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PX vs BX vs KKR vs AMG vs APO
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
Asset Management - Global
PX vs BX vs KKR vs AMG vs APO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset Management | Asset Management - Global |
| Market Cap | $909M | $95.85B | $89.45B | $7.95B | $73.67B |
| Revenue (TTM) | $33.99B | $13.83B | $19.26B | $2.45B | $30.30B |
| Net Income (TTM) | $1.54B | $3.02B | $2.37B | $717M | $4.48B |
| Gross Margin | 48.8% | 86.0% | 41.8% | 86.0% | 88.5% |
| Operating Margin | 26.3% | 51.9% | 2.4% | 31.8% | 34.4% |
| Forward P/E | 6.9x | 20.5x | 16.4x | 9.0x | 14.4x |
| Total Debt | $26.99B | $13.31B | $54.77B | $2.69B | $13.36B |
| Cash & Equiv. | $5.06B | $2.63B | $6M | $586M | $19.24B |
PX vs BX vs KKR vs AMG vs APO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 21 | Apr 26 | Return |
|---|---|---|---|
| P10, Inc. (PX) | 100 | 60.4 | -39.6% |
| Blackstone Inc. (BX) | 100 | 81.9 | -18.1% |
| KKR & Co. Inc. (KKR) | 100 | 110.1 | +10.1% |
| Affiliated Managers… (AMG) | 100 | 182.4 | +82.4% |
| Apollo Global Manag… (APO) | 100 | 135.9 | +35.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PX vs BX vs KKR vs AMG vs APO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PX carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 113.6%, EPS growth 90.3%
- 113.6% NII/revenue growth vs KKR's -11.0%
- Lower P/E (6.9x vs 20.5x), PEG 0.70 vs 0.98
- Efficiency ratio 0.2% vs AMG's 0.5% (lower = leaner)
BX ranks third and is worth considering specifically for income & stability and defensive.
- Dividend streak 2 yrs, beta 1.53, yield 6.3%
- Beta 1.53, yield 6.3%, current ratio 0.91x
- 6.3% yield, 2-year raise streak, vs KKR's 0.8%
KKR lags the leaders in this set but could rank higher in a more targeted comparison.
AMG is the #2 pick in this set and the best alternative if stability and momentum is your priority.
- Beta 1.14 vs PX's 1.79, lower leverage
- +70.0% vs PX's -32.5%
APO is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 7.6% 10Y total return vs KKR's 7.2%
- Lower volatility, beta 1.43, Low D/E 31.4%, current ratio 0.78x
- PEG 0.19 vs BX's 0.98
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 113.6% NII/revenue growth vs KKR's -11.0% | |
| Value | Lower P/E (6.9x vs 20.5x), PEG 0.70 vs 0.98 | |
| Quality / Margins | Efficiency ratio 0.2% vs AMG's 0.5% (lower = leaner) | |
| Stability / Safety | Beta 1.14 vs PX's 1.79, lower leverage | |
| Dividends | 6.3% yield, 2-year raise streak, vs KKR's 0.8% | |
| Momentum (1Y) | +70.0% vs PX's -32.5% | |
| Efficiency (ROA) | Efficiency ratio 0.2% vs AMG's 0.5% |
PX vs BX vs KKR vs AMG vs APO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PX vs BX vs KKR vs AMG vs APO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
APO leads in 2 of 6 categories
AMG leads 2 • PX leads 0 • BX leads 0 • KKR leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — PX and BX and KKR and AMG and APO each lead in 1 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
PX is the larger business by revenue, generating $34.0B annually — 13.9x AMG's $2.4B. AMG is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to KKR's 12.3%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $34.0B | $13.8B | $19.3B | $2.4B | $30.3B |
| EBITDAEarnings before interest/tax | $3.0B | $7.2B | $9.0B | $855M | $11.5B |
| Net IncomeAfter-tax profit | $1.5B | $3.0B | $2.4B | $717M | $4.5B |
| Free Cash FlowCash after capex | $1.6B | $3.5B | $7.5B | $978M | $5.4B |
| Gross MarginGross profit ÷ Revenue | +48.8% | +86.0% | +41.8% | +86.0% | +88.5% |
| Operating MarginEBIT ÷ Revenue | +26.3% | +51.9% | +2.4% | +31.8% | +34.4% |
| Net MarginNet income ÷ Revenue | +20.3% | +21.8% | +12.3% | +29.3% | +14.8% |
| FCF MarginFCF ÷ Revenue | +15.0% | +12.6% | +49.4% | +41.1% | +24.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +72.6% | +41.3% | -1.7% | +149.1% | +16.3% |
Valuation Metrics
APO leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 13.1x trailing earnings, AMG trades at a 72% valuation discount to PX's 47.2x P/E. Adjusting for growth (PEG ratio), APO offers better value at 0.23x vs BX's 1.51x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $909M | $95.8B | $89.4B | $7.9B | $73.7B |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $106.5B | $144.2B | $10.1B | $67.8B |
| Trailing P/EPrice ÷ TTM EPS | 47.19x | 31.53x | 42.88x | 13.09x | 17.60x |
| Forward P/EPrice ÷ next-FY EPS est. | 6.92x | 20.50x | 16.42x | 8.98x | 14.42x |
| PEG RatioP/E ÷ EPS growth rate | 0.35x | 1.51x | — | 0.33x | 0.23x |
| EV / EBITDAEnterprise value multiple | 13.56x | 14.77x | 20.24x | 10.61x | 5.92x |
| Price / SalesMarket cap ÷ Revenue | 3.07x | 6.93x | 4.64x | 3.25x | 2.43x |
| Price / BookPrice ÷ Book value/share | 2.35x | 4.37x | 1.17x | 2.22x | 1.83x |
| Price / FCFMarket cap ÷ FCF | 9.41x | 54.93x | 9.39x | 7.91x | 9.89x |
Profitability & Efficiency
AMG leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
AMG delivers a 16.0% return on equity — every $100 of shareholder capital generates $16 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 PX's 0.68x. On the Piotroski fundamental quality scale (0–9), AMG scores 8/9 vs APO's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +15.1% | +14.3% | +3.2% | +16.0% | +12.1% |
| ROA (TTM)Return on assets | +6.9% | +6.5% | +0.6% | +8.0% | +1.0% |
| ROICReturn on invested capital | +19.8% | +16.1% | +0.3% | +8.1% | +16.0% |
| ROCEReturn on capital employed | +24.6% | +16.9% | +0.1% | +8.6% | +8.8% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 | 6 | 8 | 3 |
| Debt / EquityFinancial leverage | 0.68x | 0.61x | 0.67x | 0.61x | 0.31x |
| Net DebtTotal debt minus cash | $21.9B | $10.7B | $54.8B | $2.1B | -$5.9B |
| Cash & Equiv.Liquid assets | $5.1B | $2.6B | $6M | $586M | $19.2B |
| Total DebtShort + long-term debt | $27.0B | $13.3B | $54.8B | $2.7B | $13.4B |
| Interest CoverageEBIT ÷ Interest expense | 115.77x | 14.12x | 3.29x | 9.69x | 28.98x |
Total Returns (Dividends Reinvested)
APO leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in APO five years ago would be worth $23,514 today (with dividends reinvested), compared to $6,697 for PX. Over the past 12 months, AMG leads with a +70.0% total return vs PX's -32.5%. The 3-year compound annual growth rate (CAGR) favors APO at 29.2% vs PX's -7.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -23.3% | -21.3% | -22.0% | +3.1% | -12.5% |
| 1-Year ReturnPast 12 months | -32.5% | -6.5% | -13.0% | +70.0% | +0.4% |
| 3-Year ReturnCumulative with dividends | -20.3% | +65.9% | +107.7% | +109.8% | +115.8% |
| 5-Year ReturnCumulative with dividends | -33.0% | +59.0% | +76.5% | +71.7% | +135.1% |
| 10-Year ReturnCumulative with dividends | -33.0% | +476.1% | +715.5% | +86.2% | +759.2% |
| CAGR (3Y)Annualised 3-year return | -7.3% | +18.4% | +27.6% | +28.0% | +29.2% |
Risk & Volatility
AMG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AMG is the less volatile stock with a 1.14 beta — it tends to amplify market swings less than PX's 1.79 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMG currently trades 88.9% from its 52-week high vs PX's 57.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.79x | 1.53x | 1.70x | 1.14x | 1.43x |
| 52-Week HighHighest price in past year | $13.08 | $190.09 | $153.87 | $334.78 | $157.28 |
| 52-Week LowLowest price in past year | $6.97 | $101.73 | $82.67 | $172.54 | $99.56 |
| % of 52W HighCurrent price vs 52-week peak | +57.7% | +64.3% | +65.2% | +88.9% | +81.3% |
| RSI (14)Momentum oscillator 0–100 | 31.9 | 54.8 | 52.4 | 61.3 | 64.9 |
| Avg Volume (50D)Average daily shares traded | 786K | 7.1M | 6.5M | 345K | 5.2M |
Analyst Outlook
Evenly matched — BX and KKR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PX as "Buy", BX as "Buy", KKR as "Buy", AMG as "Buy", APO as "Buy". Consensus price targets imply 231.1% upside for PX (target: $25) vs 11.3% for AMG (target: $332). For income investors, BX offers the higher dividend yield at 6.30% vs KKR's 0.80%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $25.00 | $156.29 | $143.00 | $331.50 | $157.25 |
| # AnalystsCovering analysts | 8 | 29 | 26 | 12 | 28 |
| Dividend YieldAnnual dividend ÷ price | +1.7% | +6.3% | +0.8% | +0.0% | +1.7% |
| Dividend StreakConsecutive years of raises | 1 | 2 | 6 | 0 | 3 |
| Dividend / ShareAnnual DPS | $5.95 | $7.70 | $0.80 | $0.03 | $2.14 |
| Buyback YieldShare repurchases ÷ mkt cap | +7.5% | +0.3% | +0.1% | +8.9% | +1.0% |
APO leads in 2 of 6 categories (Valuation Metrics, Total Returns). AMG leads in 2 (Profitability & Efficiency, Risk & Volatility). 2 tied.
PX vs BX vs KKR vs AMG vs APO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is PX or BX or KKR or AMG or APO a better buy right now?
For growth investors, P10, Inc.
(PX) is the stronger pick with 113. 6% revenue growth year-over-year, versus -11. 0% for KKR & Co. Inc. (KKR). Affiliated Managers Group, Inc. (AMG) offers the better valuation at 13. 1x trailing P/E (9. 0x forward), making it the more compelling value choice. Analysts rate P10, Inc. (PX) a "Buy" — based on 8 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 — PX or BX or KKR or AMG or APO?
On trailing P/E, Affiliated Managers Group, Inc.
(AMG) is the cheapest at 13. 1x versus P10, Inc. at 47. 2x. On forward P/E, P10, Inc. is actually cheaper at 6. 9x — 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 Blackstone Inc. 's 0. 98x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — PX or BX or KKR or AMG or APO?
Over the past 5 years, Apollo Global Management, Inc.
(APO) delivered a total return of +135. 1%, compared to -33. 0% for P10, Inc. (PX). Over 10 years, the gap is even starker: APO returned +759. 2% versus PX's -33. 0%. 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 — PX or BX or KKR or AMG or APO?
By beta (market sensitivity over 5 years), Affiliated Managers Group, Inc.
(AMG) is the lower-risk stock at 1. 14β versus P10, Inc. 's 1. 79β — meaning PX is approximately 57% more volatile than AMG relative to the S&P 500. On balance sheet safety, Apollo Global Management, Inc. (APO) carries a lower debt/equity ratio of 31% versus 68% for P10, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — PX or BX or KKR or AMG or APO?
By revenue growth (latest reported year), P10, Inc.
(PX) is pulling ahead at 113. 6% versus -11. 0% for KKR & Co. Inc. (KKR). On earnings-per-share growth, the picture is similar: P10, Inc. grew EPS 90. 3% 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 — PX or BX or KKR or AMG or APO?
Affiliated Managers Group, Inc.
(AMG) is the more profitable company, earning 29. 3% net margin versus 12. 3% for KKR & Co. Inc. — meaning it keeps 29. 3% 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.
07Is PX or BX or KKR or AMG or APO 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 Blackstone Inc. 's 0. 98x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, P10, Inc. (PX) trades at 6. 9x forward P/E versus 20. 5x for Blackstone Inc. — 13. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PX: 231. 1% to $25. 00.
08Which pays a better dividend — PX or BX or KKR or AMG or APO?
In this comparison, BX (6.
3% yield), PX (1. 7% yield), APO (1. 7% yield), KKR (0. 8% yield) pay a dividend. AMG does not pay a meaningful dividend and should not be held primarily for income.
09Is PX or BX or KKR or AMG or APO better for a retirement portfolio?
For long-horizon retirement investors, Apollo Global Management, Inc.
(APO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 7% yield, +759. 2% 10Y return). P10, Inc. (PX) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (APO: +759. 2%, PX: -33. 0%), 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 PX and BX and KKR and AMG and APO?
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: PX is a small-cap high-growth stock; BX is a mid-cap high-growth stock; KKR is a mid-cap quality compounder stock; AMG is a small-cap high-growth stock; APO is a mid-cap high-growth stock. PX, BX, KKR, APO pay a dividend while AMG 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.
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