Comparing of KKR & Co. Inc. (KKR) and Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund (NYSEAMERICAN:EAD)

Both KKR & Co. Inc. (NYSE:KKR) and Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund (NYSEAMERICAN:EAD) are each other’s competitor in the Asset Management industry. Thus the compare of their analyst recommendations, institutional ownership, profitability, risk, dividends, earnings and valuation.

Valuation & Earnings

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
KKR & Co. Inc. 4.20B 4.63 1.10B 1.99 11.59
Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund 51.40M 10.68 4.13M 0.06 128.85

Table 1 shows the gross revenue, earnings per share (EPS) and valuation for KKR & Co. Inc. and Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund. Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund seems to has lower revenue and earnings compared to KKR & Co. Inc. The company with the lower P/E out of the two companies is considered for more affordable of the two firms currently. KKR & Co. Inc. has been trading at a lower P/E ratio than Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund, which means that it is at the moment the more affordable of the two companies.

Profitability

Table 2 has KKR & Co. Inc. and Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund’s return on equity, return on assets and net margins.

Net Margins Return on Equity Return on Assets
KKR & Co. Inc. 26.19% 13.9% 2.2%
Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund 8.04% 0% 0%

Dividends

KKR & Co. Inc. dividend pay is $0.59 per share with 2.57% dividend yield annually. On the other side, $0.65 per share with a dividend yield of 8.18% for Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund.

Analyst Ratings

The Ratings and Recommendations for KKR & Co. Inc. and Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund are featured in the next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
KKR & Co. Inc. 0 2 3 2.60
Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund 0 0 0 0.00

The upside potential is 22.96% for KKR & Co. Inc. with average target price of $28.7.

Institutional and Insider Ownership

Institutional investors owned 76.2% of KKR & Co. Inc. shares and 36.34% of Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund shares. KKR & Co. Inc.’s share owned by insiders are 0.5%.

Performance

In this table we provide the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
KKR & Co. Inc. 1.27% 2.81% 0.35% -12.34% 7.7% 17.58%
Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund -0.38% 1.55% 4.52% -2.36% -2.72% 8.71%

For the past year KKR & Co. Inc. has stronger performance than Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund

Summary

On 11 of the 15 factors KKR & Co. Inc. beats Wells Fargo Advantage Funds – Wells Fargo Income Opportunities Fund.

KKR & Co. L.P. is a private equity and real estate investment firm specializing in direct and fund of fund investments in fintech sector. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, and middle market investments. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the Upstream Oil and Gas and Equipment, minerals and royalties and Services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. L.P. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, and Asia.