PJT Partners Inc. (PJT) and KKR & Co. Inc. (NYSE:KKR) Contrasting side by side

PJT Partners Inc. (NYSE:PJT) and KKR & Co. Inc. (NYSE:KKR) compete with each other in the Asset Management sector. We will analyze and compare their risk, institutional ownership, analyst recommendations, profitability, dividends, earnings and valuation.

Valuation & Earnings

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
PJT Partners Inc. 580.25M 2.91 27.17M 0.15 301.45
KKR & Co. Inc. 4.35B 4.50 1.10B 3.24 6.52

Table 1 demonstrates PJT Partners Inc. and KKR & Co. Inc.’s top-line revenue, earnings per share and valuation. KKR & Co. Inc. appears to has higher revenue and earnings than PJT Partners Inc. The company with the higher P/E out of the two companies is considered for more expensive of the two firms currently. PJT Partners Inc. is trading at a higher P/E ratio than KKR & Co. Inc., indicating that it is currently more expensive of the two stocks.

Profitability

Table 2 demonstrates the return on assets, net margins and return on equity of PJT Partners Inc. and KKR & Co. Inc.

Net Margins Return on Equity Return on Assets
PJT Partners Inc. 4.68% 11.2% -3.3%
KKR & Co. Inc. 25.29% 22.1% 3.4%

Dividends

PJT Partners Inc. dividend pay is $0.2 per share with 0.46% dividend yield annually. On the other side KKR & Co. Inc. pays an annual dividend of $0.59 per share. It’s dividend yield is 2.55%.

Analyst Ratings

The following table given below contains the ratings and recommendations for PJT Partners Inc. and KKR & Co. Inc.

Sell Ratings Hold Ratings Buy Ratings Rating Score
PJT Partners Inc. 0 0 0 0.00
KKR & Co. Inc. 0 2 2 2.50

KKR & Co. Inc. on the other hand boasts of a $27 average price target and a 15.19% potential upside.

Insider and Institutional Ownership

Roughly 59.2% of PJT Partners Inc. shares are held by institutional investors while 78% of KKR & Co. Inc. are owned by institutional investors. PJT Partners Inc.’s share held by insiders are 0.2%. Comparatively, insiders own roughly 0.5% of KKR & Co. Inc.’s shares.

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)
PJT Partners Inc. -7.45% -9.07% -18.63% -23.3% 0.18% -4.14%
KKR & Co. Inc. -7.9% -14.67% -19.89% -9.24% 7.38% 0.24%

For the past year PJT Partners Inc. has -4.14% weaker performance while KKR & Co. Inc. has 0.24% stronger performance.

Summary

KKR & Co. Inc. beats on 14 of the 15 factors PJT Partners Inc.

PJT Partners Inc. provides various strategic advisory, restructuring and special situations, and private fund advisory and placement services to corporations, financial sponsors, institutional investors, and governments worldwide. It offers a range of financial advisory and transaction execution capability, including mergers and acquisitions, joint ventures, minority investments, asset swaps, divestitures, takeover defenses, corporate finance advisory, private placements, and distressed sales. The company also advices companies, creditors, and financial sponsors on recapitalizations, reorganizations, exchange offers, debt repurchases, capital raises, and distressed mergers and acquisitions. In addition, it offers private fund advisory and placement services for a range of investment strategies, including private equity, hedge fund, real estate, and secondary advisory. The company was formerly known as Blackstone Advisory Inc. and changed its name to PJT Partners Inc. in March 2015. PJT Partners Inc. was incorporated in 2014 and is headquartered in New York, New York.

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.