WallStSmart

KKR & Co LP (KKR)vsRand Capital Corp (RAND)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 396062% more annual revenue ($25.65B vs $6.47M). KKR leads profitability with a 9.2% profit margin vs -124.2%. KKR appears more attractively valued with a PEG of 0.39. 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

RAND

Avoid

33

out of 100

Grade: F

Growth: 4.7Profit: 5.0Value: 4.0Quality: 5.0
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

Intrinsic value data unavailable for RAND.

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

RAND2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
50.2%10/10

Strong operational efficiency at 50.2%

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%

RAND4 concerns · Avg: 2.3/10
Market CapQuality
$34.15M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.142/10

Expensive relative to growth rate

Return on EquityProfitability
-13.7%2/10

ROE of -13.7% — below average capital efficiency

Revenue GrowthGrowth
-39.9%2/10

Revenue declined 39.9%

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 : RAND

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

Bear Case : KKR

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

Bear Case : RAND

The primary concerns for RAND are Market Cap, PEG Ratio, Return on Equity.

Key Dynamics to Monitor

KKR profiles as a hypergrowth stock while RAND is a turnaround play — different risk/reward profiles.

KKR carries more volatility with a beta of 2.01 — expect wider price swings.

KKR is growing revenue faster at 76.3% — sustainability is the question.

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

Bottom Line

KKR scores higher overall (65/100 vs 33/100) and 76.3% revenue growth. Both earn "Buy" and "Avoid" 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.

Rand Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Rand Capital Corp is a publicly-traded investment firm that primarily targets growth capital opportunities in lower middle-market companies across diverse sectors including healthcare, technology, and consumer products. The firm employs a strategic investment approach combining both equity and debt financing, aiming to deliver robust long-term returns for its shareholders. With an actively managed portfolio and a strong emphasis on operational expertise, Rand Capital supports the growth and development of its investments while adhering to sustainable business practices. This commitment positions the company to seize emerging market opportunities in a rapidly evolving economic landscape.

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