KKR & Co LP (KKR)vs3M Company (MMM)
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
MMM
3M Company
$148.05
+0.94%
INDUSTRIALS · Cap: $77.25B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 3% more annual revenue ($25.65B vs $24.95B). MMM leads profitability with a 13.0% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.39. KKR earns a higher WallStSmart Score of 65/100 (C+).
KKR
Buy65
out of 100
Grade: C+
MMM
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-560.3%
Fair Value
$15.91
Current Price
$88.91
$73.00 premium
Margin of Safety
-323.6%
Fair Value
$40.80
Current Price
$148.05
$107.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 76 in profit
Large-cap with strong market position
Generating 1.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Earnings declined 2.2%
Trading at 16.7x book value
2.0% revenue growth
Earnings declined 19.9%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MMM
The strongest argument for MMM centers on Return on Equity, Market Cap, Free Cash Flow. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Bear Case : MMM
The primary concerns for MMM are Price/Book, Revenue Growth, EPS Growth. Debt-to-equity of 2.75 is elevated, increasing financial risk.
Key Dynamics to Monitor
KKR profiles as a hypergrowth stock while MMM is a value 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
KKR scores higher overall (65/100 vs 54/100) and 76.3% revenue growth. 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.
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.
3M Company
INDUSTRIALS · CONGLOMERATES · USA
The 3M Company is an American multinational conglomerate corporation operating in the fields of industry, worker safety, US health care, and consumer goods. The company produces over 60,000 products under several brands, including adhesives, abrasives, laminates, passive fire protection, personal protective equipment, window films, paint protection films, dental and orthodontic products, electrical and electronic connecting and insulating materials, medical products, car-care products, electronic circuits, healthcare software and optical films. It is based in Maplewood, a suburb of Saint Paul, Minnesota.
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