BAM
Brookfield Asset Management Ltd.
Asset Management
Market Cap$81.63B
5Y Perf.+69.6%
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Stock Comparison
BAM vs KKR
Revenue, margins, valuation, and 5-year total return — side by side.
KKR
KKR & Co. Inc.
Asset Management
Market Cap$89.86B
5Y Perf.+117.1%
BAM vs KKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BAM | KKR |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $81.63B | $89.86B |
| Revenue (TTM) | $3.98B | $19.26B |
| Net Income (TTM) | $2.60B | $2.37B |
| Gross Margin | 71.0% | 41.8% |
| Operating Margin | 69.4% | 2.4% |
| Forward P/E | 26.3x | 16.5x |
| Total Debt | $219M | $54.77B |
| Cash & Equiv. | $12M | $6M |
BAM vs KKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BAM
KKR
| Stock | Dec 22 | May 26 | Return |
|---|---|---|---|
| Brookfield Asset Ma… (BAM) | 100 | 169.6 | +69.6% |
| KKR & Co. Inc. (KKR) | 100 | 217.1 | +117.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BAM vs KKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: BAM leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. KKR & Co. Inc. is the stronger pick specifically for valuation and capital efficiency and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
BAM
Brookfield Asset Management Ltd.
The Banking Pick
BAM carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth -2.0%, EPS growth 10.5%
- Lower volatility, beta 1.50, Low D/E 6.7%, current ratio 0.88x
- -2.0% NII/revenue growth vs KKR's -11.0%
Best for: growth exposure and sleep-well-at-night
KKR
KKR & Co. Inc.
The Banking Pick
KKR is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 6 yrs, beta 1.70, yield 0.8%
- 7.1% 10Y total return vs BAM's 67.8%
- Beta 1.70, yield 0.8%, current ratio 79.85x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BAM | -2.0% NII/revenue growth vs KKR's -11.0% |
| Value | KKR | Lower P/E (16.5x vs 26.3x) |
| Quality / Margins | BAM | Efficiency ratio 0.0% vs KKR's 0.4% (lower = leaner) |
| Stability / Safety | BAM | Beta 1.50 vs KKR's 1.70, lower leverage |
| Dividends | KKR | 0.8% yield, 6-year raise streak, vs BAM's 0.8% |
| Momentum (1Y) | BAM | -8.3% vs KKR's -10.7% |
| Efficiency (ROA) | BAM | Efficiency ratio 0.0% vs KKR's 0.4% |
BAM vs KKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
BAM vs KKR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBAMLAGGINGKKR
KKRKKR & Co. Inc.
3leads
BAMBrookfield Asset Mana…
3leads
6 Total Categories
CATEGORYLEADERvs KKRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BAM4/5
Valuation MetricsMultiples, price ratios, and targets
KKR5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BAM8/9
Total Returns1Y, 3Y, 5Y total returns with dividends
KKR4/6
Risk & VolatilityBeta, volatility, and downside exposure
BAM2/2
Analyst OutlookRatings, price targets, and dividends
KKR2/2
Income & Cash Flow (Last 12 Months)
BAM leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
KKR is the larger business by revenue, generating $19.3B annually — 4.8x BAM's $4.0B. BAM is the more profitable business, keeping 54.5% of every revenue dollar as net income compared to KKR's 12.3%.
| Metric | BAMBrookfield Asset … | KKRKKR & Co. Inc. |
|---|---|---|
| RevenueTrailing 12 months | $4.0B | $19.3B |
| EBITDAEarnings before interest/tax | $3.0B | $9.0B |
| Net IncomeAfter-tax profit | $2.6B | $2.4B |
| Free Cash FlowCash after capex | $1.9B | $7.5B |
| Gross MarginGross profit ÷ Revenue | +71.0% | +41.8% |
| Operating MarginEBIT ÷ Revenue | +69.4% | +2.4% |
| Net MarginNet income ÷ Revenue | +54.5% | +12.3% |
| FCF MarginFCF ÷ Revenue | +15.8% | +49.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +44.8% | -1.7% |
BAM leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
KKR leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 38.0x trailing earnings, BAM trades at a 12% valuation discount to KKR's 43.1x P/E. On an enterprise value basis, KKR's 20.3x EV/EBITDA is more attractive than BAM's 29.5x.
| Metric | BAMBrookfield Asset … | KKRKKR & Co. Inc. |
|---|---|---|
| Market CapShares × price | $81.6B | $89.9B |
| Enterprise ValueMkt cap + debt − cash | $81.8B | $144.6B |
| Trailing P/EPrice ÷ TTM EPS | 38.00x | 43.07x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.31x | 16.50x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 29.48x | 20.30x |
| Price / SalesMarket cap ÷ Revenue | 20.51x | 4.67x |
| Price / BookPrice ÷ Book value/share | 24.90x | 1.18x |
| Price / FCFMarket cap ÷ FCF | 130.19x | 9.44x |
KKR leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
BAM leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
BAM delivers a 24.4% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $3 for KKR. BAM carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to KKR's 0.67x. On the Piotroski fundamental quality scale (0–9), KKR scores 6/9 vs BAM's 4/9, reflecting solid financial health.
| Metric | BAMBrookfield Asset … | KKRKKR & Co. Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +24.4% | +3.2% |
| ROA (TTM)Return on assets | +15.8% | +0.6% |
| ROICReturn on invested capital | +71.0% | +0.3% |
| ROCEReturn on capital employed | +103.0% | +0.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.07x | 0.67x |
| Net DebtTotal debt minus cash | $207M | $54.8B |
| Cash & Equiv.Liquid assets | $12M | $6M |
| Total DebtShort + long-term debt | $219M | $54.8B |
| Interest CoverageEBIT ÷ Interest expense | 9.00x | 3.29x |
BAM leads this category, winning 8 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
KKR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in KKR five years ago would be worth $18,046 today (with dividends reinvested), compared to $16,777 for BAM. Over the past 12 months, BAM leads with a -8.3% total return vs KKR's -10.7%. The 3-year compound annual growth rate (CAGR) favors KKR at 27.8% vs BAM's 17.4% — a key indicator of consistent wealth creation.
| Metric | BAMBrookfield Asset … | KKRKKR & Co. Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -8.1% | -21.7% |
| 1-Year ReturnPast 12 months | -8.3% | -10.7% |
| 3-Year ReturnCumulative with dividends | +62.0% | +108.7% |
| 5-Year ReturnCumulative with dividends | +67.8% | +80.5% |
| 10-Year ReturnCumulative with dividends | +67.8% | +711.5% |
| CAGR (3Y)Annualised 3-year return | +17.4% | +27.8% |
KKR leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
BAM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BAM is the less volatile stock with a 1.50 beta — it tends to amplify market swings less than KKR's 1.70 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BAM currently trades 75.9% from its 52-week high vs KKR's 65.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BAMBrookfield Asset … | KKRKKR & Co. Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.50x | 1.70x |
| 52-Week HighHighest price in past year | $64.10 | $153.87 |
| 52-Week LowLowest price in past year | $42.20 | $82.67 |
| % of 52W HighCurrent price vs 52-week peak | +75.9% | +65.5% |
| RSI (14)Momentum oscillator 0–100 | 58.6 | 55.3 |
| Avg Volume (50D)Average daily shares traded | 3.6M | 6.6M |
BAM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
KKR leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BAM as "Buy" and KKR as "Buy". Consensus price targets imply 41.9% upside for KKR (target: $143) vs 27.1% for BAM (target: $62). For income investors, KKR offers the higher dividend yield at 0.80% vs BAM's 0.77%.
| Metric | BAMBrookfield Asset … | KKRKKR & Co. Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $61.83 | $143.00 |
| # AnalystsCovering analysts | 20 | 26 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +0.8% |
| Dividend StreakConsecutive years of raises | 1 | 6 |
| Dividend / ShareAnnual DPS | $0.38 | $0.80 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.1% |
KKR leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
BAM leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). KKR leads in 3 (Valuation Metrics, Total Returns).
Best OverallBrookfield Asset Management… (BAM)Leads 3 of 6 categories
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BAM vs KKR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BAM or KKR a better buy right now?
For growth investors, Brookfield Asset Management Ltd.
(BAM) is the stronger pick with -2. 0% revenue growth year-over-year, versus -11. 0% for KKR & Co. Inc. (KKR). Brookfield Asset Management Ltd. (BAM) offers the better valuation at 38. 0x trailing P/E (26. 3x forward), making it the more compelling value choice. Analysts rate Brookfield Asset Management Ltd. (BAM) a "Buy" — based on 20 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.
02Which has the better valuation — BAM or KKR?
On trailing P/E, Brookfield Asset Management Ltd.
(BAM) is the cheapest at 38. 0x versus KKR & Co. Inc. at 43. 1x. On forward P/E, KKR & Co. Inc. is actually cheaper at 16. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — BAM or KKR?
Over the past 5 years, KKR & Co.
Inc. (KKR) delivered a total return of +80. 5%, compared to +67. 8% for Brookfield Asset Management Ltd. (BAM). Over 10 years, the gap is even starker: KKR returned +711. 5% versus BAM's +67. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BAM or KKR?
By beta (market sensitivity over 5 years), Brookfield Asset Management Ltd.
(BAM) is the lower-risk stock at 1. 50β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 14% more volatile than BAM relative to the S&P 500. On balance sheet safety, Brookfield Asset Management Ltd. (BAM) carries a lower debt/equity ratio of 7% versus 67% for KKR & Co. Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BAM or KKR?
By revenue growth (latest reported year), Brookfield Asset Management Ltd.
(BAM) is pulling ahead at -2. 0% versus -11. 0% for KKR & Co. Inc. (KKR). On earnings-per-share growth, the picture is similar: Brookfield Asset Management Ltd. grew EPS 10. 5% year-over-year, compared to -28. 7% for KKR & Co. 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.
06Which has better profit margins — BAM or KKR?
Brookfield Asset Management Ltd.
(BAM) is the more profitable company, earning 54. 5% net margin versus 12. 3% for KKR & Co. Inc. — meaning it keeps 54. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BAM leads at 69. 4% versus 2. 4% for KKR. At the gross margin level — before operating expenses — BAM leads at 71. 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.
07Is BAM or KKR more undervalued right now?
On forward earnings alone, KKR & Co.
Inc. (KKR) trades at 16. 5x forward P/E versus 26. 3x for Brookfield Asset Management Ltd. — 9. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KKR: 41. 9% to $143. 00.
08Which pays a better dividend — BAM or KKR?
All stocks in this comparison pay dividends.
KKR & Co. Inc. (KKR) offers the highest yield at 0. 8%, versus 0. 8% for Brookfield Asset Management Ltd. (BAM).
09Is BAM or KKR better for a retirement portfolio?
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, +711. 5% 10Y return). Both have compounded well over 10 years (KKR: +711. 5%, BAM: +67. 8%), 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.
10What are the main differences between BAM and KKR?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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.
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Revenue Growth>
%
(BAM: -2.0% · KKR: -11.0%)Net Margin>
%
(BAM: 54.5% · KKR: 12.3%)P/E Ratio<
x
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