` BAERE (Julius Baer Gruppe AG) vs KKR (KKR & Co Inc) Comparison - Alpha Spread

J
BAERE
vs
KKR

Over the past 12 months, BAERE has underperformed KKR, delivering a return of 0% compared to the KKR's +6% growth.

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BAERE
KKR
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Valuation Comparison

J
BAERE Intrinsic Value
132.24 CHF
Undervaluation 53%
Intrinsic Value
Price CHf62.8
KKR Intrinsic Value
128.21 USD
Undervaluation 19%
Intrinsic Value
Price $103.6
Company Last Price Intrinsic Value DCF Value Multiples-Based Value Wall St Target
J
Julius Baer Gruppe AG
SIX:BAERE
62.8 CHF
KKR & Co Inc
NYSE:KKR
103.6 USD
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Valuation Scenario:
Bear Case
Base Case
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Growth Comparison

Growth Over Time
BAERE, KKR

BAERE
KKR
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
J
Julius Baer Gruppe AG
Revenue
KKR & Co Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
BAERE, KKR

BAERE
KKR
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
J
Julius Baer Gruppe AG
SIX:BAERE
FCF is not applicable for financial companies
KKR & Co Inc
NYSE:KKR
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What is Free Cash Flow?

Gross Margin

BAERE
KKR
38.2%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
KKR & Co Inc

Operating Margin

BAERE
KKR
2.2%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
KKR & Co Inc

Net Margin

BAERE
17.4%
KKR
10.9%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
KKR & Co Inc

FCF Margin

BAERE
KKR
1.6%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
KKR & Co Inc

ROE

BAERE
10.9%
KKR
8.2%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
KKR & Co Inc

ROA

BAERE
0.7%
KKR
0.6%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
KKR & Co Inc

ROIC

BAERE
KKR
0.1%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
KKR & Co Inc

ROCE

BAERE
KKR
0.1%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
KKR & Co Inc

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
BAERE, KKR

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Performance Gap
BAERE, KKR

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BAERE
KKR
Difference
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Performance By Year
BAERE, KKR

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BAERE
KKR
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Compare BAERE to other stocks
BLK
BlackRock Inc
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vs BAERE
BX
Blackstone Inc
More expensive
vs BAERE
BN
Brookfield Corp
More expensive
vs BAERE
BK
Bank of New York Mellon Corp
More expensive
vs BAERE
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett