WallStSmart

Federated Investors Inc B (FHI)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 1236% more annual revenue ($25.83B vs $1.93B). FHI leads profitability with a 21.3% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.46. FHI earns a higher WallStSmart Score of 73/100 (B).

FHI

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 7.0Quality: 8.5
Piotroski: 6/9Altman Z: 3.70

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

FHI6 strengths · Avg: 9.2/10
P/E RatioValuation
11.4x10/10

Attractively priced relative to earnings

Return on EquityProfitability
33.1%10/10

Every $100 of equity generates 33 in profit

Altman Z-ScoreHealth
3.7010/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
21.3%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
27.7%8/10

Strong operational efficiency at 27.7%

Revenue GrowthGrowth
18.3%8/10

18.3% revenue growth

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

FHI0 concerns · Avg: 0/10

No major concerns identified

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 : FHI

The strongest argument for FHI centers on P/E Ratio, Return on Equity, Altman Z-Score. Profitability is solid with margins at 21.3% and operating margin at 27.7%. Revenue growth of 18.3% demonstrates continued momentum.

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 : FHI

No major red flags identified for FHI, but monitor valuation.

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

FHI profiles as a growth 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.

FHI is growing revenue faster at 18.3% — sustainability is the question.

KKR generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

FHI scores higher overall (73/100 vs 66/100), backed by strong 21.3% margins and 18.3% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Federated Investors Inc B

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Federated Hermes, Inc. is a publicly owned asset management portfolio company. The company is headquartered in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

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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