WallStSmart

Angel Oak Financial Strategies Income Term Trust (FINS)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 70141% more annual revenue ($25.35B vs $36.10M). FINS leads profitability with a 130.0% profit margin vs 11.7%. FINS trades at a lower P/E of 7.5x. FINS earns a higher WallStSmart Score of 51/100 (C-).

FINS

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 6.7Quality: 5.3
Piotroski: 2/9

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FINS5 strengths · Avg: 9.8/10
P/E RatioValuation
7.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
130.0%10/10

Keeps 130 of every $100 in revenue as profit

Operating MarginProfitability
79.0%10/10

Strong operational efficiency at 79.0%

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$90.55B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

FINS4 concerns · Avg: 2.5/10
Market CapQuality
$418.05M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.5%2/10

Revenue declined 1.5%

EPS GrowthGrowth
-97.7%2/10

Earnings declined 97.7%

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.0x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : FINS

The strongest argument for FINS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 130.0% and operating margin at 79.0%.

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 : FINS

The primary concerns for FINS are Market Cap, Piotroski F-Score, Revenue Growth.

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 1.79 — expect wider price swings.

FINS is growing revenue faster at -1.5% — 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

FINS scores higher overall (51/100 vs 48/100), backed by strong 130.0% 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.

Angel Oak Financial Strategies Income Term Trust

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Angel Oak Financial Strategies Income Term Trust (FINS) is a closed-end fund that focuses on delivering reliable income through a diversified portfolio of fixed-income securities, particularly mortgage-backed and credit instruments. Under the guidance of experienced investment professionals at Angel Oak Capital Advisors, FINS applies a disciplined investment strategy aimed at maximizing total return while maintaining a strong emphasis on risk management. This dual commitment to income enhancement and risk-adjusted performance positions FINS as an appealing option for institutional investors looking for stability and yield in the evolving fixed-income market.

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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