WallStSmart

KKR & Co. Inc. (KKR)vsPennantPark Investment Corporation (PNNT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 23013% more annual revenue ($25.35B vs $109.70M). PNNT leads profitability with a 12.6% profit margin vs 11.7%. PNNT appears more attractively valued with a PEG of 0.28. PNNT earns a higher WallStSmart Score of 52/100 (C-).

KKR

Hold

48

out of 100

Grade: D+

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

PNNT

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.5Value: 7.0Quality: 3.8
Piotroski: 1/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

PNNT3 strengths · Avg: 10.0/10
PEG RatioValuation
0.2810/10

Growing faster than its price suggests

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
71.8%10/10

Strong operational efficiency at 71.8%

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

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%

PNNT4 concerns · Avg: 2.8/10
Market CapQuality
$259.23M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-18.7%2/10

Revenue declined 18.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bull Case : PNNT

The strongest argument for PNNT centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.28 suggests the stock is reasonably priced for its growth.

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 : PNNT

The primary concerns for PNNT are Market Cap, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

KKR carries more volatility with a beta of 1.85 — 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.

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

Bottom Line

PNNT scores higher overall (52/100 vs 48/100). Both earn "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., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.

PennantPark Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

PennantPark Investment Corporation (PNNT) is a publicly traded business development company specializing in tailored debt and equity financing solutions for middle-market enterprises. With a strategic focus on senior secured loans, subordinated debt, and equity investments, it targets sectors with significant growth potential while adhering to robust risk management practices. Leveraging the expertise of its seasoned investment professionals, PennantPark identifies lucrative opportunities in the private credit space. The company's commitment to delivering consistent dividend income and fostering long-term capital appreciation positions it as an attractive option for institutional investors seeking portfolio diversification in today's dynamic economic landscape.

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