KKR & Co LP (KKR)vsParker-Hannifin Corporation (PH)
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
PH
Parker-Hannifin Corporation
$878.83
-0.90%
INDUSTRIALS · Cap: $111.82B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 21% more annual revenue ($25.38B vs $20.99B). PH leads profitability with a 16.6% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. PH earns a higher WallStSmart Score of 55/100 (C-).
KKR
Hold48
out of 100
Grade: D+
PH
Buy55
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
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Strong operational efficiency at 21.5%
Areas to Watch
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.
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 : PH
The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
KKR profiles as a declining stock while PH is a mature play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
PH is growing revenue faster at 10.6% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
PH scores higher overall (55/100 vs 48/100), backed by strong 16.6% margins and 10.6% 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 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.
Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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