WallStSmart

Ameriprise Financial Inc (AMP)vsKKR & Co LP (KKR)

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Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 36% more annual revenue ($25.65B vs $18.91B). AMP leads profitability with a 18.8% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.37. KKR earns a higher WallStSmart Score of 65/100 (C+).

AMP

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 4/9

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMPSignificantly Overvalued (-97.1%)

Margin of Safety

-97.1%

Fair Value

$246.57

Current Price

$438.94

$192.37 premium

UndervaluedFair: $246.57Overvalued
KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$90.00

$74.09 premium

UndervaluedFair: $15.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP3 strengths · Avg: 9.3/10
Return on EquityProfitability
60.5%10/10

Every $100 of equity generates 61 in profit

Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3710/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$79.74B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

Areas to Watch

AMP2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-110.0%2/10

Earnings declined 110.0%

Free Cash FlowQuality
$-2.88B2/10

Negative free cash flow — burning cash

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
36.8x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : AMP

The strongest argument for AMP centers on Return on Equity, Operating Margin, P/E Ratio. Profitability is solid with margins at 18.8% and operating margin at 35.3%.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.37 suggests the stock is reasonably priced for its growth.

Bear Case : AMP

The primary concerns for AMP are EPS Growth, Free Cash Flow.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Key Dynamics to Monitor

AMP profiles as a mature stock while KKR is a hypergrowth play — different risk/reward profiles.

KKR carries more volatility with a beta of 2.01 — 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 (65/100 vs 64/100) 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.

Ameriprise Financial Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

KKR & Co LP

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.

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