WallStSmart

Goldman Sachs BDC Inc (GSBD)vsKKR & Co. Inc. (KKR)

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Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 7494% more annual revenue ($25.83B vs $340.18M). GSBD leads profitability with a 17.2% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.46. KKR earns a higher WallStSmart Score of 66/100 (B-).

GSBD

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 7.0Value: 5.0Quality: 4.8
Piotroski: 4/9

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.53

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GSBD2 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
87.4%10/10

Strong operational efficiency at 87.4%

KKR6 strengths · Avg: 8.5/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Market CapQuality
$93.16B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

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

GSBD4 concerns · Avg: 3.3/10
PEG RatioValuation
2.154/10

Expensive relative to growth rate

Market CapQuality
$1.09B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

Debt/EquityHealth
1.363/10

Elevated debt levels

KKR4 concerns · Avg: 3.0/10
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

Altman Z-ScoreHealth
0.532/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : GSBD

The strongest argument for GSBD centers on Price/Book, Operating Margin. Profitability is solid with margins at 17.2% and operating margin at 87.4%.

Bull Case : KKR

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

Bear Case : GSBD

The primary concerns for GSBD are PEG Ratio, Market Cap, Return on Equity.

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

GSBD profiles as a declining stock while KKR is a value play — different risk/reward profiles.

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

KKR is growing revenue faster at 7.8% — sustainability is the question.

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

Bottom Line

KKR scores higher overall (66/100 vs 51/100). 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.

Goldman Sachs BDC Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Goldman Sachs BDC Inc. (GSBD) is a closed-end management investment company focused on providing tailored debt and equity solutions to middle-market enterprises across the United States. Capitalizing on the extensive resources and expertise of Goldman Sachs, the firm aims to enhance shareholder value through a diversified portfolio that strategically balances risk and return. Committed to generating stable income through a disciplined distribution policy, GSBD actively seeks growth opportunities while emphasizing a robust risk management framework and fostering strategic industry partnerships to bolster its overall investment strategy.

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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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