KKR & Co. Inc. (KKR)vsSaratoga Investment Corp (SAR)
KKR
KKR & Co. Inc.
$107.18
-1.51%
FINANCIAL SERVICES · Cap: $100.51B
SAR
Saratoga Investment Corp
$18.69
-0.11%
FINANCIAL SERVICES · Cap: $311.65M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 20704% more annual revenue ($25.83B vs $124.17M). SAR leads profitability with a 12.7% profit margin vs 12.2%. SAR trades at a lower P/E of 20.0x. KKR earns a higher WallStSmart Score of 66/100 (B-).
KKR
Strong Buy66
out of 100
Grade: B-
SAR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 20.6%
Earnings expanding 40.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 69.0%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
Revenue declined 4.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Operating Margin. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bull Case : SAR
The strongest argument for SAR centers on Price/Book, Operating Margin.
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 : SAR
The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.
Key Dynamics to Monitor
KKR profiles as a value stock while SAR is a declining 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.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KKR scores higher overall (66/100 vs 48/100). Both earn "Strong 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. 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.
Saratoga Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Saratoga Investment Corp (SAR) is a publicly traded business development company specializing in providing flexible debt and equity capital to middle-market enterprises across various sectors, including healthcare, technology, and consumer products. The firm employs a disciplined investment strategy that prioritizes comprehensive due diligence and risk management to safeguard capital while striving for optimal shareholder returns. With a robust portfolio management approach and a history of consistent dividend payouts, Saratoga offers institutional investors a compelling opportunity to enhance their exposure to alternative investments while benefiting from the growth potential inherent in the middle-market segment.
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