operating income of -706.69M and revenue of 3.05B, resulting in an operating margin of -23.1%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.83B, resulting in a net margin of 21.8%.
KKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported a net income of -185.92M and revenue of 3.05B, resulting in a net margin of -6.1%.