WallStSmart

Hennessy Ad (HNNA)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 76715% more annual revenue ($25.35B vs $33.01M). HNNA leads profitability with a 25.4% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.52. HNNA earns a higher WallStSmart Score of 58/100 (C).

HNNA

Buy

58

out of 100

Grade: C

Growth: 3.3Profit: 8.0Value: 7.7Quality: 7.0
Piotroski: 4/9Altman Z: 2.60

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HNNA5 strengths · Avg: 9.4/10
P/E RatioValuation
9.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

Profit MarginProfitability
25.4%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.718/10

Growing faster than its price suggests

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

HNNA3 concerns · Avg: 2.3/10
Market CapQuality
$77.28M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-12.3%2/10

Revenue declined 12.3%

EPS GrowthGrowth
-27.3%2/10

Earnings declined 27.3%

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : HNNA

The strongest argument for HNNA centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 25.4% and operating margin at 32.1%. PEG of 0.71 suggests the stock is reasonably priced for its growth.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bear Case : HNNA

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

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

KKR carries more volatility with a beta of 1.85 — expect wider price swings.

KKR is growing revenue faster at -6.6% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

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

Bottom Line

HNNA scores higher overall (58/100 vs 48/100), backed by strong 25.4% 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.

Hennessy Ad

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Hennessy Advisors, Inc. is a publicly owned investment manager. The company is headquartered in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina.

KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.

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