Carlyle Group Inc (CG)vsKKR & Co LP (KKR)
CG
Carlyle Group Inc
$47.01
-0.53%
FINANCIAL SERVICES · Cap: $17.07B
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 536% more annual revenue ($25.65B vs $4.03B). CG leads profitability with a 20.1% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.39. CG earns a higher WallStSmart Score of 80/100 (A-).
CG
Exceptional Buy80
out of 100
Grade: A-
KKR
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.5%
Fair Value
$102.02
Current Price
$47.01
$55.01 discount
Margin of Safety
-560.3%
Fair Value
$15.91
Current Price
$88.91
$73.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.6%
Revenue surging 93.9% year-over-year
Earnings expanding 70.2% YoY
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Strong operational efficiency at 33.0%
Revenue surging 76.3% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.3B in free cash flow
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
Premium valuation, high expectations priced in
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 20.1% and operating margin at 30.6%. Revenue growth of 93.9% 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 : CG
The primary concerns for CG are Piotroski F-Score, Altman Z-Score.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CG profiles as a growth stock while KKR is a hypergrowth play — different risk/reward profiles.
CG carries more volatility with a beta of 2.06 — expect wider price swings.
CG is growing revenue faster at 93.9% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
CG scores higher overall (80/100 vs 65/100), backed by strong 20.1% margins and 93.9% revenue growth. Both earn "Exceptional 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.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a prominent global investment firm specializing in private equity, alternative asset management, and a wide range of innovative investment solutions across various industries. With a robust presence in North America, Europe, and Asia, Carlyle leverages its deep sector expertise and strategic relationships to drive superior returns for its clients. Known for its disciplined operational approach and a strong commitment to value creation, Carlyle is a leading option for institutional investors seeking resilient and diverse exposure within the alternative asset space.
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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