KKR & Co. Inc. (KKR)vsNew Mountain Finance Corporation (NMFC)
KKR
KKR & Co. Inc.
$95.48
-0.16%
FINANCIAL SERVICES · Cap: $91.45B
NMFC
New Mountain Finance Corporation
$7.83
-2.25%
FINANCIAL SERVICES · Cap: $735.78M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 8073% more annual revenue ($25.35B vs $310.21M). KKR leads profitability with a 11.7% profit margin vs -18.6%. KKR appears more attractively valued with a PEG of 0.53. KKR earns a higher WallStSmart Score of 48/100 (D+).
KKR
Hold48
out of 100
Grade: D+
NMFC
Hold46
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 84.5%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Smaller company, higher risk/reward
Elevated debt levels
ROE of -5.5% — below average capital efficiency
Revenue declined 19.7%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 suggests the stock is reasonably priced for its growth.
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.
Bear Case : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
KKR profiles as a declining stock while NMFC is a turnaround 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 -6.6% — 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 46/100). Both earn "Hold" 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.
KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.
New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a distinguished business development company specializing in tailored debt and equity financing solutions for middle-market enterprises across various industries. Supported by New Mountain Capital, NMFC adopts a rigorous investment approach that emphasizes capital preservation and the generation of sustainable income, striving to achieve attractive risk-adjusted returns for its investors. The company is characterized by its experienced management team and a strategic focus on enhancing shareholder value while cultivating resilience and growth within its investment portfolio, solidifying its position as a key player in the competitive middle-market landscape.
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