KKR & Co. Inc. (KKR)vsSaratoga Investment Corp (SAR)
KKR
KKR & Co. Inc.
$92.57
+0.85%
FINANCIAL SERVICES · Cap: $84.04B
SAR
Saratoga Investment Corp
$22.54
0.00%
FINANCIAL SERVICES · Cap: $359.52M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 20069% more annual revenue ($25.35B vs $125.71M). SAR leads profitability with a 29.1% profit margin vs 11.7%. SAR trades at a lower P/E of 9.6x. SAR earns a higher WallStSmart Score of 54/100 (C-).
KKR
Buy51
out of 100
Grade: C-
SAR
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.9B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 71.1%
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Smaller company, higher risk/reward
Elevated debt levels
Revenue declined 0.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bull Case : SAR
The strongest argument for SAR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 71.1%.
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 : SAR
The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.84 is elevated, increasing financial risk.
Key Dynamics to Monitor
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
SAR is growing revenue faster at -0.6% — 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
SAR scores higher overall (54/100 vs 51/100), backed by strong 29.1% margins. 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. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.
Saratoga Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Saratoga Investment Corp (SAR) is a publicly traded business development company that focuses on delivering flexible debt and equity capital to middle-market enterprises across diverse sectors such as healthcare, technology, and consumer products. With a disciplined investment approach, Saratoga emphasizes thorough due diligence and rigorous risk management to protect capital while seeking to maximize shareholder returns. The firm’s proactive portfolio management and consistent track record of dividend distributions position it as an appealing opportunity for institutional investors looking to diversify within the alternative investment landscape.
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