KKR & Co Inc vs Philip Morris International Inc. — how do they compare? KKR & Co Inc trades at $110.61 (market cap $99.61B), while Philip Morris International Inc. trades at $186.6 (market cap $290.24B). The key difference: Philip Morris International Inc. is far larger — about 2.9× KKR & Co Inc's market cap, and Philip Morris International Inc. pays the higher dividend (3.16%). Which is the better fit depends on your goals.
| KKR | PM | |
|---|---|---|
Market Cap | $99.61B | $290.24B |
Sector | Financials | Consumer Staples |
52-Week High | $149.34 | $200.17 |
52-Week Low | $83.88 | $144.33 |
Enterprise Value | $22.17B | $333.36B |
Dividend Yield | 0.7% | 3.16% |
Signals from Pluang's Aura AI — not financial advice
KKR's stock trades at $110.37, up 6.3% today, showing strong momentum near recent highs. The technical outlook is bullish with the price above key moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, the company reported Q2 2026 EPS of $1.63, beating estimates of $1.43, with revenue growth supported by recent acquisitions including Integer Holdings and Medicover India. Analyst sentiment remains overwhelmingly positive with 24 buy ratings and a $127.22 consensus price target.
KKR presents a compelling investment case with strong earnings momentum, strategic acquisitions expanding its healthcare and infrastructure portfolios, and robust analyst support. However, risks include execution challenges from recent M&A activity, potential market volatility affecting asset valuations, and the stock's current premium valuation multiples. The company's ability to integrate acquisitions and maintain fundraising momentum will be key drivers of future performance.
Philip Morris International (PM) trades at $186.00, down 1.88% on the day, with a neutral technical signal. The stock shows strong profitability with a 25.56% net income margin and has beaten earnings estimates in two of the last three quarters. Recent news highlights a $500 million impairment charge and a lowered profit forecast due to cost pressures, though the IQOS brand was recognized as a top global brand. Analyst consensus remains bullish with a $211.17 price target.
The outlook is mixed; strong cash flow and brand strength support long-term value, but near-term headwinds from cost inflation and illicit market growth pose risks. The current valuation at a P/E of 25.57 appears fair given earnings resilience, making PM a hold for investors tolerant of sector-specific volatility.
Trailing returns across standard periods
Latest headlines on both assets
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.
Read more on KKR →Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
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