KKR vs Intercontinental Exchange
KKR (KKR & Co. L.P.) and Intercontinental Exchange (Intercontinental Exchange, Inc.) are compared on this page. It examines business models, financial performance, and market context in a neutral, accessible way. The aim is to clarify similarities and differences without predicting outcomes. Educational content, not financial advice.
KKR (KKR & Co. L.P.) and Intercontinental Exchange (Intercontinental Exchange, Inc.) are compared on this page. It examines business models, financial performance, and market context in a neutral, acc...
Why It's Moving
KKR surges on private equity boom as earnings anticipation builds ahead of Q1 2026 report.
- KKR's AUM hits $686 billion, with 80% of earnings from recurring management fees, creating a robust base for performance in the innovation supercycle.
- Recent stock prices hovered around $131-$133 from Jan 12-15, reflecting pre-earnings optimism as history shows 9/12 run-ups averaging 4.6% gains.
- Leaders like KKR are pivoting to energy-aware investments such as modular nuclear reactors to power AI infrastructure, signaling high-velocity deployment.
ICE Charges into Crypto Future with $2B Polymarket Bet and 24/7 Tokenized Trading Push
- ICE's $2B cash stake in Polymarket delivers real-time sentiment indicators from bets on politics, sports, and markets, supercharging data services for hedge funds and traders.
- NYSE parent ICE gears up for 24/7 tokenized securities trading, slashing settlement times and boosting liquidity to match crypto's always-on vibe.
- Leaders Sprecher and Coplan hail the partnership as a bridge to mainstream prediction markets and on-chain infrastructure, with minimal hit to 2025 finances.
KKR surges on private equity boom as earnings anticipation builds ahead of Q1 2026 report.
- KKR's AUM hits $686 billion, with 80% of earnings from recurring management fees, creating a robust base for performance in the innovation supercycle.
- Recent stock prices hovered around $131-$133 from Jan 12-15, reflecting pre-earnings optimism as history shows 9/12 run-ups averaging 4.6% gains.
- Leaders like KKR are pivoting to energy-aware investments such as modular nuclear reactors to power AI infrastructure, signaling high-velocity deployment.
ICE Charges into Crypto Future with $2B Polymarket Bet and 24/7 Tokenized Trading Push
- ICE's $2B cash stake in Polymarket delivers real-time sentiment indicators from bets on politics, sports, and markets, supercharging data services for hedge funds and traders.
- NYSE parent ICE gears up for 24/7 tokenized securities trading, slashing settlement times and boosting liquidity to match crypto's always-on vibe.
- Leaders Sprecher and Coplan hail the partnership as a bridge to mainstream prediction markets and on-chain infrastructure, with minimal hit to 2025 finances.
Investment Analysis
KKR
KKR
Pros
- KKR’s $556 billion in fee-earning AUM underlines its leading global position in alternative asset management, attracting institutional capital seeking diversified exposure.
- The firm benefits from robust revenue growth and a broad investment strategy across private equity, credit, real assets, and infrastructure, driving diversified earnings streams.
- Recent analyst consensus highlights a substantial projected upside for KKR shares, reflecting confidence in its growth trajectory and operational performance.
Considerations
- KKR’s earnings volatility is heightened by its reliance on performance fees and carried interest, which fluctuate with market cycles and transaction activity.
- Shares currently trade at a high price-to-earnings multiple, suggesting investors have already priced in expectations for strong future growth.
- The business is exposed to regulatory scrutiny and geopolitical risks inherent in global alternative asset management, which could impact growth or profitability.
Pros
- Intercontinental Exchange operates the New York Stock Exchange and global derivatives platforms, providing critical market infrastructure with stable, recurring revenue.
- Its diversified business spans data services, fixed income, and energy trading, reducing reliance on any single product line or geographic region.
- The company’s balance sheet is strong, with ample liquidity to pursue acquisitions and invest in technology, supporting long-term growth initiatives.
Considerations
- Intercontinental Exchange faces increasing competition in financial data and analytics, a segment that is vital for future revenue growth.
- Regulatory changes in the US and Europe could impose additional compliance costs or limit certain revenue opportunities for its exchange and clearing businesses.
- Organic revenue growth has slowed in recent periods, reflecting mature core markets and the need for successful innovation or acquisitions to drive future expansion.
KKR (KKR) Next Earnings Date
KKR & Co. L.P. (KKR) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open, with a conference call at 9:00 AM ET. This release will cover the fourth quarter of 2025 (Q4 2025), ending December 2025. The date aligns with the company's historical pattern of early February reporting for year-end results.
Intercontinental Exchange (ICE) Next Earnings Date
Intercontinental Exchange (ICE) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open, covering the fourth quarter of 2025. This date aligns with the company's official investor relations announcement for the Q4 2025 Earnings Conference Call and Webcast at 8:30 AM ET. Consensus estimates project earnings of approximately $1.67 per share for this period.
KKR (KKR) Next Earnings Date
KKR & Co. L.P. (KKR) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open, with a conference call at 9:00 AM ET. This release will cover the fourth quarter of 2025 (Q4 2025), ending December 2025. The date aligns with the company's historical pattern of early February reporting for year-end results.
Intercontinental Exchange (ICE) Next Earnings Date
Intercontinental Exchange (ICE) is scheduled to report its next earnings on Thursday, February 5, 2026, before market open, covering the fourth quarter of 2025. This date aligns with the company's official investor relations announcement for the Q4 2025 Earnings Conference Call and Webcast at 8:30 AM ET. Consensus estimates project earnings of approximately $1.67 per share for this period.
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Explore BasketWhich Baskets Do They Appear In?
The Dealmakers: M&A Boom
A carefully selected group of financial institutions driving today's surge in mergers and acquisitions. These companies are the architects behind billion-dollar deals, earning significant fees as corporate dealmaking accelerates.
Published: June 30, 2025
Explore BasketMegadeal Mania
The world of big business deals is booming, with global merger activity up 30% to $1.89 trillion. This collection features the financial powerhouses behind these massive transactions – the investment banks, advisory firms, and private equity giants that stand to profit from the deal-making surge.
Published: June 30, 2025
Explore BasketComplexity Kings
Navigate the maze of corporate complexity with this carefully curated collection. Our professional analysts have identified companies whose intricate structures and opaque financial reporting potentially hide significant value that the broader market may have missed.
Published: June 17, 2025
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