KKR & Co. Inc. (KKR)vsPatria Investments Ltd (PAX)
KKR
KKR & Co. Inc.
$95.48
+0.99%
FINANCIAL SERVICES · Cap: $88.07B
PAX
Patria Investments Ltd
$11.15
-3.09%
FINANCIAL SERVICES · Cap: $1.85B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 6251% more annual revenue ($25.35B vs $399.23M). PAX leads profitability with a 18.1% profit margin vs 11.7%. PAX trades at a lower P/E of 21.9x. PAX earns a higher WallStSmart Score of 50/100 (C-).
KKR
Hold48
out of 100
Grade: D+
PAX
Buy50
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 26.4%
Revenue surging 22.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 85.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bull Case : PAX
The strongest argument for PAX centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 18.1% and operating margin at 26.4%. Revenue growth of 22.0% demonstrates continued momentum.
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.
Bear Case : PAX
The primary concerns for PAX are Market Cap, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
KKR profiles as a declining stock while PAX is a growth play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
PAX is growing revenue faster at 22.0% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
PAX scores higher overall (50/100 vs 48/100), backed by strong 18.1% margins and 22.0% revenue growth. Both earn "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. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.
Patria Investments Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Patria Investments Limited is a private market investment firm focused on investing in Latin America. The company is headquartered in Grand Cayman, the Cayman Islands.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?