WallStSmart

Blackstone Group Inc (BX)vsKKR & Co. Inc. (KKR)

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Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 67% more annual revenue ($25.83B vs $15.47B). BX leads profitability with a 23.0% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.41. KKR earns a higher WallStSmart Score of 66/100 (B-).

BX

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.29

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.53

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
40.2%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
48.9%10/10

Strong operational efficiency at 48.9%

Market CapQuality
$141.65B9/10

Large-cap with strong market position

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4110/10

Growing faster than its price suggests

Market CapQuality
$87.18B9/10

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

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
26.4x4/10

Moderate valuation

Price/BookValuation
10.7x4/10

Trading at 10.7x book value

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Debt/EquityHealth
1.613/10

Elevated debt levels

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.532/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 23.0% and operating margin at 48.9%. PEG of 1.17 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 0.41 suggests the stock is reasonably priced for its growth.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.61 is elevated, increasing financial risk.

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

BX profiles as a declining 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.

KKR is growing revenue faster at 7.8% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KKR scores higher overall (66/100 vs 59/100). Both earn "Strong 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.

Blackstone Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.

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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