WallStSmart

Alvarium Tiedemann Holdings Inc. (ALTI)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 9257% more annual revenue ($25.35B vs $270.97M). KKR leads profitability with a 11.7% profit margin vs -42.0%. KKR earns a higher WallStSmart Score of 48/100 (D+).

ALTI

Hold

37

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 1.21

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALTI3 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
28.1%8/10

Revenue surging 28.1% year-over-year

KKR3 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

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

ALTI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$436.66M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-18.4%2/10

ROE of -18.4% — below average capital efficiency

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : ALTI

The strongest argument for ALTI centers on Price/Book, Debt/Equity, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum.

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.

Bear Case : ALTI

The primary concerns for ALTI are EPS Growth, Market Cap, Piotroski F-Score.

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.

Key Dynamics to Monitor

ALTI profiles as a growth stock while KKR is a declining play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

ALTI is growing revenue faster at 28.1% — 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 37/100). 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.

Alvarium Tiedemann Holdings Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Alvarium Tiedemann Holdings, Inc. is a wealth and asset manager in the United States and internationally. The company is headquartered in New York, New York.

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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.

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