WallStSmart

KKR & Co. Inc. (KKR)vsOFS Capital Corp (OFS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 64415% more annual revenue ($25.35B vs $39.30M). KKR leads profitability with a 11.7% profit margin vs -95.2%. KKR appears more attractively valued with a PEG of 0.53. KKR earns a higher WallStSmart Score of 48/100 (D+).

KKR

Hold

48

out of 100

Grade: D+

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

OFS

Hold

42

out of 100

Grade: D

Growth: 3.0Profit: 5.0Value: 4.7Quality: 3.8
Piotroski: 3/9Altman Z: -0.38

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR4 strengths · Avg: 8.3/10
Market CapQuality
$91.45B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

OFS2 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
68.9%10/10

Strong operational efficiency at 68.9%

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.4x4/10

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%

OFS4 concerns · Avg: 3.3/10
PEG RatioValuation
1.834/10

Expensive relative to growth rate

Market CapQuality
$45.42M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.833/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : OFS

The strongest argument for OFS 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 1.80 is elevated, increasing financial risk.

Bear Case : OFS

The primary concerns for OFS are PEG Ratio, Market Cap, Debt/Equity. Debt-to-equity of 1.83 is elevated, increasing financial risk.

Key Dynamics to Monitor

KKR profiles as a declining stock while OFS 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 -6.6% — sustainability is the question.

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

Bottom Line

KKR scores higher overall (48/100 vs 42/100). Both earn "Hold" 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 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.

OFS Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

OFS Capital Corp (OFS) is a publicly traded business development company focused on providing customized capital solutions to middle-market enterprises across the United States. The firm primarily invests in private debt instruments, including senior secured and subordinated debt, while also pursuing selective equity investments to optimize overall returns. Backed by a seasoned management team and a disciplined investment approach, OFS aims to deliver robust risk-adjusted returns for its shareholders. With a strong network of industry connections and acute market insights, the company is adept at recognizing and capitalizing on investment opportunities amidst shifting economic conditions.

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