CODI
Compass Diversified
Conglomerates
Market Cap$875M
5Y Perf.-31.5%
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Stock Comparison
CODI vs KKR
Revenue, margins, valuation, and 5-year total return — side by side.
KKR
KKR & Co. Inc.
Asset Management
Market Cap$90.94B
5Y Perf.+267.6%
CODI vs KKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CODI | KKR |
|---|---|---|
| Industry | Conglomerates | Asset Management |
| Market Cap | $875M | $90.94B |
| Revenue (TTM) | $1.95B | $19.26B |
| Net Income (TTM) | $-143M | $2.37B |
| Gross Margin | 42.8% | 41.8% |
| Operating Margin | 18.7% | 2.4% |
| Forward P/E | 145.4x | 16.7x |
| Total Debt | $3.53B | $54.77B |
| Cash & Equiv. | $60M | $6M |
CODI vs KKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CODI
KKR
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Compass Diversified (CODI) | 100 | 68.5 | -31.5% |
| KKR & Co. Inc. (KKR) | 100 | 367.6 | +267.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CODI vs KKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: KKR leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Compass Diversified is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
CODI
Compass Diversified
The Income Pick
CODI is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.09, yield 14.2%
- Rev growth 5.8%, EPS growth -90.7%, 3Y rev CAGR 1.2%
- Lower volatility, beta 1.09, current ratio 0.40x
Best for: income & stability and growth exposure
KKR
KKR & Co. Inc.
The Banking Pick
KKR carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 7.2% 10Y total return vs CODI's 52.0%
- Lower P/E (16.7x vs 145.4x)
- 12.3% margin vs CODI's -7.3%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CODI | 5.8% revenue growth vs KKR's -11.0% |
| Value | KKR | Lower P/E (16.7x vs 145.4x) |
| Quality / Margins | KKR | 12.3% margin vs CODI's -7.3% |
| Stability / Safety | CODI | Beta 1.09 vs KKR's 1.70 |
| Dividends | CODI | 14.2% yield, 1-year raise streak, vs KKR's 0.8% |
| Momentum (1Y) | KKR | -10.5% vs CODI's -33.5% |
| Efficiency (ROA) | KKR | 0.6% ROA vs CODI's -4.4%, ROIC 0.3% vs -0.3% |
CODI vs KKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
CODI vs KKR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLKKRLAGGINGCODI
CODICompass Diversified
0leads
KKRKKR & Co. Inc.
4leads
6 Total Categories
CATEGORYLEADERvs CODIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
KKR3/5
Valuation MetricsMultiples, price ratios, and targets
KKR4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
KKR7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
KKR5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
KKR leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
KKR is the larger business by revenue, generating $19.3B annually — 9.9x CODI's $2.0B. KKR is the more profitable business, keeping 12.3% of every revenue dollar as net income compared to CODI's -7.3%.
| Metric | CODICompass Diversifi… | KKRKKR & Co. Inc. |
|---|---|---|
| RevenueTrailing 12 months | $2.0B | $19.3B |
| EBITDAEarnings before interest/tax | $501M | $9.0B |
| Net IncomeAfter-tax profit | -$143M | $2.4B |
| Free Cash FlowCash after capex | -$100M | $7.5B |
| Gross MarginGross profit ÷ Revenue | +42.8% | +41.8% |
| Operating MarginEBIT ÷ Revenue | +18.7% | +2.4% |
| Net MarginNet income ÷ Revenue | -7.3% | +12.3% |
| FCF MarginFCF ÷ Revenue | -5.1% | +49.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -18.9% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -16.5% | -1.7% |
KKR leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
KKR leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 43.6x trailing earnings, KKR trades at a 14% valuation discount to CODI's 50.6x P/E. On an enterprise value basis, KKR's 20.4x EV/EBITDA is more attractive than CODI's 42.7x.
| Metric | CODICompass Diversifi… | KKRKKR & Co. Inc. |
|---|---|---|
| Market CapShares × price | $875M | $90.9B |
| Enterprise ValueMkt cap + debt − cash | $4.3B | $145.7B |
| Trailing P/EPrice ÷ TTM EPS | 50.57x | 43.59x |
| Forward P/EPrice ÷ next-FY EPS est. | 145.38x | 16.70x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 42.70x | 20.45x |
| Price / SalesMarket cap ÷ Revenue | 0.49x | 4.72x |
| Price / BookPrice ÷ Book value/share | 1.65x | 1.19x |
| Price / FCFMarket cap ÷ FCF | — | 9.55x |
KKR leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
KKR leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
KKR delivers a 3.2% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-45 for CODI. KKR carries lower financial leverage with a 0.67x debt-to-equity ratio, signaling a more conservative balance sheet compared to CODI's 6.66x. On the Piotroski fundamental quality scale (0–9), KKR scores 6/9 vs CODI's 3/9, reflecting solid financial health.
| Metric | CODICompass Diversifi… | KKRKKR & Co. Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -45.0% | +3.2% |
| ROA (TTM)Return on assets | -4.4% | +0.6% |
| ROICReturn on invested capital | -0.3% | +0.3% |
| ROCEReturn on capital employed | -1.5% | +0.1% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 6 |
| Debt / EquityFinancial leverage | 6.66x | 0.67x |
| Net DebtTotal debt minus cash | $3.5B | $54.8B |
| Cash & Equiv.Liquid assets | $60M | $6M |
| Total DebtShort + long-term debt | $3.5B | $54.8B |
| Interest CoverageEBIT ÷ Interest expense | 0.02x | 3.29x |
KKR leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
KKR leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in KKR five years ago would be worth $18,121 today (with dividends reinvested), compared to $6,289 for CODI. Over the past 12 months, KKR leads with a -10.5% total return vs CODI's -33.5%. The 3-year compound annual growth rate (CAGR) favors KKR at 26.4% vs CODI's -10.5% — a key indicator of consistent wealth creation.
| Metric | CODICompass Diversifi… | KKRKKR & Co. Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +150.1% | -20.7% |
| 1-Year ReturnPast 12 months | -33.5% | -10.5% |
| 3-Year ReturnCumulative with dividends | -28.3% | +102.1% |
| 5-Year ReturnCumulative with dividends | -37.1% | +81.2% |
| 10-Year ReturnCumulative with dividends | +52.0% | +720.7% |
| CAGR (3Y)Annualised 3-year return | -10.5% | +26.4% |
KKR leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — CODI and KKR each lead in 1 of 2 comparable metrics.
Risk & Volatility
CODI is the less volatile stock with a 1.09 beta — it tends to amplify market swings less than KKR's 1.70 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | CODICompass Diversifi… | KKRKKR & Co. Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.09x | 1.70x |
| 52-Week HighHighest price in past year | $17.67 | $153.87 |
| 52-Week LowLowest price in past year | $4.58 | $82.67 |
| % of 52W HighCurrent price vs 52-week peak | +65.8% | +66.3% |
| RSI (14)Momentum oscillator 0–100 | 73.3 | 58.5 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 6.7M |
Evenly matched — CODI and KKR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — CODI and KKR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates CODI as "Hold" and KKR as "Buy". Consensus price targets imply 40.2% upside for KKR (target: $143) vs 29.0% for CODI (target: $15). For income investors, CODI offers the higher dividend yield at 14.18% vs KKR's 0.79%.
| Metric | CODICompass Diversifi… | KKRKKR & Co. Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $15.00 | $143.00 |
| # AnalystsCovering analysts | 14 | 26 |
| Dividend YieldAnnual dividend ÷ price | +14.2% | +0.8% |
| Dividend StreakConsecutive years of raises | 1 | 6 |
| Dividend / ShareAnnual DPS | $1.65 | $0.80 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.1% | +0.1% |
Evenly matched — CODI and KKR each lead in 1 of 2 comparable metrics.
Key Takeaway
KKR leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.
Best OverallKKR & Co. Inc. (KKR)Leads 4 of 6 categories
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CODI vs KKR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CODI or KKR a better buy right now?
For growth investors, Compass Diversified (CODI) is the stronger pick with 5.
8% revenue growth year-over-year, versus -11. 0% for KKR & Co. Inc. (KKR). KKR & Co. Inc. (KKR) offers the better valuation at 43. 6x trailing P/E (16. 7x forward), making it the more compelling value choice. Analysts rate KKR & Co. Inc. (KKR) a "Buy" — based on 26 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CODI or KKR?
On trailing P/E, KKR & Co.
Inc. (KKR) is the cheapest at 43. 6x versus Compass Diversified at 50. 6x. On forward P/E, KKR & Co. Inc. is actually cheaper at 16. 7x.
03Which is the better long-term investment — CODI or KKR?
Over the past 5 years, KKR & Co.
Inc. (KKR) delivered a total return of +81. 2%, compared to -37. 1% for Compass Diversified (CODI). Over 10 years, the gap is even starker: KKR returned +720. 7% versus CODI's +52. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CODI or KKR?
By beta (market sensitivity over 5 years), Compass Diversified (CODI) is the lower-risk stock at 1.
09β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 57% more volatile than CODI relative to the S&P 500. On balance sheet safety, KKR & Co. Inc. (KKR) carries a lower debt/equity ratio of 67% versus 7% for Compass Diversified — giving it more financial flexibility in a downturn.
05Which is growing faster — CODI or KKR?
By revenue growth (latest reported year), Compass Diversified (CODI) is pulling ahead at 5.
8% versus -11. 0% for KKR & Co. Inc. (KKR). On earnings-per-share growth, the picture is similar: KKR & Co. Inc. grew EPS -28. 7% year-over-year, compared to -90. 7% for Compass Diversified. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CODI or KKR?
KKR & Co.
Inc. (KKR) is the more profitable company, earning 12. 3% net margin versus -11. 7% for Compass Diversified — meaning it keeps 12. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KKR leads at 2. 4% versus -0. 8% for CODI. At the gross margin level — before operating expenses — CODI leads at 42. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CODI or KKR more undervalued right now?
On forward earnings alone, KKR & Co.
Inc. (KKR) trades at 16. 7x forward P/E versus 145. 4x for Compass Diversified — 128. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KKR: 40. 2% to $143. 00.
08Which pays a better dividend — CODI or KKR?
All stocks in this comparison pay dividends.
Compass Diversified (CODI) offers the highest yield at 14. 2%, versus 0. 8% for KKR & Co. Inc. (KKR).
09Is CODI or KKR better for a retirement portfolio?
For long-horizon retirement investors, Compass Diversified (CODI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
09), 14. 2% yield). KKR & Co. Inc. (KKR) carries a higher beta of 1. 70 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CODI: +52. 0%, KKR: +720. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CODI and KKR?
These companies operate in different sectors (CODI (Industrials) and KKR (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: CODI is a small-cap income-oriented stock; KKR is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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(CODI: -18.9% · KKR: -11.0%)P/E Ratio<
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