KKR & Co LP (KKR)vsMotorola Solutions Inc (MSI)
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
MSI
Motorola Solutions Inc
$383.99
-11.36%
TECHNOLOGY · Cap: $72.00B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 117% more annual revenue ($25.38B vs $11.68B). MSI leads profitability with a 18.4% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. MSI earns a higher WallStSmart Score of 62/100 (C+).
KKR
Hold48
out of 100
Grade: D+
MSI
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.7B in free cash flow
Every $100 of equity generates 104 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Areas to Watch
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 26.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 27.8%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
KKR profiles as a declining stock while MSI is a mature play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
MSI is growing revenue faster at 12.3% — sustainability is the question.
KKR generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
MSI scores higher overall (62/100 vs 48/100), backed by strong 18.4% margins and 12.3% revenue growth. Both earn "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.
KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
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