WallStSmart

Gladstone Capital Corporation (GLAD)vsKKR & Co LP (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 27881% more annual revenue ($25.65B vs $91.67M). GLAD leads profitability with a 38.9% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.39. KKR earns a higher WallStSmart Score of 65/100 (C+).

GLAD

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.19

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GLADSignificantly Overvalued (-74.9%)

Margin of Safety

-74.9%

Fair Value

$10.74

Current Price

$17.37

$6.63 premium

UndervaluedFair: $10.74Overvalued
KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GLAD4 strengths · Avg: 10.0/10
P/E RatioValuation
11.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
38.9%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
73.1%10/10

Strong operational efficiency at 73.1%

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$84.19B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

Areas to Watch

GLAD4 concerns · Avg: 3.0/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

Market CapQuality
$396.96M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

EPS GrowthGrowth
-80.1%2/10

Earnings declined 80.1%

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : GLAD

The strongest argument for GLAD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 38.9% and operating margin at 73.1%. Revenue growth of 11.6% demonstrates continued momentum.

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.

Bear Case : GLAD

The primary concerns for GLAD are PEG Ratio, Market Cap, Return on Equity.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Key Dynamics to Monitor

GLAD profiles as a mature stock while KKR is a hypergrowth play — different risk/reward profiles.

KKR carries more volatility with a beta of 2.01 — expect wider price swings.

KKR is growing revenue faster at 76.3% — sustainability is the question.

KKR generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

KKR scores higher overall (65/100 vs 56/100) and 76.3% revenue growth. Both earn "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.

Gladstone Capital Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Gladstone Capital Corporation (GLAD) is a publicly traded business development company that specializes in providing debt and equity financing to lower middle-market businesses, facilitating their growth and expansion. The company employs a disciplined investment strategy that emphasizes capital preservation while delivering attractive risk-adjusted returns through tailored financing solutions including term loans and equity investments. Leveraging the extensive expertise of its management team, GLAD navigates diverse industries and emerging market trends, positioning itself for sustained performance in the evolving finance landscape. With a commitment to fostering long-term value creation, Gladstone Capital stands as a strategic partner for businesses seeking innovative financing solutions.

KKR & Co LP

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.

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