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MLCI vs BX vs KKR vs ARES vs OWL
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
Asset Management
MLCI vs BX vs KKR vs ARES vs OWL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset Management | Asset Management |
| Market Cap | $41M | $96.22B | $88.68B | $40.61B | $15.63B |
| Revenue (TTM) | $-12M | $13.83B | $19.26B | $6.47B | $2.87B |
| Net Income (TTM) | $-61M | $3.02B | $2.37B | $527M | $87M |
| Gross Margin | 480.5% | 86.0% | 41.8% | 74.8% | 55.4% |
| Operating Margin | 7.2% | 51.9% | 2.4% | 27.2% | 21.9% |
| Forward P/E | 13.6x | 20.6x | 16.4x | 20.5x | 11.3x |
| Total Debt | $94M | $13.31B | $54.77B | $14.91B | $3.86B |
| Cash & Equiv. | $15M | $2.63B | $6M | $1.50B | $195M |
MLCI vs BX vs KKR vs ARES vs OWL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 20 | May 26 | Return |
|---|---|---|---|
| Blackstone Inc. (BX) | 100 | 189.5 | +89.5% |
| KKR & Co. Inc. (KKR) | 100 | 245.7 | +145.7% |
| Ares Management Cor… (ARES) | 100 | 262.8 | +162.8% |
| Blue Owl Capital In… (OWL) | 100 | 87.9 | -12.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MLCI vs BX vs KKR vs ARES vs OWL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MLCI is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 1.14, current ratio 36.76x
- Beta 1.14, yield 5.1%, current ratio 36.76x
- NIM 3.5% vs KKR's 0.0%
- Beta 1.14 vs KKR's 1.66
BX has the current edge in this matchup, primarily because of its strength in valuation efficiency.
- PEG 0.98 vs ARES's 1.16
- PEG 0.98 vs 1.16
- -14.3% vs OWL's -44.5%
Among these 5 stocks, KKR doesn't own a clear edge in any measured category.
ARES is the #2 pick in this set and the best alternative if income & stability and growth exposure is your priority.
- Dividend streak 7 yrs, beta 1.62, yield 6.5%
- Rev growth 66.6%, EPS growth -5.3%
- 9.6% 10Y total return vs KKR's 7.1%
- 66.6% NII/revenue growth vs MLCI's -106.3%
OWL ranks third and is worth considering specifically for quality and efficiency.
- Efficiency ratio 0.3% vs ARES's 0.5% (lower = leaner)
- Efficiency ratio 0.3% vs ARES's 0.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 66.6% NII/revenue growth vs MLCI's -106.3% | |
| Value | PEG 0.98 vs 1.16 | |
| Quality / Margins | Efficiency ratio 0.3% vs ARES's 0.5% (lower = leaner) | |
| Stability / Safety | Beta 1.14 vs KKR's 1.66 | |
| Dividends | 6.5% yield, 7-year raise streak, vs OWL's 8.2% | |
| Momentum (1Y) | -14.3% vs OWL's -44.5% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs ARES's 0.5% |
MLCI vs BX vs KKR vs ARES vs OWL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
MLCI vs BX vs KKR vs ARES vs OWL — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MLCI leads in 1 of 6 categories
BX leads 1 • KKR leads 0 • ARES leads 0 • OWL leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
MLCI leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
KKR and MLCI operate at a comparable scale, with $19.3B and -$12M in trailing revenue. Profitability is closely matched — net margins range from 4.9% (MLCI) to 2.7% (OWL).
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | -$12M | $13.8B | $19.3B | $6.5B | $2.9B |
| EBITDAEarnings before interest/tax | -$89M | $7.2B | $9.0B | $1.8B | $1.0B |
| Net IncomeAfter-tax profit | -$61M | $3.0B | $2.4B | $527M | $87M |
| Free Cash FlowCash after capex | -$27M | $3.5B | $7.5B | $1.5B | $1.3B |
| Gross MarginGross profit ÷ Revenue | +4.8% | +86.0% | +41.8% | +74.8% | +55.4% |
| Operating MarginEBIT ÷ Revenue | +7.2% | +51.9% | +2.4% | +27.2% | +21.9% |
| Net MarginNet income ÷ Revenue | +4.9% | +21.8% | +12.3% | +8.2% | +2.7% |
| FCF MarginFCF ÷ Revenue | +178.6% | +12.6% | +49.4% | +23.9% | +41.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -22.0% | +41.3% | -1.7% | -80.9% | — |
Valuation Metrics
Evenly matched — MLCI and BX and KKR each lead in 2 of 7 comparable metrics.
Valuation Metrics
At 31.6x trailing earnings, BX trades at a 62% valuation discount to OWL's 83.3x P/E. Adjusting for growth (PEG ratio), BX offers better value at 1.51x vs ARES's 3.58x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $41M | $96.2B | $88.7B | $40.6B | $15.6B |
| Enterprise ValueMkt cap + debt − cash | $120M | $106.9B | $143.4B | $54.0B | $19.3B |
| Trailing P/EPrice ÷ TTM EPS | -0.52x | 31.65x | 42.51x | 63.09x | 83.33x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.63x | 20.57x | 16.39x | 20.49x | 11.26x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.51x | — | 3.58x | — |
| EV / EBITDAEnterprise value multiple | — | 14.82x | 20.13x | 26.97x | 19.02x |
| Price / SalesMarket cap ÷ Revenue | — | 6.96x | 4.60x | 6.28x | 5.45x |
| Price / BookPrice ÷ Book value/share | 0.35x | 4.38x | 1.16x | 3.09x | 1.10x |
| Price / FCFMarket cap ÷ FCF | — | 55.14x | 9.31x | 26.30x | 13.05x |
Profitability & Efficiency
BX leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BX delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $-77 for MLCI. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to ARES's 1.71x. On the Piotroski fundamental quality scale (0–9), ARES scores 8/9 vs OWL's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -76.8% | +14.3% | +3.2% | +6.2% | +1.4% |
| ROA (TTM)Return on assets | -3.6% | +6.5% | +0.6% | +1.9% | +0.7% |
| ROICReturn on invested capital | -40.0% | +16.1% | +0.3% | +6.1% | +5.0% |
| ROCEReturn on capital employed | -8.9% | +16.9% | +0.1% | +7.3% | +5.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 6 | 8 | 4 |
| Debt / EquityFinancial leverage | 1.03x | 0.61x | 0.67x | 1.71x | 0.64x |
| Net DebtTotal debt minus cash | $79M | $10.7B | $54.8B | $13.4B | $3.7B |
| Cash & Equiv.Liquid assets | $15M | $2.6B | $6M | $1.5B | $195M |
| Total DebtShort + long-term debt | $94M | $13.3B | $54.8B | $14.9B | $3.9B |
| Interest CoverageEBIT ÷ Interest expense | -1.87x | 14.12x | 3.29x | 2.68x | 3.45x |
Total Returns (Dividends Reinvested)
Evenly matched — BX and KKR and ARES each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ARES five years ago would be worth $27,457 today (with dividends reinvested), compared to $7,974 for MLCI. Over the past 12 months, BX leads with a -14.3% total return vs OWL's -44.5%. The 3-year compound annual growth rate (CAGR) favors KKR at 27.9% vs MLCI's -7.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -54.9% | -21.0% | -22.7% | -24.8% | -33.2% |
| 1-Year ReturnPast 12 months | -20.3% | -14.3% | -20.0% | -25.6% | -44.5% |
| 3-Year ReturnCumulative with dividends | -20.3% | +63.1% | +109.5% | +65.2% | +20.2% |
| 5-Year ReturnCumulative with dividends | -20.3% | +70.4% | +90.0% | +174.6% | +29.1% |
| 10-Year ReturnCumulative with dividends | -20.3% | +487.3% | +713.2% | +955.5% | +26.2% |
| CAGR (3Y)Annualised 3-year return | -7.3% | +17.7% | +27.9% | +18.2% | +6.3% |
Risk & Volatility
Evenly matched — MLCI and KKR each lead in 1 of 2 comparable metrics.
Risk & Volatility
MLCI is the less volatile stock with a 1.14 beta — it tends to amplify market swings less than KKR's 1.66 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KKR currently trades 64.6% from its 52-week high vs MLCI's 42.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.14x | 1.51x | 1.66x | 1.62x | 1.62x |
| 52-Week HighHighest price in past year | $8.74 | $190.09 | $153.87 | $195.26 | $21.08 |
| 52-Week LowLowest price in past year | $3.31 | $101.73 | $82.67 | $95.80 | $7.96 |
| % of 52W HighCurrent price vs 52-week peak | +42.1% | +64.6% | +64.6% | +63.3% | +47.4% |
| RSI (14)Momentum oscillator 0–100 | 39.1 | 49.0 | 49.0 | 62.1 | 54.7 |
| Avg Volume (50D)Average daily shares traded | 55K | 6.7M | 5.7M | 3.6M | 31.3M |
Analyst Outlook
Evenly matched — ARES and OWL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: BX as "Buy", KKR as "Buy", ARES as "Buy", OWL as "Buy". Consensus price targets imply 57.8% upside for OWL (target: $16) vs 27.3% for BX (target: $156). For income investors, OWL offers the higher dividend yield at 8.22% vs KKR's 0.81%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $156.29 | $141.14 | $171.13 | $15.78 |
| # AnalystsCovering analysts | — | 29 | 27 | 22 | 19 |
| Dividend YieldAnnual dividend ÷ price | +5.1% | +6.3% | +0.8% | +6.5% | +8.2% |
| Dividend StreakConsecutive years of raises | 1 | 2 | 6 | 7 | 1 |
| Dividend / ShareAnnual DPS | $0.19 | $7.70 | $0.80 | $8.08 | $0.82 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | +0.3% | +0.1% | 0.0% | +0.3% |
MLCI leads in 1 of 6 categories (Income & Cash Flow). BX leads in 1 (Profitability & Efficiency). 4 tied.
MLCI vs BX vs KKR vs ARES vs OWL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is MLCI or BX or KKR or ARES or OWL a better buy right now?
For growth investors, Ares Management Corporation (ARES) is the stronger pick with 66.
6% revenue growth year-over-year, versus -106. 3% for Mount Logan Capital Inc. Common Stock (MLCI). Blackstone Inc. (BX) offers the better valuation at 31. 6x trailing P/E (20. 6x forward), making it the more compelling value choice. Analysts rate Blackstone Inc. (BX) a "Buy" — based on 29 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 — MLCI or BX or KKR or ARES or OWL?
On trailing P/E, Blackstone Inc.
(BX) is the cheapest at 31. 6x versus Blue Owl Capital Inc. at 83. 3x. On forward P/E, Blue Owl Capital Inc. is actually cheaper at 11. 3x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Blackstone Inc. wins at 0. 98x versus Ares Management Corporation's 1. 16x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — MLCI or BX or KKR or ARES or OWL?
Over the past 5 years, Ares Management Corporation (ARES) delivered a total return of +174.
6%, compared to -20. 3% for Mount Logan Capital Inc. Common Stock (MLCI). Over 10 years, the gap is even starker: ARES returned +955. 5% versus MLCI's -20. 3%. 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 — MLCI or BX or KKR or ARES or OWL?
By beta (market sensitivity over 5 years), Mount Logan Capital Inc.
Common Stock (MLCI) is the lower-risk stock at 1. 14β versus KKR & Co. Inc. 's 1. 66β — meaning KKR is approximately 46% more volatile than MLCI relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 171% for Ares Management Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — MLCI or BX or KKR or ARES or OWL?
By revenue growth (latest reported year), Ares Management Corporation (ARES) is pulling ahead at 66.
6% versus -106. 3% for Mount Logan Capital Inc. Common Stock (MLCI). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -36. 4% for Mount Logan Capital Inc. Common Stock. 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 — MLCI or BX or KKR or ARES or OWL?
Mount Logan Capital Inc.
Common Stock (MLCI) is the more profitable company, earning 489. 9% net margin versus 2. 7% for Blue Owl Capital Inc. — meaning it keeps 489. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MLCI leads at 717. 0% versus 2. 4% for KKR. At the gross margin level — before operating expenses — MLCI leads at 480. 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.
07Is MLCI or BX or KKR or ARES or OWL more undervalued right now?
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, Blackstone Inc. (BX) is the more undervalued stock at a PEG of 0. 98x versus Ares Management Corporation's 1. 16x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Blue Owl Capital Inc. (OWL) trades at 11. 3x forward P/E versus 20. 6x for Blackstone Inc. — 9. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OWL: 57. 8% to $15. 78.
08Which pays a better dividend — MLCI or BX or KKR or ARES or OWL?
All stocks in this comparison pay dividends.
Blue Owl Capital Inc. (OWL) offers the highest yield at 8. 2%, versus 0. 8% for KKR & Co. Inc. (KKR).
09Is MLCI or BX or KKR or ARES or OWL better for a retirement portfolio?
For long-horizon retirement investors, Ares Management Corporation (ARES) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (6.
5% yield, +955. 5% 10Y return). Blue Owl Capital Inc. (OWL) carries a higher beta of 1. 62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ARES: +955. 5%, OWL: +26. 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.
10What are the main differences between MLCI and BX and KKR and ARES and OWL?
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: MLCI is a small-cap income-oriented stock; BX is a mid-cap high-growth stock; KKR is a mid-cap quality compounder stock; ARES is a mid-cap high-growth stock; OWL is a mid-cap high-growth stock. 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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