Janus Henderson Group PLC (JHG)vsKKR & Co LP (KKR)
JHG
Janus Henderson Group PLC
$51.42
-1.31%
FINANCIAL SERVICES · Cap: $8.03B
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 728% more annual revenue ($25.65B vs $3.10B). JHG leads profitability with a 26.3% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.39. JHG earns a higher WallStSmart Score of 85/100 (A).
JHG
Exceptional Buy85
out of 100
Grade: A
KKR
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.3%
Fair Value
$244.76
Current Price
$51.42
$193.34 discount
Margin of Safety
-560.3%
Fair Value
$15.91
Current Price
$88.91
$73.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 42.7%
Revenue surging 61.3% year-over-year
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Growing faster than its price suggests
Strong operational efficiency at 33.0%
Revenue surging 76.3% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.3B in free cash flow
Areas to Watch
2.4% earnings growth
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : JHG
The strongest argument for JHG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.3% and operating margin at 42.7%. Revenue growth of 61.3% demonstrates continued momentum.
Bull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bear Case : JHG
The primary concerns for JHG are EPS Growth, Free Cash Flow.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
JHG profiles as a growth stock while KKR is a hypergrowth play — different risk/reward profiles.
KKR carries more volatility with a beta of 2.01 — expect wider price swings.
KKR is growing revenue faster at 76.3% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
JHG scores higher overall (85/100 vs 65/100), backed by strong 26.3% margins and 61.3% revenue growth. Both earn "Exceptional 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.
Janus Henderson Group PLC
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Janus Henderson Group plc is an asset management portfolio entity. The company is headquartered in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
Visit Website →KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.
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