` Comparison: EFGN vs KKR - Alpha Spread

EFGN
vs
KKR

Over the past 12 months, EFGN has significantly outperformed KKR, delivering a return of +28% compared to the KKR's 26% drop.

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EFGN
KKR
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Valuation Comparison

EFGN Intrinsic Value
31.31 CHF
Undervaluation 43%
Intrinsic Value
Price
KKR Intrinsic Value
171.52 USD
Undervaluation 50%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
EFG International AG
SIX:EFGN
17.88 CHF
KKR & Co Inc
NYSE:KKR
86.1 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
EFGN, KKR

EFGN
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
EFG International 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
EFGN, KKR

EFGN
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
EFG International AG
SIX:EFGN
FCF is not applicable for financial companies
KKR & Co Inc
NYSE:KKR
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What is Free Cash Flow?

Gross Margin

EFGN
KKR
50.8%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International AG
Not applicable for financial companies
KKR & Co Inc

Operating Margin

EFGN
KKR
21.7%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International AG
Not applicable for financial companies
KKR & Co Inc

Net Margin

EFGN
16.7%
KKR
9.3%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International AG
KKR & Co Inc

FCF Margin

EFGN
KKR
21%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International AG
Not applicable for financial companies
KKR & Co Inc

ROE

EFGN
12.9%
KKR
8.4%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International AG
KKR & Co Inc

ROA

EFGN
0.8%
KKR
0.6%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International AG
KKR & Co Inc

ROIC

EFGN
KKR
1.3%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International AG
Not applicable for financial companies
KKR & Co Inc

ROCE

EFGN
KKR
1.6%
LTM 3Y Avg 5Y Avg 10Y Avg
EFG International 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
EFGN, KKR

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Performance Gap
EFGN, KKR

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EFGN
KKR
Difference
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Performance By Year
EFGN, KKR

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EFGN
KKR
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Compare EFGN to other stocks
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NY1
Ninety One Ltd
N
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vs EFGN
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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