WallStSmart

KKR & Co LP (KKR)vsMSC Income Fund, Inc. (MSIF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 18334% more annual revenue ($25.65B vs $139.15M). MSIF leads profitability with a 63.8% profit margin vs 9.2%. MSIF trades at a lower P/E of 6.9x. KKR earns a higher WallStSmart Score of 65/100 (C+).

KKR

Buy

65

out of 100

Grade: C+

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

MSIF

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 8.0Value: 8.3Quality: 6.3
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued
MSIFUndervalued (+85.6%)

Margin of Safety

+85.6%

Fair Value

$89.39

Current Price

$13.10

$76.29 discount

UndervaluedFair: $89.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

MSIF5 strengths · Avg: 9.6/10
P/E RatioValuation
6.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
63.8%10/10

Keeps 64 of every $100 in revenue as profit

Operating MarginProfitability
65.2%10/10

Strong operational efficiency at 65.2%

EPS GrowthGrowth
25.8%8/10

Earnings expanding 25.8% YoY

Areas to Watch

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%

MSIF2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Market CapQuality
$621.57M3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : MSIF

The strongest argument for MSIF centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 63.8% and operating margin at 65.2%.

Bear Case : KKR

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

Bear Case : MSIF

The primary concerns for MSIF are Revenue Growth, Market Cap.

Key Dynamics to Monitor

KKR profiles as a hypergrowth stock while MSIF is a value 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 59/100) and 76.3% revenue growth. MSIF offers better value entry with a 85.6% margin of safety. 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.

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.

MSC Income Fund, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

MSC Income Fund, Inc. (MSIF) is a closed-end management investment company focused on generating a consistent income stream through a diverse portfolio of income-producing securities. With an emphasis on fixed-income investments such as corporate bonds and mortgage-backed securities, the fund prioritizes capital preservation while actively seeking opportunities for growth. Led by an experienced management team, MSIF employs a disciplined investment strategy and thorough credit analysis to optimize risk-adjusted returns for its shareholders, positioning itself as a reliable choice for investors seeking stability amidst market volatility.

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