WallStSmart

Capital Southwest Corporation (CSWC)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 10791% more annual revenue ($25.83B vs $237.21M). CSWC leads profitability with a 46.7% profit margin vs 12.2%. KKR appears more attractively valued with a PEG of 0.46. KKR earns a higher WallStSmart Score of 66/100 (B-).

CSWC

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 5.0Quality: 5.3
Piotroski: 4/9

KKR

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 6.3Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSWC5 strengths · Avg: 9.2/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
46.7%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
75.8%10/10

Strong operational efficiency at 75.8%

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
28.7%8/10

Earnings expanding 28.7% YoY

KKR5 strengths · Avg: 8.6/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Market CapQuality
$93.16B9/10

Large-cap with strong market position

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

EPS GrowthGrowth
40.0%8/10

Earnings expanding 40.0% YoY

Free Cash FlowQuality
$3.20B8/10

Generating 3.2B in free cash flow

Areas to Watch

CSWC4 concerns · Avg: 2.3/10
Market CapQuality
$1.54B3/10

Smaller company, higher risk/reward

PEG RatioValuation
12.542/10

Expensive relative to growth rate

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

Free Cash FlowQuality
$-80.87M2/10

Negative free cash flow — burning cash

KKR3 concerns · Avg: 3.3/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 46.7% and operating margin at 75.8%.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bear Case : CSWC

The primary concerns for CSWC are Market Cap, PEG Ratio, Revenue Growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

CSWC profiles as a declining stock while KKR is a value 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 7.8% — sustainability is the question.

KKR generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

KKR scores higher overall (66/100 vs 57/100). 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.

Capital Southwest Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Capital Southwest Corporation (CSWC) is a leading publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. With a diversified investment portfolio that spans debt and equity across critical sectors including healthcare, technology, and manufacturing, CSWC aims to deliver attractive risk-adjusted returns to its investors. The company leverages its extensive industry knowledge and strategic networks to not only foster operational efficiencies within its portfolio but also drive sustainable growth, positioning itself as a vital partner in the dynamic business environment.

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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.

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