Financial - Conglomerates
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4 / 10Stock Comparison
YHNA vs KKR vs BX vs GS
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Financial - Capital Markets
YHNA vs KKR vs BX vs GS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Financial - Conglomerates | Asset Management | Asset Management | Financial - Capital Markets |
| Market Cap | $84M | $89.45B | $95.85B | $287.62B |
| Revenue (TTM) | $0.00 | $19.26B | $13.83B | $126.85B |
| Net Income (TTM) | $2M | $2.37B | $3.02B | $16.67B |
| Gross Margin | — | 41.8% | 86.0% | 41.1% |
| Operating Margin | — | 2.4% | 51.9% | 14.5% |
| Forward P/E | 1301.2x | 16.4x | 20.5x | 15.6x |
| Total Debt | $0.00 | $54.77B | $13.31B | $616.93B |
| Cash & Equiv. | $669K | $6M | $2.63B | $182.09B |
YHNA vs KKR vs BX vs GS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 24 | May 26 | Return |
|---|---|---|---|
| YHN Acquisition I L… (YHNA) | 100 | 107.7 | +7.7% |
| KKR & Co. Inc. (KKR) | 100 | 56.8 | -43.2% |
| Blackstone Inc. (BX) | 100 | 60.2 | -39.8% |
| The Goldman Sachs G… (GS) | 100 | 139.0 | +39.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YHNA vs KKR vs BX vs GS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
YHNA is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.02, current ratio 5.76x
- Beta 0.02 vs KKR's 1.70
KKR is the clearest fit if your priority is long-term compounding.
- 7.2% 10Y total return vs GS's 5.3%
- Lower P/E (16.4x vs 1301.2x)
BX is the #2 pick in this set and the best alternative if growth exposure and valuation efficiency is your priority.
- Rev growth 21.6%, EPS growth 7.2%
- PEG 0.98 vs GS's 1.12
- 21.6% NII/revenue growth vs KKR's -11.0%
- 6.3% yield, 2-year raise streak, vs GS's 1.5%, (1 stock pays no dividend)
GS carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 12 yrs, beta 1.47, yield 1.5%
- Beta 1.47, yield 1.5%, current ratio 0.93x
- NIM 0.5% vs YHNA's 0.0%
- Efficiency ratio 0.3% vs KKR's 0.4% (lower = leaner)
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 1301.2x) | |
| Quality / Margins | Efficiency ratio 0.3% vs KKR's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.02 vs KKR's 1.70 | |
| Dividends | 6.3% yield, 2-year raise streak, vs GS's 1.5%, (1 stock pays no dividend) | |
| Momentum (1Y) | +70.6% vs KKR's -13.0% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs KKR's 0.4% |
YHNA vs KKR vs BX vs GS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
YHNA vs KKR vs BX vs GS — 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
GS leads 2 • YHNA 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)
GS and YHNA operate at a comparable scale, with $126.9B and $0 in trailing revenue. BX is the more profitable business, keeping 21.8% of every revenue dollar as net income compared to GS's 11.3%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $0 | $19.3B | $13.8B | $126.9B |
| EBITDAEarnings before interest/tax | -$940,071 | $9.0B | $7.2B | $23.4B |
| Net IncomeAfter-tax profit | $2M | $2.4B | $3.0B | $16.7B |
| Free Cash FlowCash after capex | -$1M | $7.5B | $3.5B | $15.8B |
| Gross MarginGross profit ÷ Revenue | — | +41.8% | +86.0% | +41.1% |
| Operating MarginEBIT ÷ Revenue | — | +2.4% | +51.9% | +14.5% |
| Net MarginNet income ÷ Revenue | — | +12.3% | +21.8% | +11.3% |
| FCF MarginFCF ÷ Revenue | — | +49.4% | +12.6% | -12.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | -1.7% | +41.3% | +45.8% |
Valuation Metrics
GS leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 22.8x trailing earnings, GS trades at a 98% valuation discount to YHNA's 1301.2x P/E. Adjusting for growth (PEG ratio), BX offers better value at 1.51x vs GS's 1.63x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $84M | $89.4B | $95.8B | $287.6B |
| Enterprise ValueMkt cap + debt − cash | $83M | $144.2B | $106.5B | $722.5B |
| Trailing P/EPrice ÷ TTM EPS | 1301.20x | 42.88x | 31.53x | 22.84x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.42x | 20.50x | 15.64x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.51x | 1.63x |
| EV / EBITDAEnterprise value multiple | — | 20.24x | 14.77x | 34.75x |
| Price / SalesMarket cap ÷ Revenue | — | 4.64x | 6.93x | 2.27x |
| Price / BookPrice ÷ Book value/share | 1.39x | 1.17x | 4.37x | 2.53x |
| Price / FCFMarket cap ÷ FCF | — | 9.39x | 54.93x | — |
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 $1 for YHNA. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to GS's 5.06x. On the Piotroski fundamental quality scale (0–9), KKR scores 6/9 vs YHNA's 3/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +0.8% | +3.2% | +14.3% | +12.6% |
| ROA (TTM)Return on assets | +2.5% | +0.6% | +6.5% | +0.9% |
| ROICReturn on invested capital | — | +0.3% | +16.1% | +1.9% |
| ROCEReturn on capital employed | -0.5% | +0.1% | +16.9% | +3.6% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 6 | 5 | 4 |
| Debt / EquityFinancial leverage | — | 0.67x | 0.61x | 5.06x |
| Net DebtTotal debt minus cash | -$669,250 | $54.8B | $10.7B | $434.8B |
| Cash & Equiv.Liquid assets | $669,250 | $6M | $2.6B | $182.1B |
| Total DebtShort + long-term debt | $0 | $54.8B | $13.3B | $616.9B |
| Interest CoverageEBIT ÷ Interest expense | — | 3.29x | 14.12x | 0.31x |
Total Returns (Dividends Reinvested)
GS leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GS five years ago would be worth $26,440 today (with dividends reinvested), compared to $10,789 for YHNA. Over the past 12 months, GS leads with a +70.6% total return vs KKR's -13.0%. The 3-year compound annual growth rate (CAGR) favors GS at 43.5% vs YHNA's 2.6% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +1.8% | -22.0% | -21.3% | +1.8% |
| 1-Year ReturnPast 12 months | +5.0% | -13.0% | -6.5% | +70.6% |
| 3-Year ReturnCumulative with dividends | +7.9% | +107.7% | +65.9% | +195.2% |
| 5-Year ReturnCumulative with dividends | +7.9% | +76.5% | +59.0% | +164.4% |
| 10-Year ReturnCumulative with dividends | +7.9% | +715.5% | +476.1% | +534.3% |
| CAGR (3Y)Annualised 3-year return | +2.6% | +27.6% | +18.4% | +43.5% |
Risk & Volatility
YHNA leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
YHNA is the less volatile stock with a 0.02 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. YHNA currently trades 94.7% 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 | 0.02x | 1.70x | 1.53x | 1.47x |
| 52-Week HighHighest price in past year | $11.40 | $153.87 | $190.09 | $984.70 |
| 52-Week LowLowest price in past year | $10.24 | $82.67 | $101.73 | $547.74 |
| % of 52W HighCurrent price vs 52-week peak | +94.7% | +65.2% | +64.3% | +94.0% |
| RSI (14)Momentum oscillator 0–100 | 53.9 | 52.4 | 54.8 | 59.5 |
| Avg Volume (50D)Average daily shares traded | 819 | 6.5M | 7.1M | 2.0M |
Analyst Outlook
Evenly matched — BX and GS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: KKR as "Buy", BX as "Buy", GS as "Hold". Consensus price targets imply 42.5% upside for KKR (target: $143) vs 7.6% for GS (target: $996). 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 | Hold |
| Price TargetConsensus 12-month target | — | $143.00 | $156.29 | $995.89 |
| # AnalystsCovering analysts | — | 26 | 29 | 55 |
| Dividend YieldAnnual dividend ÷ price | — | +0.8% | +6.3% | +1.5% |
| Dividend StreakConsecutive years of raises | — | 6 | 2 | 12 |
| Dividend / ShareAnnual DPS | — | $0.80 | $7.70 | $13.48 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.1% | +0.3% | +3.5% |
BX leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). GS leads in 2 (Valuation Metrics, Total Returns). 1 tied.
YHNA vs KKR vs BX vs GS: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is YHNA or KKR or BX or GS 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). The Goldman Sachs Group, Inc. (GS) offers the better valuation at 22. 8x trailing P/E (15. 6x forward), making it the more compelling value choice. Analysts rate KKR & Co. Inc. (KKR) a "Buy" — based on 26 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 — YHNA or KKR or BX or GS?
On trailing P/E, The Goldman Sachs Group, Inc.
(GS) is the cheapest at 22. 8x versus YHN Acquisition I Limited at 1301. 2x. On forward P/E, The Goldman Sachs Group, Inc. is actually cheaper at 15. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Blackstone Inc. wins at 0. 98x versus The Goldman Sachs Group, Inc. 's 1. 12x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — YHNA or KKR or BX or GS?
Over the past 5 years, The Goldman Sachs Group, Inc.
(GS) delivered a total return of +164. 4%, compared to +7. 9% for YHN Acquisition I Limited (YHNA). Over 10 years, the gap is even starker: KKR returned +715. 5% versus YHNA's +7. 9%. 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 — YHNA or KKR or BX or GS?
By beta (market sensitivity over 5 years), YHN Acquisition I Limited (YHNA) is the lower-risk stock at 0.
02β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 8773% more volatile than YHNA relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — YHNA or KKR or BX or GS?
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: The Goldman Sachs Group, Inc. grew EPS 77. 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 — YHNA or KKR or BX or GS?
Blackstone Inc.
(BX) is the more profitable company, earning 21. 8% net margin versus 0. 0% for YHN Acquisition I Limited — 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 YHNA. 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 YHNA or KKR or BX or GS 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, Blackstone Inc. (BX) is the more undervalued stock at a PEG of 0. 98x versus The Goldman Sachs Group, Inc. 's 1. 12x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, The Goldman Sachs Group, Inc. (GS) trades at 15. 6x forward P/E versus 20. 5x for Blackstone Inc. — 4. 9x 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 — YHNA or KKR or BX or GS?
In this comparison, BX (6.
3% yield), GS (1. 5% yield), KKR (0. 8% yield) pay a dividend. YHNA does not pay a meaningful dividend and should not be held primarily for income.
09Is YHNA or KKR or BX or GS better for a retirement portfolio?
For long-horizon retirement investors, YHN Acquisition I Limited (YHNA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
02)). 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 (YHNA: +7. 9%, 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 YHNA and KKR and BX and GS?
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: YHNA is a small-cap quality compounder stock; KKR is a mid-cap quality compounder stock; BX is a mid-cap high-growth stock; GS is a large-cap high-growth stock. KKR, BX, GS pay a dividend while YHNA 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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