WallStSmart

KKR & Co. Inc. (KKR)vsT. Rowe Price Group Inc (TROW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 240% more annual revenue ($25.83B vs $7.59B). TROW leads profitability with a 29.3% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.46. TROW earns a higher WallStSmart Score of 72/100 (B).

KKR

Strong Buy

66

out of 100

Grade: B-

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

TROW

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 9.0Value: 5.7Quality: 8.0
Piotroski: 3/9Altman Z: 5.26

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

TROW6 strengths · Avg: 9.3/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.2610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

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

TROW2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.612/10

Expensive relative to growth rate

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 : TROW

The strongest argument for TROW centers on P/E Ratio, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 29.3% and operating margin at 28.7%. Revenue growth of 10.7% 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 : TROW

The primary concerns for TROW are Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

KKR profiles as a value stock while TROW is a mature play — different risk/reward profiles.

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

TROW is growing revenue faster at 10.7% — sustainability is the question.

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

Bottom Line

TROW scores higher overall (72/100 vs 66/100), backed by strong 29.3% margins and 10.7% 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.

T. Rowe Price Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

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