FDS vs. KKR: FactSet Research Systems vs. KKR Stock Comparison
How do FactSet Research Systems (FDS) and KKR (KKR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
FactSet Research Systems (FDS) and KKR (KKR) both belong to the Capital Markets industry, though FDS is classified under Financial Exchanges & Data while KKR falls under Asset Management & Custody Banks.
| Profile Item | FDS | KKR |
|---|---|---|
| Name | FactSet Research Systems Inc. | Korro Bio, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Financial Exchanges & Data | Asset Management & Custody Banks |
| Market Capitalization | 11.56 billion USD | 89.11 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 28, 1996 | July 15, 2010 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FDS | KKR |
|---|---|---|
| Total Return (1Y) | 27.49% | -18.61% |
| Total Return (3Y, Annualized) | -8.71% | 17.09% |
| Total Return (5Y, Annualized) | -4.88% | 5.12% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
KKR (KKR) has an aggressive beta of 1.69, indicating higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | FDS | KKR |
|---|---|---|
| Volatility (1Y, Annualized) | 48.03% | 38.71% |
| Beta (5Y) | 0.69 | 1.69 |
| Max Drawdown (5Y) | -61.13% | -49.42% |
| Avg. Volume (3M) | 803.71K | 4.77M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FDS | KKR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.48 | -0.59 |
| Sortino Ratio (1Y) | 0.71 | -0.81 |
Profitability
ROE (TTM)
FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while KKR (KKR) at 7.28% is closer to the peer norm — stronger capital efficiency for FDS.
FDS
Financial Services industry group
25.48%
- Max
- 44.78%
- FDS
- 25.48%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
KKR
Financial Services industry group
7.28%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- KKR
- 7.28%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both FactSet Research Systems (FDS) at 21.54% and KKR (KKR) at 12.20% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
FDS
Financial Services industry group
21.54%
- Max
- 62.84%
- Q3
- 28.05%
- FDS
- 21.54%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
KKR
Financial Services industry group
12.20%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- KKR
- 12.20%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both FactSet Research Systems (FDS) at 22.22% and KKR (KKR) at 20.65% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
FDS
Financial Services industry group
22.22%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- FDS
- 22.22%
- Q1
- 14.60%
- Min
- -44.34%
KKR
Financial Services industry group
20.65%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- KKR
- 20.65%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | FDS | KKR |
|---|---|---|
| ROE (TTM) | 25.48% | 7.28% |
| ROA (TTM) | 10.65% | 1.39% |
| Net Margin (TTM) | 21.54% | 12.20% |
| Operating Margin (TTM) | 22.22% | 20.65% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
FactSet Research Systems (FDS) at 6.65% is around its peer norm for revenue growth, while KKR (KKR) at -11.24% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
FactSet Research Systems (FDS) at -6.30% is around its peer norm for EPS growth, while KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | FDS | KKR |
|---|---|---|
| Revenue Growth (YoY) | 6.65% | -11.24% |
| Revenue Growth (3Y CAGR) | 5.89% | 51.12% |
| EPS Growth (YoY) | -6.30% | -28.66% |
| EPS Growth (3Y CAGR) | 6.59% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: FactSet Research Systems (FDS) in Financial Services and KKR (KKR) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: FactSet Research Systems (FDS) in Financial Services and KKR (KKR) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | FDS | KKR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both FactSet Research Systems (FDS) at 1.33% and KKR (KKR) at 0.77% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
FDS
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- FDS
- 1.33%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
KKR
Financial Services industry group
0.77%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- KKR
- 0.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both FactSet Research Systems (FDS) at 31.02% and KKR (KKR) at 23.96% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
FDS
Financial Services industry group
31.02%
- Max
- 241.07%
- Q3
- 97.36%
- FDS
- 31.02%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
KKR
Financial Services industry group
23.96%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- KKR
- 23.96%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FDS | KKR |
|---|---|---|
| Dividend Yield (TTM) | 1.33% | 0.77% |
| Dividend Payout Ratio (TTM) | 31.02% | 23.96% |
Valuation
P/E Ratio (TTM)
FactSet Research Systems (FDS) at 22.50 is near its industry’s usual P/E ratio, while KKR (KKR) at 30.82 sits in the richer quartile — KKR needs stronger growth or earnings quality to justify the premium.
FDS
Financial Services industry group
22.50
- Max
- 45.85
- Q3
- 24.64
- FDS
- 22.50
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
KKR
Financial Services industry group
30.82
- Max
- 45.85
- KKR
- 30.82
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
KKR (KKR) at 3.45 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.
FDS
Financial Services industry group
4.67
- Max
- 9.23
- FDS
- 4.67
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
KKR
Financial Services industry group
3.45
- Max
- 9.23
- Q3
- 4.57
- KKR
- 3.45
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
KKR (KKR) at 3.04 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.
FDS
Financial Services industry group
5.77
- Max
- 7.79
- FDS
- 5.77
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
KKR
Financial Services industry group
3.04
- Max
- 7.79
- Q3
- 3.63
- KKR
- 3.04
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | FDS | KKR |
|---|---|---|
| P/E Ratio (TTM) | 22.50 | 30.82 |
| P/S Ratio (TTM) | 4.67 | 3.45 |
| P/B Ratio (MRQ) | 5.77 | 3.04 |
| Free Cash Flow Yield (TTM) | -- | -- |