IVZ vs KKR Stock Comparison
IVZ currently leads KKR in this stock comparison, with AIQ scores of 49 vs 42. The clearest difference is quality, while KKR has the stronger momentum profile.
What is the main difference between IVZ and KKR?
IVZ leads the current stock comparison as Invesco Ltd., with the clearest separation coming from quality and the broader AIQ evidence mix.
AlgovestIQ AIQ Comparison
Invesco Ltd. vs KKR & Co. Inc.
IVZ leads
IVZ leads by 7 AIQ points, primarily on Quality and Value, but the lead has narrowed from 13 points over 30 sessions. Wall Street currently favors KKR on target upside.
Fragile: 3 of 6 evidence groups support IVZ, its lead is narrowing, and its signal state is cleanly positive.
Invesco Ltd.
KKR & Co. Inc.
The Algovestiq AIQ Score currently favors IVZ over KKR, 49 versus 42 as of Oct 31, 2026. IVZ's advantage is driven primarily by stronger quality and value, while KKR holds the stronger momentum profile. IVZ also shows the weaker technical structure relative to its 50-day moving average, though analyst target upside currently favors KKR. 3 of 6 covered evidence groups favor IVZ today, and the comparison is rated Fragile on stability: only 3 of 6 covered evidence groups agree. IVZ lead: Weakening — the AIQ differential moved from 13 to 7 points over 30 sessions.
Compare Invesco Ltd. and KKR & Co. Inc. across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.
Performance over time
Total return with distributions reinvested, from daily closes.
Total return comparison
Growth of $10,000, distributions reinvested
Split-adjusted closes; each distribution is reinvested at the close on its ex-dividend date. Taxes and trading costs are not modeled.
Compare IVZ and KKR against another ticker
Open a multi-ticker workspace without changing this focused pair page.
AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Quality58 vs 37IVZ +21
- Value49 vs 29IVZ +20
- Momentum40 vs 52KKR +12
- Risk Resilience49 vs 58KKR +9
3 of 6 evidence groups favor IVZ. IVZ’s edge is concentrated in quality and value; KKR keeps a meaningful momentum edge.
What changed since the last close
Latest scored session 2026-10-30, compared against the prior scored session 2026-10-29.
No factor moved materially.
No signal started or stopped since the prior session; its 3 active signals are unchanged.
No factor moved materially.
No signal started or stopped since the prior session; its 3 active signals are unchanged.
IVZ's lead was unchanged in the latest session.
Deeper signal detail for each name lives on its own signals page — IVZ and KKR both carry a full feed there.
The central trade-off
IVZ (Invesco Ltd.): the stronger current systematic profile, led by quality and value.
KKR (KKR & Co. Inc.): the counter-case, on momentum, risk resilience, fundamentals.
The AIQ Score and Wall Street therefore point in different directions on this pair.
Which one fits your objective
The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.
Balanced
IVZIVZ on the overall AIQ Score, which weights Quality and Value most heavily.
Growth
KKRKKR on combined revenue and EPS growth.
Value
IVZIVZ on the peer-relative Value factor, by 20 points.
Momentum
KKRKKR on the Momentum factor, by 12 points.
Lower downside
KKRKKR on Risk Resilience, by 9 points.
Analyst upside
KKRKKR on implied upside to the consensus price target.
AIQ vs Wall Street
The model and the Street disagree here: AIQ favors IVZ, analyst targets favor KKR. That disagreement is the most useful thing on this page.
| Measure | IVZ | KKR | Note |
|---|---|---|---|
| Implied upside to target | +23.8% | +31.7% | KKR has more room |
| Target dispersion | +29.1% | +40.2% | Lower is tighter analyst agreement |
| Consensus | Buy | Buy | Context, not a primary driver |
| Analysts covering | 5 | 9 | Higher coverage generally improves confidence |
The two are measuring different things. The AIQ Score reads current fundamentals, valuation, trend and risk; analyst targets price forward expectations. A divergence of this kind is either a contrarian opportunity or a sign the model is missing something already priced in — it is worth resolving before acting on either.
Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.
Dividend growth
| Dividend metric | IVZ | KKR |
|---|---|---|
| 5Y dividend CAGR | 1.50% | 6.61% |
| 2020 regular DPS | $0.775 | $0.530 |
| 2025 regular DPS | $0.835 | $0.730 |
| Years increased | 3 | 5 |
| No cut in window | No (2) | Yes |
| Cohort rank | not ranked | #197 |
KKR grew its split-adjusted regular dividend faster over 2020–2025 — 6.61% a year against IVZ's 1.50%. KKR never reduced its regular dividend in the window; IVZ did in 2 years.
Yield and payout ratio shown elsewhere on this page are current values, not part of the study window.
Split-adjusted regular dividends per share, 2020–2025, excluding special dividends. Research as of Sep 19, 2026.
AIQ Agreement Matrix
3 of 6 covered evidence groups favor IVZ. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | IVZ | 49 vs 42 |
| Fundamentals | KKRon balance | revenue growth 4.6% vs 53.2%; EPS growth 51% vs 80.5%; gross margin 67.4% vs 46.5%; operating margin -7.1% vs 17.6% — KKR takes 3 of 4 decided legs, not all of them |
| Valuation | IVZ | Value 49 vs 29 |
| Technicals | IVZ | Price vs 50-day -9.5% vs -3.3%; vs 200-day 2.5% vs -6.2% |
| Risk Resilience | KKR | Risk Resilience 49 vs 58 |
| Analyst expectations | KKR | Target upside 23.8% vs 31.7% |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of IVZ and KKR and are excluded from the count.
AIQ Decision Stability
The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.
- The AIQ gap is moderate at 7 points.
- Only 3 of 6 covered evidence groups agree. (argues the conclusion is provisional)
- The leader's advantage has been narrowing. (argues the conclusion is provisional)
- The leader's signal state is cleanly positive. (supports the conclusion holding)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on IVZ.
How the comparison changed
120 daily snapshots · Jul 1 – Oct 30IVZ lead: Weakening — the AIQ differential moved from 13 to 7 points over 30 sessions.
- Today
- IVZ +7
- 49 vs 42
- 7 sessions ago
- IVZ +8
- 48 vs 40
- 30 sessions ago
- IVZ +13
- 48 vs 35
- 90 sessions ago
- IVZ +14
- 59 vs 45
The lead has not changed hands in this window.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
2 bullish / 0 bearish / 1 neutral
Only IVZ
- Bollinger Band Squeeze — neutral, volatility, short horizon
- Golden Cross Active — bullish, trend, long horizon (9.60%)
1 bullish / 2 bearish, conflicted
Only KKR
- Death Cross Active — bearish, trend, long horizon (1.66%)
- Downtrend Structure Active — bearish, trend, long horizon
Both carry 1 more signal that do not separate them: MACD Bullish Crossover.
KKR is conflicted, so the timing case there is weaker than the score alone suggests.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -4.34%, AIQ 0 points).
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -1.49%, AIQ 0 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1KKR closes the Quality gap — currently 21 points behind, the largest single contributor to IVZ's edge.
- 2KKR's Death Cross Active resolves — a bearish trend rule currently active against it.
- 3IVZ's Golden Cross Active breaks down — it is the strongest rule currently supporting the verdict.
- 4The narrowing continues — the lead has already given back 6 points over 30 sessions, and a further 7-point move would eliminate IVZ's advantage entirely.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Fundamentals
KKR leads on balance| Metric | IVZ | KKR |
|---|---|---|
| Revenue growth (YoY) | 4.6% | 53.2% |
| EPS growth (YoY) | 51% | 80.5% |
| Gross margin | 67.4% | 46.5% |
| Operating margin | -7.1% | 17.6% |
| Return on equity (TTM) | -0.5% | 10.3% |
| Debt to equity | 0.13 | 1.63 |
Performance
IVZ leads 4 of 6 windows| Metric | IVZ | KKR |
|---|---|---|
| 1 week (5 sessions) | -1.9% | 3.5% |
| 1 month (20 sessions) | -4.9% | 1.9% |
| 3 months (63 sessions) | -2.5% | -7.9% |
| 6 months (126 sessions) | 11.9% | -6.3% |
| Year to date | 9.2% | -27% |
| 1 year (252 sessions) | 24.7% | -23.3% |
Technicals
IVZ has the stronger structure| Metric | IVZ | KKR |
|---|---|---|
| RSI (14) | 39.5 | 58 |
| ADX (14) | 35.3 | 24.1 |
| Price vs 50-day | -9.5% | -3.3% |
| Price vs 200-day | 2.5% | -6.2% |
| Volatility (1M, annualized) | 26.4% | 29.5% |
Risk
KKR is the more resilient| Metric | IVZ | KKR |
|---|---|---|
| Beta | 1.72 | 1.47 |
| Sharpe ratio | 0.59 | -0.6 |
| Sortino ratio | 0.91 | -0.85 |
| Max drawdown | -22.7% | -41.3% |
| Current drawdown | -13.9% | -34.8% |
| Annualized volatility | 33.9% | 37.7% |
| Value at risk (95%) | -3.4% | -3.8% |
Straight answers
Each answer is regenerated from the current snapshot, not written once and left to age.
Which is better, IVZ or KKR?
On the Algovestiq AIQ Score, IVZ is the stronger of the two as of Oct 31, 2026, scoring 49 against KKR's 42. The edge comes from quality and value. KKR is not without a case — it holds the better momentum profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.
Is IVZ or KKR the better buy right now?
IVZ carries the stronger systematic profile as of Oct 31, 2026, and the comparison is rated Fragile — 3 of 6 covered evidence groups agree. A Fragile rating means the conclusion is sensitive: only 3 of 6 covered evidence groups agree. Treat the lead as provisional.
Why does the AIQ Score favor IVZ over KKR?
The composite weights Quality, Value, Momentum and Risk Resilience. IVZ leads Quality by 21 points; IVZ leads Value by 20 points; KKR leads Momentum by 12 points. Where the two split, the factor with the larger weight carries the result.
Which has more analyst upside, IVZ or KKR?
Analyst price targets imply +23.8% upside for IVZ and +31.7% for KKR, so the Street currently favors KKR. That points the opposite way to the AIQ Score, which favors IVZ. The two are measuring different things: the model reads current fundamentals, valuation, trend and risk; the Street is pricing forward expectations. A divergence of this kind is either a contrarian opportunity or a sign the model is missing something the analysts have already priced — it is the single most useful row on this page to investigate. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.
Which is better value, IVZ or KKR?
IVZ is the better-valued of the two on the peer-relative Value factor. IVZ on the peer-relative Value factor, by 20 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.
Which has stronger growth, IVZ or KKR?
KKR on combined revenue and EPS growth. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.
Which has stronger momentum, IVZ or KKR?
KKR on the Momentum factor, by 12 points. Momentum is one of the four weighted factors in the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.
Which is riskier, IVZ or KKR?
KKR is the more resilient of the two, so the other name carries the higher downside risk. KKR on Risk Resilience, by 9 points. Risk Resilience is a weighted factor in the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.
Is IVZ more profitable than KKR?
The profitability evidence is mixed: gross margin 67.4% vs 46.5%; operating margin -7.1% vs 17.6%; ttm roe -0.5% vs 10.3%. Each name leads on one measure, and there is no single profitability composite that resolves the split — which of the two reads as "more profitable" depends on whether you weight pricing power or operating leverage.
Is IVZ's lead over KKR getting stronger or weaker?
IVZ lead: Weakening — the AIQ differential moved from 13 to 7 points over 30 sessions. This is measured from 120 daily comparison snapshots between 2026-07-01 and 2026-10-30. The lead has not changed hands in that window.
What would change the IVZ vs KKR verdict?
The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: KKR closes the Quality gap — currently 21 points behind, the largest single contributor to IVZ's edge; KKR's Death Cross Active resolves — a bearish trend rule currently active against it; IVZ's Golden Cross Active breaks down — it is the strongest rule currently supporting the verdict; the narrowing continues — the lead has already given back 6 points over 30 sessions, and a further 7-point move would eliminate IVZ's advantage entirely.
What do the current signals say about IVZ and KKR?
IVZ: 2 bullish / 0 bearish / 1 neutral. KKR: 1 bullish / 2 bearish, conflicted. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on IVZ is Golden Cross Active (bullish, long horizon). On KKR it is Death Cross Active (bearish, long horizon).
Compare IVZ and KKR with others
Continue your research
This page answers which of the two. These answer the questions on either side of it.
How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality, Value, Momentum and Risk, each carrying a fixed weight. Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.