WallStSmart

Federated Investors Inc B (FHI)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 1266% more annual revenue ($25.35B vs $1.86B). FHI leads profitability with a 21.5% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.52. FHI earns a higher WallStSmart Score of 65/100 (B-).

FHI

Strong Buy

65

out of 100

Grade: B-

Growth: 5.3Profit: 9.5Value: 6.3Quality: 9.0
Piotroski: 6/9Altman Z: 3.70

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FHI5 strengths · Avg: 9.4/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

Return on EquityProfitability
33.1%10/10

Every $100 of equity generates 33 in profit

Altman Z-ScoreHealth
3.7010/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
21.5%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
26.4%8/10

Strong operational efficiency at 26.4%

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

FHI2 concerns · Avg: 4.0/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : FHI

The strongest argument for FHI centers on P/E Ratio, Return on Equity, Altman Z-Score. Profitability is solid with margins at 21.5% and operating margin at 26.4%. Revenue growth of 13.1% demonstrates continued momentum.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bear Case : FHI

The primary concerns for FHI are PEG Ratio, EPS Growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

FHI profiles as a mature stock while KKR is a declining play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.85 — expect wider price swings.

FHI is growing revenue faster at 13.1% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

FHI scores higher overall (65/100 vs 48/100), backed by strong 21.5% margins and 13.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Federated Investors Inc B

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Federated Hermes, Inc. is a publicly owned asset management portfolio company. The company is headquartered in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.

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