WallStSmart

Artisan Partners Asset Management Inc (APAM)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 1970% more annual revenue ($25.83B vs $1.25B). APAM leads profitability with a 24.1% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.46. APAM earns a higher WallStSmart Score of 69/100 (B-).

APAM

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 7.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.84

KKR

Strong Buy

66

out of 100

Grade: B-

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APAM4 strengths · Avg: 9.3/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
73.8%10/10

Every $100 of equity generates 74 in profit

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Operating MarginProfitability
27.5%8/10

Strong operational efficiency at 27.5%

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

Areas to Watch

APAM0 concerns · Avg: 0/10

No major concerns identified

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

Comparative Analysis Report

WallStSmart Research

Bull Case : APAM

The strongest argument for APAM centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 24.1% and operating margin at 27.5%. PEG of 1.38 suggests the stock is reasonably priced for its growth.

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.

Bear Case : APAM

No major red flags identified for APAM, but monitor valuation.

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.

Key Dynamics to Monitor

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

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

APAM is growing revenue faster at 8.9% — sustainability is the question.

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

Bottom Line

APAM scores higher overall (69/100 vs 66/100), backed by strong 24.1% margins. 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.

Artisan Partners Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Artisan Partners Asset Management Inc. is a publicly owned investment manager. The company is headquartered in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

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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.

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