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TAVI vs BN vs BX vs KKR
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
TAVI vs BN vs BX vs KKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Shell Companies | Asset Management | Asset Management | Asset Management |
| Market Cap | $64M | $104.40B | $95.85B | $89.45B |
| Revenue (TTM) | $0.00 | $77.66B | $13.83B | $19.26B |
| Net Income (TTM) | $3M | $1.31B | $3.02B | $2.37B |
| Gross Margin | — | 40.0% | 86.0% | 41.8% |
| Operating Margin | — | 39.9% | 51.9% | 2.4% |
| Forward P/E | 803.0x | 16.7x | 20.5x | 16.4x |
| Total Debt | $500.00 | $263.42B | $13.31B | $54.77B |
| Cash & Equiv. | $914.00 | $16.24B | $2.63B | $6M |
TAVI vs BN vs BX vs KKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 24 | May 26 | Return |
|---|---|---|---|
| Tavia Acquisition C… (TAVI) | 100 | 107.0 | +7.0% |
| Brookfield Corporat… (BN) | 100 | 121.4 | +21.4% |
| Blackstone Inc. (BX) | 100 | 70.9 | -29.1% |
| KKR & Co. Inc. (KKR) | 100 | 67.8 | -32.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TAVI vs BN vs BX vs KKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TAVI is the clearest fit if your priority is sleep-well-at-night and bank quality.
- Lower volatility, beta 0.01, current ratio 1.21x
- NIM 0.3% vs KKR's 0.0%
- Beta 0.01 vs KKR's 1.70
BN carries the broadest edge in this set and is the clearest fit for quality and momentum.
- Efficiency ratio 0.0% vs KKR's 0.4% (lower = leaner)
- +25.5% vs KKR's -13.0%
- Efficiency ratio 0.0% vs KKR's 0.4%
BX is the #2 pick in this set and the best alternative if income & stability and growth exposure is your priority.
- Dividend streak 2 yrs, beta 1.53, yield 6.3%
- Rev growth 21.6%, EPS growth 7.2%
- Beta 1.53, yield 6.3%, current ratio 0.91x
- 21.6% NII/revenue growth vs KKR's -11.0%
KKR is the clearest fit if your priority is long-term compounding.
- 7.2% 10Y total return vs BN's 308.9%
- Lower P/E (16.4x vs 20.5x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs KKR's -11.0% | |
| Value | Lower P/E (16.4x vs 20.5x) | |
| Quality / Margins | Efficiency ratio 0.0% vs KKR's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.01 vs KKR's 1.70 | |
| Dividends | 6.3% yield, 2-year raise streak, vs KKR's 0.8%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +25.5% vs KKR's -13.0% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs KKR's 0.4% |
TAVI vs BN vs BX vs KKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
TAVI vs BN vs BX vs KKR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
BX leads in 2 of 6 categories
BN leads 2 • TAVI leads 1 • KKR leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
BX leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BN and TAVI operate at a comparable scale, with $77.7B and $0 in trailing revenue. BX is the more profitable business, keeping 21.8% of every revenue dollar as net income compared to BN's 1.7%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $0 | $77.7B | $13.8B | $19.3B |
| EBITDAEarnings before interest/tax | -$1M | $32.1B | $7.2B | $9.0B |
| Net IncomeAfter-tax profit | $3M | $1.3B | $3.0B | $2.4B |
| Free Cash FlowCash after capex | -$619,837 | -$2.8B | $3.5B | $7.5B |
| Gross MarginGross profit ÷ Revenue | — | +40.0% | +86.0% | +41.8% |
| Operating MarginEBIT ÷ Revenue | — | +39.9% | +51.9% | +2.4% |
| Net MarginNet income ÷ Revenue | — | +1.7% | +21.8% | +12.3% |
| FCF MarginFCF ÷ Revenue | — | — | +12.6% | +49.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +5.7% | +73.1% | +41.3% | -1.7% |
Valuation Metrics
BN leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 31.5x trailing earnings, BX trades at a 100% valuation discount to BN's 9999.0x P/E. On an enterprise value basis, BN's 8.5x EV/EBITDA is more attractive than KKR's 20.2x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $64M | $104.4B | $95.8B | $89.4B |
| Enterprise ValueMkt cap + debt − cash | $64M | $351.6B | $106.5B | $144.2B |
| Trailing P/EPrice ÷ TTM EPS | 803.03x | 9999.00x | 31.53x | 42.88x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.69x | 20.50x | 16.42x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.51x | — |
| EV / EBITDAEnterprise value multiple | — | 8.53x | 14.77x | 20.24x |
| Price / SalesMarket cap ÷ Revenue | — | 1.34x | 6.93x | 4.64x |
| Price / BookPrice ÷ Book value/share | 9999.00x | 0.66x | 4.37x | 1.17x |
| Price / FCFMarket cap ÷ FCF | — | — | 54.93x | 9.39x |
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 $-395 for TAVI. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to BN's 1.59x. On the Piotroski fundamental quality scale (0–9), KKR scores 6/9 vs TAVI's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -395.0% | +0.8% | +14.3% | +3.2% |
| ROA (TTM)Return on assets | +2.2% | +0.3% | +6.5% | +0.6% |
| ROICReturn on invested capital | — | +5.6% | +16.1% | +0.3% |
| ROCEReturn on capital employed | -139.8% | +7.2% | +16.9% | +0.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 5 | 6 |
| Debt / EquityFinancial leverage | 1.22x | 1.59x | 0.61x | 0.67x |
| Net DebtTotal debt minus cash | -$413 | $247.2B | $10.7B | $54.8B |
| Cash & Equiv.Liquid assets | $914 | $16.2B | $2.6B | $6M |
| Total DebtShort + long-term debt | $500 | $263.4B | $13.3B | $54.8B |
| Interest CoverageEBIT ÷ Interest expense | — | 1.64x | 14.12x | 3.29x |
Total Returns (Dividends Reinvested)
BN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BN five years ago would be worth $18,928 today (with dividends reinvested), compared to $10,696 for TAVI. Over the past 12 months, BN leads with a +25.5% total return vs KKR's -13.0%. The 3-year compound annual growth rate (CAGR) favors BN at 30.5% vs TAVI's 2.3% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +1.6% | -0.1% | -21.3% | -22.0% |
| 1-Year ReturnPast 12 months | +4.6% | +25.5% | -6.5% | -13.0% |
| 3-Year ReturnCumulative with dividends | +7.0% | +122.1% | +65.9% | +107.7% |
| 5-Year ReturnCumulative with dividends | +7.0% | +89.3% | +59.0% | +76.5% |
| 10-Year ReturnCumulative with dividends | +7.0% | +308.9% | +476.1% | +715.5% |
| CAGR (3Y)Annualised 3-year return | +2.3% | +30.5% | +18.4% | +27.6% |
Risk & Volatility
TAVI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TAVI is the less volatile stock with a 0.01 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. TAVI currently trades 98.9% from its 52-week high vs BX's 64.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.01x | 1.57x | 1.53x | 1.70x |
| 52-Week HighHighest price in past year | $10.72 | $49.57 | $190.09 | $153.87 |
| 52-Week LowLowest price in past year | $10.13 | $36.47 | $101.73 | $82.67 |
| % of 52W HighCurrent price vs 52-week peak | +98.9% | +93.8% | +64.3% | +65.2% |
| RSI (14)Momentum oscillator 0–100 | 60.5 | 62.5 | 54.8 | 52.4 |
| Avg Volume (50D)Average daily shares traded | 11K | 5.9M | 7.1M | 6.5M |
Analyst Outlook
Evenly matched — BX and KKR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: BN as "Buy", BX as "Buy", KKR as "Buy". Consensus price targets imply 42.5% upside for KKR (target: $143) vs 17.0% for BN (target: $54). 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 |
| Price TargetConsensus 12-month target | — | $54.40 | $156.29 | $143.00 |
| # AnalystsCovering analysts | — | 9 | 29 | 26 |
| Dividend YieldAnnual dividend ÷ price | — | — | +6.3% | +0.8% |
| Dividend StreakConsecutive years of raises | — | 1 | 2 | 6 |
| Dividend / ShareAnnual DPS | — | — | $7.70 | $0.80 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +0.3% | +0.1% |
BX leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BN leads in 2 (Valuation Metrics, Total Returns). 1 tied.
TAVI vs BN vs BX vs KKR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is TAVI or BN or BX or KKR a better buy right now?
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). Blackstone Inc. (BX) offers the better valuation at 31. 5x trailing P/E (20. 5x 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.
02Which has the better valuation — TAVI or BN or BX or KKR?
On trailing P/E, Blackstone Inc.
(BX) is the cheapest at 31. 5x versus Brookfield Corporation at 9999. 0x. On forward P/E, KKR & Co. Inc. is actually cheaper at 16. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — TAVI or BN or BX or KKR?
Over the past 5 years, Brookfield Corporation (BN) delivered a total return of +89.
3%, compared to +7. 0% for Tavia Acquisition Corp. (TAVI). Over 10 years, the gap is even starker: KKR returned +715. 5% versus TAVI's +7. 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 — TAVI or BN or BX or KKR?
By beta (market sensitivity over 5 years), Tavia Acquisition Corp.
(TAVI) is the lower-risk stock at 0. 01β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 16281% more volatile than TAVI relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 159% for Brookfield Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — TAVI or BN or BX or KKR?
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.
06Which has better profit margins — TAVI or BN or BX or KKR?
Blackstone Inc.
(BX) is the more profitable company, earning 21. 8% net margin versus 0. 0% for Tavia Acquisition Corp. — 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 0. 0% for TAVI. 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 TAVI or BN or BX or KKR more undervalued right now?
On forward earnings alone, KKR & Co.
Inc. (KKR) trades at 16. 4x forward P/E versus 20. 5x for Blackstone Inc. — 4. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KKR: 42. 5% to $143. 00.
08Which pays a better dividend — TAVI or BN or BX or KKR?
In this comparison, BX (6.
3% yield), KKR (0. 8% yield) pay a dividend. TAVI, BN do not pay a meaningful dividend and should not be held primarily for income.
09Is TAVI or BN or BX or KKR better for a retirement portfolio?
For long-horizon retirement investors, Tavia Acquisition Corp.
(TAVI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 01)). 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 (TAVI: +7. 0%, 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.
10What are the main differences between TAVI and BN and BX and KKR?
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: TAVI is a small-cap quality compounder 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. BX, KKR pay a dividend while TAVI, BN do 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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