Invesco Plc (IVZ)vsKKR & Co. Inc. (KKR)
IVZ
Invesco Plc
$30.85
-1.69%
FINANCIAL SERVICES · Cap: $13.48B
KKR
KKR & Co. Inc.
$98.47
-2.37%
FINANCIAL SERVICES · Cap: $93.16B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 274% more annual revenue ($25.83B vs $6.90B). KKR leads profitability with a 12.2% profit margin vs -0.9%. KKR appears more attractively valued with a PEG of 0.46. IVZ earns a higher WallStSmart Score of 70/100 (B).
IVZ
Strong Buy70
out of 100
Grade: B
KKR
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 20.0%
Revenue surging 20.5% year-over-year
Earnings expanding 35.0% YoY
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
ROE of -0.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : IVZ
The strongest argument for IVZ centers on Price/Book, Debt/Equity, PEG Ratio. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.90 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 : IVZ
The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.
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
IVZ profiles as a growth 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.
IVZ is growing revenue faster at 20.5% — sustainability is the question.
KKR generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
IVZ scores higher overall (70/100 vs 66/100) and 20.5% 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.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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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