WallStSmart

Artisan Partners Asset Management Inc (APAM)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 1974% more annual revenue ($25.35B vs $1.22B). APAM leads profitability with a 23.5% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.52. APAM earns a higher WallStSmart Score of 65/100 (C+).

APAM

Buy

65

out of 100

Grade: C+

Growth: 4.7Profit: 9.5Value: 7.0Quality: 5.5
Piotroski: 5/9Altman Z: 2.84

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APAM4 strengths · Avg: 9.8/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
73.8%10/10

Every $100 of equity generates 74 in profit

Operating MarginProfitability
31.1%10/10

Strong operational efficiency at 31.1%

Profit MarginProfitability
23.5%9/10

Keeps 24 of every $100 in revenue as profit

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

APAM1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-7.5%2/10

Earnings declined 7.5%

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : APAM

The strongest argument for APAM centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.5% and operating margin at 31.1%. PEG of 1.38 suggests the stock is reasonably priced for its growth.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bear Case : APAM

The primary concerns for APAM are EPS Growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

APAM profiles as a mature 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.

APAM is growing revenue faster at 9.3% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

APAM scores higher overall (65/100 vs 48/100), backed by strong 23.5% margins. Both earn "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.

Artisan Partners Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Artisan Partners Asset Management Inc. is a publicly owned investment manager. The company is headquartered in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

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KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.

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