Carlyle Group Inc (CG)vsKKR & Co. Inc. (KKR)
CG
Carlyle Group Inc
$43.48
-0.11%
FINANCIAL SERVICES · Cap: $16.47B
KKR
KKR & Co. Inc.
$95.48
+1.95%
FINANCIAL SERVICES · Cap: $88.07B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 680% more annual revenue ($25.35B vs $3.25B). CG leads profitability with a 16.8% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.52. CG earns a higher WallStSmart Score of 50/100 (D+).
CG
Hold50
out of 100
Grade: D+
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 70.2% YoY
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on EPS Growth, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%.
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 : CG
The primary concerns for CG are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.71 is elevated, increasing financial risk.
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
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
KKR is growing revenue faster at -6.6% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CG scores higher overall (50/100 vs 48/100), backed by strong 16.8% margins. Both earn "Hold" 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.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a prominent global investment firm known for its leadership in private equity and alternative asset management, offering a wide range of innovative investment solutions across various sectors. With a strong presence in North America, Europe, and Asia, Carlyle leverages its deep market insights and extensive networks to drive superior returns for institutional investors. The firm's disciplined and strategic investment approach, combined with a steadfast commitment to value creation, solidifies its reputation as a leading partner for institutions pursuing resilient and diversified opportunities in the alternative investment space.
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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