KKR vs SCHW
KKR & Co. Inc. and Schwab Charles Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | KKR | SCHW |
|---|---|---|
| Revenue | $19.5B | $23.9B |
| Net income | $2.4B | $8.9B |
| Gross margin | · | · |
| Net margin | 31.6% | 37.0% |
| Return on equity | 8.7% | 18.1% |
| Diluted EPS | · | $4.65 |
| Dividend / share | $0.73 | $1.08 |
| Payout ratio | 27.4% | 26.3% |
| Free cash flow | · | $8.8B |
| Equity | $30.9B | $49.4B |
| Net debt / equity | · | −0.34× |
| Current ratio | · | · |
| Revenue CAGR 5y | 35.7% | 15.4% |
| Profit CAGR 5y | 3.4% | 21.8% |
SCHW bills 1.2× the revenue of KKR, and keeps more of each dollar of revenue as profit (37.0% against 31.6%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | KKR | SCHW |
|---|---|---|
| FY2025 | $19.5B | $23.9B |
| FY2024 | $21.9B | $19.6B |
| FY2023 | $14.5B | $18.8B |
| FY2022 | $5.7B | $20.8B |
| FY2021 | $16.2B | $18.5B |
| FY2020 | $4.2B | $11.7B |
| FY2019 | $4.2B | $10.7B |
| FY2018 | $2.4B | $10.1B |
| FY2017 | $3.6B | $8.6B |
| FY2016 | $2.0B | $7.5B |
Bottom line
| Fiscal year | KKR | SCHW |
|---|---|---|
| FY2025 | $2.4B | $8.9B |
| FY2024 | $3.1B | $5.9B |
| FY2023 | $3.7B | $5.1B |
| FY2022 | $-521.7M | $7.2B |
| FY2021 | $4.7B | $5.9B |
| FY2020 | $2.0B | $3.3B |
| FY2019 | $2.0B | $3.7B |
| FY2018 | $1.1B | $3.5B |
| FY2017 | $1.0B | $2.4B |
| FY2016 | $309.3M | $1.9B |
13 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$4,456,693,000 | SCHW |
| FY2024 | +$2,272,698,000 | KKR |
| FY2023 | −$4,337,688,000 | SCHW |
| FY2022 | −$15,057,820,000 | SCHW |
| FY2021 | −$2,293,960,000 | SCHW |
| FY2020 | −$7,460,109,000 | SCHW |
| FY2019 | −$6,500,100,000 | SCHW |
| FY2018 | −$7,736,164,000 | SCHW |
| FY2017 | −$5,060,720,000 | SCHW |
| FY2016 | −$5,437,982,000 | SCHW |
| FY2015 | −$6,267,672,000 | SCHW |
| FY2014 | −$5,871,124,000 | SCHW |
| FY2013 | −$5,412,895,000 | SCHW |
The higher-revenue side has changed between KKR and SCHW over this period. The gap has narrowed since the earliest year compared.
13 of 19 comparable fiscal years — a year missing data on either side is not counted.
10 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −5.4 pp | SCHW |
| FY2024 | −7.9 pp | SCHW |
| FY2023 | +10.0 pp | KKR |
| FY2022 | −41.9 pp | SCHW |
| FY2021 | +45.1 pp | KKR |
| FY2020 | +92.7 pp | KKR |
| FY2019 | +75.4 pp | KKR |
| FY2018 | +67.7 pp | KKR |
| FY2017 | +44.7 pp | KKR |
| FY2016 | +21.3 pp | KKR |
The higher net margin has changed hands between KKR and SCHW over this period.
10 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
KKR's net margin has been more volatile than SCHW's over the 10 comparable fiscal years — 39.8 percentage points of standard deviation against 3.8.
10 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between KKR and SCHW over these 10 fiscal years — KKR led in 7 and SCHW in 3.
10 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
KKR's return on equity has been more volatile than SCHW's over the 9 comparable fiscal years — 8.4 percentage points of standard deviation against 3.2.
9 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between KKR and SCHW over these 9 fiscal years — KKR led in 5 and SCHW in 4.
9 of 19 comparable fiscal years — a year missing data on either side is not counted.