WallStSmart

KKR & Co. Inc. (KKR)vsPatria Investments Ltd (PAX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 6251% more annual revenue ($25.35B vs $399.23M). PAX leads profitability with a 18.1% profit margin vs 11.7%. PAX trades at a lower P/E of 21.9x. PAX earns a higher WallStSmart Score of 50/100 (C-).

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

PAX

Buy

50

out of 100

Grade: C-

Growth: 6.0Profit: 7.5Value: 5.3Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

PAX3 strengths · Avg: 8.0/10
Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.4%8/10

Strong operational efficiency at 26.4%

Revenue GrowthGrowth
22.0%8/10

Revenue surging 22.0% year-over-year

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

PAX3 concerns · Avg: 2.7/10
Market CapQuality
$1.85B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-85.2%2/10

Earnings declined 85.2%

Comparative Analysis Report

WallStSmart Research

Bull 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 : PAX

The strongest argument for PAX centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 18.1% and operating margin at 26.4%. Revenue growth of 22.0% demonstrates continued momentum.

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 : PAX

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

Key Dynamics to Monitor

KKR profiles as a declining stock while PAX is a growth play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.85 — expect wider price swings.

PAX is growing revenue faster at 22.0% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

PAX scores higher overall (50/100 vs 48/100), backed by strong 18.1% margins and 22.0% 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.

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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