WallStSmart

Horizon Technology Finance (HRZN)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 26426% more annual revenue ($25.35B vs $95.58M). HRZN leads profitability with a 22.6% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.49. HRZN earns a higher WallStSmart Score of 63/100 (C+).

HRZN

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 4.7Quality: 6.3
Piotroski: 4/9

KKR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 6.3Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HRZN4 strengths · Avg: 9.8/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
72.3%10/10

Strong operational efficiency at 72.3%

EPS GrowthGrowth
241.7%10/10

Earnings expanding 241.7% YoY

Profit MarginProfitability
22.6%9/10

Keeps 23 of every $100 in revenue as profit

KKR4 strengths · Avg: 8.8/10
PEG RatioValuation
0.4910/10

Growing faster than its price suggests

Market CapQuality
$84.04B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

HRZN4 concerns · Avg: 3.3/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Market CapQuality
$288.06M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Debt/EquityHealth
1.343/10

Elevated debt levels

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
30.7x4/10

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 : HRZN

The strongest argument for HRZN centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 72.3%.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.49 suggests the stock is reasonably priced for its growth.

Bear Case : HRZN

The primary concerns for HRZN 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 1.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

HRZN is growing revenue faster at -1.8% — 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

HRZN scores higher overall (63/100 vs 51/100), backed by strong 22.6% margins. Both earn "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.

Horizon Technology Finance

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Horizon Technology Finance (HRZN) is a leading specialty finance company dedicated to providing structured debt solutions to growth-stage, venture capital-backed businesses across the technology, life sciences, and sustainability sectors. The firm offers tailored financing options, encompassing both debt capital and equity co-investments, which empower its clients to enhance growth and foster innovation. HRZN's disciplined investment strategy is designed to identify and leverage high-quality opportunities that yield strong risk-adjusted returns, solidifying its position as a key player in advancing technology and sustainability within an ever-evolving market.

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KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.

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