WallStSmart

KKR & Co LP (KKR)vsSWK Holdings Corp (SWKH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 63790% more annual revenue ($25.65B vs $40.15M). SWKH leads profitability with a 56.6% profit margin vs 9.2%. SWKH trades at a lower P/E of 9.0x. SWKH earns a higher WallStSmart Score of 70/100 (B).

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0

SWKH

Strong Buy

70

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 8.3Quality: 7.0
Piotroski: 4/9Altman Z: -13.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued
SWKHUndervalued (+80.1%)

Margin of Safety

+80.1%

Fair Value

$86.58

Current Price

$16.77

$69.81 discount

UndervaluedFair: $86.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$84.19B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

SWKH6 strengths · Avg: 9.8/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
56.6%10/10

Keeps 57 of every $100 in revenue as profit

Operating MarginProfitability
67.7%10/10

Strong operational efficiency at 67.7%

Revenue GrowthGrowth
34.7%10/10

Revenue surging 34.7% year-over-year

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Areas to Watch

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

SWKH3 concerns · Avg: 3.0/10
EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

Market CapQuality
$201.64M3/10

Smaller company, higher risk/reward

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 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 : SWKH

The strongest argument for SWKH centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 56.6% and operating margin at 67.7%. Revenue growth of 34.7% demonstrates continued momentum.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Bear Case : SWKH

The primary concerns for SWKH are EPS Growth, Market Cap, Altman Z-Score.

Key Dynamics to Monitor

KKR profiles as a hypergrowth stock while SWKH is a growth 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

SWKH scores higher overall (70/100 vs 65/100), backed by strong 56.6% margins and 34.7% revenue growth. Both earn "Strong Buy" and "Buy" 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.

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.

Want to dig deeper into these stocks?