WallStSmart

CaliberCos Inc. Class A Common Stock (CWD)vsKKR & Co LP (KKR)

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Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 103932% more annual revenue ($25.65B vs $24.66M). KKR leads profitability with a 9.2% profit margin vs -103.3%. KKR earns a higher WallStSmart Score of 65/100 (C+).

CWD

Avoid

28

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 3.0
Piotroski: 4/9Altman Z: -0.51

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CWD.

KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CWD1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$84.19B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

Areas to Watch

CWD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$8.08M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-74.6%2/10

ROE of -74.6% — below average capital efficiency

Revenue GrowthGrowth
-67.8%2/10

Revenue declined 67.8%

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : CWD

The strongest argument for CWD centers on Price/Book.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.

Bear Case : CWD

The primary concerns for CWD are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 8.49 is elevated, increasing financial risk.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Key Dynamics to Monitor

CWD profiles as a turnaround stock while KKR is a hypergrowth play — different risk/reward profiles.

KKR carries more volatility with a beta of 2.01 — expect wider price swings.

KKR is growing revenue faster at 76.3% — sustainability is the question.

KKR generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

KKR scores higher overall (65/100 vs 28/100) and 76.3% revenue growth. Both earn "Buy" 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.

CaliberCos Inc. Class A Common Stock

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

CaliberCos Inc. (CWD) is a prominent diversified real estate investment firm focused on the development, management, and investment of commercial and residential properties across the United States. Leveraging a strong network of subsidiaries and deep industry expertise, the company is dedicated to delivering innovative solutions that enhance investor returns while prioritizing sustainability and community impact. CaliberCos strategically positions itself for long-term growth by forming partnerships and adhering to exemplary asset management standards, enabling it to adeptly navigate market fluctuations and adapt to evolving consumer demands within the real estate sector.

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KKR & Co LP

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.

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