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Side-by-side financial comparison of KKR & Co. (KKR) and SONIC AUTOMOTIVE INC (SAH). Click either name above to swap in a different company.
KKR & Co. is the larger business by last-quarter revenue ($5.7B vs $3.7B, roughly 1.6× SONIC AUTOMOTIVE INC). KKR & Co. runs the higher net margin — 20.0% vs 1.6%, a 18.3% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 1.0%). Over the past eight quarters, SONIC AUTOMOTIVE INC's revenue compounded faster (3.4% CAGR vs -22.9%).
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
KKR vs SAH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.7B | $3.7B |
| Net Profit | $1.1B | $60.8M |
| Gross Margin | — | 16.2% |
| Operating Margin | 45.3% | 3.1% |
| Net Margin | 20.0% | 1.6% |
| Revenue YoY | 76.1% | 1.0% |
| Net Profit YoY | 1.8% | — |
| EPS (diluted) | — | $1.79 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $3.7B | ||
| Q4 25 | $5.7B | $3.9B | ||
| Q3 25 | $5.5B | $4.0B | ||
| Q2 25 | $5.1B | $3.7B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $3.3B | $3.9B | ||
| Q3 24 | $4.8B | $3.5B | ||
| Q2 24 | $4.2B | $3.5B |
| Q1 26 | — | $60.8M | ||
| Q4 25 | $1.1B | $46.9M | ||
| Q3 25 | $900.4M | $46.8M | ||
| Q2 25 | $510.1M | $-45.6M | ||
| Q1 25 | $-185.9M | $70.6M | ||
| Q4 24 | $1.1B | $58.6M | ||
| Q3 24 | $600.5M | $74.2M | ||
| Q2 24 | $667.9M | $41.2M |
| Q1 26 | — | 16.2% | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 15.5% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 15.6% |
| Q1 26 | — | 3.1% | ||
| Q4 25 | 45.3% | 3.2% | ||
| Q3 25 | 39.8% | 3.1% | ||
| Q2 25 | 30.0% | -0.6% | ||
| Q1 25 | 24.8% | 4.0% | ||
| Q4 24 | 50.4% | 3.4% | ||
| Q3 24 | 34.3% | 3.3% | ||
| Q2 24 | 29.0% | 3.1% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 20.0% | 1.2% | ||
| Q3 25 | 16.3% | 1.2% | ||
| Q2 25 | 10.0% | -1.2% | ||
| Q1 25 | -6.0% | 1.9% | ||
| Q4 24 | 34.5% | 1.5% | ||
| Q3 24 | 12.5% | 2.1% | ||
| Q2 24 | 16.0% | 1.2% |
| Q1 26 | — | $1.79 | ||
| Q4 25 | — | $1.39 | ||
| Q3 25 | — | $1.33 | ||
| Q2 25 | — | $-1.34 | ||
| Q1 25 | — | $2.04 | ||
| Q4 24 | — | $1.67 | ||
| Q3 24 | — | $2.13 | ||
| Q2 24 | — | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $30.9B | — |
| Total Assets | $410.1B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $6.3M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | — | $110.4M | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $44.0M | ||
| Q3 24 | — | $17.6M | ||
| Q2 24 | — | $67.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $30.9B | $1.1B | ||
| Q3 25 | $29.7B | $1.1B | ||
| Q2 25 | $28.2B | $1.0B | ||
| Q1 25 | $27.5B | $1.1B | ||
| Q4 24 | $23.7B | $1.1B | ||
| Q3 24 | $24.1B | $1.0B | ||
| Q2 24 | $21.7B | $944.7M |
| Q1 26 | — | — | ||
| Q4 25 | $410.1B | $6.0B | ||
| Q3 25 | $398.5B | $6.0B | ||
| Q2 25 | $380.9B | $5.9B | ||
| Q1 25 | $372.4B | $5.9B | ||
| Q4 24 | $360.1B | $5.9B | ||
| Q3 24 | $360.7B | $5.8B | ||
| Q2 24 | $348.5B | $5.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.39× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.81× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-4.9B | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | -4.28× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-4.9B | $66.9M | ||
| Q3 25 | $2.4B | $167.9M | ||
| Q2 25 | $438.8M | $136.8M | ||
| Q1 25 | $2.5B | $195.8M | ||
| Q4 24 | $-111.7M | $87.7M | ||
| Q3 24 | $1.9B | $87.8M | ||
| Q2 24 | $3.4B | $-136.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-195.6M | ||
| Q3 25 | — | $134.4M | ||
| Q2 25 | — | $102.7M | ||
| Q1 25 | — | $150.8M | ||
| Q4 24 | — | $-245.5M | ||
| Q3 24 | — | $34.5M | ||
| Q2 24 | — | $-185.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | -5.1% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | -5.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | -4.28× | 1.43× | ||
| Q3 25 | 2.65× | 3.59× | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | — | 2.77× | ||
| Q4 24 | -0.10× | 1.50× | ||
| Q3 24 | 3.12× | 1.18× | ||
| Q2 24 | 5.03× | -3.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
SAH
| Retail new vehicles | $1.6B | 44% |
| Used vehicles | $1.3B | 34% |
| Parts, service and collision repair | $516.6M | 14% |
| Finance, insurance and other, net | $202.4M | 5% |
| Wholesale vehicles | $71.8M | 2% |
| Fleet new vehicles | $20.7M | 1% |
