WallStSmart

Capital Southwest Corporation (CSWC)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 10824% more annual revenue ($25.35B vs $232.10M). CSWC leads profitability with a 48.7% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.52. CSWC earns a higher WallStSmart Score of 57/100 (C).

CSWC

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 5.0Quality: 5.0
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

CSWC5 strengths · Avg: 9.2/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
48.7%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
75.8%10/10

Strong operational efficiency at 75.8%

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
28.7%8/10

Earnings expanding 28.7% YoY

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

CSWC4 concerns · Avg: 2.5/10
Market CapQuality
$1.44B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.123/10

Elevated debt levels

PEG RatioValuation
12.542/10

Expensive relative to growth rate

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

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 : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 48.7% and operating margin at 75.8%.

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 : CSWC

The primary concerns for CSWC are Market Cap, Debt/Equity, PEG Ratio.

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 1.85 — expect wider price swings.

CSWC is growing revenue faster at -4.0% — 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

CSWC scores higher overall (57/100 vs 48/100), backed by strong 48.7% 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.

Capital Southwest Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Capital Southwest Corporation (CSWC) is a leading publicly traded business development company that provides customized financing solutions to middle-market businesses. The firm strategically invests in debt and equity across dynamic sectors, including healthcare, technology, and manufacturing, with the objective of generating strong risk-adjusted returns for its investors. By leveraging its deep industry relationships and proficiency in private equity, CSWC enhances operational performance and cultivates long-term value in its portfolio, solidifying its role as a vital partner in the growth of its investee companies.

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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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