WallStSmart

Diamond Hill Investment Group Inc (DHIL)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 17136% more annual revenue ($25.35B vs $147.10M). DHIL leads profitability with a 33.2% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.49. DHIL earns a higher WallStSmart Score of 72/100 (B).

DHIL

Strong Buy

72

out of 100

Grade: B

Growth: 4.7Profit: 9.0Value: 7.7Quality: 8.5
Piotroski: 4/9Altman Z: 3.73

KKR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 6.3Quality: 5.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DHIL6 strengths · Avg: 9.5/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.2%10/10

Keeps 33 of every $100 in revenue as profit

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.7310/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
26.9%9/10

Every $100 of equity generates 27 in profit

PEG RatioValuation
0.558/10

Growing faster than its price suggests

KKR4 strengths · Avg: 8.8/10
PEG RatioValuation
0.4910/10

Growing faster than its price suggests

Market CapQuality
$84.04B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

DHIL3 concerns · Avg: 2.3/10
Market CapQuality
$473.41M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

Free Cash FlowQuality
$-1.26B2/10

Negative free cash flow — burning cash

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
30.7x4/10

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 : DHIL

The strongest argument for DHIL centers on P/E Ratio, Profit Margin, Debt/Equity. Profitability is solid with margins at 33.2% and operating margin at 24.8%. PEG of 0.55 suggests the stock is reasonably priced for its growth.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.49 suggests the stock is reasonably priced for its growth.

Bear Case : DHIL

The primary concerns for DHIL are Market Cap, Revenue Growth, Free Cash Flow.

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

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

KKR is growing revenue faster at -6.6% — 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

DHIL scores higher overall (72/100 vs 51/100), backed by strong 33.2% margins. 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.

Diamond Hill Investment Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Diamond Hill Investment Group, Inc., provides fund management and investment advisory services in the United States. The company is headquartered in Columbus, Ohio.

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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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