KKR vs. BX
Compare and contrast key facts about KKR & Co. Inc. (KKR) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KKR or BX.
Correlation
The correlation between KKR and BX 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
KKR vs. BX - Performance Comparison
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Key characteristics
KKR:
0.47
BX:
0.47
KKR:
0.98
BX:
0.96
KKR:
1.14
BX:
1.12
KKR:
0.53
BX:
0.50
KKR:
1.46
BX:
1.26
KKR:
16.12%
BX:
15.59%
KKR:
46.54%
BX:
38.46%
KKR:
-53.10%
BX:
-87.65%
KKR:
-24.43%
BX:
-25.15%
Fundamentals
KKR:
$116.48B
BX:
$177.98B
KKR:
$2.32
BX:
$3.30
KKR:
54.27
BX:
44.45
KKR:
0.61
BX:
2.15
KKR:
5.74
BX:
14.38
KKR:
4.50
BX:
14.06
KKR:
$15.09B
BX:
$11.95B
KKR:
$2.73B
BX:
$11.95B
KKR:
$8.49B
BX:
$6.03B
Returns By Period
In the year-to-date period, KKR achieves a -14.64% return, which is significantly lower than BX's -13.59% return. Over the past 10 years, KKR has outperformed BX with an annualized return of 21.27%, while BX has yielded a comparatively lower 18.72% annualized return.
KKR
-14.64%
21.99%
-15.84%
21.00%
38.74%
21.27%
BX
-13.59%
13.30%
-17.87%
19.86%
26.75%
18.72%
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Risk-Adjusted Performance
KKR vs. BX — Risk-Adjusted Performance Rank
KKR
BX
KKR vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and The Blackstone Group Inc. (BX). 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
KKR vs. BX - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.56%, less than BX's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.56% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
BX The Blackstone Group Inc. | 2.76% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.76% | 5.57% |
Drawdowns
KKR vs. BX - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for KKR and BX. For additional features, visit the drawdowns tool.
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Volatility
KKR vs. BX - Volatility Comparison
The current volatility for KKR & Co. Inc. (KKR) is 12.47%, while The Blackstone Group Inc. (BX) has a volatility of 13.87%. This indicates that KKR experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
KKR vs. BX - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and The Blackstone Group 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
KKR vs. BX - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.