WallStSmart

KKR & Co. Inc. (KKR)vsStellus Capital Investment (SCM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 25264% more annual revenue ($25.49B vs $100.48M). SCM leads profitability with a 23.6% profit margin vs 12.4%. SCM trades at a lower P/E of 8.5x. KKR earns a higher WallStSmart Score of 62/100 (C+).

KKR

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 6.0Value: 5.7Quality: 5.8
Piotroski: 3/9

SCM

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 7.0Value: 6.7Quality: 3.3
Piotroski: 1/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR4 strengths · Avg: 8.3/10
Market CapQuality
$100.90B9/10

Large-cap with strong market position

PEG RatioValuation
0.568/10

Growing faster than its price suggests

EPS GrowthGrowth
42.7%8/10

Earnings expanding 42.7% YoY

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

SCM4 strengths · Avg: 9.8/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
71.7%10/10

Strong operational efficiency at 71.7%

Profit MarginProfitability
23.6%9/10

Keeps 24 of every $100 in revenue as profit

Areas to Watch

KKR4 concerns · Avg: 3.5/10
P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SCM4 concerns · Avg: 3.0/10
Market CapQuality
$205.24M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Debt/EquityHealth
1.703/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bull Case : SCM

The strongest argument for SCM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 23.6% and operating margin at 71.7%.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Bear Case : SCM

The primary concerns for SCM are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.70 is elevated, increasing financial risk.

Key Dynamics to Monitor

KKR profiles as a value stock while SCM 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 2.2% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

KKR scores higher overall (62/100 vs 47/100). Both earn "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.

Stellus Capital Investment

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Stellus Capital Investment Corporation (SCM) is a distinguished business development company committed to delivering tailored debt and equity financing solutions to private middle-market enterprises. With a strong emphasis on risk-adjusted returns and capital preservation, Stellus employs a disciplined investment management strategy that emphasizes a diversified portfolio, including senior secured loans, subordinated debt, and equity investments across multiple sectors. This approach allows the company to effectively adapt to changing market dynamics while generating consistent income. For institutional investors, Stellus offers a compelling opportunity to gain exposure to resilient investment options in a competitive landscape.

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