COMP <GO>
KKR vs JPM // ALTMAN Z-SCORE & DEBT/EQUITY
KKR & Co. Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: KKR 4
— JPM 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: KKR
LAST: $94.39 (-1.49%) • MKT CAP: $86.01B
balance-sheet
0.45
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
balance-sheet
0.37
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KKR VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KKR | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 17.37% | -15.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.1x | 9.7x | +38.43 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -0.46% | -18.14% | +17.68 | KKR | /fcf-yield <GO> |
| Operating Margin | 14.90% | 42.07% | -27.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 12.20% | 32.63% | -20.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -11.00% | 13.53% | -24.53 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.76% | 1.96% | -1.20 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.45 | 0.37 | +0.08 | KKR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | KKR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.2 | 49.0 | +5.16 | KKR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.8x | 13.6x | +20.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $86.01B | $895.92B | -$809.90B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KKR REV | JPM REV | KKR GROSS % | JPM GROSS % | KKR FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $19.46B | $182.45B | 44.0% | — | -$398.1M | -$147.78B |
| FY 2024 | $21.88B | $177.56B | 44.0% | — | $5.67B | -$42.01B |
| FY 2023 | $14.50B | $158.10B | 44.0% | — | -$2.15B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KKR // BETA 1.00
JPM // BETA 1.00