The Allstate Corporation (ALL)vsKKR & Co LP (KKR)
ALL
The Allstate Corporation
$213.15
-0.24%
FINANCIAL SERVICES · Cap: $54.87B
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
Smart Verdict
WallStSmart Research — data-driven comparison
The Allstate Corporation generates 169% more annual revenue ($68.17B vs $25.38B). ALL leads profitability with a 17.8% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. ALL earns a higher WallStSmart Score of 77/100 (B+).
ALL
Strong Buy77
out of 100
Grade: B+
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 45 in profit
Earnings expanding 338.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.3B in free cash flow
Areas to Watch
3.0% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : ALL
The strongest argument for ALL centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 17.8% and operating margin at 19.0%.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : ALL
The primary concerns for ALL are Revenue Growth, PEG Ratio.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.
Key Dynamics to Monitor
ALL profiles as a value stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
ALL is growing revenue faster at 3.0% — sustainability is the question.
ALL generates stronger free cash flow (3.5B), providing more financial flexibility.
Bottom Line
ALL scores higher overall (77/100 vs 48/100), backed by strong 17.8% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
The Allstate Corporation
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Allstate Corporation is an American insurance company, headquartered in Northfield Township, Illinois.
Visit Website →KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
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