WallStSmart

KKR & Co. Inc. (KKR)vsRaymond James Financial Inc. (RJF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 72% more annual revenue ($25.35B vs $14.72B). RJF leads profitability with a 14.6% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.53. RJF earns a higher WallStSmart Score of 70/100 (B).

KKR

Hold

48

out of 100

Grade: D+

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

RJF

Strong Buy

70

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 7.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.06

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$91.45B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

RJF4 strengths · Avg: 8.0/10
PEG RatioValuation
0.848/10

Growing faster than its price suggests

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.05B8/10

Generating 1.1B in free cash flow

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.4x4/10

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%

RJF1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.062/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : RJF

The strongest argument for RJF centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 13.1% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.

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 : RJF

The primary concerns for RJF are Altman Z-Score.

Key Dynamics to Monitor

KKR profiles as a declining stock while RJF is a value play — different risk/reward profiles.

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

RJF is growing revenue faster at 13.1% — sustainability is the question.

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

Bottom Line

RJF scores higher overall (70/100 vs 48/100) and 13.1% revenue growth. 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. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.

Raymond James Financial Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.

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