WallStSmart

Fundamental Global Inc. (FGNX)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 1053263% more annual revenue ($25.35B vs $2.41M). KKR leads profitability with a 11.7% profit margin vs 0.0%. FGNX trades at a lower P/E of 1.8x. KKR earns a higher WallStSmart Score of 48/100 (D+).

FGNX

Avoid

24

out of 100

Grade: F

Growth: 3.7Profit: 2.5Value: 6.7Quality: 8.0
Piotroski: 3/9Altman Z: 2.35

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

FGNX3 strengths · Avg: 10.0/10
P/E RatioValuation
1.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

Areas to Watch

FGNX4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$39.13M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

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 : FGNX

The strongest argument for FGNX centers on P/E Ratio, Price/Book, Debt/Equity.

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bear Case : FGNX

The primary concerns for FGNX are EPS Growth, Market Cap, Profit Margin.

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

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

KKR carries more volatility with a beta of 1.85 — expect wider price swings.

FGNX is growing revenue faster at -2.5% — 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 24/100). 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.

Fundamental Global Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Fundamental Global Inc. engages in reinsurance, merchant banking, and asset management business. The company is headquartered in Mooresville, North Carolina.

KKR & Co. Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. Inc., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.

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