WallStSmart

Alvarium Tiedemann Holdings Inc. (ALTI)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 9305% more annual revenue ($25.49B vs $270.97M). KKR leads profitability with a 12.4% profit margin vs -42.0%. KKR earns a higher WallStSmart Score of 62/100 (C+).

ALTI

Avoid

34

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 1.21

KKR

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 6.0Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALTI3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
28.1%8/10

Revenue surging 28.1% year-over-year

KKR4 strengths · Avg: 8.3/10
Market CapQuality
$100.90B9/10

Large-cap with strong market position

PEG RatioValuation
0.568/10

Growing faster than its price suggests

EPS GrowthGrowth
42.7%8/10

Earnings expanding 42.7% YoY

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

ALTI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$564.02M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-18.4%2/10

ROE of -18.4% — below average capital efficiency

KKR4 concerns · Avg: 3.5/10
P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ALTI

The strongest argument for ALTI centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bear Case : ALTI

The primary concerns for ALTI are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

ALTI profiles as a growth stock while KKR is a value play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

ALTI is growing revenue faster at 28.1% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

KKR scores higher overall (62/100 vs 34/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alvarium Tiedemann Holdings Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Alvarium Tiedemann Holdings, Inc. is a wealth and asset manager in the United States and internationally. The company is headquartered in New York, New York.

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KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.

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