WallStSmart

GCM Grosvenor Inc (GCMG)vsKKR & Co. Inc. (KKR)

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Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 4457% more annual revenue ($25.83B vs $566.90M). KKR leads profitability with a 12.2% profit margin vs 7.8%. GCMG trades at a lower P/E of 25.3x. KKR earns a higher WallStSmart Score of 66/100 (B-).

GCMG

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.3Quality: 5.0
Piotroski: 3/9Altman Z: 1.75

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GCMG3 strengths · Avg: 9.3/10
Return on EquityProfitability
175.6%10/10

Every $100 of equity generates 176 in profit

EPS GrowthGrowth
136.3%10/10

Earnings expanding 136.3% YoY

Operating MarginProfitability
26.6%8/10

Strong operational efficiency at 26.6%

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Market CapQuality
$93.16B9/10

Large-cap with strong market position

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

EPS GrowthGrowth
40.0%8/10

Earnings expanding 40.0% YoY

Free Cash FlowQuality
$3.20B8/10

Generating 3.2B in free cash flow

Areas to Watch

GCMG4 concerns · Avg: 3.5/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Altman Z-ScoreHealth
1.754/10

Distress zone — elevated risk

Market CapQuality
$803.20M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

KKR3 concerns · Avg: 3.3/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : GCMG

The strongest argument for GCMG centers on Return on Equity, EPS Growth, Operating Margin. Revenue growth of 11.8% demonstrates continued momentum.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bear Case : GCMG

The primary concerns for GCMG are P/E Ratio, Altman Z-Score, Market Cap. Debt-to-equity of 16.30 is elevated, increasing financial risk.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

GCMG is growing revenue faster at 11.8% — sustainability is the question.

KKR generates stronger free cash flow (3.2B), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KKR scores higher overall (66/100 vs 62/100). Both earn "Strong 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.

GCM Grosvenor Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

GCM Grosvenor Inc is a leading global alternative investment firm, recognized for its robust asset management and advisory services across a multifaceted range of asset classes, including private equity, infrastructure, and real estate. With a steadfast commitment to superior client service, the firm employs innovative investment strategies informed by deep market insights, effectively catering to a diverse clientele of institutional investors and high-net-worth individuals. GCM Grosvenor prioritizes sustainable and responsible investing, seeking to generate attractive risk-adjusted returns while strategically targeting emerging market opportunities to capitalize on growth in the dynamic alternative investment sector.

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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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