KKR & Co LP (KKR)vsQuanta Services Inc (PWR)
KKR
KKR & Co LP
$100.79
-1.19%
FINANCIAL SERVICES · Cap: $96.02B
PWR
Quanta Services Inc
$785.29
+1.77%
INDUSTRIALS · Cap: $113.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 17% more annual revenue ($30.12B vs $25.65B). KKR leads profitability with a 9.2% profit margin vs 3.7%. KKR appears more attractively valued with a PEG of 0.54. KKR earns a higher WallStSmart Score of 62/100 (C+).
KKR
Buy62
out of 100
Grade: C+
PWR
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.0%
Revenue surging 76.3% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.3B in free cash flow
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Earnings declined 2.2%
Expensive relative to growth rate
Trading at 13.1x book value
3.7% margin — thin
Operating margin of 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on Operating Margin, Revenue Growth, Market Cap. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth. A P/E of 44.3x leaves little room for execution misses.
Bear Case : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 102.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
KKR profiles as a hypergrowth stock while PWR is a growth play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
KKR is growing revenue faster at 76.3% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (62/100 vs 54/100) and 76.3% revenue growth. Both earn "Buy" and "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 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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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