JPMorgan Chase & Co (JPM)vsKKR & Co. Inc. (KKR)
JPM
JPMorgan Chase & Co
$331.48
-0.21%
FINANCIAL SERVICES · Cap: $855.84B
KKR
KKR & Co. Inc.
$96.90
-2.13%
FINANCIAL SERVICES · Cap: $91.45B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 585% more annual revenue ($173.56B vs $25.35B). JPM leads profitability with a 33.9% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.53. JPM earns a higher WallStSmart Score of 73/100 (B).
JPM
Strong Buy73
out of 100
Grade: B
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.39 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
JPM profiles as a mature stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
JPM is growing revenue faster at 12.7% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 48/100), backed by strong 33.9% margins and 12.7% 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.
JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
Visit Website →KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.
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