Carlyle Group Inc (CG)vsKKR & Co. Inc. (KKR)
CG
Carlyle Group Inc
$42.34
-1.69%
FINANCIAL SERVICES · Cap: $16.37B
KKR
KKR & Co. Inc.
$101.08
+0.21%
FINANCIAL SERVICES · Cap: $93.16B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 824% more annual revenue ($25.83B vs $2.80B). CG leads profitability with a 13.0% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.46. KKR earns a higher WallStSmart Score of 66/100 (B-).
CG
Hold50
out of 100
Grade: D+
KKR
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 26.9%
Growing faster than its price suggests
Large-cap with strong market position
Strong operational efficiency at 20.6%
Earnings expanding 40.0% YoY
Generating 3.2B in free cash flow
Areas to Watch
ROE of 5.0% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.80 suggests the stock is reasonably priced for its growth.
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 : CG
The primary concerns for CG are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 47.9x leaves little room for execution misses. Debt-to-equity of 1.98 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 1.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
CG profiles as a declining stock while KKR is a value play — different risk/reward profiles.
CG carries more volatility with a beta of 1.83 — expect wider price swings.
KKR is growing revenue faster at 7.8% — sustainability is the question.
KKR generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (66/100 vs 50/100). 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.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a leading global investment firm specializing in private equity and alternative asset management, recognized for its innovative investment strategies across multiple sectors. With a robust footprint in North America, Europe, and Asia, Carlyle utilizes its extensive market knowledge and deep industry connections to generate superior returns for institutional investors. The firm's disciplined investment approach and dedication to value creation have established it as a premier partner for institutions seeking resilient and diversified opportunities within the alternative investment landscape.
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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