WallStSmart

KKR & Co. Inc. (KKR)vsSEI Investments Company (SEIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 971% more annual revenue ($25.35B vs $2.37B). SEIC leads profitability with a 31.2% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.53. SEIC earns a higher WallStSmart Score of 72/100 (B).

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

SEIC

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 9.5Value: 5.7Quality: 9.0
Piotroski: 4/9Altman Z: 5.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$90.55B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

SEIC6 strengths · Avg: 9.5/10
Profit MarginProfitability
31.2%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.1210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
28.3%9/10

Every $100 of equity generates 28 in profit

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.0x4/10

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%

SEIC1 concerns · Avg: 4.0/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : SEIC

The strongest argument for SEIC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.2% and operating margin at 30.5%. Revenue growth of 12.8% demonstrates continued momentum.

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 : SEIC

The primary concerns for SEIC are PEG Ratio.

Key Dynamics to Monitor

KKR profiles as a declining stock while SEIC is a mature play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

SEIC is growing revenue faster at 12.8% — sustainability is the question.

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

Bottom Line

SEIC scores higher overall (72/100 vs 48/100), backed by strong 31.2% margins and 12.8% revenue growth. 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.

SEI Investments Company

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania.

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