KKR & Co Inc vs Workday Inc — how do they compare? KKR & Co Inc trades at $96.97 (market cap $87.07B), while Workday Inc trades at $140.87 (market cap $36.36B). The key difference: KKR & Co Inc is far larger — about 2.4× Workday Inc's market cap, and KKR & Co Inc pays a 0.77% dividend while Workday Inc pays none. Which is the better fit depends on your goals.
| KKR | WDAY | |
|---|---|---|
Market Cap | $87.07B | $36.36B |
Sector | Financials | Technology |
52-Week High | $152.16 | $247.69 |
52-Week Low | $83.88 | $112.55 |
Enterprise Value | $12.59B | $35.81B |
Dividend Yield | 0.77% | — |
Signals from Pluang's Aura AI — not financial advice
KKR trades at $97.11, down 3.79% for the day, with a bullish technical signal and strong analyst backing. Recent earnings beat expectations in Q1 2026, and the firm is expanding through strategic ventures like a $1.3 billion renewable energy platform in South Korea and a $4.2 billion acquisition of EDF's North American operations. Financials show robust revenue of $19.21 billion in 2025 and a net income margin of 14.51%, though cash flow from operations has been volatile.
The outlook for KKR is positive, supported by a consensus price target of $120.75 and 89% buy ratings. Key opportunities include growth in renewable energy and private credit, while risks involve high leverage with long-term debt of $49.91 billion and dependence on capital market conditions. Investors should monitor the Q2 2026 earnings release on July 30, 2026, for further direction.
Workday (WDAY) trades at $141.17, down 2.49% amid a Morgan Stanley downgrade (July 21, 2026). The stock shows bullish technical signals with moving averages supporting upside, though RSI levels indicate overbought conditions. Fundamentally, WDAY maintains strong revenue growth ($8.45B in 2025) and consistent earnings beats, with Q1 2026 EPS of $2.66 exceeding expectations. The company's agentic AI initiatives are driving expansion deals, highlighted by a 200% YoY growth in new contract value.
WDAY presents a compelling growth opportunity with a consensus price target of $150.83 (6.8% upside), supported by 55.55% analyst buy ratings. However, risks include AI competition, regulatory scrutiny over HR software bias (Reuters, June 22, 2026), and elevated valuation multiples (P/E of 45.86). Investors should weigh robust fundamentals against near-term sentiment headwinds from the recent downgrade.
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 →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →