IX vs BN vs BX vs KKR vs APO

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). ORIX Corporation (IX) offers the better valuation at 16. 9x trailing P/E (0. 1x forward), making it the more compelling value choice. Analysts rate Brookfield Corporation (BN) a "Buy" — based on 9 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, ORIX Corporation (IX) is the cheapest at 16.

9x versus Brookfield Corporation at 9999. 0x. On forward P/E, ORIX Corporation is actually cheaper at 0. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: ORIX Corporation wins at 0. 02x versus Blackstone Inc. 's 0. 98x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Apollo Global Management, Inc.

(APO) delivered a total return of +135. 1%, compared to +59. 0% for Blackstone Inc. (BX). Over 10 years, the gap is even starker: APO returned +759. 2% versus IX's +172. 9%. 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), ORIX Corporation (IX) is the lower-risk stock at 0.

89β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 90% more volatile than IX relative to the S&P 500. On balance sheet safety, Apollo Global Management, Inc. (APO) carries a lower debt/equity ratio of 31% versus 159% for Brookfield Corporation — 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: Blackstone Inc. grew EPS 7. 2% 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.

Blackstone Inc.

(BX) is the more profitable company, earning 21. 8% net margin versus 1. 7% for Brookfield Corporation — meaning it keeps 21. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BX leads at 51. 9% versus 2. 4% for KKR. At the gross margin level — before operating expenses — APO leads at 88. 5%, 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, ORIX Corporation (IX) is the more undervalued stock at a PEG of 0. 02x versus Blackstone Inc. 's 0. 98x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ORIX Corporation (IX) trades at 0. 1x forward P/E versus 20. 5x for Blackstone Inc. — 20. 4x 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), IX (2. 2% yield), APO (1. 7% yield), KKR (0. 8% yield) pay a dividend. BN does not pay a meaningful dividend and should not be held primarily for income.

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

89), 2. 2% yield, +172. 9% 10Y return). 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 (IX: +172. 9%, 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.

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.

In terms of investment character: IX is a mid-cap deep-value stock; BN is a mid-cap quality compounder stock; BX is a mid-cap high-growth stock; KKR is a mid-cap quality compounder stock; APO is a mid-cap high-growth stock. IX, BX, KKR, APO pay a dividend while BN does 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.