vs
Side-by-side financial comparison of KKR & Co. (KKR) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
US Foods Holding Corp. is the larger business by last-quarter revenue ($9.8B vs $5.7B, roughly 1.7× KKR & Co.). KKR & Co. runs the higher net margin — 20.0% vs 1.9%, a 18.1% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 3.3%). Over the past eight quarters, US Foods Holding Corp.'s revenue compounded faster (4.6% 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.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
KKR vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.7B | $9.8B |
| Net Profit | $1.1B | $184.0M |
| Gross Margin | — | 17.6% |
| Operating Margin | 45.3% | 3.3% |
| Net Margin | 20.0% | 1.9% |
| Revenue YoY | 76.1% | 3.3% |
| Net Profit YoY | 1.8% | 178.8% |
| EPS (diluted) | — | $0.82 |
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.
| Q4 25 | $5.7B | $9.8B | ||
| Q3 25 | $5.5B | $10.2B | ||
| Q2 25 | $5.1B | $10.1B | ||
| Q1 25 | $3.1B | $9.4B | ||
| Q4 24 | $3.3B | $9.5B | ||
| Q3 24 | $4.8B | $9.7B | ||
| Q2 24 | $4.2B | $9.7B | ||
| Q1 24 | $9.7B | $8.9B |
| Q4 25 | $1.1B | $184.0M | ||
| Q3 25 | $900.4M | $153.0M | ||
| Q2 25 | $510.1M | $224.0M | ||
| Q1 25 | $-185.9M | $115.0M | ||
| Q4 24 | $1.1B | $66.0M | ||
| Q3 24 | $600.5M | $148.0M | ||
| Q2 24 | $667.9M | $198.0M | ||
| Q1 24 | $682.2M | $82.0M |
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 16.7% |
| Q4 25 | 45.3% | 3.3% | ||
| Q3 25 | 39.8% | 2.8% | ||
| Q2 25 | 30.0% | 3.7% | ||
| Q1 25 | 24.8% | 2.4% | ||
| Q4 24 | 50.4% | 3.2% | ||
| Q3 24 | 34.3% | 2.9% | ||
| Q2 24 | 29.0% | 3.6% | ||
| Q1 24 | 14.1% | 1.8% |
| Q4 25 | 20.0% | 1.9% | ||
| Q3 25 | 16.3% | 1.5% | ||
| Q2 25 | 10.0% | 2.2% | ||
| Q1 25 | -6.0% | 1.2% | ||
| Q4 24 | 34.5% | 0.7% | ||
| Q3 24 | 12.5% | 1.5% | ||
| Q2 24 | 16.0% | 2.0% | ||
| Q1 24 | 7.1% | 0.9% |
| Q4 25 | — | $0.82 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | — | $0.96 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $0.28 | ||
| Q3 24 | — | $0.61 | ||
| Q2 24 | — | $0.80 | ||
| Q1 24 | — | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $41.0M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $30.9B | $4.3B |
| Total Assets | $410.1B | $13.9B |
| Debt / EquityLower = less leverage | — | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $41.0M | ||
| Q3 25 | — | $56.0M | ||
| Q2 25 | — | $61.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | — | $59.0M | ||
| Q3 24 | — | $81.0M | ||
| Q2 24 | — | $405.0M | ||
| Q1 24 | — | $267.0M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.6B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | $30.9B | $4.3B | ||
| Q3 25 | $29.7B | $4.5B | ||
| Q2 25 | $28.2B | $4.6B | ||
| Q1 25 | $27.5B | $4.6B | ||
| Q4 24 | $23.7B | $4.5B | ||
| Q3 24 | $24.1B | $4.6B | ||
| Q2 24 | $21.7B | $5.0B | ||
| Q1 24 | $21.4B | $4.8B |
| Q4 25 | $410.1B | $13.9B | ||
| Q3 25 | $398.5B | $14.0B | ||
| Q2 25 | $380.9B | $13.8B | ||
| Q1 25 | $372.4B | $13.7B | ||
| Q4 24 | $360.1B | $13.4B | ||
| Q3 24 | $360.7B | $13.5B | ||
| Q2 24 | $348.5B | $13.7B | ||
| Q1 24 | $339.8B | $13.4B |
| Q4 25 | — | 1.18× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 1.06× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 0.92× | ||
| Q1 24 | — | 0.95× |
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 | $293.0M |
| Free Cash FlowOCF − Capex | — | $159.0M |
| FCF MarginFCF / Revenue | — | 1.6% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | -4.28× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9B | $293.0M | ||
| Q3 25 | $2.4B | $351.0M | ||
| Q2 25 | $438.8M | $334.0M | ||
| Q1 25 | $2.5B | $391.0M | ||
| Q4 24 | $-111.7M | $283.0M | ||
| Q3 24 | $1.9B | $270.0M | ||
| Q2 24 | $3.4B | $482.0M | ||
| Q1 24 | $1.5B | $139.0M |
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $236.0M | ||
| Q2 25 | — | $257.0M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $178.0M | ||
| Q3 24 | — | $190.0M | ||
| Q2 24 | — | $413.0M | ||
| Q1 24 | — | $52.0M |
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | -4.28× | 1.59× | ||
| Q3 25 | 2.65× | 2.29× | ||
| Q2 25 | 0.86× | 1.49× | ||
| Q1 25 | — | 3.40× | ||
| Q4 24 | -0.10× | 4.29× | ||
| Q3 24 | 3.12× | 1.82× | ||
| Q2 24 | 5.03× | 2.43× | ||
| Q1 24 | 2.24× | 1.70× |
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% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
