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OXLCI vs BX vs KKR vs APO vs ARES
Revenue, margins, valuation, and 5-year total return — side by side.
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Asset Management - Global
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OXLCI vs BX vs KKR vs APO vs ARES — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset Management - Global | Asset Management |
| Market Cap | $6.12B | $95.85B | $89.45B | $73.67B | $40.44B |
| Revenue (TTM) | $307M | $13.83B | $19.26B | $30.30B | $6.47B |
| Net Income (TTM) | $545M | $3.02B | $2.37B | $4.48B | $527M |
| Gross Margin | 74.7% | 86.0% | 41.8% | 88.5% | 74.8% |
| Operating Margin | 73.4% | 51.9% | 2.4% | 34.4% | 27.2% |
| Forward P/E | 6.4x | 20.5x | 16.4x | 14.4x | 20.2x |
| Total Debt | $478M | $13.31B | $54.77B | $13.36B | $14.91B |
| Cash & Equiv. | $43M | $2.63B | $6M | $19.24B | $1.50B |
OXLCI vs BX vs KKR vs APO vs ARES — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 24 | May 26 | Return |
|---|---|---|---|
| Oxford Lane Capital… (OXLCI) | 100 | 99.5 | -0.5% |
| Blackstone Inc. (BX) | 100 | 86.0 | -14.0% |
| KKR & Co. Inc. (KKR) | 100 | 81.3 | -18.7% |
| Apollo Global Manag… (APO) | 100 | 102.0 | +2.0% |
| Ares Management Cor… (ARES) | 100 | 80.4 | -19.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OXLCI vs BX vs KKR vs APO vs ARES
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OXLCI carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 26.9%, EPS growth 186.0%
- Lower volatility, beta 0.57, Low D/E 40.8%, current ratio 0.70x
- Lower P/E (6.4x vs 20.2x)
- Efficiency ratio 0.3% vs APO's 0.5% (lower = leaner)
BX plays a supporting role in this comparison — it may shine differently against other peers.
KKR lags the leaders in this set but could rank higher in a more targeted comparison.
APO is the clearest fit if your priority is valuation efficiency.
- PEG 0.19 vs ARES's 1.15
ARES is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- Dividend streak 7 yrs, beta 1.62, yield 6.6%
- 9.3% 10Y total return vs APO's 7.6%
- Beta 1.62, yield 6.6%, current ratio 2.24x
- 66.6% NII/revenue growth vs KKR's -11.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 66.6% NII/revenue growth vs KKR's -11.0% | |
| Value | Lower P/E (6.4x vs 20.2x) | |
| Quality / Margins | Efficiency ratio 0.3% vs APO's 0.5% (lower = leaner) | |
| Stability / Safety | Beta 0.57 vs KKR's 1.70, lower leverage | |
| Dividends | 6.6% yield, 7-year raise streak, vs OXLCI's 2.7% | |
| Momentum (1Y) | +9.5% vs ARES's -21.1% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs APO's 0.5% |
OXLCI vs BX vs KKR vs APO vs ARES — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
OXLCI vs BX vs KKR vs APO vs ARES — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
OXLCI leads in 2 of 6 categories
APO leads 1 • ARES leads 1 • BX leads 0 • KKR leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
OXLCI leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
APO is the larger business by revenue, generating $30.3B annually — 98.8x OXLCI's $307M. OXLCI is the more profitable business, keeping 76.6% of every revenue dollar as net income compared to ARES's 8.2%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $307M | $13.8B | $19.3B | $30.3B | $6.5B |
| EBITDAEarnings before interest/tax | $338M | $7.2B | $9.0B | $11.5B | $1.8B |
| Net IncomeAfter-tax profit | $545M | $3.0B | $2.4B | $4.5B | $527M |
| Free Cash FlowCash after capex | $782M | $3.5B | $7.5B | $5.4B | $1.5B |
| Gross MarginGross profit ÷ Revenue | +74.7% | +86.0% | +41.8% | +88.5% | +74.8% |
| Operating MarginEBIT ÷ Revenue | +73.4% | +51.9% | +2.4% | +34.4% | +27.2% |
| Net MarginNet income ÷ Revenue | +76.6% | +21.8% | +12.3% | +14.8% | +8.2% |
| FCF MarginFCF ÷ Revenue | -40.4% | +12.6% | +49.4% | +24.6% | +23.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | +41.3% | -1.7% | +16.3% | -80.9% |
Valuation Metrics
APO leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 17.6x trailing earnings, APO trades at a 72% valuation discount to ARES's 62.8x P/E. Adjusting for growth (PEG ratio), APO offers better value at 0.23x vs ARES's 3.56x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $6.1B | $95.8B | $89.4B | $73.7B | $40.4B |
| Enterprise ValueMkt cap + debt − cash | $6.6B | $106.5B | $144.2B | $67.8B | $53.9B |
| Trailing P/EPrice ÷ TTM EPS | 26.11x | 31.53x | 42.88x | 17.60x | 62.83x |
| Forward P/EPrice ÷ next-FY EPS est. | 6.41x | 20.50x | 16.42x | 14.42x | 20.23x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.51x | — | 0.23x | 3.56x |
| EV / EBITDAEnterprise value multiple | — | 14.77x | 20.24x | 5.92x | 26.88x |
| Price / SalesMarket cap ÷ Revenue | 19.95x | 6.93x | 4.64x | 2.43x | 6.25x |
| Price / BookPrice ÷ Book value/share | 5.23x | 4.37x | 1.17x | 1.83x | 3.08x |
| Price / FCFMarket cap ÷ FCF | — | 54.93x | 9.39x | 9.89x | 26.19x |
Profitability & Efficiency
Evenly matched — OXLCI and APO each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
OXLCI delivers a 33.9% return on equity — every $100 of shareholder capital generates $34 in annual profit, vs $3 for KKR. APO carries lower financial leverage with a 0.31x 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 APO's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +33.9% | +14.3% | +3.2% | +12.1% | +6.2% |
| ROA (TTM)Return on assets | +24.4% | +6.5% | +0.6% | +1.0% | +1.9% |
| ROICReturn on invested capital | +11.4% | +16.1% | +0.3% | +16.0% | +6.1% |
| ROCEReturn on capital employed | +15.4% | +16.9% | +0.1% | +8.8% | +7.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 6 | 3 | 8 |
| Debt / EquityFinancial leverage | 0.41x | 0.61x | 0.67x | 0.31x | 1.71x |
| Net DebtTotal debt minus cash | $435M | $10.7B | $54.8B | -$5.9B | $13.4B |
| Cash & Equiv.Liquid assets | $43M | $2.6B | $6M | $19.2B | $1.5B |
| Total DebtShort + long-term debt | $478M | $13.3B | $54.8B | $13.4B | $14.9B |
| Interest CoverageEBIT ÷ Interest expense | — | 14.12x | 3.29x | 28.98x | 2.68x |
Total Returns (Dividends Reinvested)
Evenly matched — OXLCI and APO 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 $26,021 today (with dividends reinvested), compared to $11,563 for OXLCI. Over the past 12 months, OXLCI leads with a +9.5% total return vs ARES's -21.1%. The 3-year compound annual growth rate (CAGR) favors APO at 29.2% vs OXLCI's 5.0% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.1% | -21.3% | -22.0% | -12.5% | -25.1% |
| 1-Year ReturnPast 12 months | +9.5% | -6.5% | -13.0% | +0.4% | -21.1% |
| 3-Year ReturnCumulative with dividends | +15.6% | +65.9% | +107.7% | +115.8% | +64.7% |
| 5-Year ReturnCumulative with dividends | +15.6% | +59.0% | +76.5% | +135.1% | +160.2% |
| 10-Year ReturnCumulative with dividends | +15.6% | +476.1% | +715.5% | +759.2% | +929.6% |
| CAGR (3Y)Annualised 3-year return | +5.0% | +18.4% | +27.6% | +29.2% | +18.1% |
Risk & Volatility
OXLCI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
OXLCI is the less volatile stock with a 0.57 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. OXLCI currently trades 97.5% from its 52-week high vs ARES's 63.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.57x | 1.53x | 1.70x | 1.43x | 1.62x |
| 52-Week HighHighest price in past year | $26.25 | $190.09 | $153.87 | $157.28 | $195.26 |
| 52-Week LowLowest price in past year | $7.89 | $101.73 | $82.67 | $99.56 | $95.80 |
| % of 52W HighCurrent price vs 52-week peak | +97.5% | +64.3% | +65.2% | +81.3% | +63.1% |
| RSI (14)Momentum oscillator 0–100 | 73.2 | 54.8 | 52.4 | 64.9 | 63.2 |
| Avg Volume (50D)Average daily shares traded | 6K | 7.1M | 6.5M | 5.2M | 3.7M |
Analyst Outlook
ARES leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: BX as "Buy", KKR as "Buy", APO as "Buy", ARES as "Buy". Consensus price targets imply 44.0% upside for ARES (target: $177) vs 23.1% for APO (target: $157). For income investors, ARES offers the higher dividend yield at 6.56% vs KKR's 0.80%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $156.29 | $143.00 | $157.25 | $177.38 |
| # AnalystsCovering analysts | — | 29 | 26 | 28 | 22 |
| Dividend YieldAnnual dividend ÷ price | +2.7% | +6.3% | +0.8% | +1.7% | +6.6% |
| Dividend StreakConsecutive years of raises | 0 | 2 | 6 | 3 | 7 |
| Dividend / ShareAnnual DPS | $0.70 | $7.70 | $0.80 | $2.14 | $8.08 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% | +0.1% | +1.0% | 0.0% |
OXLCI leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). APO leads in 1 (Valuation Metrics). 2 tied.
OXLCI vs BX vs KKR vs APO vs ARES: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is OXLCI or BX or KKR or APO or ARES 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 -11. 0% for KKR & Co. Inc. (KKR). Apollo Global Management, Inc. (APO) offers the better valuation at 17. 6x trailing P/E (14. 4x 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 — OXLCI or BX or KKR or APO or ARES?
On trailing P/E, Apollo Global Management, Inc.
(APO) is the cheapest at 17. 6x versus Ares Management Corporation at 62. 8x. On forward P/E, Oxford Lane Capital Corp. is actually cheaper at 6. 4x — 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: Apollo Global Management, Inc. wins at 0. 19x versus Ares Management Corporation's 1. 15x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — OXLCI or BX or KKR or APO or ARES?
Over the past 5 years, Ares Management Corporation (ARES) delivered a total return of +160.
2%, compared to +15. 6% for Oxford Lane Capital Corp. (OXLCI). Over 10 years, the gap is even starker: ARES returned +929. 6% versus OXLCI's +15. 6%. 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 — OXLCI or BX or KKR or APO or ARES?
By beta (market sensitivity over 5 years), Oxford Lane Capital Corp.
(OXLCI) is the lower-risk stock at 0. 57β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 201% more volatile than OXLCI relative to the S&P 500. On balance sheet safety, Apollo Global Management, Inc. (APO) carries a lower debt/equity ratio of 31% versus 171% for Ares Management Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — OXLCI or BX or KKR or APO or ARES?
By revenue growth (latest reported year), Ares Management Corporation (ARES) is pulling ahead at 66.
6% versus -11. 0% for KKR & Co. Inc. (KKR). On earnings-per-share growth, the picture is similar: Oxford Lane Capital Corp. grew EPS 186. 0% 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 — OXLCI or BX or KKR or APO or ARES?
Oxford Lane Capital Corp.
(OXLCI) is the more profitable company, earning 76. 6% net margin versus 8. 2% for Ares Management Corporation — meaning it keeps 76. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OXLCI leads at 73. 4% 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.
07Is OXLCI or BX or KKR or APO or ARES 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, Apollo Global Management, Inc. (APO) is the more undervalued stock at a PEG of 0. 19x versus Ares Management Corporation's 1. 15x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Oxford Lane Capital Corp. (OXLCI) trades at 6. 4x forward P/E versus 20. 5x for Blackstone Inc. — 14. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARES: 44. 0% to $177. 38.
08Which pays a better dividend — OXLCI or BX or KKR or APO or ARES?
All stocks in this comparison pay dividends.
Ares Management Corporation (ARES) offers the highest yield at 6. 6%, versus 0. 8% for KKR & Co. Inc. (KKR).
09Is OXLCI or BX or KKR or APO or ARES better for a retirement portfolio?
For long-horizon retirement investors, Oxford Lane Capital Corp.
(OXLCI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 57), 2. 7% yield). Blackstone Inc. (BX) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (OXLCI: +15. 6%, BX: +476. 1%), 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 OXLCI and BX and KKR and APO and ARES?
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: OXLCI is a small-cap high-growth 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; ARES 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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