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SLRC vs BX vs KKR vs ARCC vs ARES
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
Asset Management
SLRC vs BX vs KKR vs ARCC vs ARES — 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 | $745M | $95.85B | $89.45B | $13.61B | $40.44B |
| Revenue (TTM) | $220M | $13.83B | $19.26B | $3.15B | $6.47B |
| Net Income (TTM) | $73M | $3.02B | $2.37B | $1.15B | $527M |
| Gross Margin | 73.3% | 86.0% | 41.8% | 75.7% | 74.8% |
| Operating Margin | 72.9% | 51.9% | 2.4% | 69.7% | 27.2% |
| Forward P/E | 8.5x | 20.5x | 16.4x | 9.9x | 20.2x |
| Total Debt | $1.15B | $13.31B | $54.77B | $15.99B | $14.91B |
| Cash & Equiv. | $16M | $2.63B | $6M | $924M | $1.50B |
SLRC vs BX vs KKR vs ARCC vs ARES — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| SLR Investment Corp. (SLRC) | 100 | 81.2 | -18.8% |
| Blackstone Inc. (BX) | 100 | 215.4 | +115.4% |
| KKR & Co. Inc. (KKR) | 100 | 361.5 | +261.5% |
| Ares Capital Corpor… (ARCC) | 100 | 128.5 | +28.5% |
| Ares Management Cor… (ARES) | 100 | 326.1 | +226.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SLRC vs BX vs KKR vs ARCC vs ARES
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SLRC carries the broadest edge in this set and is the clearest fit for income & stability and valuation efficiency.
- Dividend streak 0 yrs, beta 0.76, yield 12.0%
- PEG 0.24 vs ARES's 1.15
- Beta 0.76, yield 12.0%, current ratio 0.31x
- NIM 5.9% vs KKR's 0.0%
BX lags the leaders in this set but could rank higher in a more targeted comparison.
Among these 5 stocks, KKR doesn't own a clear edge in any measured category.
ARCC is the #2 pick in this set and the best alternative if sleep-well-at-night is your priority.
- Lower volatility, beta 0.77, current ratio 1.71x
- +0.4% vs ARES's -21.1%
ARES ranks third and is worth considering specifically for growth exposure and long-term compounding.
- Rev growth 66.6%, EPS growth -5.3%
- 9.3% 10Y total return vs KKR's 7.2%
- 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 (8.5x vs 20.2x), PEG 0.24 vs 1.15 | |
| Quality / Margins | Efficiency ratio 0.0% vs ARES's 0.5% (lower = leaner) | |
| Stability / Safety | Beta 0.76 vs KKR's 1.70 | |
| Dividends | 12.0% yield, vs ARES's 6.6% | |
| Momentum (1Y) | +0.4% vs ARES's -21.1% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs ARES's 0.5% |
SLRC vs BX vs KKR vs ARCC vs ARES — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
SLRC vs BX vs KKR vs ARCC vs ARES — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SLRC leads in 1 of 6 categories
BX leads 1 • KKR leads 0 • ARCC leads 0 • ARES leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — SLRC and BX each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
KKR is the larger business by revenue, generating $19.3B annually — 87.5x SLRC's $220M. SLRC is the more profitable business, keeping 42.0% of every revenue dollar as net income compared to ARES's 8.2%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $220M | $13.8B | $19.3B | $3.1B | $6.5B |
| EBITDAEarnings before interest/tax | $73M | $7.2B | $9.0B | $2.0B | $1.8B |
| Net IncomeAfter-tax profit | $73M | $3.0B | $2.4B | $1.1B | $527M |
| Free Cash FlowCash after capex | -$73M | $3.5B | $7.5B | $1.1B | $1.5B |
| Gross MarginGross profit ÷ Revenue | +73.3% | +86.0% | +41.8% | +75.7% | +74.8% |
| Operating MarginEBIT ÷ Revenue | +72.9% | +51.9% | +2.4% | +69.7% | +27.2% |
| Net MarginNet income ÷ Revenue | +42.0% | +21.8% | +12.3% | +41.3% | +8.2% |
| FCF MarginFCF ÷ Revenue | -32.7% | +12.6% | +49.4% | +36.3% | +23.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | +41.3% | -1.7% | -63.9% | -80.9% |
Valuation Metrics
SLRC leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 8.0x trailing earnings, SLRC trades at a 87% valuation discount to ARES's 62.8x P/E. Adjusting for growth (PEG ratio), SLRC 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 | $745M | $95.8B | $89.4B | $13.6B | $40.4B |
| Enterprise ValueMkt cap + debt − cash | $1.9B | $106.5B | $144.2B | $28.7B | $53.9B |
| Trailing P/EPrice ÷ TTM EPS | 8.04x | 31.53x | 42.88x | 10.19x | 62.83x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.48x | 20.50x | 16.42x | 9.92x | 20.23x |
| PEG RatioP/E ÷ EPS growth rate | 0.23x | 1.51x | — | 0.99x | 3.56x |
| EV / EBITDAEnterprise value multiple | 11.47x | 14.77x | 20.24x | 13.09x | 26.88x |
| Price / SalesMarket cap ÷ Revenue | 3.39x | 6.93x | 4.64x | 4.33x | 6.25x |
| Price / BookPrice ÷ Book value/share | 0.75x | 4.37x | 1.17x | 0.93x | 3.08x |
| Price / FCFMarket cap ÷ FCF | — | 54.93x | 9.39x | 11.92x | 26.19x |
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 $3 for KKR. 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 SLRC's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +7.3% | +14.3% | +3.2% | +8.1% | +6.2% |
| ROA (TTM)Return on assets | +2.9% | +6.5% | +0.6% | +3.8% | +1.9% |
| ROICReturn on invested capital | +5.8% | +16.1% | +0.3% | +5.7% | +6.1% |
| ROCEReturn on capital employed | +7.1% | +16.9% | +0.1% | +7.5% | +7.3% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 | 6 | 4 | 8 |
| Debt / EquityFinancial leverage | 1.15x | 0.61x | 0.67x | 1.12x | 1.71x |
| Net DebtTotal debt minus cash | $1.1B | $10.7B | $54.8B | $15.1B | $13.4B |
| Cash & Equiv.Liquid assets | $16M | $2.6B | $6M | $924M | $1.5B |
| Total DebtShort + long-term debt | $1.1B | $13.3B | $54.8B | $16.0B | $14.9B |
| Interest CoverageEBIT ÷ Interest expense | 1.06x | 14.12x | 3.29x | 2.98x | 2.68x |
Total Returns (Dividends Reinvested)
Evenly matched — KKR and ARCC 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 $11,622 for SLRC. Over the past 12 months, ARCC leads with a +0.4% total return vs ARES's -21.1%. The 3-year compound annual growth rate (CAGR) favors KKR at 27.6% vs SLRC's 9.4% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -8.8% | -21.3% | -22.0% | -4.9% | -25.1% |
| 1-Year ReturnPast 12 months | -1.0% | -6.5% | -13.0% | +0.4% | -21.1% |
| 3-Year ReturnCumulative with dividends | +31.0% | +65.9% | +107.7% | +34.2% | +64.7% |
| 5-Year ReturnCumulative with dividends | +16.2% | +59.0% | +76.5% | +47.0% | +160.2% |
| 10-Year ReturnCumulative with dividends | +64.4% | +476.1% | +715.5% | +139.2% | +929.6% |
| CAGR (3Y)Annualised 3-year return | +9.4% | +18.4% | +27.6% | +10.3% | +18.1% |
Risk & Volatility
Evenly matched — SLRC and ARCC each lead in 1 of 2 comparable metrics.
Risk & Volatility
SLRC is the less volatile stock with a 0.76 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. ARCC currently trades 81.0% 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 | 0.76x | 1.53x | 1.70x | 0.77x | 1.62x |
| 52-Week HighHighest price in past year | $17.20 | $190.09 | $153.87 | $23.42 | $195.26 |
| 52-Week LowLowest price in past year | $13.41 | $101.73 | $82.67 | $17.40 | $95.80 |
| % of 52W HighCurrent price vs 52-week peak | +79.4% | +64.3% | +65.2% | +81.0% | +63.1% |
| RSI (14)Momentum oscillator 0–100 | 33.0 | 54.8 | 52.4 | 56.7 | 63.2 |
| Avg Volume (50D)Average daily shares traded | 404K | 7.1M | 6.5M | 7.5M | 3.7M |
Analyst Outlook
Evenly matched — SLRC and ARES each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SLRC as "Buy", BX as "Buy", KKR as "Buy", ARCC as "Buy", ARES as "Buy". Consensus price targets imply 44.0% upside for ARES (target: $177) vs 15.4% for ARCC (target: $22). For income investors, SLRC offers the higher dividend yield at 12.01% vs KKR's 0.80%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $16.25 | $156.29 | $143.00 | $21.88 | $177.38 |
| # AnalystsCovering analysts | 15 | 29 | 26 | 32 | 22 |
| Dividend YieldAnnual dividend ÷ price | +12.0% | +6.3% | +0.8% | +2.0% | +6.6% |
| Dividend StreakConsecutive years of raises | 0 | 2 | 6 | 0 | 7 |
| Dividend / ShareAnnual DPS | $1.64 | $7.70 | $0.80 | $0.38 | $8.08 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% | +0.1% | 0.0% | 0.0% |
SLRC leads in 1 of 6 categories (Valuation Metrics). BX leads in 1 (Profitability & Efficiency). 4 tied.
SLRC vs BX vs KKR vs ARCC vs ARES: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SLRC or BX or KKR or ARCC 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). SLR Investment Corp. (SLRC) offers the better valuation at 8. 0x trailing P/E (8. 5x forward), making it the more compelling value choice. Analysts rate SLR Investment Corp. (SLRC) a "Buy" — based on 15 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 — SLRC or BX or KKR or ARCC or ARES?
On trailing P/E, SLR Investment Corp.
(SLRC) is the cheapest at 8. 0x versus Ares Management Corporation at 62. 8x. On forward P/E, SLR Investment Corp. is actually cheaper at 8. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: SLR Investment Corp. wins at 0. 24x 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 — SLRC or BX or KKR or ARCC or ARES?
Over the past 5 years, Ares Management Corporation (ARES) delivered a total return of +160.
2%, compared to +16. 2% for SLR Investment Corp. (SLRC). Over 10 years, the gap is even starker: ARES returned +929. 6% versus SLRC's +64. 4%. 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 — SLRC or BX or KKR or ARCC or ARES?
By beta (market sensitivity over 5 years), SLR Investment Corp.
(SLRC) is the lower-risk stock at 0. 76β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 123% more volatile than SLRC 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 — SLRC or BX or KKR or ARCC 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: Blackstone Inc. grew EPS 7. 2% 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 — SLRC or BX or KKR or ARCC or ARES?
SLR Investment Corp.
(SLRC) is the more profitable company, earning 42. 0% net margin versus 8. 2% for Ares Management Corporation — meaning it keeps 42. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SLRC leads at 72. 9% versus 2. 4% for KKR. At the gross margin level — before operating expenses — BX leads at 86. 0%, 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 SLRC or BX or KKR or ARCC 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, SLR Investment Corp. (SLRC) is the more undervalued stock at a PEG of 0. 24x 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, SLR Investment Corp. (SLRC) trades at 8. 5x forward P/E versus 20. 5x for Blackstone Inc. — 12. 0x 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 — SLRC or BX or KKR or ARCC or ARES?
All stocks in this comparison pay dividends.
SLR Investment Corp. (SLRC) offers the highest yield at 12. 0%, versus 0. 8% for KKR & Co. Inc. (KKR).
09Is SLRC or BX or KKR or ARCC or ARES better for a retirement portfolio?
For long-horizon retirement investors, Ares Capital Corporation (ARCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
77), 2. 0% yield, +139. 2% 10Y return). 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 (ARCC: +139. 2%, 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 SLRC and BX and KKR and ARCC 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: SLRC is a small-cap high-growth stock; BX is a mid-cap high-growth stock; KKR is a mid-cap quality compounder stock; ARCC 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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