WallStSmart

KKR & Co. Inc. (KKR)vsSWK Holdings Corp (SWKH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 67361% more annual revenue ($25.35B vs $37.58M). KKR leads profitability with a 11.7% profit margin vs -6.7%. 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

SWKH

Hold

43

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: -13.01

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR4 strengths · Avg: 8.3/10
Market CapQuality
$91.45B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

SWKH3 strengths · Avg: 9.7/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
157.1%10/10

Earnings expanding 157.1% YoY

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.4x4/10

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%

SWKH4 concerns · Avg: 2.3/10
Market CapQuality
$192.33M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-1.0%2/10

ROE of -1.0% — below average capital efficiency

Revenue GrowthGrowth
-27.8%2/10

Revenue declined 27.8%

Altman Z-ScoreHealth
-13.012/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : SWKH

The strongest argument for SWKH centers on Price/Book, EPS Growth, Debt/Equity.

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 : SWKH

The primary concerns for SWKH are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

KKR profiles as a declining stock while SWKH is a turnaround 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 -6.6% — sustainability is the question.

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

Bottom Line

KKR scores higher overall (48/100 vs 43/100). 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. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.

SWK Holdings Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SWK Holdings Corporation, a specialized finance company, focuses on the healthcare sector. The company is headquartered in Dallas, Texas.

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