Fidus Investment Corp (FDUS)vsKKR & Co. Inc. (KKR)
FDUS
Fidus Investment Corp
$18.86
-0.89%
FINANCIAL SERVICES · Cap: $696.46M
KKR
KKR & Co. Inc.
$95.48
-0.16%
FINANCIAL SERVICES · Cap: $91.45B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 15091% more annual revenue ($25.35B vs $166.90M). FDUS leads profitability with a 49.5% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.53. FDUS earns a higher WallStSmart Score of 61/100 (C+).
FDUS
Buy61
out of 100
Grade: C+
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 72.5%
Revenue surging 30.2% year-over-year
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
Weak financial health signals
Expensive relative to growth rate
Earnings declined 9.2%
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.5% and operating margin at 72.5%. Revenue growth of 30.2% demonstrates continued momentum.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : FDUS
The primary concerns for FDUS are Market Cap, Piotroski F-Score, 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
FDUS profiles as a growth stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
FDUS is growing revenue faster at 30.2% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
FDUS scores higher overall (61/100 vs 48/100), backed by strong 49.5% margins and 30.2% revenue growth. 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.
Fidus Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Fidus Investment Corp (FDUS) is a publicly-traded business development company specializing in tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. Driven by a disciplined investment strategy, FDUS aims to generate high current income and capital appreciation while maintaining a strong emphasis on credit quality and proactive portfolio management. As a regulated investment company, it emphasizes transparency and compliance, establishing itself as a trusted partner for growth-oriented businesses. With a strategic focus on delivering consistent returns, FDUS presents institutional investors with an attractive opportunity to enhance yield in today’s competitive market.
Visit Website →KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.
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