WallStSmart

KKR & Co. Inc. (KKR)vsRand Capital Corp (RAND)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 469678% more annual revenue ($25.83B vs $5.50M). KKR leads profitability with a 12.2% profit margin vs -2.7%. KKR appears more attractively valued with a PEG of 0.46. KKR earns a higher WallStSmart Score of 66/100 (B-).

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.8
Piotroski: 3/9

RAND

Avoid

33

out of 100

Grade: F

Growth: 4.7Profit: 5.0Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: 30.35

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Market CapQuality
$93.16B9/10

Large-cap with strong market position

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

EPS GrowthGrowth
40.0%8/10

Earnings expanding 40.0% YoY

Free Cash FlowQuality
$3.20B8/10

Generating 3.2B in free cash flow

RAND4 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
58.8%10/10

Strong operational efficiency at 58.8%

Debt/EquityHealth
0.1010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
30.3510/10

Safe zone — low bankruptcy risk

Areas to Watch

KKR3 concerns · Avg: 3.3/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

RAND4 concerns · Avg: 2.5/10
Market CapQuality
$31.18M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.142/10

Expensive relative to growth rate

Return on EquityProfitability
-15.9%2/10

ROE of -15.9% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bull Case : RAND

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

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Bear Case : RAND

The primary concerns for RAND are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

KKR profiles as a value stock while RAND 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 7.8% — sustainability is the question.

KKR generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

KKR scores higher overall (66/100 vs 33/100). Both earn "Strong 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. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.

Rand Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Rand Capital Corp is a publicly-traded investment firm dedicated to providing growth capital to lower middle-market companies across a variety of sectors, including healthcare, technology, and consumer products. Utilizing a strategic investment approach that encompasses both equity and debt financing, Rand aims to generate substantial long-term returns for its shareholders while actively managing its portfolio for operational excellence. The firm emphasizes sustainable business practices and is well-positioned to capitalize on emerging opportunities in a dynamic economic environment, making it an attractive option for institutional investors seeking innovative growth strategies.

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