WallStSmart

KKR & Co. Inc. (KKR)vsPrincipal Financial Group Inc (PFG)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 55% more annual revenue ($25.83B vs $16.63B). KKR leads profitability with a 12.2% profit margin vs 11.9%. KKR appears more attractively valued with a PEG of 0.41. PFG earns a higher WallStSmart Score of 79/100 (B+).

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.53

PFG

Strong Buy

79

out of 100

Grade: B+

Growth: 6.7Profit: 6.5Value: 6.3Quality: 4.0
Piotroski: 3/9Altman Z: 0.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4110/10

Growing faster than its price suggests

Market CapQuality
$87.18B9/10

Large-cap with strong market position

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

EPS GrowthGrowth
40.0%8/10

Earnings expanding 40.0% YoY

Free Cash FlowQuality
$3.20B8/10

Generating 3.2B in free cash flow

PFG5 strengths · Avg: 8.4/10
EPS GrowthGrowth
206.3%10/10

Earnings expanding 206.3% YoY

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
25.4%8/10

Revenue surging 25.4% year-over-year

Free Cash FlowQuality
$1.48B8/10

Generating 1.5B in free cash flow

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.532/10

Distress zone — elevated risk

PFG2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.292/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.41 suggests the stock is reasonably priced for its growth.

Bull Case : PFG

The strongest argument for PFG centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 25.4% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Bear Case : PFG

The primary concerns for PFG are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

KKR profiles as a value stock while PFG is a growth play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.83 — expect wider price swings.

PFG is growing revenue faster at 25.4% — sustainability is the question.

KKR generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

PFG scores higher overall (79/100 vs 66/100) and 25.4% revenue growth. Both earn "Strong Buy" and "Strong 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. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.

Principal Financial Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.

Want to dig deeper into these stocks?