COMP <GO>
KKR vs JPM // GROSS PROFIT MARGIN
KKR & Co. Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: KKR 3
— JPM 8
■ METRIC PARITY
LAST: $98.01 (+3.84%) • MKT CAP: $87.98B
gross-margins
—
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
gross-margins
—
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 ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 17.72% | -15.82 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.1x | 9.5x | +38.60 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -0.46% | -9.41% | +8.95 | KKR | /fcf-yield <GO> |
| Operating Margin | 14.90% | 41.98% | -27.08 | JPM | /operating-margins <GO> |
| Net Profit Margin | 12.20% | 32.48% | -20.28 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -11.00% | 13.23% | -24.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.76% | 1.95% | -1.19 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 3/9 | +1.00 | KKR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.0 | 53.6 | +7.40 | 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 | 13.3x | +20.53 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $87.98B | $905.33B | -$817.35B | 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 | — | — | -$398.1M | -$147.78B |
| FY 2024 | $21.88B | $177.56B | — | — | $5.67B | -$42.01B |
| FY 2023 | $14.50B | $158.10B | — | — | -$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