WallStSmart

AMTD IDEA Group (AMTD)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 29099% more annual revenue ($25.83B vs $88.47M). AMTD leads profitability with a 49.3% profit margin vs 12.2%. AMTD trades at a lower P/E of 1.6x. KKR earns a higher WallStSmart Score of 66/100 (B-).

AMTD

Hold

40

out of 100

Grade: F

Growth: 2.0Profit: 5.5Value: 6.7Quality: 8.5
Piotroski: 2/9Altman Z: 4.36

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMTD5 strengths · Avg: 9.8/10
P/E RatioValuation
1.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.3%10/10

Keeps 49 of every $100 in revenue as profit

Altman Z-ScoreHealth
4.3610/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Market CapQuality
$93.16B9/10

Large-cap with strong market position

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

EPS GrowthGrowth
40.0%8/10

Earnings expanding 40.0% YoY

Free Cash FlowQuality
$3.20B8/10

Generating 3.2B in free cash flow

Areas to Watch

AMTD4 concerns · Avg: 2.8/10
Market CapQuality
$72.99M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-82.6%2/10

Revenue declined 82.6%

KKR3 concerns · Avg: 3.3/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.3% and operating margin at -336.4%.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bear Case : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, Piotroski F-Score.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMTD profiles as a declining stock while KKR is a value play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

KKR is growing revenue faster at 7.8% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KKR scores higher overall (66/100 vs 40/100). 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.

AMTD IDEA Group

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TD Ameritrade Holding Corporation provides securities brokerage and technology-related financial services to retail investors and traders and Registered Independent Investment Advisers (RIAs) in the United States. The company is headquartered in Omaha, Nebraska.

KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.

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