CODI vs KKR
CODI: A permanent capital holding company acquiring and actively managing a diversified portfolio of profitable middle-market businesses in branded consumer and industrial sectors, but currently facing significant operational and financial headwinds from internal control failures and a major subsidiary bankruptcy. KKR: A global alternative asset manager operating private equity, credit, and insurance businesses with $800B+ in AUM and substantial balance sheet investments.
Side-by-side fundamentals
| Metric | CODI | KKR | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $10.34 | $95.53 | |
| Market cap as of 2026-07-23 | $778M | $85.8B | |
| P/E as of 2026-07-23 | n/a | 28.96 | |
| PEG as of 2026-07-23 | -1.59 | 1.45 | CODI lower |
| Net margin as of 2026-07-23 | -12.3% | +13.6% | KKR higher |
| Gross margin as of 2026-07-23 | +43.7% | +40.1% | CODI higher |
| Operating margin as of 2026-07-23 | -5.9% | +7.4% | KKR higher |
| ROE as of 2026-07-23 | -46.3% | +9.9% | KKR higher |
| ROA as of 2026-07-23 | -7.3% | +0.7% | KKR higher |
| Debt / equity as of 2026-07-23 | 4.66 | 1.76 | KKR lower |
| Revenue growth (YoY) as of 2026-07-23 | -13.2% | +32.6% | KKR higher |
| Revenue CAGR (3y) SEC XBRL | +2.2% | +50.6% | KKR higher |
| Dividend yield as of 2026-07-23 | +4.9% | +0.8% | CODI higher |
| Dividend streak (yrs) SEC XBRL | 1 | 5 | KKR higher |
| Beta as of 2026-07-23 | 1.26 | 1.81 | |
| 1-year return as of 2026-07-22 close | +60.6% | -34.1% | CODI higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.