KKR & Co. Inc. (KKR)vsBlue Owl Capital Inc (OWL)
KKR
KKR & Co. Inc.
$95.48
+1.95%
FINANCIAL SERVICES · Cap: $88.07B
OWL
Blue Owl Capital Inc
$9.80
-3.83%
FINANCIAL SERVICES · Cap: $15.09B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 762% more annual revenue ($25.35B vs $2.94B). KKR leads profitability with a 11.7% profit margin vs 3.0%. OWL appears more attractively valued with a PEG of 0.14. OWL earns a higher WallStSmart Score of 63/100 (C+).
KKR
Hold48
out of 100
Grade: D+
OWL
Buy63
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 1.9B in free cash flow
Growing faster than its price suggests
Earnings expanding 637.0% YoY
Strong operational efficiency at 28.2%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
ROE of 4.1% — below average capital efficiency
3.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : OWL
The strongest argument for OWL centers on PEG Ratio, EPS Growth, Operating Margin. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.14 suggests the stock is reasonably priced for its 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.
Bear Case : OWL
The primary concerns for OWL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 80.7x leaves little room for execution misses. Debt-to-equity of 2.07 is elevated, increasing financial risk.
Key Dynamics to Monitor
KKR profiles as a declining stock while OWL is a value play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
OWL is growing revenue faster at 10.3% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
OWL scores higher overall (63/100 vs 48/100) and 10.3% 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. 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.
Blue Owl Capital Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blue Owl Capital Inc. is an asset manager. The company is headquartered in New York, New York.
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