AMG vs CNNE vs KKR vs BEN vs BX

For growth investors, Blackstone Inc.

(BX) is the stronger pick with 21. 6% revenue growth year-over-year, versus -11. 0% for KKR & Co. Inc. (KKR). Affiliated Managers Group, Inc. (AMG) offers the better valuation at 13. 1x trailing P/E (9. 0x forward), making it the more compelling value choice. Analysts rate Affiliated Managers Group, Inc. (AMG) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Affiliated Managers Group, Inc.

(AMG) is the cheapest at 13. 1x versus KKR & Co. Inc. at 42. 9x. On forward P/E, Affiliated Managers Group, Inc. is actually cheaper at 9. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Affiliated Managers Group, Inc. wins at 0. 23x versus Blackstone Inc. 's 0. 98x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, KKR & Co.

Inc. (KKR) delivered a total return of +76. 5%, compared to -60. 5% for Cannae Holdings, Inc. (CNNE). Over 10 years, the gap is even starker: KKR returned +715. 5% versus CNNE's -18. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Cannae Holdings, Inc.

(CNNE) is the lower-risk stock at 0. 98β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 74% more volatile than CNNE relative to the S&P 500. On balance sheet safety, Cannae Holdings, Inc. (CNNE) carries a lower debt/equity ratio of 33% versus 94% for Franklin Resources, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Blackstone Inc.

(BX) is pulling ahead at 21. 6% versus -11. 0% for KKR & Co. Inc. (KKR). On earnings-per-share growth, the picture is similar: Affiliated Managers Group, Inc. grew EPS 50. 3% year-over-year, compared to -92. 0% for Cannae Holdings, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Affiliated Managers Group, Inc.

(AMG) is the more profitable company, earning 29. 3% net margin versus -99. 2% for Cannae Holdings, Inc. — meaning it keeps 29. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BX leads at 51. 9% versus -28. 2% for CNNE. At the gross margin level — before operating expenses — BX leads at 86. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Affiliated Managers Group, Inc. (AMG) is the more undervalued stock at a PEG of 0. 23x versus Blackstone Inc. 's 0. 98x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Affiliated Managers Group, Inc. (AMG) trades at 9. 0x forward P/E versus 20. 5x for Blackstone Inc. — 11. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KKR: 42. 5% to $143. 00.

In this comparison, BX (6.

3% yield), BEN (4. 3% yield), KKR (0. 8% yield) pay a dividend. AMG, CNNE do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, KKR & Co.

Inc. (KKR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0. 8% yield, +715. 5% 10Y return). Both have compounded well over 10 years (KKR: +715. 5%, AMG: +86. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (AMG (Financial Services) and CNNE (Consumer Cyclical) and KKR (Financial Services) and BEN (Financial Services) and BX (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AMG is a small-cap high-growth stock; CNNE is a small-cap quality compounder stock; KKR is a mid-cap quality compounder stock; BEN is a mid-cap income-oriented stock; BX is a mid-cap high-growth stock. KKR, BEN, BX pay a dividend while AMG, CNNE do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.