Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in KKR & Co. Inc., Affiliated Managers Group or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how KKR & Co. Inc., Affiliated Managers Group and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About KKR & Co. Inc., Affiliated Managers Group and Inc.

KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market, and middle market investments. The firm considers investments in all industries with a focus on software, cybersecurity, fintech, data and information, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; biopharmaceutical; medical device; health care services; life science tools/diagnostics; health care information technology sub-sectors; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Israel, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. For middle market private equity it seeks to invest in companies with enterprise values between $200 million and $1000 million and EBITDA between $50 million to $250 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority position. It prefers to invest in initial public offerings, follow-on offerings, PIPE transactions, co-investments or private capital raises. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in May 1, 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Middle East and Asia Pacific.

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

Latest Capital Markets and KKR & Co. Inc., Affiliated Managers Group, Inc. Stock News

As of July 31, 2026, KKR & Co. Inc. had a $91.1 billion market capitalization, compared to the Capital Markets median of $2.8 million. KKR & Co. Inc.’s stock is down 20.4% in 2026, up 2.1% in the previous five trading days and down 32.57% in the past year.

Currently, KKR & Co. Inc.’s price-earnings ratio is 35.3. KKR & Co. Inc.’s trailing 12-month revenue is $25.4 billion with a 12.4% net profit margin. Year-over-year quarterly sales growth most recently was -6.6%. Analysts expect adjusted earnings to reach $6.227 per share for the current fiscal year. KKR & Co. Inc. currently has a 0.8% dividend yield.

As of July 31, 2026, Affiliated Managers Group, Inc. had a $9.7 billion market cap, putting it in the 77th percentile of all stocks. Affiliated Managers Group, Inc.’s stock is up 27.2% in 2026, up 2.4% in the previous five trading days and up 74.19% in the past year.

Currently, Affiliated Managers Group, Inc.’s price-earnings ratio is 14.9. Affiliated Managers Group, Inc.’s trailing 12-month revenue is $2.1 billion with a 37.7% net profit margin. Year-over-year quarterly sales growth most recently was 9.7%. There are no analysts providing consensus earnings estimates for the current fiscal year. Affiliated Managers Group, Inc. does not currently pay a dividend.

How We Compare KKR & Co. Inc., Affiliated Managers Group and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at KKR & Co. Inc., Affiliated Managers Group and Inc.’s stock grades to see how they measure up against one another.

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KKR & Co. Inc., Affiliated Managers Group and Inc. Stock Value Grades

Company	Ticker	Value
KKR & Co. Inc.	KKR	D
Affiliated Managers Group, Inc.	AMG	B

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

KKR & Co. Inc. has a Value Score of 28, which is Expensive. Affiliated Managers Group, Inc. has a Value Score of 66, which is Value.

The Value Stock Winner: Affiliated Managers Group, Inc.

As you can clearly see from the Value Grade breakdown above, Affiliated Managers Group, Inc. is considered to have better value than KKR & Co. Inc.. For investors who focus solely on a company’s valuation, Affiliated Managers Group, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

KKR & Co. Inc., Affiliated Managers Group and Inc.’s Momentum Grades

Company	Ticker	Momentum
KKR & Co. Inc.	KKR	D
Affiliated Managers Group, Inc.	AMG	A

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

KKR & Co. Inc. has a Momentum Score of 23, which is Weak. Affiliated Managers Group, Inc. has a Momentum Score of 87, which is Very Strong.

The Momentum Grade Winner: Affiliated Managers Group, Inc.

As you can clearly see from the Momentum Grade breakdown above, Affiliated Managers Group, Inc. is considered to have stronger momentum compared to KKR & Co. Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, Affiliated Managers Group, Inc. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

KKR & Co. Inc., Affiliated Managers Group and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
KKR & Co. Inc.	KKR	B
Affiliated Managers Group, Inc.	AMG	B

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

KKR & Co. Inc. has a Earnings Estimate Score of 73, which is Positive. Affiliated Managers Group, Inc. has a Earnings Estimate Score of 63, which is Positive.

The Earnings Estimate Revisions Grade Winner: It’s a Tie!

Looking at the Earnings Estimate Revisions Grade breakdown above, both KKR & Co. Inc., Affiliated Managers Group and Inc. have a grade of B. For those focusing solely on a company’s estimate revisions, other financial metrics will need to be evaluated to determine whether KKR & Co. Inc., Affiliated Managers Group or Inc. is a better fit.

Other KKR & Co. Inc., Affiliated Managers Group and Inc. Grades

In addition to Momentum, Estimate Revisions and Value, A+ Investor also provides grades for Growth and Quality.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether KKR & Co. Inc., Affiliated Managers Group and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, KKR & Co. Inc., Affiliated Managers Group or Inc. Stock?

Overall, KKR & Co. Inc. stock has a Value Score of 28, Momentum Score of 23 and Estimate Revisions Score of 73.

Affiliated Managers Group, Inc. stock has a Value Score of 66, Momentum Score of 87 and Estimate Revisions Score of 63.

Comparing KKR & Co. Inc., Affiliated Managers Group and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.