WallStSmart

Intercontinental Exchange Inc (ICE)vsKKR & Co LP (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 143% more annual revenue ($25.38B vs $10.44B). ICE leads profitability with a 37.7% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. ICE earns a higher WallStSmart Score of 71/100 (B).

ICE

Strong Buy

71

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.0Quality: 5.0
Piotroski: 6/9Altman Z: 0.60

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICE6 strengths · Avg: 9.2/10
Profit MarginProfitability
37.7%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
57.3%10/10

Strong operational efficiency at 57.3%

EPS GrowthGrowth
79.7%10/10

Earnings expanding 79.7% YoY

Market CapQuality
$88.28B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.4%8/10

Revenue surging 20.4% year-over-year

Free Cash FlowQuality
$1.15B8/10

Generating 1.1B in free cash flow

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$92.71B9/10

Large-cap with strong market position

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

Areas to Watch

ICE2 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.602/10

Distress zone — elevated risk

KKR3 concerns · Avg: 2.0/10
P/E RatioValuation
42.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-5.4%2/10

Revenue declined 5.4%

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : ICE

The strongest argument for ICE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 57.3%. Revenue growth of 20.4% demonstrates continued momentum.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bear Case : ICE

The primary concerns for ICE are PEG Ratio, Altman Z-Score.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.

Key Dynamics to Monitor

ICE profiles as a growth stock while KKR is a declining play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.85 — expect wider price swings.

ICE is growing revenue faster at 20.4% — sustainability is the question.

KKR generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

ICE scores higher overall (71/100 vs 48/100), backed by strong 37.7% margins and 20.4% revenue growth. 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.

Intercontinental Exchange Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.

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KKR & Co LP

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.

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