International Business Machines Corp vs KKR & Co Inc — how do they compare? International Business Machines Corp trades at $211.49 (market cap $200.20B), while KKR & Co Inc trades at $97.65 (market cap $87.07B). The key difference: International Business Machines Corp is far larger — about 2.3× KKR & Co Inc's market cap, and International Business Machines Corp pays the higher dividend (3.17%). Which is the better fit depends on your goals.
| IBM | KKR | |
|---|---|---|
Market Cap | $200.20B | $87.07B |
Volume | 4,481,527 | — |
Sector | Technology | Financials |
52-Week High | $329.23 | $152.16 |
52-Week Low | $211.20 | $83.88 |
Enterprise Value | $258.21B | $12.59B |
Dividend Yield | 3.17% | 0.77% |
Signals from Pluang's Aura AI — not financial advice
IBM stock trades at $213.81, down 25% following disappointing Q2 2026 preliminary results that missed revenue and EPS estimates. The company maintains strong profitability with 58.4% gross margins and 15.6% net income margin, but faces execution challenges as customers shift spending toward AI infrastructure. Technical indicators show bearish momentum with support at $210 and resistance at $216, while analyst consensus remains positive with a $287.85 price target despite recent downgrades.
IBM's long-term fundamentals remain solid with consistent earnings beats and strong cash flow generation, but near-term headwinds from AI spending shifts create uncertainty. The stock offers value at current levels with attractive valuation multiples, though investors face execution risk and competitive pressure in the evolving AI landscape.
KKR trades at $96.72, down 4.19% over 24 hours, with a bullish technical signal from moving averages but overbought RSI readings. The company reported Q1 2026 EPS of $1.39, beating estimates, and maintains strong analyst support with 24 buy ratings. Recent developments include a $1.3 billion renewable energy joint venture in South Korea and the acquisition of EDF Power Solutions' North American operations for $4.2 billion, highlighting strategic expansion.
The outlook for KKR is positive, supported by robust deal activity and a favorable analyst consensus price target of $124.33. Key risks include execution of large acquisitions and market sensitivity to interest rate changes. Revenue is projected to grow to $20.4 billion in 2026, with net income margin improving to 14.51%, offering potential upside if operational targets are met.
Trailing returns across standard periods
Latest headlines on both assets
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →KKR is one of the world's largest alternative asset managers, with $490.7 billion in total assets under management, including $384.5 billion in fee-earning AUM, at the end of June 2022. The company has two core segments: asset management (which includes private markets--private equity, credit, infrastructure, energy and real estate--and public markets--primarily credit and hedge/investment fund platforms) and insurance (following the February 2021 purchase of a 61.5% economic stake in Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance). On the asset management side, private markets account for 50% of fee-earning AUM and 70% of base management fees, while public markets account for 50% and 30%, respectively.
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