WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 80570% more annual revenue ($25.65B vs $31.80M). FINS leads profitability with a 123.9% profit margin vs 9.2%. FINS trades at a lower P/E of 6.8x. KKR earns a higher WallStSmart Score of 65/100 (C+).

FINS

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 6.3Quality: 8.5
Piotroski: 5/9Altman Z: 2.01

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

FINSOvervalued (-6.0%)

Margin of Safety

-6.0%

Fair Value

$12.58

Current Price

$12.58

$0.00 premium

UndervaluedFair: $12.58Overvalued
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

FINS4 strengths · Avg: 10.0/10
P/E RatioValuation
6.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
123.9%10/10

Keeps 124 of every $100 in revenue as profit

Operating MarginProfitability
77.2%10/10

Strong operational efficiency at 77.2%

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

FINS3 concerns · Avg: 2.3/10
Market CapQuality
$417.38M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-1.5%2/10

Revenue declined 1.5%

EPS GrowthGrowth
-97.7%2/10

Earnings declined 97.7%

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 : FINS

The strongest argument for FINS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 123.9% and operating margin at 77.2%.

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 : FINS

The primary concerns for FINS are Market Cap, Revenue Growth, EPS Growth.

Bear Case : KKR

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

Key Dynamics to Monitor

FINS profiles as a declining 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 51/100) and 76.3% revenue growth. Both earn "Buy" and "Buy" 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 designed to deliver robust income generation through a diversified portfolio of fixed-income securities, including mortgage-backed and other credit instruments. Leveraging the extensive expertise of Angel Oak Capital Advisors, the Trust employs a strategic investment approach that emphasizes both total return enhancement and effective risk management. With its focus on navigating the complexities of the fixed-income market, FINS presents a compelling option for institutional investors aiming to achieve consistent income and optimize their risk-adjusted returns.

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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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