KKR & Co LP (KKR)vsSRH Total Return Fund Inc. (STEW)
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
STEW
SRH Total Return Fund Inc.
$17.11
+0.74%
FINANCIAL SERVICES · Cap: $1.64B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 78993% more annual revenue ($25.65B vs $32.43M). KKR leads profitability with a 9.2% profit margin vs 5.4%. STEW trades at a lower P/E of 9.4x. KKR earns a higher WallStSmart Score of 65/100 (C+).
KKR
Buy65
out of 100
Grade: C+
STEW
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-560.3%
Fair Value
$15.91
Current Price
$88.91
$73.00 premium
Margin of Safety
-49.1%
Fair Value
$12.24
Current Price
$17.11
$4.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 33.0%
Revenue surging 76.3% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.3B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Earnings declined 2.2%
Smaller company, higher risk/reward
5.4% margin — thin
Revenue declined 11.6%
Earnings declined 44.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : STEW
The strongest argument for STEW centers on P/E Ratio, Price/Book.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Bear Case : STEW
The primary concerns for STEW are Market Cap, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
KKR profiles as a hypergrowth stock while STEW is a value play — different risk/reward profiles.
KKR carries more volatility with a beta of 2.01 — expect wider price swings.
KKR is growing revenue faster at 76.3% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (65/100 vs 41/100) and 76.3% revenue growth. 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 LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.
SRH Total Return Fund Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
SRH Total Return Fund Inc. (STEW) is a closed-end management investment company that seeks to achieve total return through a balanced strategy of capital appreciation and income generation. The fund employs a diversified investment portfolio that includes equities, fixed income, and hybrid instruments, aimed at long-term growth while managing risk effectively. Led by a skilled management team, STEW is adept at navigating changing market conditions to identify promising opportunities, ultimately providing investors with an attractive risk-adjusted return profile.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?