KKR & Co LP (KKR)vsPayPal Holdings Inc (PYPL)
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
PYPL
PayPal Holdings Inc
$45.37
-1.84%
FINANCIAL SERVICES · Cap: $40.82B
Smart Verdict
WallStSmart Research — data-driven comparison
PayPal Holdings Inc generates 33% more annual revenue ($33.73B vs $25.38B). PYPL leads profitability with a 15.0% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. PYPL earns a higher WallStSmart Score of 70/100 (B-).
KKR
Hold48
out of 100
Grade: D+
PYPL
Strong Buy70
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.3B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Distress zone — elevated risk
Earnings declined 6.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : PYPL
The strongest argument for PYPL centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.
Bear Case : PYPL
The primary concerns for PYPL are Altman Z-Score, EPS Growth.
Key Dynamics to Monitor
KKR profiles as a declining stock while PYPL is a value play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
PYPL is growing revenue faster at 7.2% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
PYPL scores higher overall (70/100 vs 48/100). Both earn "Strong 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 LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
PayPal Holdings Inc
FINANCIAL SERVICES · CREDIT SERVICES · USA
PayPal Holdings, Inc. is an American company operating an online payments system in the majority of countries that support online money transfers, and serves as an electronic alternative to traditional paper methods like checks and money orders. The company operates as a payment processor for online vendors, auction sites, and many other commercial users, for which it charges a fee.
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