WallStSmart

KKR & Co. Inc. (KKR)vsSilvercrest Asset Management Group Inc (SAMG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 20130% more annual revenue ($25.35B vs $125.33M). KKR leads profitability with a 11.7% profit margin vs 2.1%. KKR appears more attractively valued with a PEG of 0.52. 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

SAMG

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 4.0Value: 5.7Quality: 6.5
Piotroski: 3/9Altman Z: 2.32

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

SAMG2 strengths · Avg: 8.0/10
PEG RatioValuation
0.988/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

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%

SAMG4 concerns · Avg: 3.5/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Market CapQuality
$84.61M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

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 : SAMG

The strongest argument for SAMG centers on PEG Ratio, Price/Book. PEG of 0.98 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 : SAMG

The primary concerns for SAMG are P/E Ratio, Revenue Growth, Market Cap. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

KKR profiles as a declining stock while SAMG is a value play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.85 — expect wider price swings.

SAMG is growing revenue faster at 0.0% — 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 47/100). 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., 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.

Silvercrest Asset Management Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company is headquartered in New York, New York.

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