KKR & Co Inc vs S&P Global Inc — how do they compare? KKR & Co Inc trades at $110.08 (market cap $99.61B), while S&P Global Inc trades at $408.31 (market cap $120.48B). The key difference: S&P Global Inc is the larger of the two by market cap, and S&P Global Inc pays the higher dividend (0.95%). Which is the better fit depends on your goals.
| KKR | SPGI | |
|---|---|---|
Market Cap | $99.61B | $120.48B |
Sector | Financials | Financials |
52-Week High | $149.34 | $534.79 |
52-Week Low | $83.88 | $370.42 |
Enterprise Value | $22.17B | $131.97B |
Dividend Yield | 0.7% | 0.95% |
Signals from Pluang's Aura AI — not financial advice
KKR trades at $103.83, up 0.99% with strong bullish momentum. The stock shows robust earnings performance with Q2 2026 EPS of $1.63 beating estimates of $1.43, continuing a trend of positive surprises. Recent acquisitions including Integer Holdings ($4.3B) and Medicover India ($1.39B) demonstrate aggressive growth strategy. Analyst consensus remains overwhelmingly bullish with 24 buy ratings and $127.22 price target, representing 22.5% upside potential from current levels.
KKR presents compelling investment opportunity with strong fundamentals, consistent earnings beats, and strategic acquisitions driving growth. Key risks include integration challenges from recent deals, market volatility affecting asset management fees, and potential regulatory scrutiny of private equity operations. The company's $19.2B infrastructure fund closure signals strong institutional confidence in long-term strategy.
S&P Global (SPGI) trades at $410.94, up 0.67% on the day, with a bearish technical signal despite strong fundamentals. Revenue grew to $15.34B in 2025, with a net income margin of 30.54%, while analyst consensus remains overwhelmingly bullish with a $523.20 price target. Recent news highlights AI integration with Microsoft and strong Q2 2026 earnings beats.
The outlook is positive given robust profitability and strategic expansions, but risks include technical weakness and debt levels. Upside potential exists if the stock rebounds toward analyst targets, though investors should monitor execution against high expectations.
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 →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →