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Stock Comparison

CUB vs BN vs KKR

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
CUB
Lionheart Holdings

Shell Companies

Financial ServicesNASDAQ • KY
Market Cap$83M
5Y Perf.+7.9%
BN
Brookfield Corporation

Asset Management

Financial ServicesNYSE • CA
Market Cap$104.40B
5Y Perf.+38.8%
KKR
KKR & Co. Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$89.45B
5Y Perf.-18.9%

CUB vs BN vs KKR — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
CUB logoCUB
BN logoBN
KKR logoKKR
IndustryShell CompaniesAsset ManagementAsset Management
Market Cap$83M$104.40B$89.45B
Revenue (TTM)$0.00$77.66B$19.26B
Net Income (TTM)$10M$1.31B$2.37B
Gross Margin40.0%41.8%
Operating Margin39.9%2.4%
Forward P/E3.7x16.7x16.4x
Total Debt$0.00$263.42B$54.77B
Cash & Equiv.$891K$16.24B$6M

CUB vs BN vs KKRLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

CUB
BN
KKR
StockAug 24May 26Return
Lionheart Holdings (CUB)100107.9+7.9%
Brookfield Corporat… (BN)100138.8+38.8%
KKR & Co. Inc. (KKR)10081.1-18.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: CUB vs BN vs KKR

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: BN leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Lionheart Holdings is the stronger pick specifically for valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
CUB
Lionheart Holdings
The Banking Pick

CUB is the clearest fit if your priority is value.

  • Lower P/E (3.7x vs 16.4x)
Best for: value
BN
Brookfield Corporation
The Banking Pick

BN carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.

  • Dividend streak 1 yrs, beta 1.57
  • Rev growth -9.7%, EPS growth -99.8%
  • -9.7% NII/revenue growth vs CUB's -100.0%
Best for: income & stability and growth exposure
KKR
KKR & Co. Inc.
The Banking Pick

KKR is the clearest fit if your priority is long-term compounding and sleep-well-at-night.

  • 7.2% 10Y total return vs BN's 308.9%
  • Lower volatility, beta 1.70, Low D/E 67.1%, current ratio 79.85x
  • Beta 1.70, yield 0.8%, current ratio 79.85x
Best for: long-term compounding and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthBN logoBN-9.7% NII/revenue growth vs CUB's -100.0%
ValueCUB logoCUBLower P/E (3.7x vs 16.4x)
Quality / MarginsBN logoBNEfficiency ratio 0.0% vs KKR's 0.4% (lower = leaner)
Stability / SafetyBN logoBNBeta 1.57 vs KKR's 1.70
DividendsKKR logoKKR0.8% yield; 6-year raise streak; the other 2 pay no meaningful dividend
Momentum (1Y)BN logoBN+25.5% vs KKR's -13.0%
Efficiency (ROA)BN logoBNEfficiency ratio 0.0% vs KKR's 0.4%

CUB vs BN vs KKR — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

CUBLionheart Holdings
FY 2020
Transportation Systems
72.1%$381M
Global Defense
21.2%$112M
Mission Solutions
6.7%$35M
BNBrookfield Corporation

Segment breakdown not available.

KKRKKR & Co. Inc.
FY 2025
Insurance Segment
49.3%$11.6B
Asset Management And Strategic Holdings Segments
33.3%$7.8B
Asset Management Segment
17.4%$4.1B

CUB vs BN vs KKR — Financial Metrics

Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLCUBLAGGINGKKR

Income & Cash Flow (Last 12 Months)

Evenly matched — BN and KKR each lead in 2 of 4 comparable metrics.

BN and CUB operate at a comparable scale, with $77.7B and $0 in trailing revenue. KKR is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to BN's 1.7%.

MetricCUB logoCUBLionheart HoldingsBN logoBNBrookfield Corpor…KKR logoKKRKKR & Co. Inc.
RevenueTrailing 12 months$0$77.7B$19.3B
EBITDAEarnings before interest/tax$2M$32.1B$9.0B
Net IncomeAfter-tax profit$10M$1.3B$2.4B
Free Cash FlowCash after capex-$589,072-$2.8B$7.5B
Gross MarginGross profit ÷ Revenue+40.0%+41.8%
Operating MarginEBIT ÷ Revenue+39.9%+2.4%
Net MarginNet income ÷ Revenue+1.7%+12.3%
FCF MarginFCF ÷ Revenue+49.4%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-28.6%+73.1%-1.7%
Evenly matched — BN and KKR each lead in 2 of 4 comparable metrics.

Valuation Metrics

BN leads this category, winning 3 of 5 comparable metrics.

At 42.9x trailing earnings, KKR trades at a 100% valuation discount to BN's 9999.0x P/E. On an enterprise value basis, BN's 8.5x EV/EBITDA is more attractive than CUB's 826.6x.

MetricCUB logoCUBLionheart HoldingsBN logoBNBrookfield Corpor…KKR logoKKRKKR & Co. Inc.
Market CapShares × price$83M$104.4B$89.4B
Enterprise ValueMkt cap + debt − cash$82M$351.6B$144.2B
Trailing P/EPrice ÷ TTM EPS56.84x9999.00x42.88x
Forward P/EPrice ÷ next-FY EPS est.3.71x16.69x16.42x
PEG RatioP/E ÷ EPS growth rate2.35x
EV / EBITDAEnterprise value multiple826.61x8.53x20.24x
Price / SalesMarket cap ÷ Revenue1.34x4.64x
Price / BookPrice ÷ Book value/share1.02x0.66x1.17x
Price / FCFMarket cap ÷ FCF9.39x
BN leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

CUB leads this category, winning 4 of 9 comparable metrics.

CUB delivers a 6.2% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $1 for BN. KKR carries lower financial leverage with a 0.67x debt-to-equity ratio, signaling a more conservative balance sheet compared to BN's 1.59x. On the Piotroski fundamental quality scale (0–9), KKR scores 6/9 vs CUB's 4/9, reflecting solid financial health.

MetricCUB logoCUBLionheart HoldingsBN logoBNBrookfield Corpor…KKR logoKKRKKR & Co. Inc.
ROE (TTM)Return on equity+6.2%+0.8%+3.2%
ROA (TTM)Return on assets+4.3%+0.3%+0.6%
ROICReturn on invested capital-0.0%+5.6%+0.3%
ROCEReturn on capital employed-0.1%+7.2%+0.1%
Piotroski ScoreFundamental quality 0–9456
Debt / EquityFinancial leverage1.59x0.67x
Net DebtTotal debt minus cash-$891,017$247.2B$54.8B
Cash & Equiv.Liquid assets$891,017$16.2B$6M
Total DebtShort + long-term debt$0$263.4B$54.8B
Interest CoverageEBIT ÷ Interest expense1.64x3.29x
CUB leads this category, winning 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BN leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in BN five years ago would be worth $18,928 today (with dividends reinvested), compared to $10,822 for CUB. Over the past 12 months, BN leads with a +25.5% total return vs KKR's -13.0%. The 3-year compound annual growth rate (CAGR) favors BN at 30.5% vs CUB's 2.7% — a key indicator of consistent wealth creation.

MetricCUB logoCUBLionheart HoldingsBN logoBNBrookfield Corpor…KKR logoKKRKKR & Co. Inc.
YTD ReturnYear-to-date+1.6%-0.1%-22.0%
1-Year ReturnPast 12 months+4.5%+25.5%-13.0%
3-Year ReturnCumulative with dividends+8.2%+122.1%+107.7%
5-Year ReturnCumulative with dividends+8.2%+89.3%+76.5%
10-Year ReturnCumulative with dividends+21.7%+308.9%+715.5%
CAGR (3Y)Annualised 3-year return+2.7%+30.5%+27.6%
BN leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

CUB leads this category, winning 2 of 2 comparable metrics.

CUB is the less volatile stock with a -0.02 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. CUB currently trades 99.5% from its 52-week high vs KKR's 65.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricCUB logoCUBLionheart HoldingsBN logoBNBrookfield Corpor…KKR logoKKRKKR & Co. Inc.
Beta (5Y)Sensitivity to S&P 500-0.02x1.57x1.70x
52-Week HighHighest price in past year$10.85$49.57$153.87
52-Week LowLowest price in past year$10.33$36.47$82.67
% of 52W HighCurrent price vs 52-week peak+99.5%+93.8%+65.2%
RSI (14)Momentum oscillator 0–10053.962.552.4
Avg Volume (50D)Average daily shares traded13K5.9M6.5M
CUB leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

KKR leads this category, winning 1 of 1 comparable metric.

Analyst consensus: CUB as "Buy", BN as "Buy", KKR as "Buy". Consensus price targets imply 42.5% upside for KKR (target: $143) vs 17.0% for BN (target: $54). KKR is the only dividend payer here at 0.80% yield — a key consideration for income-focused portfolios.

MetricCUB logoCUBLionheart HoldingsBN logoBNBrookfield Corpor…KKR logoKKRKKR & Co. Inc.
Analyst RatingConsensus buy/hold/sellBuyBuyBuy
Price TargetConsensus 12-month target$54.40$143.00
# AnalystsCovering analysts11926
Dividend YieldAnnual dividend ÷ price+0.8%
Dividend StreakConsecutive years of raises016
Dividend / ShareAnnual DPS$0.80
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%+0.1%
KKR leads this category, winning 1 of 1 comparable metric.
Key Takeaway

BN leads in 2 of 6 categories (Valuation Metrics, Total Returns). CUB leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.

Best OverallLionheart Holdings (CUB)Leads 2 of 6 categories
Loading custom metrics...

CUB vs BN vs KKR: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is CUB or BN or KKR a better buy right now?

For growth investors, Brookfield Corporation (BN) is the stronger pick with -9.

7% revenue growth year-over-year, versus -100. 0% for Lionheart Holdings (CUB). KKR & Co. Inc. (KKR) offers the better valuation at 42. 9x trailing P/E (16. 4x forward), making it the more compelling value choice. Analysts rate Lionheart Holdings (CUB) a "Buy" — based on 11 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.

02

Which has the better valuation — CUB or BN or KKR?

On trailing P/E, KKR & Co.

Inc. (KKR) is the cheapest at 42. 9x versus Brookfield Corporation at 9999. 0x. On forward P/E, Lionheart Holdings is actually cheaper at 3. 7x — notably different from the trailing picture, reflecting expected earnings growth.

03

Which is the better long-term investment — CUB or BN or KKR?

Over the past 5 years, Brookfield Corporation (BN) delivered a total return of +89.

3%, compared to +8. 2% for Lionheart Holdings (CUB). Over 10 years, the gap is even starker: KKR returned +715. 5% versus CUB's +21. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — CUB or BN or KKR?

By beta (market sensitivity over 5 years), Lionheart Holdings (CUB) is the lower-risk stock at -0.

02β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately -9066% more volatile than CUB relative to the S&P 500. On balance sheet safety, KKR & Co. Inc. (KKR) carries a lower debt/equity ratio of 67% versus 159% for Brookfield Corporation — giving it more financial flexibility in a downturn.

05

Which is growing faster — CUB or BN or KKR?

By revenue growth (latest reported year), Brookfield Corporation (BN) is pulling ahead at -9.

7% versus -100. 0% for Lionheart Holdings (CUB). On earnings-per-share growth, the picture is similar: Lionheart Holdings grew EPS 290. 0% year-over-year, compared to -99. 8% for Brookfield Corporation. 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.

06

Which has better profit margins — CUB or BN or KKR?

KKR & Co.

Inc. (KKR) is the more profitable company, earning 12. 3% net margin versus 0. 0% for Lionheart Holdings — meaning it keeps 12. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BN leads at 39. 9% versus 0. 0% for CUB. At the gross margin level — before operating expenses — KKR leads at 41. 8%, 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.

07

Is CUB or BN or KKR more undervalued right now?

On forward earnings alone, Lionheart Holdings (CUB) trades at 3.

7x forward P/E versus 16. 7x for Brookfield Corporation — 13. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KKR: 42. 5% to $143. 00.

08

Which pays a better dividend — CUB or BN or KKR?

In this comparison, KKR (0.

8% yield) pays a dividend. CUB, BN do not pay a meaningful dividend and should not be held primarily for income.

09

Is CUB or BN or KKR better for a retirement portfolio?

For long-horizon retirement investors, Lionheart Holdings (CUB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.

02)). Brookfield Corporation (BN) carries a higher beta of 1. 57 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CUB: +21. 7%, BN: +308. 9%), 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.

10

What are the main differences between CUB and BN 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.

KKR pays a dividend while CUB, BN 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.

Stocks Like

CUB

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
Run This Screen
Stocks Like

BN

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
  • Gross Margin > 24%
Run This Screen
Stocks Like

KKR

Stable Dividend Mega-Cap

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 7%
  • Dividend Yield > 0.5%
Run This Screen
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Beat Both

Find stocks that outperform CUB and BN and KKR on the metrics below

Revenue Growth>
%
(CUB: -100.0% · BN: -9.7%)
P/E Ratio<
x
(CUB: 56.8x · BN: 9999.0x)

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