WallStSmart

KKR & Co. Inc. (KKR)vsMidCap Financial Investment Corporation (MFIC)

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Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 8483% more annual revenue ($25.83B vs $300.98M). KKR leads profitability with a 12.2% profit margin vs -9.8%. KKR appears more attractively valued with a PEG of 0.46. KKR earns a higher WallStSmart Score of 66/100 (B-).

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.8
Piotroski: 3/9

MFIC

Hold

40

out of 100

Grade: D

Growth: 4.7Profit: 5.0Value: 4.0Quality: 3.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Market CapQuality
$93.16B9/10

Large-cap with strong market position

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

MFIC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
87.7%10/10

Strong operational efficiency at 87.7%

Areas to Watch

KKR3 concerns · Avg: 3.3/10
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

MFIC4 concerns · Avg: 2.8/10
Market CapQuality
$746.30M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.583/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.122/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

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

Bull Case : MFIC

The strongest argument for MFIC centers on Price/Book, Operating Margin.

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.

Bear Case : MFIC

The primary concerns for MFIC are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.58 is elevated, increasing financial risk.

Key Dynamics to Monitor

KKR profiles as a value stock while MFIC is a turnaround 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 40/100). Both earn "Strong 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.

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.

MidCap Financial Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

MidCap Financial Investment Corporation (MFIC) is a premier specialty finance firm that specializes in delivering tailored financing solutions to middle-market companies across diverse sectors. With a commitment to innovative investment strategies, MFIC seeks to optimize portfolio returns while maintaining a strong emphasis on rigorous risk management and capital preservation. Led by an experienced management team with profound industry knowledge, the company adeptly identifies lucrative investment opportunities, positioning itself as a reliable partner for businesses in need of growth capital. MFIC's focus on operational excellence enables it to adeptly navigate the complexities of a dynamic market environment, further enhancing its appeal to institutional investors.

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