WallStSmart

KKR & Co LP (KKR)vsBlue Owl Technology Finance Corp. (OTF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 2139% more annual revenue ($25.65B vs $1.15B). OTF leads profitability with a 62.9% profit margin vs 9.2%. OTF trades at a lower P/E of 7.0x. KKR earns a higher WallStSmart Score of 65/100 (C+).

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0

OTF

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 6.3Quality: 6.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued
OTFOvervalued (-8.3%)

Margin of Safety

-8.3%

Fair Value

$11.97

Current Price

$12.65

$0.68 premium

UndervaluedFair: $11.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$84.19B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

OTF5 strengths · Avg: 10.0/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Profit MarginProfitability
62.9%10/10

Keeps 63 of every $100 in revenue as profit

Operating MarginProfitability
69.4%10/10

Strong operational efficiency at 69.4%

Revenue GrowthGrowth
92.3%10/10

Revenue surging 92.3% year-over-year

Areas to Watch

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

OTF1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.

Bull Case : OTF

The strongest argument for OTF centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 62.9% and operating margin at 69.4%. Revenue growth of 92.3% demonstrates continued momentum.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Bear Case : OTF

The primary concerns for OTF are EPS Growth.

Key Dynamics to Monitor

KKR profiles as a hypergrowth stock while OTF is a growth play — different risk/reward profiles.

OTF is growing revenue faster at 92.3% — sustainability is the question.

KKR generates stronger free cash flow (2.3B), providing more financial flexibility.

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

Bottom Line

KKR scores higher overall (65/100 vs 61/100) and 76.3% revenue growth. 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 LP

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.

Blue Owl Technology Finance Corp.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blue Owl Technology Finance Corp. The company is headquartered in New York, New York.

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