WallStSmart

AMTD IDEA Group (AMTD)vsKKR & Co LP (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 38167% more annual revenue ($25.65B vs $67.03M). AMTD leads profitability with a 76.1% profit margin vs 9.2%. AMTD trades at a lower P/E of 1.4x. KKR earns a higher WallStSmart Score of 65/100 (C+).

AMTD

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 8.3Quality: 5.0

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

AMTDUndervalued (+79.6%)

Margin of Safety

+79.6%

Fair Value

$4.90

Current Price

$0.99

$3.91 discount

UndervaluedFair: $4.90Overvalued
KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMTD4 strengths · Avg: 10.0/10
P/E RatioValuation
1.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
76.1%10/10

Keeps 76 of every $100 in revenue as profit

Revenue GrowthGrowth
116.8%10/10

Revenue surging 116.8% year-over-year

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

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
$84.19B9/10

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

AMTD3 concerns · Avg: 2.7/10
Market CapQuality
$81.83M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

EPS GrowthGrowth
-73.8%2/10

Earnings declined 73.8%

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 76.1% and operating margin at 15.7%. Revenue growth of 116.8% demonstrates continued momentum.

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 0.39 suggests the stock is reasonably priced for its growth.

Bear Case : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, EPS Growth.

Bear Case : KKR

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

Key Dynamics to Monitor

AMTD profiles as a growth 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.

AMTD is growing revenue faster at 116.8% — 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 56/100) and 76.3% revenue growth. AMTD offers better value entry with a 79.6% margin of safety. 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.

AMTD IDEA Group

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TD Ameritrade Holding Corporation provides securities brokerage and technology-related financial services to retail investors and traders and Registered Independent Investment Advisers (RIAs) in the United States. The company is headquartered in Omaha, Nebraska.

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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