COMP <GO>
KKR vs BRK-B // 10Y YIELD & FRED MACRO BETA
KKR & Co. Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: KKR 2
— BRK-B 11
▲ 10Y YIELD & FRED MACRO BETA LEADER: KKR
LAST: $94.39 (-1.49%) • MKT CAP: $86.01B
macro-sensitivity
1.00
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KKR VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KKR | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 11.47% | -9.57 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.1x | 9.7x | +38.42 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | -0.46% | 2.09% | -2.55 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 14.90% | 27.80% | -12.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 12.20% | 22.30% | -10.10 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -11.00% | 3.93% | -14.93 | BRK-B | /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 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 3.55% | +3.35 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.2 | 66.8 | -12.61 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 0.61 | +0.39 | KKR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.8x | 24.3x | +9.46 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $86.01B | $1.16T | -$1.07T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KKR REV | BRK-B REV | KKR GROSS % | BRK-B GROSS % | KKR FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $19.46B | $371.44B | 44.0% | — | -$398.1M | $25.04B |
| FY 2024 | $21.88B | $371.43B | 44.0% | — | $5.67B | $11.62B |
| FY 2023 | $14.50B | $364.48B | 44.0% | — | -$2.15B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KKR // BETA 1.00
BRK-B // BETA 0.61