KKR & Co LP (KKR)vsProgressive Corp (PGR)
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
PGR
Progressive Corp
$194.00
-0.89%
FINANCIAL SERVICES · Cap: $113.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Progressive Corp generates 252% more annual revenue ($89.42B vs $25.38B). PGR leads profitability with a 12.9% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. PGR earns a higher WallStSmart Score of 61/100 (C+).
KKR
Hold48
out of 100
Grade: D+
PGR
Buy61
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 2.3B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Generating 4.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 : PGR
The strongest argument for PGR centers on P/E Ratio, Return on Equity, Market Cap.
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 : PGR
The primary concerns for PGR are PEG Ratio.
Key Dynamics to Monitor
KKR profiles as a declining stock while PGR is a value play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
PGR is growing revenue faster at 8.7% — sustainability is the question.
PGR generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
PGR scores higher overall (61/100 vs 48/100). 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 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.
Progressive Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Progressive Corporation is an American insurance company, one of the largest providers of car insurance in the United States. The company insures motorcycles, boats, RVs, and commercial vehicles and provides home insurance through select companies.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?