Capital Southwest Corporation (CSWC)vsKKR & Co. Inc. (KKR)
CSWC
Capital Southwest Corporation
$23.17
-1.03%
FINANCIAL SERVICES · Cap: $1.48B
KKR
KKR & Co. Inc.
$94.42
-1.49%
FINANCIAL SERVICES · Cap: $79.62B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 10791% more annual revenue ($25.83B vs $237.21M). CSWC leads profitability with a 46.7% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.42. KKR earns a higher WallStSmart Score of 66/100 (B-).
CSWC
Buy53
out of 100
Grade: C-
KKR
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 87.6%
Attractively priced relative to earnings
Growing faster than its price suggests
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Earnings expanding 40.0% YoY
Generating 3.2B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 17.8%
Negative free cash flow — burning cash
Moderate valuation
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CSWC
The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 46.7% and operating margin at 87.6%.
Bull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bear Case : CSWC
The primary concerns for CSWC are Market Cap, PEG Ratio, EPS Growth.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
CSWC profiles as a mature stock while KKR is a value play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.83 — expect wider price swings.
CSWC is growing revenue faster at 9.1% — sustainability is the question.
KKR generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (66/100 vs 53/100). Both earn "Strong Buy" and "Buy" 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 specializes in providing customized financing solutions for middle-market enterprises. With a diversified investment portfolio that spans debt and equity across critical sectors including healthcare, technology, and manufacturing, CSWC aims to deliver attractive risk-adjusted returns to its investors. The company leverages its extensive industry knowledge and strategic networks to not only foster operational efficiencies within its portfolio but also drive sustainable growth, positioning itself as a vital partner in the dynamic business environment.
Visit Website →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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