WallStSmart

KKR & Co. Inc. (KKR)vsSRH Total Return Fund Inc. (STEW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 78078% more annual revenue ($25.35B vs $32.43M). STEW leads profitability with a 537.0% profit margin vs 11.7%. STEW trades at a lower P/E of 9.9x. 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

STEW

Hold

41

out of 100

Grade: D

Growth: 4.0Profit: 8.0Value: 6.7Quality: 6.5
Piotroski: 4/9

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

STEW5 strengths · Avg: 9.8/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Return on EquityProfitability
32.4%10/10

Every $100 of equity generates 32 in profit

Profit MarginProfitability
537.0%10/10

Keeps 537 of every $100 in revenue as profit

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

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%

STEW4 concerns · Avg: 2.3/10
Market CapQuality
$1.71B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-11.6%2/10

Revenue declined 11.6%

EPS GrowthGrowth
-44.1%2/10

Earnings declined 44.1%

Free Cash FlowQuality
$-144,2792/10

Negative free cash flow — burning cash

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 : STEW

The strongest argument for STEW centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 537.0% and operating margin at 16.6%.

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 : STEW

The primary concerns for STEW are Market Cap, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

KKR is growing revenue faster at -6.6% — 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

KKR scores higher overall (48/100 vs 41/100). 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.

SRH Total Return Fund Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SRH Total Return Fund Inc. (STEW) is a closed-end management investment company that aims to achieve total returns through a strategic mix of capital appreciation and income generation. The fund's diversified portfolio includes equities, fixed income, and hybrid instruments, allowing it to effectively navigate varying market conditions while emphasizing long-term growth. Led by a seasoned management team, STEW employs disciplined risk management practices and is well-positioned to capitalize on evolving investment opportunities, providing investors with an attractive risk-adjusted return profile.

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