Hannon Armstrong Sustainable Infrastructure Capital Inc (HASI)vsKKR & Co LP (KKR)
HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc
$41.05
-3.34%
FINANCIAL SERVICES · Cap: $5.43B
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 26348% more annual revenue ($25.38B vs $95.95M). HASI leads profitability with a 192.3% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. HASI earns a higher WallStSmart Score of 56/100 (C).
HASI
Buy56
out of 100
Grade: C
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 192 of every $100 in revenue as profit
Earnings expanding 220.8% YoY
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 7.4% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : HASI
The strongest argument for HASI centers on Profit Margin, EPS Growth, Price/Book. Profitability is solid with margins at 192.3% and operating margin at 10.6%.
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 : HASI
The primary concerns for HASI are PEG Ratio, P/E Ratio, Return on Equity.
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
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
KKR is growing revenue faster at -5.4% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HASI scores higher overall (56/100 vs 48/100), backed by strong 192.3% 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.
Hannon Armstrong Sustainable Infrastructure Capital Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Hannon Armstrong Sustainable Infrastructure Capital, Inc. provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company is headquartered in Annapolis, Maryland.
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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