WallStSmart

BlackRock Science and Technology Trust II (BSTZ)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR leads profitability with a 11.7% profit margin vs 0.0%. BSTZ trades at a lower P/E of 6.6x. KKR earns a higher WallStSmart Score of 48/100 (D+).

BSTZ

Avoid

33

out of 100

Grade: F

Growth: 4.3Profit: 5.5Value: 6.7Quality: 6.3
Piotroski: 2/9

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

BSTZ3 strengths · Avg: 10.0/10
P/E RatioValuation
6.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.2%10/10

Every $100 of equity generates 34 in profit

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

BSTZ4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

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 : BSTZ

The strongest argument for BSTZ centers on P/E Ratio, Return on Equity, Debt/Equity.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bear Case : BSTZ

The primary concerns for BSTZ are Revenue Growth, EPS Growth, Profit Margin.

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

BSTZ profiles as a value stock while KKR is a declining play — different risk/reward profiles.

BSTZ is growing revenue faster at 0.0% — 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

KKR scores higher overall (48/100 vs 33/100). Both earn "Hold" 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.

BlackRock Science and Technology Trust II

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BlackRock Science and Technology Trust II (BSTZ) is a closed-end fund managed by BlackRock that focuses on high-growth investment opportunities within the science and technology sectors. By targeting innovative companies at the forefront of technological advancements and scientific research, BSTZ seeks to capitalize on the substantial growth potential inherent in these dynamic fields. Leveraging BlackRock's extensive industry expertise, the fund aims to provide institutional investors with attractive total returns through a well-balanced approach that includes both capital appreciation and income generation. This investment vehicle offers a strategic avenue for portfolio diversification while capturing enduring trends in technology and healthcare innovation.

KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.

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