WallStSmart

KKR & Co. Inc. (KKR)vsPrincipal Financial Group Inc (PFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 62% more annual revenue ($25.49B vs $15.69B). KKR leads profitability with a 12.4% profit margin vs 9.9%. KKR appears more attractively valued with a PEG of 0.56. KKR earns a higher WallStSmart Score of 62/100 (C+).

KKR

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 6.0Value: 5.7Quality: 5.8
Piotroski: 3/9

PFG

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 6.3Quality: 4.0
Piotroski: 3/9Altman Z: 0.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR4 strengths · Avg: 8.3/10
Market CapQuality
$100.90B9/10

Large-cap with strong market position

PEG RatioValuation
0.568/10

Growing faster than its price suggests

EPS GrowthGrowth
42.7%8/10

Earnings expanding 42.7% YoY

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

PFG2 strengths · Avg: 8.0/10
P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

KKR4 concerns · Avg: 3.5/10
P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PFG3 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.8%4/10

2.8% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.292/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bull Case : PFG

The strongest argument for PFG centers on P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Bear Case : PFG

The primary concerns for PFG are EPS Growth, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

PFG is growing revenue faster at 6.4% — sustainability is the question.

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

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

Bottom Line

KKR scores higher overall (62/100 vs 59/100). 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. 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.

Principal Financial Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.

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