WallStSmart

KKR & Co LP (KKR)vsMizuho Financial Group Inc. (MFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mizuho Financial Group Inc. generates 15732% more annual revenue ($4.02T vs $25.38B). MFG leads profitability with a 26.1% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. MFG earns a higher WallStSmart Score of 74/100 (B).

KKR

Hold

48

out of 100

Grade: D+

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

MFG

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 7.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

MFG6 strengths · Avg: 8.7/10
Operating MarginProfitability
36.3%10/10

Strong operational efficiency at 36.3%

Market CapQuality
$107.90B9/10

Large-cap with strong market position

Profit MarginProfitability
26.1%9/10

Keeps 26 of every $100 in revenue as profit

PEG RatioValuation
0.938/10

Growing faster than its price suggests

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

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%

MFG0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : MFG

The strongest argument for MFG centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 26.1% and operating margin at 36.3%. PEG of 0.93 suggests the stock is reasonably priced for its growth.

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.

Bear Case : MFG

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

Key Dynamics to Monitor

KKR profiles as a declining stock while MFG is a mature play — different risk/reward profiles.

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

MFG is growing revenue faster at 5.5% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MFG scores higher overall (74/100 vs 48/100), backed by strong 26.1% margins. 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.

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.

Mizuho Financial Group Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Mizuho Financial Group, Inc. engages in banking, trusts, securities and other businesses related to financial services in Japan, America, Europe, Asia / Oceania and internationally. The company is headquartered in Tokyo, Japan.

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