WallStSmart

HSBC Holdings PLC ADR (HSBC)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

HSBC Holdings PLC ADR generates 150% more annual revenue ($63.77B vs $25.49B). HSBC leads profitability with a 35.0% profit margin vs 12.4%. KKR appears more attractively valued with a PEG of 0.56. KKR earns a higher WallStSmart Score of 62/100 (C+).

HSBC

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 6.3Quality: 4.0
Piotroski: 4/9Altman Z: -0.31

KKR

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 6.0Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HSBC4 strengths · Avg: 9.5/10
Market CapQuality
$364.98B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
35.0%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
50.7%10/10

Strong operational efficiency at 50.7%

P/E RatioValuation
17.7x8/10

Attractively priced relative to earnings

KKR4 strengths · Avg: 8.3/10
Market CapQuality
$100.90B9/10

Large-cap with strong market position

PEG RatioValuation
0.568/10

Growing faster than its price suggests

EPS GrowthGrowth
42.7%8/10

Earnings expanding 42.7% YoY

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

HSBC4 concerns · Avg: 3.5/10
Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

EPS GrowthGrowth
2.6%4/10

2.6% earnings growth

Altman Z-ScoreHealth
-0.312/10

Distress zone — elevated risk

KKR4 concerns · Avg: 3.5/10
P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HSBC

The strongest argument for HSBC centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 35.0% and operating margin at 50.7%. PEG of 1.07 suggests the stock is reasonably priced for its growth.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bear Case : HSBC

The primary concerns for HSBC are Price/Book, Revenue Growth, EPS Growth.

Bear Case : KKR

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

Key Dynamics to Monitor

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

HSBC is growing revenue faster at 3.3% — sustainability is the question.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KKR scores higher overall (62/100 vs 61/100). Both earn "Buy" and "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.

HSBC Holdings PLC ADR

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

HSBC Holdings plc offers banking and financial products and services globally. The company is headquartered in London, the 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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