WallStSmart

AllianceBernstein Holding L.P. (AB)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 7520% more annual revenue ($25.35B vs $332.76M). KKR leads profitability with a 11.7% profit margin vs 0.0%. KKR appears more attractively valued with a PEG of 0.53. KKR earns a higher WallStSmart Score of 48/100 (D+).

AB

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 4.5Value: 7.7Quality: 5.3
Piotroski: 4/9

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AB5 strengths · Avg: 8.6/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
37.7%8/10

Earnings expanding 37.7% YoY

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$91.45B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

AB3 concerns · Avg: 2.7/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Revenue GrowthGrowth
-40.3%2/10

Revenue declined 40.3%

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : AB

The strongest argument for AB centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bear Case : AB

The primary concerns for AB are Profit Margin, Operating Margin, Revenue Growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

AB profiles as a value stock while KKR is a declining play — different risk/reward profiles.

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

KKR is growing revenue faster at -6.6% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

KKR scores higher overall (48/100 vs 47/100). Both earn "Hold" 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.

AllianceBernstein Holding L.P.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

AllianceBernstein Holding LP is a publicly owned investment manager. The company is headquartered in New York, New York.

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KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.

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