BK vs. KKR: A Head-to-Head Stock Comparison
UpdatedHere’s a clear look at BK and KKR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
KKR’s market capitalization of 113.80 billion USD is significantly greater than BK’s 65.25 billion USD, highlighting its more substantial market valuation.
KKR carries a higher beta at 1.88, indicating it’s more sensitive to market moves, while BK (beta: 1.07) exhibits greater stability.
| Symbol | BK | KKR |
|---|---|---|
| Company Name | The Bank of New York Mellon Corporation | KKR & Co. Inc. |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Asset Management | Asset Management |
| CEO | Mr. Robin Antony Vince | Mr. Joseph Y. Bae |
| Price | 91.2 USD | 127.77 USD |
| Market Cap | 65.25 billion USD | 113.80 billion USD |
| Beta | 1.07 | 1.88 |
| Exchange | NYSE | NYSE |
| IPO Date | May 3, 1973 | July 15, 2010 |
| ADR | No | No |
Historical Performance
This chart compares the performance of BK and KKR over the past year by tracking the growth of an initial $10,000 investment in each (starting one year ago).
Data is adjusted for dividends and splits.
Profitability
Return on Equity
BK
11.30%
Asset Management Industry
- Max
- 34.25%
- Q3
- 17.77%
- Median
- 11.02%
- Q1
- 5.49%
- Min
- -5.72%
BK’s Return on Equity of 11.30% is on par with the norm for the Asset Management industry, indicating its profitability relative to shareholder equity is typical for the sector.
KKR
9.12%
Asset Management Industry
- Max
- 34.25%
- Q3
- 17.77%
- Median
- 11.02%
- Q1
- 5.49%
- Min
- -5.72%
KKR’s Return on Equity of 9.12% is on par with the norm for the Asset Management industry, indicating its profitability relative to shareholder equity is typical for the sector.
Return on Invested Capital
BK
294.89%
Asset Management Industry
- Max
- 42.18%
- Q3
- 19.52%
- Median
- 8.19%
- Q1
- 3.10%
- Min
- -19.32%
BK’s Return on Invested Capital of 294.89% is exceptionally high, placing it well beyond the typical range for the Asset Management industry. This demonstrates an outstanding ability to deploy capital efficiently and create significant value.
KKR
-0.03%
Asset Management Industry
- Max
- 42.18%
- Q3
- 19.52%
- Median
- 8.19%
- Q1
- 3.10%
- Min
- -19.32%
KKR has a negative Return on Invested Capital of -0.03%. This indicates that its operations are failing to generate a profit on the total capital invested, signaling significant inefficiency or value destruction.
Net Profit Margin
BK
25.40%
Asset Management Industry
- Max
- 96.38%
- Q3
- 57.95%
- Median
- 28.52%
- Q1
- 13.09%
- Min
- -27.65%
BK’s Net Profit Margin of 25.40% is aligned with the median group of its peers in the Asset Management industry. This indicates its ability to convert revenue into profit is typical for the sector.
KKR
14.63%
Asset Management Industry
- Max
- 96.38%
- Q3
- 57.95%
- Median
- 28.52%
- Q1
- 13.09%
- Min
- -27.65%
KKR’s Net Profit Margin of 14.63% is aligned with the median group of its peers in the Asset Management industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin
BK
33.62%
Asset Management Industry
- Max
- 101.75%
- Q3
- 75.73%
- Median
- 34.03%
- Q1
- 20.18%
- Min
- -48.25%
BK’s Operating Profit Margin of 33.62% is around the midpoint for the Asset Management industry, indicating that its efficiency in managing core business operations is typical for the sector.
KKR
-0.81%
Asset Management Industry
- Max
- 101.75%
- Q3
- 75.73%
- Median
- 34.03%
- Q1
- 20.18%
- Min
- -48.25%
KKR has a negative Operating Profit Margin of -0.81%. This signifies the company is unprofitable at the operational level, as its core business expenses exceed its revenue.
Profitability at a Glance
| Symbol | BK | KKR |
|---|---|---|
| Return on Equity (TTM) | 11.30% | 9.12% |
| Return on Assets (TTM) | 1.07% | 0.59% |
| Return on Invested Capital (TTM) | 294.89% | -0.03% |
| Net Profit Margin (TTM) | 25.40% | 14.63% |
| Operating Profit Margin (TTM) | 33.62% | -0.81% |
| Gross Profit Margin (TTM) | 99.59% | 18.09% |
Financial Strength
Current Ratio
BK
--
Asset Management Industry
- Max
- 8.56
- Q3
- 4.79
- Median
- 2.80
- Q1
- 0.96
- Min
- 0.01
Current Ratio data for BK is currently unavailable.
KKR
4.11
Asset Management Industry
- Max
- 8.56
- Q3
- 4.79
- Median
- 2.80
- Q1
- 0.96
- Min
- 0.01
KKR’s Current Ratio of 4.11 aligns with the median group of the Asset Management industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio
BK
0.76
Asset Management Industry
- Max
- 2.66
- Q3
- 1.52
- Median
- 0.75
- Q1
- 0.30
- Min
- 0.01
BK’s Debt-to-Equity Ratio of 0.76 is typical for the Asset Management industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
KKR
1.85
Asset Management Industry
- Max
- 2.66
- Q3
- 1.52
- Median
- 0.75
- Q1
- 0.30
- Min
- 0.01
KKR’s leverage is in the upper quartile of the Asset Management industry, with a Debt-to-Equity Ratio of 1.85. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
Interest Coverage Ratio
BK
0.39
Asset Management Industry
- Max
- 16.00
- Q3
- 7.38
- Median
- 2.71
- Q1
- 1.06
- Min
- -6.91
BK’s Interest Coverage Ratio of 0.39 is a critical concern. A value below 1.0 means operating earnings are insufficient to cover interest expenses, indicating severe financial strain and high default risk.
KKR
-0.04
Asset Management Industry
- Max
- 16.00
- Q3
- 7.38
- Median
- 2.71
- Q1
- 1.06
- Min
- -6.91
KKR has a negative Interest Coverage Ratio of -0.04. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
Financial Strength at a Glance
| Symbol | BK | KKR |
|---|---|---|
| Current Ratio (TTM) | -- | 4.11 |
| Quick Ratio (TTM) | -- | 4.11 |
| Debt-to-Equity Ratio (TTM) | 0.76 | 1.85 |
| Debt-to-Asset Ratio (TTM) | 0.07 | 0.14 |
| Net Debt-to-EBITDA Ratio (TTM) | -11.61 | 3.86 |
| Interest Coverage Ratio (TTM) | 0.39 | -0.04 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for BK and KKR. These metrics are based on the companies’ annual financial reports.
Revenue Growth (YoY)
EPS Growth (YoY)
Free Cash Flow Growth (YoY)
Dividend
Dividend Yield
BK
2.06%
Asset Management Industry
- Max
- 26.47%
- Q3
- 11.99%
- Median
- 5.57%
- Q1
- 2.47%
- Min
- 0.00%
BK’s Dividend Yield of 2.06% is in the lower quartile for the Asset Management industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
KKR
0.56%
Asset Management Industry
- Max
- 26.47%
- Q3
- 11.99%
- Median
- 5.57%
- Q1
- 2.47%
- Min
- 0.00%
KKR’s Dividend Yield of 0.56% is in the lower quartile for the Asset Management industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
Dividend Payout Ratio
BK
33.02%
Asset Management Industry
- Max
- 1,034.88%
- Q3
- 125.13%
- Median
- 66.75%
- Q1
- 27.53%
- Min
- 0.00%
BK’s Dividend Payout Ratio of 33.02% is within the typical range for the Asset Management industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
KKR
28.15%
Asset Management Industry
- Max
- 1,034.88%
- Q3
- 125.13%
- Median
- 66.75%
- Q1
- 27.53%
- Min
- 0.00%
KKR’s Dividend Payout Ratio of 28.15% is within the typical range for the Asset Management industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | BK | KKR |
|---|---|---|
| Dividend Yield (TTM) | 2.06% | 0.56% |
| Dividend Payout Ratio (TTM) | 33.02% | 28.15% |
Valuation
Price-to-Earnings Ratio
BK
13.92
Asset Management Industry
- Max
- 41.77
- Q3
- 23.10
- Median
- 11.55
- Q1
- 8.17
- Min
- 1.56
BK’s P/E Ratio of 13.92 is within the middle range for the Asset Management industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
KKR
51.40
Asset Management Industry
- Max
- 41.77
- Q3
- 23.10
- Median
- 11.55
- Q1
- 8.17
- Min
- 1.56
At 51.40, KKR’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Asset Management industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
Forward P/E to Growth Ratio
BK
1.28
Asset Management Industry
- Max
- 6.09
- Q3
- 3.44
- Median
- 1.47
- Q1
- 0.65
- Min
- 0.02
BK’s Forward PEG Ratio of 1.28 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
KKR
2.10
Asset Management Industry
- Max
- 6.09
- Q3
- 3.44
- Median
- 1.47
- Q1
- 0.65
- Min
- 0.02
KKR’s Forward PEG Ratio of 2.10 is within the middle range of its peers in the Asset Management industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
Price-to-Sales Ratio
BK
3.51
Asset Management Industry
- Max
- 13.37
- Q3
- 7.17
- Median
- 4.68
- Q1
- 2.86
- Min
- 0.00
BK’s P/S Ratio of 3.51 aligns with the market consensus for the Asset Management industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
KKR
7.54
Asset Management Industry
- Max
- 13.37
- Q3
- 7.17
- Median
- 4.68
- Q1
- 2.86
- Min
- 0.00
KKR’s P/S Ratio of 7.54 is in the upper echelon for the Asset Management industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
Price-to-Book Ratio
BK
1.52
Asset Management Industry
- Max
- 5.18
- Q3
- 2.75
- Median
- 1.07
- Q1
- 0.85
- Min
- 0.00
The P/B Ratio is often not a primary valuation metric for the Asset Management industry.
KKR
4.13
Asset Management Industry
- Max
- 5.18
- Q3
- 2.75
- Median
- 1.07
- Q1
- 0.85
- Min
- 0.00
The P/B Ratio is often not a primary valuation metric for the Asset Management industry.
Valuation at a Glance
| Symbol | BK | KKR |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 13.92 | 51.40 |
| Forward PEG Ratio (TTM) | 1.28 | 2.10 |
| Price-to-Sales Ratio (P/S, TTM) | 3.51 | 7.54 |
| Price-to-Book Ratio (P/B, TTM) | 1.52 | 4.13 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 28.50 | 15.12 |
| EV-to-EBITDA (TTM) | -2.57 | 17.27 |
| EV-to-Sales (TTM) | -1.00 | 9.71 |