Brookfield Asset Management Ltd. (BAM)vsKKR & Co. Inc. (KKR)
BAM
Brookfield Asset Management Ltd.
$51.47
-1.01%
FINANCIAL SERVICES · Cap: $77.08B
KKR
KKR & Co. Inc.
$95.98
-2.06%
FINANCIAL SERVICES · Cap: $87.18B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 350% more annual revenue ($25.83B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.41. BAM earns a higher WallStSmart Score of 79/100 (B+).
BAM
Strong Buy79
out of 100
Grade: B+
KKR
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Growing faster than its price suggests
Large-cap with strong market position
Strong operational efficiency at 20.6%
Earnings expanding 40.0% YoY
Generating 3.2B in free cash flow
Areas to Watch
Moderate valuation
Trading at 11.0x book value
Grey zone — moderate risk
Weak financial health signals
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BAM
The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.
Bull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.41 suggests the stock is reasonably priced for its growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
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
BAM profiles as a growth stock while KKR is a value play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.83 — expect wider price swings.
BAM is growing revenue faster at 60.8% — sustainability is the question.
KKR generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
BAM scores higher overall (79/100 vs 66/100), backed by strong 48.9% margins and 60.8% 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.
Brookfield Asset Management Ltd.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets.
Visit Website →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.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?