Compare · KKR vs WHG
KKR vs WHG
Side-by-side comparison of KKR & Co. Inc. (KKR) and Westwood Holdings Group Inc (WHG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both KKR and WHG operate in Investment Managers (Finance), so they compete in similar markets.
- KKR is the larger of the two at $39.89B, about 249.1x WHG ($160.1M).
- Over the past year, KKR is down 10.6% and WHG is down 0.8% - WHG leads by 9.7 points.
- Both names hit the wire about 7 times in the past 4 weeks.
- KKR has more recent analyst coverage (25 ratings vs 0 for WHG).
KKR & Co. Inc.
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia.
Westwood Holdings Group Inc
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Latest KKR
- KKR & Co. Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders
- Vertical Bridge Announces $1.5 billion Strategic Equity Investment from KKR
- HealthCare Royalty Announces Royalty Monetization Agreement for Modeyso® Commercial Royalties
- KKR and Samsung SDS Form Strategic Partnership to Drive Long-Term Value Creation
- SEC Form DEFA14A filed by KKR & Co. Inc.
- FSK Announces Earnings Release and Conference Call Schedule for First Quarter 2026
- Apnimed Secures Up to $150 Million in Debt Financing with HealthCare Royalty Partners to Support Planned AD109 Commercial Launch
- SEC Form 4 filed by Kkr Alternative Assets Llc
- KKR & Co. Inc. to Announce First Quarter 2026 Results
- KKR Closes $23 Billion North America Private Equity Fund
Latest WHG
- Director Emerita Byrne Susan M sold $16,113 worth of shares (1,003 units at $16.07) as part of a pre-agreed trading plan, decreasing direct ownership by 0.34% to 294,009 units (SEC Form 4)
- SEC Form 4 filed by Byrne Susan M
- SEC Form 4 filed by Byrne Susan M
- Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast
- SEC Form 4 filed by Byrne Susan M
- SEC Form 4 filed by Byrne Susan M
- Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
- Westwood Real Estate Income Fund Celebrates 25-Year Anniversary
- Head of Legal and Compliance Ehinger John Anthony Jr covered exercise/tax liability with 838 shares and was granted 5,549 shares, increasing direct ownership by 35% to 18,252 units (SEC Form 4)
- Amendment: CIO, Multi-Asset Inv. Helfert Adrian covered exercise/tax liability with 10,772 shares, decreasing direct ownership by 6% to 162,751 units (SEC Form 4)