WallStSmart

Carlyle Group Inc (CG)vsKKR & Co. Inc. (KKR)

VS

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

Hold

50

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 4.3Quality: 4.5
Piotroski: 2/9Altman Z: 0.71

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

CG2 strengths · Avg: 9.0/10
EPS GrowthGrowth
70.2%10/10

Earnings expanding 70.2% YoY

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

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

CG4 concerns · Avg: 3.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

P/E RatioValuation
31.3x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-94.1%2/10

Revenue declined 94.1%

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 : 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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