WallStSmart

KKR & Co LP (KKR)vsPatria Investments Ltd (PAX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 6620% more annual revenue ($25.65B vs $381.70M). PAX leads profitability with a 22.4% profit margin vs 9.2%. PAX trades at a lower P/E of 16.5x. KKR earns a higher WallStSmart Score of 65/100 (C+).

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0

PAX

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 5.7Quality: 5.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued
PAXSignificantly Overvalued (-206.5%)

Margin of Safety

-206.5%

Fair Value

$4.62

Current Price

$11.55

$6.93 premium

UndervaluedFair: $4.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$84.19B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

PAX5 strengths · Avg: 8.8/10
Operating MarginProfitability
36.1%10/10

Strong operational efficiency at 36.1%

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Areas to Watch

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

PAX4 concerns · Avg: 2.5/10
Market CapQuality
$1.79B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-15.4%2/10

Revenue declined 15.4%

EPS GrowthGrowth
-37.6%2/10

Earnings declined 37.6%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : PAX

The strongest argument for PAX centers on Operating Margin, Profit Margin, Debt/Equity. Profitability is solid with margins at 22.4% and operating margin at 36.1%.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Bear Case : PAX

The primary concerns for PAX are Market Cap, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

KKR profiles as a hypergrowth stock while PAX is a declining 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.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KKR scores higher overall (65/100 vs 51/100) and 76.3% revenue growth. Both earn "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.

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.

Patria Investments Ltd

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Patria Investments Limited is a private market investment firm focused on investing in Latin America. The company is headquartered in Grand Cayman, the Cayman Islands.

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