Equus Total Return Closed Fund (EQS)vsKKR & Co LP (KKR)
EQS
Equus Total Return Closed Fund
$1.29
+14.17%
FINANCIAL SERVICES · Cap: $18.02M
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 1848247% more annual revenue ($25.38B vs $1.37M). KKR leads profitability with a 11.7% profit margin vs 0.0%. KKR earns a higher WallStSmart Score of 48/100 (D+).
EQS
Avoid21
out of 100
Grade: F
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.7B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
ROE of -61.5% — below average capital efficiency
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : EQS
The strongest argument for EQS centers on Price/Book, Debt/Equity.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : EQS
The primary concerns for EQS are Market Cap, Profit Margin, Piotroski F-Score.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.
Key Dynamics to Monitor
EQS profiles as a value stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
EQS is growing revenue faster at -1.2% — sustainability is the question.
KKR generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (48/100 vs 21/100). 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.
Equus Total Return Closed Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Equus Total Return Closed Fund (EQS) is a closed-end investment company dedicated to delivering long-term capital appreciation through strategic investments in distressed and undervalued equity and debt securities. The Fund employs a disciplined investment approach, leveraging unique market opportunities and expert collaboration to enhance return potential. By constructing a diversified portfolio tailored to navigate complex turnaround situations, EQS offers institutional investors a robust platform for capital deployment while emphasizing rigorous risk management practices.
KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
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