Comprehensive Stock Comparison
Compare KKR Group Finance Co. IX LLC 4. (KKRS) vs JPMorgan Chase & Co. (JPM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | KKRS | 50.9% revenue growth vs JPM's 14.6% |
| Value | KKRS | Lower P/E (3.3x vs 13.9x) |
| Quality / Margins | KKRS | 22.4% net margin vs JPM's 21.6% |
| Stability / Safety | KKRS | Beta 0.25 vs JPM's 1.00 |
| Dividends | KKRS | 3.7% yield, vs JPM's 1.7% |
| Momentum (1Y) | JPM | +15.7% vs KKRS's -2.9% |
| Efficiency (ROA) | KKRS | 1.5% ROA vs JPM's 1.3%, ROIC 28.7% vs 5.4% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
KKR Group Finance Co. IX LLC is a special purpose financing entity that exists to raise capital for KKR's investment activities. It generates revenue primarily through interest income from loans and debt securities issued to fund KKR's private equity and credit investments. Its key advantage is its structural role within the KKR ecosystem—providing efficient, dedicated financing capacity for one of the world's largest alternative asset managers.
JPMorgan Chase is a global financial services giant that operates as a universal bank offering consumer banking, investment banking, commercial banking, and asset management services. It generates revenue primarily through net interest income from lending activities (about 50% of total revenue) and non-interest income from investment banking fees, trading, asset management, and card services. The company's key competitive advantage lies in its massive scale, diversified revenue streams, and fortress balance sheet—which together create significant barriers to entry and provide stability through economic cycles.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
KKRS leads in 4 of 6 categories (Financial Metrics, Valuation Metrics). JPM leads in 1 (Total Returns). 1 tied.
Financial Metrics (TTM)
JPM is the larger business by revenue, generating $270.8B annually — 12.4x KKRS's $21.9B. Profitability is closely matched — net margins range from 22.4% (KKRS) to 21.6% (JPM).
| Metric | KKRSKKR Group Finance… | JPMJPMorgan Chase & … |
|---|---|---|
| RevenueTrailing 12 months | $21.9B | $270.8B |
| EBITDAEarnings before interest/tax | $18.8B | $81.3B |
| Net IncomeAfter-tax profit | $6.0B | $58.0B |
| Free Cash FlowCash after capex | $4.2B | -$119.7B |
| Gross MarginGross profit ÷ Revenue | +80.2% | +58.6% |
| Operating MarginEBIT ÷ Revenue | +74.2% | +27.7% |
| Net MarginNet income ÷ Revenue | +22.4% | +21.6% |
| FCF MarginFCF ÷ Revenue | +29.7% | -15.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +16.0% |
Valuation Metrics
At 3.3x trailing earnings, KKRS trades at a 78% valuation discount to JPM's 15.2x P/E. On an enterprise value basis, KKRS's 1.0x EV/EBITDA is more attractive than JPM's 13.1x.
| Metric | KKRSKKR Group Finance… | JPMJPMorgan Chase & … |
|---|---|---|
| Market CapShares × price | $15.7B | $809.7B |
| Enterprise ValueMkt cap + debt − cash | $15.7B | $1.09T |
| Trailing P/EPrice ÷ TTM EPS | 3.34x | 15.21x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 13.93x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.17x |
| EV / EBITDAEnterprise value multiple | 0.96x | 13.15x |
| Price / SalesMarket cap ÷ Revenue | 0.72x | 2.99x |
| Price / BookPrice ÷ Book value/share | 1030.16x | 2.51x |
| Price / FCFMarket cap ÷ FCF | 2.41x | — |
Profitability & Efficiency
JPM delivers a 16.1% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $8 for KKRS. On the Piotroski fundamental quality scale (0–9), KKRS scores 6/9 vs JPM's 5/9, reflecting solid financial health.
| Metric | KKRSKKR Group Finance… | JPMJPMorgan Chase & … |
|---|---|---|
| ROE (TTM)Return on equity | +8.0% | +16.1% |
| ROA (TTM)Return on assets | +1.5% | +1.3% |
| ROICReturn on invested capital | +28.7% | +5.4% |
| ROCEReturn on capital employed | +10.2% | +8.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | — | 2.18x |
| Net DebtTotal debt minus cash | -$9M | $281.8B |
| Cash & Equiv.Liquid assets | $9M | $469.3B |
| Total DebtShort + long-term debt | $0 | $751.1B |
| Interest CoverageEBIT ÷ Interest expense | 59.74x | 0.74x |
Total Returns (with DRIP)
A $10,000 investment in JPM five years ago would be worth $21,449 today (with dividends reinvested), compared to $8,930 for KKRS. Over the past 12 months, JPM leads with a +15.7% total return vs KKRS's -2.9%. The 3-year compound annual growth rate (CAGR) favors JPM at 30.0% vs KKRS's 3.9% — a key indicator of consistent wealth creation.
| Metric | KKRSKKR Group Finance… | JPMJPMorgan Chase & … |
|---|---|---|
| YTD ReturnYear-to-date | -0.7% | -7.3% |
| 1-Year ReturnPast 12 months | -2.9% | +15.7% |
| 3-Year ReturnCumulative with dividends | +12.0% | +119.7% |
| 5-Year ReturnCumulative with dividends | -10.7% | +114.5% |
| 10-Year ReturnCumulative with dividends | -10.7% | +497.7% |
| CAGR (3Y)Annualised 3-year return | +3.9% | +30.0% |
Risk & Volatility
KKRS is the less volatile stock with a 0.25 beta — it tends to amplify market swings less than JPM's 1.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | KKRSKKR Group Finance… | JPMJPMorgan Chase & … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.25x | 1.00x |
| 52-Week HighHighest price in past year | $19.44 | $337.25 |
| 52-Week LowLowest price in past year | $16.40 | $202.16 |
| % of 52W HighCurrent price vs 52-week peak | +90.5% | +89.0% |
| RSI (14)Momentum oscillator 0–100 | 49.1 | 48.1 |
| Avg Volume (50D)Average daily shares traded | 40K | 9.0M |
Analyst Outlook
For income investors, KKRS offers the higher dividend yield at 3.73% vs JPM's 1.71%.
| Metric | KKRSKKR Group Finance… | JPMJPMorgan Chase & … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $336.10 |
| # AnalystsCovering analysts | — | 60 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | +1.7% |
| Dividend StreakConsecutive years of raises | 0 | 14 |
| Dividend / ShareAnnual DPS | $0.66 | $5.13 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.5% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Apr 21 | Feb 26 | Change |
|---|---|---|---|
| KKR Group Finance C… (KKRS) | 100 | 67.78 | -32.2% |
| JPMorgan Chase & Co. (JPM) | 100 | 200.93 | +100.9% |
JPMorgan Chase & Co. (JPM) returned +114% over 5 years vs KKR Group Finance C… (KKRS)'s -11%. A $10,000 investment in JPM 5 years ago would be worth $21,449 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| KKR Group Finance C… (KKRS) | $6.2B | $21.9B | +254.6% |
| JPMorgan Chase & Co. (JPM) | $101.0B | $270.8B | +168.1% |
KKR Group Finance Co. IX LLC 4.'s revenue grew from $6.2B (2015) to $21.9B (2024) — a 15.1% CAGR. JPMorgan Chase & Co.'s revenue grew from $101.0B (2015) to $270.8B (2024) — a 11.6% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| KKR Group Finance C… (KKRS) | 7.9% | 22.4% | +183.2% |
| JPMorgan Chase & Co. (JPM) | 24.2% | 21.6% | -10.8% |
KKR Group Finance Co. IX LLC 4.'s net margin went from 8% (2015) to 22% (2024). JPMorgan Chase & Co.'s net margin went from 24% (2015) to 22% (2024).
Chart 4P/E Ratio History — 8 Years
| Stock | 2017 | 2024 | Change |
|---|---|---|---|
| KKR Group Finance C… (KKRS) | 1.3 | 3.5 | +169.2% |
| JPMorgan Chase & Co. (JPM) | 16.9 | 12.1 | -28.4% |
KKR Group Finance Co. IX LLC 4. has traded in a 1x–5x P/E range over 3 years; current trailing P/E is ~3x. JPMorgan Chase & Co. has traded in a 10x–17x P/E range over 8 years; current trailing P/E is ~15x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| KKR Group Finance C… (KKRS) | 1.01 | 5.26 | +420.8% |
| JPMorgan Chase & Co. (JPM) | 6 | 19.75 | +229.2% |
KKR Group Finance Co. IX LLC 4.'s EPS grew from $1.01 (2015) to $5.26 (2024) — a 20% CAGR. JPMorgan Chase & Co.'s EPS grew from $6.00 (2015) to $19.75 (2024) — a 14% CAGR.
Chart 6Free Cash Flow — 5 Years
KKR Group Finance Co. IX LLC 4. generated $7B FCF in 2024 (+189% vs 2021). JPMorgan Chase & Co. generated $-42B FCF in 2024 (-154% vs 2021).
KKRS vs JPM: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is KKRS or JPM a better buy right now?
KKR Group Finance Co. IX LLC 4. (KKRS) offers the better valuation at 3.3x trailing P/E, making it the more compelling value choice. Analysts rate JPMorgan Chase & Co. (JPM) a "Buy" — based on 60 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 — KKRS or JPM?
On trailing P/E, KKR Group Finance Co. IX LLC 4. (KKRS) is the cheapest at 3.3x versus JPMorgan Chase & Co. at 15.2x.
03Which is the better long-term investment — KKRS or JPM?
Over the past 5 years, JPMorgan Chase & Co. (JPM) delivered a total return of +114.5%, compared to -10.7% for KKR Group Finance Co. IX LLC 4. (KKRS). A $10,000 investment in JPM five years ago would be worth approximately $21K today (assuming dividends reinvested). Over 10 years, the gap is even starker: JPM returned +497.7% versus KKRS's -10.7%. 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 — KKRS or JPM?
By beta (market sensitivity over 5 years), KKR Group Finance Co. IX LLC 4. (KKRS) is the lower-risk stock at 0.25β versus JPMorgan Chase & Co.'s 1.00β — meaning JPM is approximately 298% more volatile than KKRS relative to the S&P 500.
05Which has better profit margins — KKRS or JPM?
KKR Group Finance Co. IX LLC 4. (KKRS) is the more profitable company, earning 22.4% net margin versus 21.6% for JPMorgan Chase & Co. — meaning it keeps 22.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KKRS leads at 74.2% versus 27.7% for JPM. At the gross margin level — before operating expenses — KKRS leads at 80.2%, 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.
06Which pays a better dividend — KKRS or JPM?
All stocks in this comparison pay dividends. KKR Group Finance Co. IX LLC 4. (KKRS) offers the highest yield at 3.7%, versus 1.7% for JPMorgan Chase & Co. (JPM).
07Is KKRS or JPM better for a retirement portfolio?
For long-horizon retirement investors, KKR Group Finance Co. IX LLC 4. (KKRS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.25), 3.7% yield). Both have compounded well over 10 years (KKRS: -10.7%, JPM: +497.7%), 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.
08What are the main differences between KKRS and JPM?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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