COMP <GO>
KKR vs BAC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
KKR & Co. Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: KKR 3
— BAC 10
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: BAC
LAST: $94.39 (-1.49%) • MKT CAP: $86.01B
options-implied-move
6.90%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KKR VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KKR | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 2.50% | -0.60 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.1x | 30.2x | +17.90 | BAC | /valuation <GO> |
| Free Cash Flow Yield | -0.46% | 2.10% | -2.56 | BAC | /fcf-yield <GO> |
| Operating Margin | 14.90% | 32.90% | -18.00 | BAC | /operating-margins <GO> |
| Net Profit Margin | 12.20% | 27.00% | -14.80 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -11.00% | 6.80% | -17.80 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.76% | 0.00% | +0.76 | KKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.45 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.90% | 6.60% | +0.30 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.2 | 27.7 | +26.54 | KKR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.90 | +0.10 | KKR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.8x | 10.9x | +22.90 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $86.01B | $357.61B | -$271.60B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KKR REV | BAC REV | KKR GROSS % | BAC GROSS % | KKR FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $19.46B | $113.10B | 44.0% | 44.0% | -$398.1M | $7.52B |
| FY 2024 | $21.88B | $105.86B | 44.0% | 44.0% | $5.67B | -$13.57B |
| FY 2023 | $14.50B | $102.77B | 44.0% | 44.0% | -$2.15B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KKR // BETA 1.00
BAC // BETA 0.90