WallStSmart

US Global Investors Inc (GROW)vsKKR & Co. Inc. (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 267239% more annual revenue ($25.35B vs $9.48M). GROW leads profitability with a 33.3% profit margin vs 11.7%. GROW trades at a lower P/E of 11.7x. GROW earns a higher WallStSmart Score of 61/100 (C+).

GROW

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 5.0Value: 6.7Quality: 8.5
Piotroski: 3/9Altman Z: 11.63

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

GROW6 strengths · Avg: 10.0/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.3%10/10

Keeps 33 of every $100 in revenue as profit

Revenue GrowthGrowth
31.3%10/10

Revenue surging 31.3% year-over-year

EPS GrowthGrowth
480.9%10/10

Earnings expanding 480.9% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$90.55B9/10

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

GROW4 concerns · Avg: 3.0/10
Market CapQuality
$36.34M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.9%3/10

ROE of 6.9% — below average capital efficiency

Operating MarginProfitability
3.3%3/10

Operating margin of 3.3%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.0x4/10

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 : GROW

The strongest argument for GROW centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.3% and operating margin at 3.3%. Revenue growth of 31.3% 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 : GROW

The primary concerns for GROW are Market Cap, Return on Equity, Operating 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

GROW 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.

GROW is growing revenue faster at 31.3% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

GROW scores higher overall (61/100 vs 48/100), backed by strong 33.3% margins and 31.3% revenue growth. Both earn "Buy" 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.

US Global Investors Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

US Global Investors, Inc. is a publicly owned investment manager. The company is headquartered in San Antonio, Texas.

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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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