WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 4478% more annual revenue ($25.38B vs $554.36M). KKR leads profitability with a 11.7% profit margin vs 8.2%. GCMG trades at a lower P/E of 26.9x. GCMG earns a higher WallStSmart Score of 62/100 (C+).

GCMG

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 8.5Value: 5.3Quality: 4.8
Piotroski: 3/9

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GCMG3 strengths · Avg: 10.0/10
Return on EquityProfitability
76.6%10/10

Every $100 of equity generates 77 in profit

Operating MarginProfitability
31.0%10/10

Strong operational efficiency at 31.0%

EPS GrowthGrowth
104.4%10/10

Earnings expanding 104.4% YoY

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$92.71B9/10

Large-cap with strong market position

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.72B8/10

Generating 1.7B in free cash flow

Areas to Watch

GCMG4 concerns · Avg: 3.0/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Market CapQuality
$670.24M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
25.2x2/10

Trading at 25.2x book value

KKR3 concerns · Avg: 2.0/10
P/E RatioValuation
42.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-5.4%2/10

Revenue declined 5.4%

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : GCMG

The strongest argument for GCMG centers on Return on Equity, Operating Margin, EPS Growth.

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 : GCMG

The primary concerns for GCMG are P/E Ratio, Market Cap, 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

GCMG 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.

GCMG is growing revenue faster at 6.8% — sustainability is the question.

KKR generates stronger free cash flow (1.7B), providing more financial flexibility.

Bottom Line

GCMG scores higher overall (62/100 vs 48/100). 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.

GCM Grosvenor Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

GCM Grosvenor Inc is a prominent global alternative investment firm renowned for its extensive asset management and advisory capabilities across diverse asset classes, including private equity, infrastructure, and real estate. With a steadfast commitment to exceptional client service, the firm employs innovative investment strategies underpinned by deep industry insights, catering to a broad spectrum of clients from institutional investors to high-net-worth individuals. GCM Grosvenor emphasizes sustainable and responsible investing, striving to achieve attractive risk-adjusted returns while positioning itself as a forward-thinking leader in the alternative investment sector, effectively capitalizing on emerging market opportunities.

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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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