COMP <GO>
KKR vs MS // 10Y YIELD & FRED MACRO BETA
KKR & Co. Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: KKR 3
— MS 11
▲ 10Y YIELD & FRED MACRO BETA LEADER: MS
LAST: $94.39 (-1.49%) • MKT CAP: $86.01B
macro-sensitivity
1.00
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
macro-sensitivity
1.04
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KKR VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KKR | MS | 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% | 3.00% | -1.10 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.1x | 31.0x | +17.10 | MS | /valuation <GO> |
| Free Cash Flow Yield | -0.46% | -7.25% | +6.79 | KKR | /fcf-yield <GO> |
| Operating Margin | 14.90% | 24.60% | -9.70 | MS | /operating-margins <GO> |
| Net Profit Margin | 12.20% | 20.20% | -8.00 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -11.00% | 5.50% | -16.50 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.76% | 2.21% | -1.45 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | KKR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.2 | 43.3 | +10.92 | KKR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 1.04 | -0.04 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.8x | 16.5x | +17.30 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $86.01B | $298.41B | -$212.40B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KKR REV | MS REV | KKR GROSS % | MS GROSS % | KKR FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $19.46B | $0 | 44.0% | — | -$398.1M | -$17.89B |
| FY 2024 | $21.88B | $0 | 44.0% | — | $5.67B | $1.36B |
| FY 2023 | $14.50B | $0 | 44.0% | — | -$2.15B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KKR // BETA 1.00
MS // BETA 1.04