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5 / 10Stock Comparison
VATE vs BBUC vs DXPE vs KKR vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Industrial - Distribution
Asset Management
Asset Management
VATE vs BBUC vs DXPE vs KKR vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Engineering & Construction | Asset Management | Industrial - Distribution | Asset Management | Asset Management |
| Market Cap | $160M | $2.13B | $2.42B | $91.40B | $96.98B |
| Revenue (TTM) | $1.10B | $27.46B | $2.06B | $19.26B | $13.83B |
| Net Income (TTM) | $-70M | $-707M | $88M | $2.37B | $3.02B |
| Gross Margin | 17.0% | 19.3% | 31.7% | 41.8% | 86.0% |
| Operating Margin | 1.6% | 15.1% | 8.7% | 2.4% | 51.9% |
| Forward P/E | — | 5.6x | 25.5x | 16.9x | 20.7x |
| Total Debt | $719M | $44.57B | $982M | $54.77B | $13.31B |
| Cash & Equiv. | $49M | $709M | $304M | $6M | $2.63B |
VATE vs BBUC vs DXPE vs KKR vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 22 | May 26 | Return |
|---|---|---|---|
| INNOVATE Corp. (VATE) | 100 | 31.8 | -68.2% |
| Brookfield Business… (BBUC) | 100 | 94.6 | -5.4% |
| DXP Enterprises, In… (DXPE) | 100 | 576.5 | +476.5% |
| KKR & Co. Inc. (KKR) | 100 | 175.3 | +75.3% |
| Blackstone Inc. (BX) | 100 | 97.5 | -2.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VATE vs BBUC vs DXPE vs KKR vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VATE is the #2 pick in this set and the best alternative if stability and momentum is your priority.
- Beta 0.74 vs DXPE's 1.70
- +93.1% vs KKR's -13.0%
BBUC ranks third and is worth considering specifically for income & stability and defensive.
- Dividend streak 2 yrs, beta 1.32, yield 2.5%
- Beta 1.32, yield 2.5%, current ratio 1.03x
- 234.5% NII/revenue growth vs VATE's -22.2%
- Lower P/E (5.6x vs 20.7x)
DXPE is the clearest fit if your priority is growth exposure.
- Rev growth 11.9%, EPS growth 27.0%, 3Y rev CAGR 10.8%
KKR is the clearest fit if your priority is long-term compounding.
- 7.3% 10Y total return vs DXPE's 7.3%
BX carries the broadest edge in this set and is the clearest fit for sleep-well-at-night.
- Lower volatility, beta 1.51, Low D/E 60.8%, current ratio 0.91x
- 21.8% margin vs VATE's -6.3%
- 6.2% yield, 2-year raise streak, vs KKR's 0.8%, (1 stock pays no dividend)
- 6.5% ROA vs VATE's -7.8%, ROIC 16.1% vs 5.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 234.5% NII/revenue growth vs VATE's -22.2% | |
| Value | Lower P/E (5.6x vs 20.7x) | |
| Quality / Margins | 21.8% margin vs VATE's -6.3% | |
| Stability / Safety | Beta 0.74 vs DXPE's 1.70 | |
| Dividends | 6.2% yield, 2-year raise streak, vs KKR's 0.8%, (1 stock pays no dividend) | |
| Momentum (1Y) | +93.1% vs KKR's -13.0% | |
| Efficiency (ROA) | 6.5% ROA vs VATE's -7.8%, ROIC 16.1% vs 5.7% |
VATE vs BBUC vs DXPE vs KKR vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
VATE vs BBUC vs DXPE vs KKR vs BX — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
BX leads in 2 of 6 categories
BBUC leads 1 • DXPE leads 1 • VATE leads 1 • KKR leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
BX leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BBUC is the larger business by revenue, generating $27.5B annually — 25.0x VATE's $1.1B. BX is the more profitable business, keeping 21.8% of every revenue dollar as net income compared to VATE's -6.3%. On growth, VATE holds the edge at +43.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $1.1B | $27.5B | $2.1B | $19.3B | $13.8B |
| EBITDAEarnings before interest/tax | $46M | $2.8B | $209M | $9.0B | $7.2B |
| Net IncomeAfter-tax profit | -$70M | -$707M | $88M | $2.4B | $3.0B |
| Free Cash FlowCash after capex | $61M | -$319M | $71M | $7.5B | $3.5B |
| Gross MarginGross profit ÷ Revenue | +17.0% | +19.3% | +31.7% | +41.8% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +1.6% | +15.1% | +8.7% | +2.4% | +51.9% |
| Net MarginNet income ÷ Revenue | -6.3% | +0.1% | +4.3% | +12.3% | +21.8% |
| FCF MarginFCF ÷ Revenue | +5.6% | -1.2% | +3.4% | +49.4% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +43.3% | — | +9.5% | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +38.8% | +91.2% | -2.4% | -1.7% | +41.3% |
Valuation Metrics
BBUC leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 29.1x trailing earnings, DXPE trades at a 33% valuation discount to KKR's 43.8x P/E. On an enterprise value basis, BBUC's 6.4x EV/EBITDA is more attractive than KKR's 20.5x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $160M | $2.1B | $2.4B | $91.4B | $97.0B |
| Enterprise ValueMkt cap + debt − cash | $831M | $46.0B | $3.1B | $146.2B | $107.7B |
| Trailing P/EPrice ÷ TTM EPS | -4.30x | -2.43x | 29.14x | 43.81x | 31.90x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 5.61x | 25.52x | 16.89x | 20.74x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | 1.52x |
| EV / EBITDAEnterprise value multiple | 11.39x | 6.40x | 14.38x | 20.51x | 14.92x |
| Price / SalesMarket cap ÷ Revenue | 0.14x | 0.08x | 1.20x | 4.75x | 7.01x |
| Price / BookPrice ÷ Book value/share | — | 1.03x | 5.15x | 1.20x | 4.42x |
| Price / FCFMarket cap ÷ FCF | — | — | 44.91x | 9.60x | 55.58x |
Profitability & Efficiency
BX leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
DXPE delivers a 17.9% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $-30 for BBUC. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to BBUC's 21.28x. On the Piotroski fundamental quality scale (0–9), DXPE scores 7/9 vs VATE's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | — | -29.6% | +17.9% | +3.2% | +14.3% |
| ROA (TTM)Return on assets | -7.8% | -4.1% | +5.6% | +0.6% | +6.5% |
| ROICReturn on invested capital | +5.7% | +10.7% | +12.5% | +0.3% | +16.1% |
| ROCEReturn on capital employed | +7.9% | +32.1% | +14.0% | +0.1% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 6 | 7 | 6 | 5 |
| Debt / EquityFinancial leverage | — | 21.28x | 1.97x | 0.67x | 0.61x |
| Net DebtTotal debt minus cash | $670M | $43.9B | $678M | $54.8B | $10.7B |
| Cash & Equiv.Liquid assets | $49M | $709M | $304M | $6M | $2.6B |
| Total DebtShort + long-term debt | $719M | $44.6B | $982M | $54.8B | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.21x | 1.78x | 2.89x | 3.29x | 14.12x |
Total Returns (Dividends Reinvested)
DXPE leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DXPE five years ago would be worth $48,898 today (with dividends reinvested), compared to $3,372 for VATE. Over the past 12 months, VATE leads with a +93.1% total return vs KKR's -13.0%. The 3-year compound annual growth rate (CAGR) favors DXPE at 85.5% vs VATE's -22.8% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +140.6% | -15.1% | +45.0% | -20.3% | -20.4% |
| 1-Year ReturnPast 12 months | +93.1% | +12.2% | +80.6% | -13.0% | -7.9% |
| 3-Year ReturnCumulative with dividends | -54.0% | +69.8% | +538.5% | +112.2% | +67.7% |
| 5-Year ReturnCumulative with dividends | -66.3% | +14.0% | +389.0% | +85.4% | +63.2% |
| 10-Year ReturnCumulative with dividends | +21.5% | +14.0% | +732.1% | +732.3% | +481.5% |
| CAGR (3Y)Annualised 3-year return | -22.8% | +19.3% | +85.5% | +28.5% | +18.8% |
Risk & Volatility
VATE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
VATE is the less volatile stock with a 0.74 beta — it tends to amplify market swings less than DXPE's 1.70 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VATE currently trades 87.1% from its 52-week high vs BX's 65.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.74x | 1.32x | 1.70x | 1.66x | 1.51x |
| 52-Week HighHighest price in past year | $13.46 | $38.25 | $183.76 | $153.87 | $190.09 |
| 52-Week LowLowest price in past year | $3.75 | $26.83 | $75.58 | $82.67 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +87.1% | +80.7% | +85.0% | +66.6% | +65.1% |
| RSI (14)Momentum oscillator 0–100 | 69.8 | 49.1 | 42.7 | 51.4 | 50.7 |
| Avg Volume (50D)Average daily shares traded | 43K | 216K | 175K | 6.2M | 7.0M |
Analyst Outlook
Evenly matched — KKR and BX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: BBUC as "Buy", DXPE as "Hold", KKR as "Buy", BX as "Buy". Consensus price targets imply 37.7% upside for KKR (target: $141) vs -1.4% for DXPE (target: $154). For income investors, BX offers the higher dividend yield at 6.22% vs VATE's 0.78%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | — | — | $154.00 | $141.14 | $156.29 |
| # AnalystsCovering analysts | — | 1 | 7 | 27 | 29 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +2.5% | +0.0% | +0.8% | +6.2% |
| Dividend StreakConsecutive years of raises | 0 | 2 | 4 | 6 | 2 |
| Dividend / ShareAnnual DPS | $0.09 | $0.76 | $0.01 | $0.80 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +5.2% | +0.7% | +0.1% | +0.3% |
BX leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BBUC leads in 1 (Valuation Metrics). 1 tied.
VATE vs BBUC vs DXPE vs KKR vs BX: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is VATE or BBUC or DXPE or KKR or BX a better buy right now?
For growth investors, Brookfield Business Corporation (BBUC) is the stronger pick with 234.
5% revenue growth year-over-year, versus -22. 2% for INNOVATE Corp. (VATE). DXP Enterprises, Inc. (DXPE) offers the better valuation at 29. 1x trailing P/E (25. 5x forward), making it the more compelling value choice. Analysts rate Brookfield Business Corporation (BBUC) a "Buy" — based on 1 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 — VATE or BBUC or DXPE or KKR or BX?
On trailing P/E, DXP Enterprises, Inc.
(DXPE) is the cheapest at 29. 1x versus KKR & Co. Inc. at 43. 8x. On forward P/E, Brookfield Business Corporation is actually cheaper at 5. 6x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — VATE or BBUC or DXPE or KKR or BX?
Over the past 5 years, DXP Enterprises, Inc.
(DXPE) delivered a total return of +389. 0%, compared to -66. 3% for INNOVATE Corp. (VATE). Over 10 years, the gap is even starker: KKR returned +732. 3% versus BBUC's +14. 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 — VATE or BBUC or DXPE or KKR or BX?
By beta (market sensitivity over 5 years), INNOVATE Corp.
(VATE) is the lower-risk stock at 0. 74β versus DXP Enterprises, Inc. 's 1. 70β — meaning DXPE is approximately 130% more volatile than VATE relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 21% for Brookfield Business Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — VATE or BBUC or DXPE or KKR or BX?
By revenue growth (latest reported year), Brookfield Business Corporation (BBUC) is pulling ahead at 234.
5% versus -22. 2% for INNOVATE Corp. (VATE). On earnings-per-share growth, the picture is similar: INNOVATE Corp. grew EPS 42. 9% year-over-year, compared to -28. 7% for KKR & Co. Inc.. Over a 3-year CAGR, DXPE leads at 10. 8% annualised revenue growth. 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 — VATE or BBUC or DXPE or KKR or BX?
Blackstone Inc.
(BX) is the more profitable company, earning 21. 8% net margin versus -3. 1% for INNOVATE 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 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 VATE or BBUC or DXPE or KKR or BX more undervalued right now?
On forward earnings alone, Brookfield Business Corporation (BBUC) trades at 5.
6x forward P/E versus 25. 5x for DXP Enterprises, Inc. — 19. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KKR: 37. 7% to $141. 14.
08Which pays a better dividend — VATE or BBUC or DXPE or KKR or BX?
In this comparison, BX (6.
2% yield), BBUC (2. 5% yield), KKR (0. 8% yield), VATE (0. 8% yield) pay a dividend. DXPE does not pay a meaningful dividend and should not be held primarily for income.
09Is VATE or BBUC or DXPE or KKR or BX better for a retirement portfolio?
For long-horizon retirement investors, INNOVATE Corp.
(VATE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 74), 0. 8% yield). DXP Enterprises, Inc. (DXPE) carries a higher beta of 1. 70 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VATE: +21. 5%, DXPE: +732. 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 VATE and BBUC and DXPE and KKR and BX?
These companies operate in different sectors (VATE (Industrials) and BBUC (Financial Services) and DXPE (Industrials) and KKR (Financial Services) and BX (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: VATE is a small-cap quality compounder stock; BBUC is a small-cap high-growth stock; DXPE is a small-cap quality compounder stock; KKR is a mid-cap quality compounder stock; BX is a mid-cap high-growth stock. VATE, BBUC, KKR, BX pay a dividend while DXPE 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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- Sector: Financial Services
- Market Cap > $100B
- Revenue Growth > 117%
- Dividend Yield > 0.9%
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