WallStSmart

KKR & Co. Inc. (KKR)vsRaymond James Financial Inc. (RJF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 70% more annual revenue ($25.83B vs $15.24B). RJF leads profitability with a 15.1% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.46. RJF earns a higher WallStSmart Score of 76/100 (B+).

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.8
Piotroski: 3/9

RJF

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 7.0Value: 7.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.06

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Market CapQuality
$93.16B9/10

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

RJF5 strengths · Avg: 8.0/10
PEG RatioValuation
0.888/10

Growing faster than its price suggests

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.1%8/10

15.1% revenue growth

EPS GrowthGrowth
42.0%8/10

Earnings expanding 42.0% YoY

Areas to Watch

KKR3 concerns · Avg: 3.3/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

RJF1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.062/10

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 0.46 suggests the stock is reasonably priced for its growth.

Bull Case : RJF

The strongest argument for RJF centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 15.1% and operating margin at 19.3%. Revenue growth of 15.1% demonstrates continued momentum.

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 : RJF

The primary concerns for RJF are Altman Z-Score.

Key Dynamics to Monitor

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

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

RJF is growing revenue faster at 15.1% — sustainability is the question.

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

Bottom Line

RJF scores higher overall (76/100 vs 66/100), backed by strong 15.1% margins and 15.1% 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.

Raymond James Financial Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.

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