WallStSmart

KKR & Co. Inc. (KKR)vsNuveen Variable Rate Preferred & Income Fund (NPFD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 52576% more annual revenue ($25.35B vs $48.13M). NPFD leads profitability with a 108.7% profit margin vs 11.7%. NPFD trades at a lower P/E of 8.6x. NPFD earns a higher WallStSmart Score of 60/100 (C+).

KKR

Buy

51

out of 100

Grade: C-

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

NPFD

Buy

60

out of 100

Grade: C+

Growth: 6.3Profit: 8.5Value: 6.7Quality: 5.5
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

NPFD5 strengths · Avg: 9.6/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
108.7%10/10

Keeps 109 of every $100 in revenue as profit

Operating MarginProfitability
83.3%10/10

Strong operational efficiency at 83.3%

EPS GrowthGrowth
23.6%8/10

Earnings expanding 23.6% YoY

Areas to Watch

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%

NPFD2 concerns · Avg: 3.0/10
Market CapQuality
$448.25M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : NPFD

The strongest argument for NPFD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 108.7% and operating margin at 83.3%.

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.

Bear Case : NPFD

The primary concerns for NPFD are Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

KKR profiles as a declining stock while NPFD is a mature play — different risk/reward profiles.

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

NPFD is growing revenue faster at 6.8% — sustainability is the question.

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

Bottom Line

NPFD scores higher overall (60/100 vs 51/100), backed by strong 108.7% 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.

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.

Nuveen Variable Rate Preferred & Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The Nuveen Variable Rate Preferred & Income Fund (NPFD) is a closed-end fund designed for institutional investors seeking to generate substantial current income through a well-diversified portfolio of variable-rate preferred and income-generating securities. Managed by Nuveen, a leading investment management firm, NPFD emphasizes high-quality assets and a disciplined investment approach to optimize risk-adjusted returns. With a strategic focus on income stability in fluctuating interest rate environments, the fund offers a compelling opportunity to capitalize on the preferred securities market while effectively addressing income-related dynamics.

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