Invesco Plc (IVZ)vsKKR & Co LP (KKR)
IVZ
Invesco Plc
$24.36
+1.58%
FINANCIAL SERVICES · Cap: $10.64B
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 302% more annual revenue ($25.65B vs $6.38B). KKR leads profitability with a 9.2% profit margin vs -4.4%. IVZ appears more attractively valued with a PEG of 0.38. IVZ earns a higher WallStSmart Score of 66/100 (B-).
IVZ
Strong Buy66
out of 100
Grade: B-
KKR
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IVZ.
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
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 20.4%
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
4.5% earnings growth
ROE of -1.2% — below average capital efficiency
Currently unprofitable
Premium valuation, high expectations priced in
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.38 suggests the stock is reasonably priced for its growth.
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 : IVZ
The primary concerns for IVZ are EPS Growth, Return on Equity, Profit Margin.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
IVZ profiles as a turnaround stock while KKR is a hypergrowth play — different risk/reward profiles.
KKR carries more volatility with a beta of 2.01 — expect wider price swings.
KKR is growing revenue faster at 76.3% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
IVZ scores higher overall (66/100 vs 65/100). 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.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?