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Side-by-side financial comparison of KKR & Co. (KKR) and V F CORP (VFC). Click either name above to swap in a different company.
KKR & Co. is the larger business by last-quarter revenue ($5.7B vs $2.9B, roughly 2.0× V F CORP). KKR & Co. runs the higher net margin — 20.0% vs 10.5%, a 9.5% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 1.5%). Over the past eight quarters, V F CORP's revenue compounded faster (10.1% 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.
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
KKR vs VFC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.7B | $2.9B |
| Net Profit | $1.1B | $300.8M |
| Gross Margin | — | 56.6% |
| Operating Margin | 45.3% | 10.1% |
| Net Margin | 20.0% | 10.5% |
| Revenue YoY | 76.1% | 1.5% |
| Net Profit YoY | 1.8% | 79.3% |
| EPS (diluted) | — | $0.76 |
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 | $2.9B | ||
| Q3 25 | $5.5B | $2.8B | ||
| Q2 25 | $5.1B | $1.8B | ||
| Q1 25 | $3.1B | $2.0B | ||
| Q4 24 | $3.3B | $2.8B | ||
| Q3 24 | $4.8B | $2.8B | ||
| Q2 24 | $4.2B | $1.9B | ||
| Q1 24 | $9.7B | $2.4B |
| Q4 25 | $1.1B | $300.8M | ||
| Q3 25 | $900.4M | $189.8M | ||
| Q2 25 | $510.1M | $-116.4M | ||
| Q1 25 | $-185.9M | $-150.8M | ||
| Q4 24 | $1.1B | $167.8M | ||
| Q3 24 | $600.5M | $52.2M | ||
| Q2 24 | $667.9M | $-258.9M | ||
| Q1 24 | $682.2M | $-418.3M |
| Q4 25 | — | 56.6% | ||
| Q3 25 | — | 52.2% | ||
| Q2 25 | — | 53.9% | ||
| Q1 25 | — | 52.7% | ||
| Q4 24 | — | 56.3% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | — | 52.0% | ||
| Q1 24 | — | 48.4% |
| Q4 25 | 45.3% | 10.1% | ||
| Q3 25 | 39.8% | 11.2% | ||
| Q2 25 | 30.0% | -4.9% | ||
| Q1 25 | 24.8% | 2.2% | ||
| Q4 24 | 50.4% | 8.0% | ||
| Q3 24 | 34.3% | 9.9% | ||
| Q2 24 | 29.0% | -12.6% | ||
| Q1 24 | 14.1% | -15.0% |
| Q4 25 | 20.0% | 10.5% | ||
| Q3 25 | 16.3% | 6.8% | ||
| Q2 25 | 10.0% | -6.6% | ||
| Q1 25 | -6.0% | -7.5% | ||
| Q4 24 | 34.5% | 5.9% | ||
| Q3 24 | 12.5% | 1.9% | ||
| Q2 24 | 16.0% | -13.6% | ||
| Q1 24 | 7.1% | -17.6% |
| Q4 25 | — | $0.76 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $-0.30 | ||
| Q1 25 | — | $-0.37 | ||
| Q4 24 | — | $0.43 | ||
| Q3 24 | — | $0.13 | ||
| Q2 24 | — | $-0.67 | ||
| Q1 24 | — | $-1.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.5B |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $30.9B | $1.8B |
| Total Assets | $410.1B | $10.4B |
| Debt / EquityLower = less leverage | — | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $419.1M | ||
| Q2 25 | — | $642.4M | ||
| Q1 25 | — | $429.4M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $492.2M | ||
| Q2 24 | — | $637.4M | ||
| Q1 24 | — | $674.6M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | — | $3.6B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $4.7B |
| Q4 25 | $30.9B | $1.8B | ||
| Q3 25 | $29.7B | $1.5B | ||
| Q2 25 | $28.2B | $1.3B | ||
| Q1 25 | $27.5B | $1.5B | ||
| Q4 24 | $23.7B | $1.7B | ||
| Q3 24 | $24.1B | $1.4B | ||
| Q2 24 | $21.7B | $1.4B | ||
| Q1 24 | $21.4B | $1.7B |
| Q4 25 | $410.1B | $10.4B | ||
| Q3 25 | $398.5B | $10.6B | ||
| Q2 25 | $380.9B | $10.2B | ||
| Q1 25 | $372.4B | $9.4B | ||
| Q4 24 | $360.1B | $10.6B | ||
| Q3 24 | $360.7B | $12.2B | ||
| Q2 24 | $348.5B | $11.5B | ||
| Q1 24 | $339.8B | $11.6B |
| Q4 25 | — | 1.99× | ||
| Q3 25 | — | 2.40× | ||
| Q2 25 | — | 2.76× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 2.31× | ||
| Q3 24 | — | 2.86× | ||
| Q2 24 | — | 2.84× | ||
| Q1 24 | — | 2.84× |
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 | $1.0B |
| Free Cash FlowOCF − Capex | — | $977.9M |
| FCF MarginFCF / Revenue | — | 34.0% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | -4.28× | 3.36× |
| TTM Free Cash FlowTrailing 4 quarters | — | $357.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9B | $1.0B | ||
| Q3 25 | $2.4B | $-227.0M | ||
| Q2 25 | $438.8M | $-145.5M | ||
| Q1 25 | $2.5B | $-171.1M | ||
| Q4 24 | $-111.7M | $918.1M | ||
| Q3 24 | $1.9B | $-301.6M | ||
| Q2 24 | $3.4B | $19.8M | ||
| Q1 24 | $1.5B | — |
| Q4 25 | — | $977.9M | ||
| Q3 25 | — | $-253.5M | ||
| Q2 25 | — | $-173.7M | ||
| Q1 25 | — | $-193.0M | ||
| Q4 24 | — | $899.7M | ||
| Q3 24 | — | $-322.4M | ||
| Q2 24 | — | $-5.4M | ||
| Q1 24 | — | — |
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | — | -9.9% | ||
| Q1 25 | — | -9.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | -11.7% | ||
| Q2 24 | — | -0.3% | ||
| Q1 24 | — | — |
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | — |
| Q4 25 | -4.28× | 3.36× | ||
| Q3 25 | 2.65× | -1.20× | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.10× | 5.47× | ||
| Q3 24 | 3.12× | -5.78× | ||
| Q2 24 | 5.03× | — | ||
| Q1 24 | 2.24× | — |
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% |
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
