Capital Southwest Corporation (CSWC)vsKKR & Co. Inc. (KKR)
CSWC
Capital Southwest Corporation
$23.21
-1.44%
FINANCIAL SERVICES · Cap: $1.44B
KKR
KKR & Co. Inc.
$95.48
+1.95%
FINANCIAL SERVICES · Cap: $88.07B
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
Buy57
out of 100
Grade: C
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 75.8%
Attractively priced relative to earnings
Earnings expanding 28.7% YoY
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
Expensive relative to growth rate
Revenue declined 4.0%
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
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 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.
Visit Website →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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