WallStSmart

36Kr Holdings Inc (KRKR)vsReddit, Inc. (RDDT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Reddit, Inc. generates 985% more annual revenue ($2.47B vs $227.94M). RDDT leads profitability with a 28.6% profit margin vs 4.9%. RDDT trades at a lower P/E of 55.8x. RDDT earns a higher WallStSmart Score of 75/100 (B+).

KRKR

Hold

42

out of 100

Grade: D

Growth: 3.3Profit: 4.0Value: 4.0Quality: 5.0
Piotroski: 4/9Altman Z: -7.59

RDDT

Strong Buy

75

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 4.3Quality: 9.0
Piotroski: 4/9Altman Z: 7.66

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRKR1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

RDDT6 strengths · Avg: 9.7/10
Revenue GrowthGrowth
69.1%10/10

Revenue surging 69.1% year-over-year

EPS GrowthGrowth
675.0%10/10

Earnings expanding 675.0% YoY

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
7.6610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
28.6%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

KRKR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$5.17M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

RDDT2 concerns · Avg: 3.0/10
Price/BookValuation
11.8x4/10

Trading at 11.8x book value

P/E RatioValuation
55.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : KRKR

The strongest argument for KRKR centers on Price/Book.

Bull Case : RDDT

The strongest argument for RDDT centers on Revenue Growth, EPS Growth, Debt/Equity. Profitability is solid with margins at 28.6% and operating margin at 27.6%. Revenue growth of 69.1% demonstrates continued momentum.

Bear Case : KRKR

The primary concerns for KRKR are Revenue Growth, EPS Growth, Market Cap. A P/E of 65.5x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.

Bear Case : RDDT

The primary concerns for RDDT are Price/Book, P/E Ratio. A P/E of 55.8x leaves little room for execution misses.

Key Dynamics to Monitor

KRKR profiles as a value stock while RDDT is a growth play — different risk/reward profiles.

RDDT carries more volatility with a beta of 1.94 — expect wider price swings.

RDDT is growing revenue faster at 69.1% — sustainability is the question.

RDDT generates stronger free cash flow (311M), providing more financial flexibility.

Bottom Line

RDDT scores higher overall (75/100 vs 42/100), backed by strong 28.6% margins and 69.1% revenue growth. Both earn "Strong 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.

36Kr Holdings Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · China

36Kr Holdings Inc. provides business content and services to participants of the new economy in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.

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Reddit, Inc.

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Reddit, Inc. operates a website that organizes digital communities. The company is headquartered in San Francisco, California.

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