Hannon Armstrong Sustainable Infrastructure Capital Inc (HASI)vsKKR & Co. Inc. (KKR)
HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc
$40.68
+6.38%
FINANCIAL SERVICES · Cap: $4.84B
KKR
KKR & Co. Inc.
$102.81
-0.52%
FINANCIAL SERVICES · Cap: $100.90B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 28891% more annual revenue ($25.49B vs $87.91M). HASI leads profitability with a 63.7% profit margin vs 12.4%. KKR appears more attractively valued with a PEG of 0.56. KKR earns a higher WallStSmart Score of 62/100 (C+).
HASI
Buy54
out of 100
Grade: C-
KKR
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 64 of every $100 in revenue as profit
Earnings expanding 220.8% YoY
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 42.7% YoY
Generating 1.9B in free cash flow
Areas to Watch
ROE of 2.3% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 28.3%
Premium valuation, high expectations priced in
2.2% revenue growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HASI
The strongest argument for HASI centers on Profit Margin, EPS Growth, Price/Book. Profitability is solid with margins at 63.7% and operating margin at -123.8%. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bear Case : HASI
The primary concerns for HASI are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 94.7x leaves little room for execution misses. Debt-to-equity of 2.19 is elevated, increasing financial risk.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk.
Key Dynamics to Monitor
HASI 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 2.2% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (62/100 vs 54/100). 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.
Hannon Armstrong Sustainable Infrastructure Capital Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Hannon Armstrong Sustainable Infrastructure Capital, Inc. provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company is headquartered in Annapolis, Maryland.
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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