JEF vs KKR Stock Comparison
Compare JEF and KKR across AIQ Score, fundamentals, valuation, momentum, risk, analyst expectations and current market evidence.
What is the main difference between JEF and KKR?
JEF leads the current stock comparison as Jefferies Financial Group Inc., with the clearest separation coming from momentum and the broader AIQ evidence mix.
AlgovestIQ AIQ Comparison
Jefferies Financial Group Inc. vs KKR & Co. Inc.
JEF leads
JEF leads by 15 AIQ points, primarily on Momentum and Value, having only recently taken the lead back from KKR. Wall Street currently favors KKR on target upside.
Fragile: 3 of 6 evidence groups support JEF, the lead recently changed hands, and its signal state is cleanly positive.
Jefferies Financial Group Inc.
KKR & Co. Inc.
The Algovestiq AIQ Score currently favors JEF over KKR, 50 versus 35 as of Sep 11, 2026. JEF's advantage is driven primarily by stronger momentum and value, while KKR holds the stronger risk resilience profile. JEF also shows the weaker technical structure relative to its 50-day moving average, though analyst target upside currently favors KKR. 3 of 6 covered evidence groups favor JEF today, and the comparison is rated Fragile on stability: only 3 of 6 covered evidence groups agree. JEF lead: Reversed — KKR led by 3 AIQ points 30 sessions ago; JEF now leads by 15.
Compare Jefferies Financial Group Inc. and KKR & Co. Inc. across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.
Performance over time
Price-return comparison using available daily close history.
Total return comparison
Growth of $10,000
Based on available close-price history. Distribution reinvestment is not added unless already reflected in the source series.
Compare JEF and KKR against another ticker
Open a multi-ticker workspace without changing this focused pair page.
AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Momentum59 vs 26JEF +33
- Value56 vs 30JEF +26
- Risk Resilience45 vs 53KKR +8
- Quality39 vs 37Even
3 of 6 evidence groups favor JEF. JEF’s edge is concentrated in momentum and value; KKR keeps a meaningful risk resilience edge.
What changed since the last close
Latest scored session 2026-09-10, compared against the prior scored session 2026-09-09.
Largest factor move: Momentum -11
No new signals fired.
Largest factor move: Momentum -14
New signals
- ATR Expansion - Breakout Mode — neutral, volatility, short horizon (3.53%)
- BB Lower Band Breach — bullish, volatility, short horizon
- Keltner Channel Breakdown — bearish, volatility, short horizon
JEF's lead was unchanged in the latest snapshot.
Deeper signal detail for each name lives on its own signals page — JEF and KKR both carry a full feed there.
The central trade-off
JEF (Jefferies Financial Group Inc.): the stronger current systematic profile, led by momentum and value.
KKR (KKR & Co. Inc.): the counter-case, on risk resilience, fundamentals, analyst expectations — but at materially higher volatility, 36.1% against 24.9%.
The AIQ Score and Wall Street therefore point in different directions on this pair.
Which one fits your objective
The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.
Balanced
JEFJEF on the overall AIQ Score, which weights Quality and Value most heavily.
Growth
KKRKKR on combined revenue and EPS growth.
Value
JEFJEF on the peer-relative Value factor, by 26 points.
Momentum
JEFJEF on the Momentum factor, by 33 points.
Lower downside
KKRKKR on Risk Resilience, by 8 points.
Analyst upside
KKRKKR on implied upside to the consensus price target.
AIQ vs Wall Street
The model and the Street disagree here: AIQ favors JEF, analyst targets favor KKR. That disagreement is the most useful thing on this page.
| Measure | JEF | KKR | Note |
|---|---|---|---|
| Implied upside to target | +21.8% | +25.6% | KKR has more room |
| Target dispersion | +67.9% | +32.3% | Lower is tighter analyst agreement |
| Consensus | Hold | Buy | Context, not a primary driver |
| Analysts covering | 5 | 9 | Higher coverage generally improves confidence |
The two are measuring different things. The AIQ Score reads current fundamentals, valuation, trend and risk; analyst targets price forward expectations. A divergence of this kind is either a contrarian opportunity or a sign the model is missing something already priced in — it is worth resolving before acting on either.
Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.
AIQ Agreement Matrix
3 of 6 covered evidence groups favor JEF. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | JEF | 50 vs 35 |
| Fundamentals | KKRon balance | revenue growth 18.8% vs 53.2%; EPS growth 47.2% vs 80.5%; TTM ROE 8.5% vs 10.3%; gross margin 67.9% vs 46.5%; operating margin 7.5% vs 17.6% — KKR takes 4 of 5 decided legs, not all of them |
| Valuation | JEF | Value 56 vs 30 |
| Technicals | JEF | Price vs 50-day -4.4% vs -2.2%; vs 200-day 0.7% vs -4.4% |
| Risk Resilience | KKR | Risk Resilience 45 vs 53 |
| Analyst expectations | KKR | Target upside 21.8% vs 25.6% |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of JEF and KKR and are excluded from the count.
AIQ Decision Stability
The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.
- The AIQ gap is wide at 15 points. (supports the conclusion holding)
- Only 3 of 6 covered evidence groups agree. (argues the conclusion is provisional)
- The lead has already changed hands inside the comparison window. (argues the conclusion is provisional)
- The lead has swung materially session to session. (argues the conclusion is provisional)
- The leader's signal state is cleanly positive. (supports the conclusion holding)
- Analyst targets on the leader are widely dispersed. (argues the conclusion is provisional)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on JEF.
How the comparison changed
119 daily snapshots · May 4 – Sep 10JEF lead: Reversed — KKR led by 3 AIQ points 30 sessions ago; JEF now leads by 15.
- Today
- JEF +15
- 50 vs 35
- 7 sessions ago
- JEF +9
- 52 vs 43
- 30 sessions ago
- KKR +3
- 43 vs 46
- 90 sessions ago
- JEF +1
- 39 vs 38
The lead changed hands 4 times in this window, most recently on Aug 14 when KKR moved ahead of JEF.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
2 bullish / 0 bearish / 1 neutral
- Golden Cross Active — bullish, trend, long horizon (1.52%)
- Bollinger Band Squeeze — neutral, volatility, short horizon
- MACD Bullish Crossover — bullish, momentum, short horizon
1 bullish / 4 bearish / 1 neutral, conflicted
- Death Cross Active — bearish, trend, long horizon (2.05%)
- BB Lower Band Breach — bullish, volatility, short horizon
- Keltner Channel Breakdown — bearish, volatility, short horizon
KKR is conflicted, so the timing case there is weaker than the score alone suggests.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Price and the AIQ Score both moved down over the latest session (price -3.65%, AIQ -3 points).
Price is up while the AIQ Score moved down 3 points over the same session — price and model disagree (price +0.21%, AIQ -3 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1KKR closes the Momentum gap — currently 33 points behind, the largest single contributor to JEF's edge.
- 2KKR's Death Cross Active resolves — a bearish trend rule currently active against it.
- 3JEF's Golden Cross Active breaks down — it is the strongest rule currently supporting the verdict.
- 4A regime shift changes factor weighting — Quality and Value carry the heaviest weights in the composite, so a rotation toward either would move the result most.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Fundamentals
KKR leads on balance| Metric | JEF | KKR |
|---|---|---|
| Revenue growth (YoY) | 18.8% | 53.2% |
| EPS growth (YoY) | 47.2% | 80.5% |
| Gross margin | 67.9% | 46.5% |
| Operating margin | 7.5% | 17.6% |
| Return on equity (TTM) | 8.5% | 10.3% |
| Debt to equity | 3.48 | 1.63 |
Performance
JEF leads 5 of 6 windows| Metric | JEF | KKR |
|---|---|---|
| 1 week (5 sessions) | 1.9% | -5.2% |
| 1 month (20 sessions) | -1.6% | -9% |
| 3 months (63 sessions) | -6.9% | 6.2% |
| 6 months (126 sessions) | 39.3% | 15.8% |
| Year to date | -13% | -20.9% |
| 1 year (252 sessions) | -16% | -27.3% |
Technicals
JEF has the stronger structure| Metric | JEF | KKR |
|---|---|---|
| RSI (14) | 61.5 | 35.9 |
| ADX (14) | 24.3 | 16.6 |
| Price vs 50-day | -4.4% | -2.2% |
| Price vs 200-day | 0.7% | -4.4% |
| Volatility (1M, annualized) | 24.9% | 36.1% |
Risk
KKR is the more resilient| Metric | JEF | KKR |
|---|---|---|
| Beta | 1.72 | 1.5 |
| Sharpe ratio | -0.28 | -0.7 |
| Sortino ratio | -0.32 | -0.98 |
| Max drawdown | -48.8% | -43.8% |
| Current drawdown | -23.4% | -32.5% |
| Annualized volatility | 43.2% | 39% |
| Value at risk (95%) | -4.5% | -4.1% |
Straight answers
Each answer is regenerated from the current snapshot, not written once and left to age.
Which is better, JEF or KKR?
On the Algovestiq AIQ Score, JEF is the stronger of the two as of Sep 11, 2026, scoring 50 against KKR's 35. The edge comes from momentum and value. KKR is not without a case — it holds the better risk resilience profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.
Is JEF or KKR the better buy right now?
JEF carries the stronger systematic profile as of Sep 11, 2026, and the comparison is rated Fragile — 3 of 6 covered evidence groups agree. A Fragile rating means the conclusion is sensitive: only 3 of 6 covered evidence groups agree. Treat the lead as provisional.
Why does the AIQ Score favor JEF over KKR?
The composite weights Quality, Value, Momentum and Risk Resilience. JEF leads Momentum by 33 points; JEF leads Value by 26 points; KKR leads Risk Resilience by 8 points. Where the two split, the factor with the larger weight carries the result.
Which has more analyst upside, JEF or KKR?
Analyst price targets imply +21.8% upside for JEF and +25.6% for KKR, so the Street currently favors KKR. That points the opposite way to the AIQ Score, which favors JEF. The two are measuring different things: the model reads current fundamentals, valuation, trend and risk; the Street is pricing forward expectations. A divergence of this kind is either a contrarian opportunity or a sign the model is missing something the analysts have already priced — it is the single most useful row on this page to investigate. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.
Which is better value, JEF or KKR?
JEF is the better-valued of the two on the peer-relative Value factor. JEF on the peer-relative Value factor, by 26 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.
Which has stronger growth, JEF or KKR?
KKR on combined revenue and EPS growth. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.
Which has stronger momentum, JEF or KKR?
JEF on the Momentum factor, by 33 points. Momentum is one of the four weighted factors in the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.
Which is riskier, JEF or KKR?
KKR is the more resilient of the two, so the other name carries the higher downside risk. KKR on Risk Resilience, by 8 points. Risk Resilience is a weighted factor in the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.
Is JEF more profitable than KKR?
The profitability evidence is mixed: gross margin 67.9% vs 46.5%; operating margin 7.5% vs 17.6%; ttm roe 8.5% vs 10.3%. JEF leads on one measure and KKR on two measures, and there is no single profitability composite that resolves the split — which of the two reads as "more profitable" depends on whether you weight pricing power or operating leverage.
Is JEF's lead over KKR getting stronger or weaker?
JEF lead: Reversed — KKR led by 3 AIQ points 30 sessions ago; JEF now leads by 15. This is measured from 119 daily comparison snapshots between 2026-05-04 and 2026-09-10. The lead has changed hands 4 times in that window, most recently on 2026-08-14, when KKR moved ahead of JEF.
What would change the JEF vs KKR verdict?
The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: KKR closes the Momentum gap — currently 33 points behind, the largest single contributor to JEF's edge; KKR's Death Cross Active resolves — a bearish trend rule currently active against it; JEF's Golden Cross Active breaks down — it is the strongest rule currently supporting the verdict; a regime shift changes factor weighting — Quality and Value carry the heaviest weights in the composite, so a rotation toward either would move the result most.
What do the current signals say about JEF and KKR?
JEF: 2 bullish / 0 bearish / 1 neutral. KKR: 1 bullish / 4 bearish / 1 neutral, conflicted. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on JEF is Golden Cross Active (bullish, long horizon). On KKR it is Death Cross Active (bearish, long horizon).
Compare JEF and KKR with others
Continue your research
This page answers which of the two. These answer the questions on either side of it.
How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality, Value, Momentum and Risk, each carrying a fixed weight. Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.