WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 64% more annual revenue ($25.38B vs $15.46B). KKR leads profitability with a 11.7% profit margin vs 10.1%. KKR appears more attractively valued with a PEG of 0.54. PFG earns a higher WallStSmart Score of 67/100 (B-).

KKR

Hold

48

out of 100

Grade: D+

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

PFG

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 5.5Value: 6.3Quality: 3.3
Piotroski: 2/9Altman Z: 0.21

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

PFG3 strengths · Avg: 8.7/10
EPS GrowthGrowth
819.0%10/10

Earnings expanding 819.0% YoY

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

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%

PFG3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.5%2/10

Revenue declined 4.5%

Altman Z-ScoreHealth
0.212/10

Distress zone — elevated risk

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 : PFG

The strongest argument for PFG centers on EPS Growth, P/E Ratio, Price/Book. 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, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.

Bear Case : PFG

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

Key Dynamics to Monitor

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

PFG is growing revenue faster at -4.5% — sustainability is the question.

KKR generates stronger free cash flow (2.3B), providing more financial flexibility.

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

Bottom Line

PFG scores higher overall (67/100 vs 48/100). 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.

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.

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