WallStSmart

KKR & Co. Inc. (KKR)vsWestern Asset Diversified Income Fund (WDI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR leads profitability with a 11.7% profit margin vs 0.0%. WDI trades at a lower P/E of 9.5x. 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

WDI

Avoid

29

out of 100

Grade: F

Growth: 4.3Profit: 4.5Value: 6.7Quality: 4.8
Piotroski: 3/9

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

WDI1 strengths · Avg: 10.0/10
P/E RatioValuation
9.5x10/10

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%

WDI4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$680.05M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

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 : WDI

The strongest argument for WDI centers on P/E Ratio.

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 : WDI

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

Key Dynamics to Monitor

KKR profiles as a declining stock while WDI is a value play — different risk/reward profiles.

WDI is growing revenue faster at 0.0% — 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 29/100). Both earn "Hold" and "Avoid" 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.

Western Asset Diversified Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Western Asset Diversified Income Fund (WDI) is a closed-end investment vehicle focused on delivering attractive current income from a diversified portfolio of U.S. and international fixed-income securities, encompassing both investment-grade and high-yield bonds. Under the stewardship of the experienced Western Asset Management Company, WDI employs disciplined investment strategies coupled with rigorous risk management to navigate market fluctuations. This fund is strategically designed for institutional investors seeking to enhance their fixed-income exposure while capitalizing on diverse opportunities to ensure stable and reliable income streams.

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