KKR & Co. Inc. (KKR)vsPatria Investments Ltd (PAX)
KKR
KKR & Co. Inc.
$102.28
+1.19%
FINANCIAL SERVICES · Cap: $93.16B
PAX
Patria Investments Ltd
$10.62
-1.21%
FINANCIAL SERVICES · Cap: $1.73B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 5936% more annual revenue ($25.83B vs $428.01M). PAX leads profitability with a 16.3% profit margin vs 12.2%. PAX trades at a lower P/E of 24.4x. KKR earns a higher WallStSmart Score of 66/100 (B-).
KKR
Strong Buy66
out of 100
Grade: B-
PAX
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Large-cap with strong market position
Strong operational efficiency at 20.6%
Earnings expanding 40.0% YoY
Generating 3.2B in free cash flow
Revenue surging 34.9% year-over-year
Strong operational efficiency at 22.6%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Earnings declined 18.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : PAX
The strongest argument for PAX centers on Revenue Growth, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 22.6%. Revenue growth of 34.9% demonstrates continued momentum.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Bear Case : PAX
The primary concerns for PAX are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
KKR profiles as a value stock while PAX is a growth play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
PAX is growing revenue faster at 34.9% — sustainability is the question.
KKR generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (66/100 vs 51/100). 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.
KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.
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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