WallStSmart

Barings BDC Inc (BBDC)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 9108% more annual revenue ($25.35B vs $275.34M). BBDC leads profitability with a 32.5% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.53. BBDC earns a higher WallStSmart Score of 53/100 (C-).

BBDC

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 5.7Quality: 5.8
Piotroski: 4/9

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBDC4 strengths · Avg: 10.0/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
32.5%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
74.7%10/10

Strong operational efficiency at 74.7%

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$90.55B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

BBDC4 concerns · Avg: 2.8/10
Market CapQuality
$873.25M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Debt/EquityHealth
1.233/10

Elevated debt levels

PEG RatioValuation
3.152/10

Expensive relative to growth rate

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.0x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : BBDC

The strongest argument for BBDC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.5% and operating margin at 74.7%.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bear Case : BBDC

The primary concerns for BBDC are Market Cap, Return on Equity, Debt/Equity.

Bear Case : KKR

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

Key Dynamics to Monitor

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

BBDC is growing revenue faster at -6.0% — sustainability is the question.

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

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BBDC scores higher overall (53/100 vs 48/100), backed by strong 32.5% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Barings BDC Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Barings BDC Inc (BBDC) is a prominent business development company that offers tailored debt and equity financing solutions to middle-market enterprises across the United States. Drawing upon the extensive expertise of its parent company, Barings, BBDC adopts a disciplined investment strategy aimed at uncovering high-quality opportunities in the private credit sector. The firm emphasizes a diversified portfolio to achieve attractive risk-adjusted returns while adhering to strict responsible investing principles. With a robust investment pipeline and deep sector insights, Barings BDC is well-equipped to navigate the evolving alternative investment landscape.

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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